# Wealthbox connector (MCP): tools, setup, cost

> 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.

- Kind: Remote MCP server
- Status: Live
- First seen: Aug 2026
- Products: [Wealthbox](https://wealthtech.dev/products/wealthbox)
- Id: `wealthbox-mcp` · JSON: https://wealthtech.dev/mcp/wealthbox-mcp.json

## Facts

| Field | Value | Source and quote | Checked |
|---|---|---|---|
| Endpoint | https://mcp.crmworkspace.com/mcp | From a third-party page. [claude.com](https://claude.com/marketplace/connectors/wealthbox) "https://mcp.crmworkspace.com/mcp" | 2026-10-17 |
| Transport | Not found | Not found. The listing and the Wealthbox pages read (wealthbox.com AI assistant page, dev.wealthbox.com) do not state the transport. The listing and the Wealthbox pages read (wealthbox.com AI assistant page, dev.wealthbox.com) do not state the transport. | 2026-10-17 |
| Tool count | 67 | From a third-party page. [claude.com](https://claude.com/marketplace/connectors/wealthbox) "Show all 67 tools" | 2026-10-17 |
| Read or write | read-write | From a third-party page. [claude.com](https://claude.com/marketplace/connectors/wealthbox) "Search and update contacts, review and add notes, and track opportunities across your pipeline." | 2026-10-17 |
| Authentication | Sign-in required (method not stated) | From a third-party page. [claude.com](https://claude.com/marketplace/connectors/wealthbox) "Sign-in Required" | 2026-10-17 |
| Who turns it on | Not found | Not found. Who enables it in a Wealthbox workspace is not stated on the listing or on the Wealthbox AI assistant page. Who enables it in a Wealthbox workspace is not stated on the listing or on the Wealthbox AI assistant page. | 2026-10-17 |
| Price | Not found | Not found. No price for the connector appears on the listing or on the Wealthbox AI assistant page. No price for the connector appears on the listing or on the Wealthbox AI assistant page. | 2026-10-17 |

## 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. |

## Listings

- https://claude.com/marketplace/connectors/wealthbox: claude.com Connectors (checked 2026-10-17) "Search, update, and manage Wealthbox data from inside Claude"

This page describes security facts (auth, read or write scope, who turns it on). It doesn't endorse the server.
---
Source: https://wealthtech.dev/mcp/wealthbox-mcp · Facts licensed CC BY 4.0 (attribution "wealthtech.dev"). Every fact states where it was checked and when; check the source before relying on it.