wealthbox-mcp

wealthbox-mcp

A Model Context Protocol (MCP) server that exposes the Wealthbox CRM API to MCP-enabled clients (e.g., Claude Desktop).

• Wealthbox API docs: https://dev.wealthbox.com/

Requirements

• Node.js 18+ (uses global fetch)

• A Wealthbox API Access Token (Personal access token)

Installation

Global install:

npm i -g wealthbox-mcp

Local (from source):

npm install
npm run build

Configuration

Provide your Wealthbox token via environment variable or a local file:

• WEALTHBOX_TOKEN (required): your Wealthbox API access token; sent as ACCESS_TOKEN header per docs

• WEALTHBOX_API_BASE_URL (optional): defaults to https://api.crmworkspace.com

• Optional local file fallback: wealthbox_key.txt (first line)

Example (stdio run):

WEALTHBOX_TOKEN=your_token_here wealthbox-mcp
# or if running from source
WEALTHBOX_TOKEN=your_token_here node dist/index.js

Using with Claude (MCP)

Add to your Claude Desktop config (platform-specific path). Minimal example:

{
  "mcpServers": {
    "wealthbox": {
      "command": "wealthbox-mcp",
      "env": {
        "WEALTHBOX_TOKEN": "YOUR_API_TOKEN"
      }
    }
  }
}

After starting Claude, you can ask it to list tools and call them. Example prompts:

• "List all MCP tools from the wealthbox server."

• "Call the wealthbox.health tool and show the full structured JSON."

• "Call the wealthbox.getMe tool and print the full structured JSON."

Tools Overview

Core tools map to Wealthbox REST endpoints. Many create/update tools accept explicit fields and also an optional raw body that overrides field parameters when provided.

• Health and basics

  • wealthbox.health – GET /v1/me and return ok + profile

  • wealthbox.getMe – GET /v1/me

  • wealthbox.listUsers – GET /v1/users

  • wealthbox.listTeams – GET /v1/teams

  • wealthbox.request – Generic caller: { method, path, body?, query? }

• Contacts

  • wealthbox.contacts.list – GET /v1/contacts

  • wealthbox.contacts.get – GET /v1/contacts/{id}

  • wealthbox.contacts.create – POST /v1/contacts

  • wealthbox.contacts.update – PUT /v1/contacts/{id}

  • wealthbox.contacts.delete – DELETE /v1/contacts/{id}

• Tasks

  • wealthbox.tasks.list – GET /v1/tasks

  • wealthbox.tasks.get – GET /v1/tasks/{id}

  • wealthbox.tasks.create – POST /v1/tasks

  • wealthbox.tasks.update – PUT /v1/tasks/{id}

  • wealthbox.tasks.delete – DELETE /v1/tasks/{id}

• Events

  • wealthbox.events.list – GET /v1/events

  • wealthbox.events.get – GET /v1/events/{id}

  • wealthbox.events.create – POST /v1/events

  • wealthbox.events.update – PUT /v1/events/{id}

  • wealthbox.events.delete – DELETE /v1/events/{id}

• Notes

  • wealthbox.notes.list – GET /v1/notes

  • wealthbox.notes.get – GET /v1/notes/{id}

  • wealthbox.notes.create – POST /v1/notes

  • wealthbox.notes.update – PUT /v1/notes/{id}

• Opportunities

  • wealthbox.opportunities.list – GET /v1/opportunities

  • wealthbox.opportunities.get – GET /v1/opportunities/{id}

  • wealthbox.opportunities.create – POST /v1/opportunities

  • wealthbox.opportunities.update – PUT /v1/opportunities/{id}

  • wealthbox.opportunities.delete – DELETE /v1/opportunities/{id}

• Projects

  • wealthbox.projects.list – GET /v1/projects

  • wealthbox.projects.get – GET /v1/projects/{id}

  • wealthbox.projects.create – POST /v1/projects

  • wealthbox.projects.update – PUT /v1/projects/{id}

  • wealthbox.projects.delete – DELETE /v1/projects/{id}

• Comments & Activity Stream

  • wealthbox.comments.list – GET /v1/comments{?resource_id,resource_type,updated_since,updated_before}

  • wealthbox.activityStream.list – GET /v1/activity_stream

• Metadata & Categories

  • wealthbox.userGroups.list – GET /v1/user_groups

  • wealthbox.tags.list – GET /v1/tags{?document_type} (document_type: Contact or Note)

  • wealthbox.categories.list – GET /v1/categories/{type} where type ∈ tags|custom_fields|opportunity_stages|opportunity_pipelines|contact_types|contact_sources|task_categories|event_categories|file_categories|investment_objectives|financial_account_types|email_types|phone_types|address_types|website_types|contact_roles

  • wealthbox.customFields.list – GET /v1/custom_fields

  • wealthbox.contactRoles.list – GET /v1/contact_roles

• Workflows

  • wealthbox.workflows.list – GET /v1/workflows

  • wealthbox.workflows.get – GET /v1/workflows/{id}

  • wealthbox.workflows.create – POST /v1/workflows

  • wealthbox.workflows.delete – DELETE /v1/workflows/{id}

  • wealthbox.workflowTemplates.list – GET /v1/workflow_templates

  • wealthbox.workflowTemplates.get – GET /v1/workflow_templates/{id}

  • wealthbox.workflowSteps.complete – POST /v1/workflow_steps/{id}/complete

  • wealthbox.workflowSteps.revert – POST /v1/workflow_steps/{id}/revert

• Households

  • wealthbox.households.addMember – POST /v1/households/{household_id}/members

  • wealthbox.households.deleteMember – DELETE /v1/households/{household_id}/members/{id}

Parameter Hints (selected)

Contacts list (query)

{
  "query": {
    "name": "string",
    "email": "string",
    "phone": "string",
    "contact_type": "string",
    "id": 123,
    "active": true,
    "tags": ["VIP", "Newsletter"],
    "type": "person",
    "page": 1,
    "per_page": 5
  }
}

Example: { "query": { "name": "John Smith", "per_page": 10 } }

Notes

// wealthbox.notes.create
{
  "content": "Updated with Claude via Wealthbox MCP",
  "linked_to": [{ "id": 12345, "type": "Contact" }]
}
// wealthbox.notes.update
{ "id": 211578273, "content": "New contents" }

Tasks

// wealthbox.tasks.create
{ "title": "Call client", "due_date": "2025-10-04", "assigned_to_user_id": 123 }

Contacts

// wealthbox.contacts.create
{ "first_name": "Ada", "last_name": "Lovelace", "emails": [{ "address": "ada@example.com", "type": "Work" }] }

Households

// wealthbox.households.addMember
{ "household_id": 1, "id": 2, "title": "Head" }

Tags/Categories

// wealthbox.tags.list
{ "document_type": "Contact" }

// wealthbox.categories.list
{ "type": "contact_sources" }

Security

• Do not commit your token. The token is loaded from WEALTHBOX_TOKEN or a local file (wealthbox_key.txt) which is ignored by git and npm.

• The server uses HTTPS to talk to Wealthbox’s API endpoint https://api.crmworkspace.com.

Development

Run locally (stdio):

npm install
npm run build
WEALTHBOX_TOKEN=$(cat wealthbox_key.txt) node dist/index.js

License

MIT

Acknowledgements

Built on the TypeScript MCP SDK. See the Wealthbox API docs for full parameter and response details: https://dev.wealthbox.com/