Wealthbox
Search, update, and manage Wealthbox data from inside Claude
Add to Claude (opens in new tab)Wealthbox is a CRM built for financial advisors and wealth management firms. This connector brings your Wealthbox data directly into Claude.
Search and update contacts, review and add notes, and track opportunities across your pipeline. Manage projects and workflow templates, and look up or create tasks. Check calendar events and meetings tied to any client. Work with the custom objects and custom fields specific to your firm, add comments and tags to keep records organized, link related contacts together, and look up users, teams, and workspaces across your organization.
Built for financial advisors, enterprise RIA firms, and broker-dealers already running client relationships in Wealthbox. Ask Claude to prep for a client meeting, follow up on a deal, or update a record, and it works directly against your live CRM data.
Tools
- AddRelatedContact
- AddTag
- CreateComment
- CreateContact
- CreateCustomObject
- CreateEvent
- CreateNote
- CreateOpportunity
- CreateProject
- CreateTag
- CreateTask
- CreateWorkflow
- GetContact
- GetCustomFieldValue
- GetCustomObject
- GetCustomObjectType
- GetEvent
- GetMeeting
- GetNote
- GetOpportunity
- GetOpportunityPipeline
- GetOpportunityStage
- GetProject
- GetRepeatingTask
Only use connectors from developers you trust. Anthropic does not control which tools developers make available and cannot verify that they will work as intended or that they won’t change.
Related connectors
Search, read, and upload files instantly
Manage your schedule and coordinate meetings effortlessly
Access your company's SharePoint, OneDrive, Outlook, and Teams directly in Claude
Access Jira & Confluence from Claude
Connect your Notion workspace to search, update, and power workflows across tools
Send messages, create canvases, and fetch Slack data