Wealthbox CRM MCP
CRM (Customer Relationship Management)
Use Wealthbox CRM MCP to take action in your AI tools
Use Zapier Agents for a quick no-code setup, or connect to any AI environment with the Zapier MCP server.
Try in any AI platform
Supported actions
Add Member to Household
Adds a new family member to a household.
Create Contact
Creates a new contact.
Create Event
Creates a new event.
Create Note
Creates a new note.
Create Opportunity
Creates a new opportunity.
Create Project
Creates a new project.
Create Task
Creates a new task.
Create Household
Creates a new household.
Use Wealthbox CRM MCP with any AI assistant
Zapier Wealthbox CRM MCP lets you connect Wealthbox CRM's actions with any AI tool that supports MCP, all without managing integrations or writing glue code. It's built for developers who want flexibility without complexity.
Step 1: Generate your secure MCP URL
Get your unique, dynamic MCP server URL instantly. This endpoint securely connects your AI assistant to Zapier's vast integration network.
Step 2: Choose your Zapier Actions
Customize the specific actions your AI assistant can perform within Wealthbox CRM. Select and scope actions to align with your Wealthbox CRM workflows.
Step 3: Connect with your tool of choice
Integrate your AI Assistant seamlessly using your generated MCP endpoint, enabling your AI Assistant to execute real-world tasks securely and reliably.
Introducing the Zapier MCP integration
Why developers love Zapier MCP
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- Connect once, access 30,000+ Zapier actions
- Secure, scoped access by default
- Works across your favorite dev tools
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