{
  "page": "https://wealthtech.dev/mcp/wealthbox-mcp",
  "title": "Wealthbox connector (MCP): tools, setup, cost",
  "description": "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.",
  "updated": "2026-10-17",
  "data": {
    "$schema": "https://wealthtech.dev/schema/mcp.schema.json",
    "url": "https://wealthtech.dev/mcp/wealthbox-mcp",
    "title": "Wealthbox connector (MCP): tools, setup, cost",
    "lastChecked": "2026-10-17",
    "id": "wealthbox-mcp",
    "name": "Wealthbox connector (MCP)",
    "productIds": [
      "wealthbox"
    ],
    "kind": "remote-mcp",
    "status": "live",
    "firstSeen": "2026-08-01",
    "endpoint": {
      "value": "https://mcp.crmworkspace.com/mcp",
      "state": "third",
      "checked": "2026-10-17",
      "source": "registry",
      "url": "https://claude.com/marketplace/connectors/wealthbox",
      "evidence": "https://mcp.crmworkspace.com/mcp",
      "capture": "evidence/mcp-wealthbox-mcp/claude-com-marketplace-connectors-wealthbox.txt",
      "note": "Published on the Claude connector listing; the Wealthbox pages read did not state the endpoint."
    },
    "transport": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "The listing and the Wealthbox pages read (wealthbox.com AI assistant page, dev.wealthbox.com) do not state the transport."
    },
    "toolCount": {
      "value": 67,
      "state": "third",
      "checked": "2026-10-17",
      "source": "registry",
      "url": "https://claude.com/marketplace/connectors/wealthbox",
      "evidence": "Show all 67 tools",
      "capture": "evidence/mcp-wealthbox-mcp/claude-com-marketplace-connectors-wealthbox.txt",
      "note": "The listing page shows 24 tool names and a 'Show all 67 tools' control; only the 24 shown are recorded in tools[]."
    },
    "tools": [
      {
        "name": "AddRelatedContact",
        "readWrite": "write",
        "description": "Links two contacts as related."
      },
      {
        "name": "AddTag",
        "readWrite": "write",
        "description": "Adds a tag to a record."
      },
      {
        "name": "CreateComment",
        "readWrite": "write",
        "description": "Adds a comment to a record."
      },
      {
        "name": "CreateContact",
        "readWrite": "write",
        "description": "Creates a contact."
      },
      {
        "name": "CreateCustomObject",
        "readWrite": "write",
        "description": "Creates a custom object record."
      },
      {
        "name": "CreateEvent",
        "readWrite": "write",
        "description": "Creates a calendar event."
      },
      {
        "name": "CreateNote",
        "readWrite": "write",
        "description": "Creates a note."
      },
      {
        "name": "CreateOpportunity",
        "readWrite": "write",
        "description": "Creates an opportunity."
      },
      {
        "name": "CreateProject",
        "readWrite": "write",
        "description": "Creates a project."
      },
      {
        "name": "CreateTag",
        "readWrite": "write",
        "description": "Creates a tag."
      },
      {
        "name": "CreateTask",
        "readWrite": "write",
        "description": "Creates a task."
      },
      {
        "name": "CreateWorkflow",
        "readWrite": "write",
        "description": "Creates a workflow from a template."
      },
      {
        "name": "GetContact",
        "readWrite": "read",
        "description": "Fetches a contact."
      },
      {
        "name": "GetCustomFieldValue",
        "readWrite": "read",
        "description": "Fetches a custom field value."
      },
      {
        "name": "GetCustomObject",
        "readWrite": "read",
        "description": "Fetches a custom object record."
      },
      {
        "name": "GetCustomObjectType",
        "readWrite": "read",
        "description": "Fetches a custom object type definition."
      },
      {
        "name": "GetEvent",
        "readWrite": "read",
        "description": "Fetches a calendar event."
      },
      {
        "name": "GetMeeting",
        "readWrite": "read",
        "description": "Fetches a meeting."
      },
      {
        "name": "GetNote",
        "readWrite": "read",
        "description": "Fetches a note."
      },
      {
        "name": "GetOpportunity",
        "readWrite": "read",
        "description": "Fetches an opportunity."
      },
      {
        "name": "GetOpportunityPipeline",
        "readWrite": "read",
        "description": "Fetches an opportunity pipeline."
      },
      {
        "name": "GetOpportunityStage",
        "readWrite": "read",
        "description": "Fetches an opportunity stage."
      },
      {
        "name": "GetProject",
        "readWrite": "read",
        "description": "Fetches a project."
      },
      {
        "name": "GetRepeatingTask",
        "readWrite": "read",
        "description": "Fetches a repeating task."
      }
    ],
    "scope": {
      "value": "read-write",
      "state": "third",
      "checked": "2026-10-17",
      "source": "registry",
      "url": "https://claude.com/marketplace/connectors/wealthbox",
      "evidence": "Search and update contacts, review and add notes, and track opportunities across your pipeline.",
      "capture": "evidence/mcp-wealthbox-mcp/claude-com-marketplace-connectors-wealthbox.txt",
      "note": "Listing text describes search and update; tool names include Create* and AddTag."
    },
    "auth": {
      "value": "Sign-in required (method not stated)",
      "state": "third",
      "checked": "2026-10-17",
      "source": "registry",
      "url": "https://claude.com/marketplace/connectors/wealthbox",
      "evidence": "Sign-in Required",
      "capture": "evidence/mcp-wealthbox-mcp/claude-com-marketplace-connectors-wealthbox.txt",
      "note": "The listing field reads 'Sign-in Required'; the protocol (for example OAuth) is not stated on any page read."
    },
    "enablement": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "Who enables it in a Wealthbox workspace is not stated on the listing or on the Wealthbox AI assistant page."
    },
    "price": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "No price for the connector appears on the listing or on the Wealthbox AI assistant page."
    },
    "listings": [
      {
        "value": "claude.com Connectors",
        "state": "third",
        "checked": "2026-10-17",
        "source": "registry",
        "url": "https://claude.com/marketplace/connectors/wealthbox",
        "evidence": "Search, update, and manage Wealthbox data from inside Claude",
        "capture": "evidence/mcp-wealthbox-mcp/claude-com-marketplace-connectors-wealthbox.txt",
        "note": "Listing says 'Made by Wealthbox' and 'Added August 2026'. The official MCP registry search for 'wealthbox' returned no servers."
      }
    ],
    "summary": "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.",
    "license": "CC BY 4.0",
    "attribution": "wealthtech.dev"
  }
}