Wealthbox connector (MCP)

Live Remote MCP server · first seen Aug 2026 · last checked Oct 17, 2026

Wealthbox's connector for Claude is listed at https://mcp.crmworkspace.com/mcp and shows 67 tools for searching and updating contacts, notes, opportunities, projects and tasks. The listing says sign-in is required but does not name the auth protocol.

Facts

Wealthbox connector (MCP) facts
Endpoint	mcp.crmworkspace.com From a third-party page · Oct 17, 2026 “https://mcp.crmworkspace.com/mcp” Source https://claude.com/marketplace/connectors/wealthbox Checked Oct 17, 2026 Note Published on the Claude connector listing; the Wealthbox pages read did not state the endpoint.
Transport	Not found Not found · Oct 17, 2026 Checked Oct 17, 2026 Note The listing and the Wealthbox pages read (wealthbox.com AI assistant page, dev.wealthbox.com) do not state the transport.
Tool count	67 From a third-party page · Oct 17, 2026 “Show all 67 tools” Source https://claude.com/marketplace/connectors/wealthbox Checked Oct 17, 2026 Note The listing page shows 24 tool names and a 'Show all 67 tools' control; only the 24 shown are recorded in tools[].
Read or write	read-write From a third-party page · Oct 17, 2026 “Search and update contacts, review and add notes, and track opportunities across your pipeline.” Source https://claude.com/marketplace/connectors/wealthbox Checked Oct 17, 2026 Note Listing text describes search and update; tool names include Create* and AddTag.
Authentication	Sign-in required (method not stated) From a third-party page · Oct 17, 2026 “Sign-in Required” Source https://claude.com/marketplace/connectors/wealthbox Checked Oct 17, 2026 Note The listing field reads 'Sign-in Required'; the protocol (for example OAuth) is not stated on any page read.
Who turns it on	Not found Not found · Oct 17, 2026 Checked Oct 17, 2026 Note Who enables it in a Wealthbox workspace is not stated on the listing or on the Wealthbox AI assistant page.
Price	Not found Not found · Oct 17, 2026 Checked Oct 17, 2026 Note No price for the connector appears on the listing or on the Wealthbox AI assistant page.

Tools

Tool	Read or write	What it does
`AddRelatedContact`	write	Links two contacts as related.
`AddTag`	write	Adds a tag to a record.
`CreateComment`	write	Adds a comment to a record.
`CreateContact`	write	Creates a contact.
`CreateCustomObject`	write	Creates a custom object record.
`CreateEvent`	write	Creates a calendar event.
`CreateNote`	write	Creates a note.
`CreateOpportunity`	write	Creates an opportunity.
`CreateProject`	write	Creates a project.
`CreateTag`	write	Creates a tag.
`CreateTask`	write	Creates a task.
`CreateWorkflow`	write	Creates a workflow from a template.
`GetContact`	read	Fetches a contact.
`GetCustomFieldValue`	read	Fetches a custom field value.
`GetCustomObject`	read	Fetches a custom object record.
`GetCustomObjectType`	read	Fetches a custom object type definition.
`GetEvent`	read	Fetches a calendar event.
`GetMeeting`	read	Fetches a meeting.
`GetNote`	read	Fetches a note.
`GetOpportunity`	read	Fetches an opportunity.
`GetOpportunityPipeline`	read	Fetches an opportunity pipeline.
`GetOpportunityStage`	read	Fetches an opportunity stage.
`GetProject`	read	Fetches a project.
`GetRepeatingTask`	read	Fetches a repeating task.

Where it's listed

claude.com: claude.com Connectors (From a third-party page, Oct 17, 2026)

This page states security facts: how you sign in, whether the server can change data, and who has to switch it on. It doesn't endorse the server. Check your firm's policy before connecting an AI assistant to client data.

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