Wealthbox's Claude connector brings your CRM data directly into Claude — search and update contacts, review notes and opportunities, manage projects and workflows, and more, all through natural conversation.
What you can do
Contacts — Search your contact list, pull up a full record, and create or update contacts.
Notes — Look up notes attached to a client or record, and add new notes on the fly.
Opportunities & pipelines — Review deals across your pipeline stages, and create or update opportunities as they progress.
Projects & workflows — Check the status of projects and workflows, advance workflow steps, and start new ones.
Tasks — Search your task list, review task categories, and create or update tasks.
Calendar & meetings — Pull up upcoming events and meetings, and create or update calendar entries.
Custom objects & fields — Work with your firm's custom objects and custom field values.
Comments & tags — Add comments to records and tag contacts to keep things organized.
Related records — Link contacts to other records and manage related-contact relationships.
Team & workspace lookups — Look up users, teams, accounts, and workspaces at your firm.
Try asking Claude
"Pull up [Contact Name]'s Wealthbox record and summarize their recent notes."
"What opportunities are in my pipeline's proposal stage right now?"
"Create a note on [Contact]'s record: discussed rebalancing timeline, follow up next month."
"What's on my calendar with clients this week?"
"Show me the steps in the [Workflow Template] workflow template."
"What tasks do I have due this week for [Contact Name]?"
"Add a comment to this project: waiting on signed paperwork from the client."
"Tag [Contact] as a high-priority lead."
"Which team members are on the [Team Name] team?"
Before you connect
You'll need a Wealthbox account with access to the data you want Claude to use. When you connect, Claude requests both read and write access to your Wealthbox data so you'll be asked to approve both during setup.
Connect from Claude.ai or Claude Desktop
In Claude, go to Settings → Connectors (Team and Enterprise admins: Organization Settings → Connectors to enable it firm-wide).
Find Wealthbox and select Connect.
You'll be redirected to log into Wealthbox and approve access.
Once approved, you're returned to Claude and ready to go.
Each person who wants to use the connector completes their own login and approval — enabling it for the organization makes it available, but everyone still authenticates with their own Wealthbox account.
Connect from Claude Code
claude mcp add --transport http wealthbox https://mcp.crmworkspace.com/mcp
Then run /mcp inside Claude Code and complete the Wealthbox login when prompted.
Support
Questions about the connector? Contact support@wealthbox.com.