Client notes, pipeline stages and workflows in Wealthbox, kept current.
Advisors get meeting prep and follow-up in one place, with recent notes summarized beforehand, a note and follow-up task logged afterward, and opportunities moved through the pipeline.
What it is
Wealthbox's own connector for Claude, served from mcp.crmworkspace.com. It reads and writes the CRM data in your Wealthbox account. Each person signs in with their own Wealthbox login.
What you get
- Contacts searched, opened in full, created and updated
- Notes on a client looked up and new notes added
- Opportunities reviewed by pipeline stage, created and updated
- Projects and workflows checked, workflow steps advanced, and new workflows started
- Tasks searched, created and updated
- Upcoming events and meetings pulled up, and calendar entries created or changed
- Custom objects and fields, comments, tags and related-contact links managed
- Users, teams and workspaces at your firm looked up
Requirements
A Wealthbox account with access to the data you want Claude to use. When you connect, you approve both read and write access. On Claude Team and Enterprise, an admin can enable it for the whole firm, but each person still signs in to Wealthbox themselves. It writes as well as reads, so check what it changed in Wealthbox.
Setup effort
Admin enables it, then paste and authorize — add the endpoint to your client, then approve the OAuth consent screen