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)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-workflow-templates",
"configured_props": {
"wealthbox": { "authProvisionId": "apn_xxxxxxx" },
"limit": 10,
"fields": ["Fields"]
}
}'// accessToken: mint a short-lived token with the Connect SDK — see the MCP guide
const transport = new StreamableHTTPClientTransport(
new URL("https://remote.mcp.pipedream.net/v3"),
{
requestInit: {
headers: {
Authorization: `Bearer ${accessToken}`,
"x-pd-project-id": "{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-workflow-templates",
arguments: {
limit: 10,
fields: ["Fields"],
},
})SCHEMA
Inputs
Pipedream supplies the connected account. Your application provides the operation-specific values below. Dynamic inputs are resolved against that user's account.
| 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
- Source
- View on GitHub ↗