Wealthbox

Wealthbox is a comprehensive CRM platform designed specifically for wealth managers and financial advisors. It provides REST-based APIs to manage contacts, opportunities, tasks, events, and projects.

This integration enables AI agents to access and manage client relationship data, automate workflow steps, and retrieve advanced filtering capabilities for intelligent client engagement and portfolio management workflows.

Capabilities

• Manage contacts, tasks, events, opportunities, and projects
• Create and update custom fields and tags
• Retrieve and manage workflow steps
• Access user groups and team management
• Handle household management for complex family structures
• Query data with advanced filtering and sorting
• Support for both JSON and XML response formats

Resources

• Wealthbox API Documentation
• API Reference & Resources