Wealthbox
www.wealthbox.comModern CRM for Financial Advisors. Wealthbox allows financial advisors, enterprise firms, and broker-dealers to manage client relationships while streamlining operations.
What your agent can do
Add an existing contact as a member of an existing household via POST /households/{household_id}/members. Run List Households to find household ids and List Contact Options to find contact ids. Example: add contact 67890 as Spouse to household 12345; returns the household object including id and a… Full schema: https://pipedream.com/apps/wealthbox/actions/add-member-to-household.md
Via MCP.
Tasks depend on the interface and permissions.
Connection methods
Choose a route that fits your agent.
MCP
For compatible agent apps
an access token
View setup for MCPAPI
For custom integrations
an access token
View paths for APIMCP connection
MCP server URL
https://remote.mcp.pipedream.net/v3- Authentication
- Provide the Pipedream Connect access token and the documented project, environment, external-user and app-slug headers; provider account connection may be required.
POST https://remote.mcp.pipedream.net/v3
API connection
API path
https://api.pipedream.com/v1/connect/{project_id}/proxy/aHR0cHM6Ly9hcGkuY3Jtd29ya3NwYWNlLmNvbS92MS9tZQ?external_user_id={external_user_id}&account_id=apn_xxxxxxx- Authentication
- Send a Pipedream Connect access token; Pipedream forwards the connected account credentials to the upstream provider.
View sources and checks
- API · Proxy a request to a provider endpoint using a connected account.
- MCP · Use the Pipedream MCP tool Add Member To Household (Write) for Wealthbox: Add an existing contact as a member of an existing household via POST /households/{household_id}/members. Run List Households to find household ids and List Contact Options to find contact ids. Example: add contact 67890 as Spouse to household 12345; returns the household object including id and a… Full schema: https://pipedream.com/apps/wealthbox/actions/add-member-to-household.md