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Wealthbox ACTION

List Workflow Templates

Companion list action for the free-form Workflow id prop. Returns available workflow templates via GET /workflow_templates so agents/users can discover valid template ids for Start Workflow. Paginates up to the requested Limit. Example: returns template objects each including id, name, and workflow step configuration. Supply the optional Fields parameter (e.g. ["id","name"]) to receive a trimmed response. See the documentation
  • Action
  • Read only
  • OAuth
  • SDK
  • MCP

IMPLEMENTATION

Call this tool

Connect a user's Wealthbox account once, then configure and run List Workflow Templates from your backend or agent.

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-workflow-templates",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    wealthbox: { authProvisionId: "apn_xxxxxxx" },
    limit: 10,
    fields: ["Fields"],
  },
})

console.log(result)

SCHEMA

Inputs

Pipedream supplies the connected account. Your application provides the operation-specific values below. Dynamic inputs are resolved against that user's account.

List Workflow Templates inputs
Property Type Description
limit Limit integer
Maximum number of workflow templates to return (1-1000). Defaults to 100.
Optional
fields Fields string[]
Optional list of field names to include in each returned template object. When omitted, all fields are returned. Example: ["id", "name"].
Optional

REFERENCE

Tool details

Behavior hints are published with the component in the Pipedream registry and surface as MCP tool annotations, so an agent can reason about a tool before it calls it.

Registry key
wealthbox-list-workflow-templates
Version
0.0.2
App
Wealthbox
Authentication
OAuth
Read-only
Yes
Destructive
No
Open world
Yes