Claude Wealthbox connectorWhat Claude can do in your Wealthbox account.
The Claude Wealthbox connector exposes 67 tools. 28 read your contacts, notes, pipeline, workflows, tasks and calendar, 15 create or update records, and 24 are listed with no description. Here: what Claude does, what it asks, and who controls it.
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What changes when Claude can reach your Wealthbox
Wealthbox is the CRM many financial advisors run their client relationships in. With the connector, meeting prep and follow-up stop being a tour of tabs. You ask Claude about a client, it reads the record, the notes, the open opportunities and the calendar, and it can log a note, create a task or move a deal forward when you tell it to.
Meeting prep in one question. GetContact pulls up the client record, ListNotes brings back the recent notes, and ListMeetings shows when you meet next, so Claude hands you a short brief before the call.
Follow-up logged before you forget. Right after the meeting, CreateNote records what was discussed, CreateTask sets the follow-up for next month, and UpdateOpportunity moves the deal to its new stage.
Onboarding that keeps moving. CreateWorkflow starts the onboarding process for a new household, and UpdateWorkflowStep advances each step as the paperwork comes in.
Now what it does not do. Wealthbox says Claude can work with your firm's custom objects and fields, but not whether that means reading or changing them, so those eleven tools stay undocumented here, along with thirteen others. Nothing runs by itself either: no tool fires when a client emails or a task falls due. For that kind of background job, see the Wealthbox Make integration.
The vocabulary in one minute
Five words you will meet while plugging Wealthbox in.
- Connector
- The link you set up once between Claude and an account you already have, so it can work in that account while it answers you.
- Tool
- One named action a connector opens to Claude. Claude picks the ones it needs by itself; the directory sheet lists them by name.
- Authorization
- The service's own sign-in screen, where you hand Claude the access it will use. Given once per person, and you can take it back.
- Approval
- The confirmation Claude waits for before it goes through with something that changes your account, shown in the chat when it matters.
- MCP
- The shared standard connectors are built on: it is what lets an assistant like Claude talk to an outside service such as Wealthbox.
Plug Wealthbox into Claude in three steps
- 01
Find Wealthbox in Claude
In Claude's settings, open Customize, then Connectors, and look for Wealthbox in the list. On a Team or Enterprise workspace, an Owner or Primary Owner has to switch the connector on first, then each member connects on their own.
- 02
Start the connection
Click Connect on its row and sign in to Wealthbox in the window Wealthbox opens itself. If the link breaks later, use Disconnect and plug it back in from the same row.
- 03
Read the authorization screen
Read the screen before you accept. It belongs to Wealthbox, not to Claude, and it sets what the access covers. You can withdraw that access later from your Wealthbox account as well.
The 67 Claude Wealthbox connector tools, grouped by what they do
Wealthbox gives Claude 67 tools: 28 that read your account, 15 that change something in it, and 24 no official source describes.
Three groups: what Claude reads, what it changes, and what no official source describes. The names stay exactly as Claude shows them.
- 28 read
- 15 write
- 24 not documented
What Claude reads (28)
28 toolsTools that look at contacts, notes, opportunities, projects, workflows, tasks, calendar and your team without touching them.
GetContact
Pulls up the full record of one contact, the complete client file an advisor checks before a meeting.
GetEvent
Reads one calendar event in detail, part of pulling up events and meetings.
GetMeeting
Opens one meeting in detail to prepare for it.
GetNote
Opens a single note in full, one of the two tools Wealthbox ties to looking up notes, when a summary is not enough.
GetOpportunity
Reads one opportunity in detail, the deal a client conversation is about.
GetOpportunityPipeline
Reads one pipeline in detail, within the same pipeline review Wealthbox describes, without detailing its output further.
GetOpportunityStage
Reads a single pipeline stage, for when one step of the process needs checking on its own.
GetProject
Shows one project with its status in detail, where the list only gives the overview.
GetTask
Brings up one task in detail when the list entry is not enough to act on it.
GetUser
Looks up one Wealthbox user of your firm, part of the team lookups Wealthbox describes.
GetWorkflow
Reads one workflow in detail, including where it stands, when a single process needs attention.
GetWorkflowTemplate
Shows the steps of one workflow template, exactly the kind of question Wealthbox gives as an example.
ListContacts
Searches your Wealthbox contact list, the households and clients your firm follows, so Claude can find the right person before anything else.
ListEvents
Pulls up your upcoming calendar events and those tied to a client.
ListMeetings
Lists the meetings Wealthbox tracks, alongside calendar events, with the clients they involve.
ListNotes
Looks up the notes attached to a client or a record, the running history of conversations and decisions.
ListOpportunities
Reviews the deals in your pipeline, the opportunities your firm is working, across their stages.
ListOpportunityPipelines
Part of what Wealthbox calls reviewing deals across pipeline stages: it covers the pipelines those deals go through.
ListOpportunityStages
Lists the stages opportunities pass through, the other half of the pipeline review Wealthbox describes.
ListProjects
Checks the status of your projects, the multi-step work Wealthbox tracks for a client or the firm.
ListTaskCategories
Reviews the task categories your firm uses, so new tasks land in the right one.
ListTasks
Searches your task list, with due dates and the clients they relate to.
ListTeams
Finds the teams at your firm and who belongs to them.
ListUsers
Lists the users of your Wealthbox organisation.
ListWorkflowSteps
Lists the steps of a workflow, so Claude can tell you what is done and what comes next.
ListWorkflowTemplates
Lists the workflow templates of your firm, the reusable processes Wealthbox names in its description of the connector.
ListWorkflows
Checks the workflows under way, the step-by-step processes Wealthbox runs for recurring work.
ListWorkspaces
Returns the workspaces across your Wealthbox organisation.
What Claude changes (15)
15 toolsTools that create, update, link, tag, comment or advance. No source gives any of them its own confirmation rule: the general rule below applies.
AddRelatedContact
Approval: see the ruleManages related-contact relationships, so the people around a client are tied together in the CRM.
AddTag
Approval: see the ruleTags a contact to keep records organised, such as marking a high-priority lead.
CreateComment
Approval: see the ruleAdds a comment to a record, such as a project, so the team sees the latest status.
CreateContact
Approval: see the ruleCreates a new contact in Wealthbox, the starting point for a new client or prospect record.
CreateEvent
Approval: see the ruleCreates a calendar entry tied to your work in Wealthbox, such as a review meeting.
CreateNote
Approval: see the ruleAdds a new note to a client's record on the fly, the quick way to log what was just discussed.
CreateOpportunity
Approval: see the ruleOpens a fresh opportunity in your pipeline as a deal takes shape.
CreateTask
Approval: see the ruleCreates a task, with its due date and the client it concerns.
CreateWorkflow
Approval: see the ruleStarts a new workflow, the step-by-step process Wealthbox runs, for a client or piece of work.
LinkContactToRecord
Approval: see the ruleLinks a contact to another record, such as an opportunity or a project, so the relationship shows on both sides.
UpdateContact
Approval: see the ruleUpdates an existing contact, such as a new address or phone number.
UpdateEvent
Approval: see the ruleReschedules or edits an existing calendar entry, such as a moved review meeting.
UpdateOpportunity
Approval: see the ruleUpdates an opportunity as it progresses, such as its stage or amount.
UpdateTask
Approval: see the ruleChanges an existing task, such as a new due date or its completion.
UpdateWorkflowStep
Approval: see the ruleAdvances a step of a workflow, marking progress in the process Wealthbox tracks.
Undocumented (24)
24 toolsThe directory publishes these names and nothing more. Wealthbox describes families of capabilities without naming tools, and the page does not guess which name does what.
CreateCustomObject
Wealthbox's article says Claude can work with custom objects, but that wording never says whether it reads or changes them, and no source ties it to this name. It stays undocumented here.
CreateProject
The Wealthbox sentence on projects and workflows mentions checking status and starting new ones without naming a tool, and no source documents this name. Whether it opens anything is left unsaid here. The eleven custom tools aside, it is one of the thirteen other names the sheet leaves unexplained.
CreateTag
Tagging contacts is documented, yet no official text says which tool does it beyond that, and this name has no description of its own. The page does not fill the gap.
GetCustomFieldValue
Among the eleven custom-field and custom-object names on the sheet, none gets a description of its own. This one included, no official text explains what it returns.
GetCustomObject
No sentence from Wealthbox or Anthropic describes this entry. The only related line speaks of working with custom objects in general, which is too vague to classify anything.
GetCustomObjectType
Custom object types are specific to each firm, and Wealthbox's documentation does not describe this tool at all. The page records the name and nothing more.
GetRepeatingTask
Wealthbox's task section covers searching, categories and creating or updating tasks, and never mentions repeating ones; no source documents this name. It sits next to a list counterpart that is just as undocumented.
ListComments
Wealthbox describes adding comments to records, not reading them back, and no official text documents this entry. Whether it lists anything is not something the page will assume.
ListContactSources
Nothing in Wealthbox's Claude article touches on contact sources, and the directory publishes only the name. No source documents it. Any guess about lead origins would be the page's, not Wealthbox's.
ListContactTypes
Contact types appear in no official description of this connector; the sheet lists this name without a word of explanation from Wealthbox or Anthropic.
ListCustomFieldOptions
Dropdown options of custom fields, if that is what this covers, are not described anywhere official, and the page will not read that meaning into the name. It belongs to the unclassified custom group.
ListCustomFieldValues
Wealthbox mentions custom field values in one broad sentence about working with them, with no tool named and no reading or writing specified. This entry therefore stays undocumented.
ListCustomFields
The firm-specific fields Wealthbox advertises are real, but no official source says which tool reads them; this name has no description of its own. It stays unclassified with the rest of that group.
ListCustomObjectTypes
Just as undocumented as the rest of the custom group, this name comes with no official sentence, and nothing about its output is published.
ListCustomObjects
Wealthbox's broad line on custom objects names no tool, so no source attaches this entry to reading or to anything else. The note stops at that. It stays in the grey zone.
ListEventCategories
Event categories are absent from the calendar section of Wealthbox's article, which only speaks of events, meetings and calendar entries. No source documents this name. The page leaves it at that.
ListRepeatingTasks
Recurring tasks go unmentioned in every official source for this connector, so this entry has no description and no documented behaviour. Its single-item neighbour on the sheet is undocumented too.
ListTags
Wealthbox documents tagging contacts, not consulting the tag list, and no official text describes this entry. Its role is left open here. Nothing more is published about it.
SetCustomFieldValue
However explicit the name looks, no official source says what this entry does, and Wealthbox's only related sentence stays at working with custom field values in general. It stays unclassified.
UpdateCustomObject
The same broad sentence about custom objects covers no named tool, so there is no documented basis for this one either. The page does not guess from its name.
UpdateMeeting
Wealthbox speaks of creating or updating calendar entries without saying whether meetings count as such, and no source documents this particular name. Only the calendar-entry tool for events is covered.
UpdateNote
For notes, Wealthbox documents looking them up and adding new ones, and says nothing about editing; this name is described by no official source.
UpdateProject
Wealthbox's line on projects covers checking status and starting new ones; no sentence documents this name, and the page leaves it without a description. Projects are documented for reading only.
UpdateWorkflow
Advancing workflow steps is documented through another tool; this entry, by contrast, has no official description, and no source says how it relates. The page makes no link itself.
What Claude asks before it acts
By default, Claude stops and asks for your go-ahead before each action it carries out on an account for you. The request shows up in the conversation, at the moment it matters.
On a Team or Enterprise workspace, owners decide whether a member may let some actions through without being asked every time. They can also limit what a connector may do for the whole organisation, keeping lookups open and closing writing, for example. That setting applies to everyone and nobody overrides it from their own account. And Claude works with your Wealthbox access and nothing more: Wealthbox itself says you need an account with access to the data you want Claude to use.
Which plans it is available on
None of the 819 directory sheets shows availability by plan. The answer, connector by connector, is not published anywhere: it is a real gap in the catalogue.
The general rule is published, though. Remote connectors are open to all users on Claude, Cowork, Claude Desktop and mobile. On Team and Enterprise, an Owner or Primary Owner opens the connector for the organisation before members can connect individually. For the current state, check Wealthbox's sheet in the official directory. One more point: this connector is documented only by Wealthbox itself, with no Claude help page of its own.
Where the Claude Wealthbox connector stops
A connector is not an automation. Claude calls these tools while it answers you: nothing starts when a client emails, a meeting ends or a task falls due.
The tool list is an observed floor, not a promise: an administrator can open actions that appear on no public sheet. The directory's partner badge is not a security audit either, and Anthropic says so on every sheet: it does not choose the tools a publisher exposes and does not guarantee they behave as announced. Plug in only what comes from a publisher you trust. For a firm handling client money, that line matters. Other connectors are gathered on the Integrations hub.
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