wealthbox-mcp

Health check that hits /v1/me to verify token and connectivity

List contacts. Query params: name, email, phone, contact_type, id, active, tags[], type (person|household|organization|trust), page, per_page. Example: {"query":{"name":"John","per_page":10}}

Get contact by id

Create contact. Example: {"first_name":"Ada","last_name":"Lovelace"}. You can also provide a raw body.

Update contact. Provide id and changed fields. You can also pass raw body.

Delete contact

List tasks. Query params: title, assigned_to_user_id, assigned_to_team_id, category_id, completed (boolean), due_date (YYYY-MM-DD), updated_since, updated_before, page, per_page.

Get task by id

Create task. Example: {"title":"Call client","due_date":"2025-10-04"}. You can also provide a raw body.

Update task by id. You can also pass raw body.

Delete task

List events. Query params: title, category_id, starts_after, starts_before, ends_after, ends_before, updated_since, updated_before, page, per_page.

Get event by id

Create event. Example: {"title":"Review","starts_at":"2025-10-04 10:00","ends_at":"2025-10-04 11:00"}

Update event by id. You can also pass raw body.

Delete event

List notes. Query params: updated_since, updated_before, page, per_page.

Get note by id

Create note. Example: {"content": "Note text", "linked_to": [{"id": 12345, "type": "Contact"}]}

Update note content by id. You can pass {content} directly, or a raw body.

List opportunities. Query params: name, pipeline_id, stage_id, amount_min, amount_max, close_after, close_before, updated_since, updated_before, page, per_page.

Get opportunity by id

Create opportunity. Example: {"name":"New deal","pipeline_id":1,"stage_id":2,"amount":10000}

Update opportunity by id. You can also pass raw body.

Delete opportunity

List projects. Query params: name, status, due_after, due_before, updated_since, updated_before, page, per_page.

Get project by id

Create project. Example: {"name":"Onboarding","description":"..."}

Update project by id. You can also pass raw body.

Delete project

List comments (optionally by resource). Query params: resource_id, resource_type, updated_since, updated_before, page, per_page.

List user groups

List members of a customizable category

List tags (optionally by document_type)

List custom fields

List contact roles

List workflows. Query params: status, template_id, updated_since, updated_before, page, per_page.

Get workflow by id

Create workflow

Delete workflow

List workflow templates. Query params: page, per_page.

Get workflow template by id

Complete a workflow step

Revert a workflow step

Retrieve activity stream. Query params: updated_since, updated_before, page, per_page.

Add member to a household. Provide household_id and either id+title or raw body.

Delete member from a household

Retrieve login profile information for the authenticated user

List all users accessible to the authenticated account

List all teams in the authenticated account

Generic Wealthbox API request tool supporting method, path, body, and query