Connect Your AI Agent with Wealthbox for Slack

Integrate Wealthbox MCP server into your Slack workspace for instant access to your AI agent.

Or, book a demo
Documentation
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Wealthbox
Wealthbox
Modern CRM for Financial Advisors. Wealthbox allows financial advisors, enterprise firms, and broker-dealers to manage client relationships while streamlining operations.

Categories

CRM

Available Tools

Tools that your AI agent can use through this MCP server to interact with Wealthbox

List Category Options

Retrieves available options for the Category field.

List Stage Options

Retrieves available options for the Stage field.

List Type Options

Retrieves available options for the Type field.

Create Task

Create a new task. See the documentation

Create Opportunity

Create a new opportunity. See the documentation

Create Event

Create a new event. See the documentation

Create Contact

Create a new contact. See the documentation