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Connect to Wealthbox CRM to manage records and automate client workflow tasks.
Copy the install command and let the AI configure it · recommended for beginners
No copy-paste install info for "wealthbox-mcp" yet — see the docs or source repo.
Connect to Wealthbox, find the contact named "Wang Min," and return her phone, email, company, and most recent note.
Returns the matched contact's key details and latest follow-up note for quick client context.
In Wealthbox, create a task for contact "Li Hua": call back next Tuesday at 10 AM, high priority, with the note "Discuss renewal options."
Creates a new task record with schedule, priority, and notes for follow-up execution.
Retrieve all opportunities from Wealthbox for this month, summarize counts and expected value by stage, and list the top three opportunities nearing deadline.
Provides a pipeline overview with stage counts, value totals, and a shortlist of urgent opportunities.
Manage WEEEK tasks, projects, boards, and time tracking via API.
Lets LLMs manage WeCom customers, tags, group chats, and mass messaging.
Query Wealthsimple promotions, help articles, service status, and news via MCP.
Manage clients, projects, tasks, invoices, and payments through Moxie MCP tools.
Connect to Basecamp via MCP to manage projects, todos, messages, and teamwork.
Send transactional emails, track status, and manage contacts through MCP.