# List Category Options — Wealthbox

> List the task categories configured in Wealthbox (e.g. Follow Up, Meeting, Review) so agents and users can discover valid category IDs to pass to the Category prop in Create Task. Returns objects with label (category name) and value…

- Key: `wealthbox-list-task-category-options`
- Type: Action (Read-only)
- Version: 0.0.3
- App: Wealthbox (`wealthbox`) — https://pipedream.com/apps/wealthbox.md
- This page (HTML): https://pipedream.com/apps/wealthbox/actions/list-task-category-options
- Hints: read-only · open-world
- Source: https://github.com/PipedreamHQ/pipedream/blob/master/components/wealthbox/actions/list-task-category-options/list-task-category-options.mjs

## Description

List the task categories configured in Wealthbox (e.g. `Follow Up`, `Meeting`, `Review`) so agents and users can discover valid category IDs to pass to the Category prop in **Create Task**. Returns objects with `label` (category name) and `value` (numeric category ID). [See the documentation](https://dev.wealthbox.com/#customizable-categories-list-all-members-of-a-customizable-category-get)

## Run it

**MCP**

```ts
import { Client } from "@modelcontextprotocol/sdk/client/index.js"
import { StreamableHTTPClientTransport } from "@modelcontextprotocol/sdk/client/streamableHttp.js"
import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const accessToken = await pd.rawAccessToken

const transport = new StreamableHTTPClientTransport(
  new URL("https://remote.mcp.pipedream.net/v3"),
  {
    requestInit: {
      headers: {
        Authorization: `Bearer ${accessToken}`,
        "x-pd-project-id": process.env.PIPEDREAM_PROJECT_ID!,
        "x-pd-environment": "production",
        "x-pd-external-user-id": "{external_user_id}", // any stable ID for this user in your system
        "x-pd-app-slug": "wealthbox",
      },
    },
  },
)

const mcp = new Client({ name: "my-agent", version: "1.0.0" })
await mcp.connect(transport)

const { tools } = await mcp.listTools()

// listTools() hands your model this tool's input schema, so it can
// fill the arguments itself:
const result = await mcp.callTool({
  name: "wealthbox-list-task-category-options",
  arguments: {},
})
```

**TypeScript**

```ts
import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const result = await pd.actions.run({
  id: "wealthbox-list-task-category-options",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    wealthbox: { authProvisionId: "apn_xxxxxxx" },
  },
})

console.log(result)
```

**cURL**

```bash
curl -X POST https://api.pipedream.com/v1/connect/{project_id}/actions/run \
  -H "Content-Type: application/json" \
  -H "X-PD-Environment: production" \
  -H "Authorization: Bearer {access_token}" \
  -d '{
    "external_user_id": "{external_user_id}",
    "id": "wealthbox-list-task-category-options",
    "configured_props": {
      "wealthbox": { "authProvisionId": "apn_xxxxxxx" }
    }
  }'
```

---

- App: https://pipedream.com/apps/wealthbox.md · All apps: https://pipedream.com/apps