Wealthbox

Live 49 Actions

Wealthbox Integration for AI Agents

Connect your AI agent to 49 QA'd Wealthbox actions via MCP, A2A, or SDK, with agent authentication, tool-calling execution, and security built-in.

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Wealthbox AI Agent Actions

49 production-ready actions for your agent to do more on Wealthbox.

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49 Actions

List Activity Stream - List activity stream items for the authenticated user, optionally filtered by contact or document type

List Contact Roles - List the contact roles defined in the workspace, such as Planning Advisor

List Custom Fields - List custom field definitions in the workspace, optionally for one document type

List Tags - List the tags defined in the workspace, optionally for contacts or notes

List Category Members - List the values of a customizable category such as task categories, opportunity stages or contact sources

List Comments - List comments on a record, filtered by resource and update window

List Contacts - List contacts in the workspace, filtered by name, email, phone, type, tags or update window

Create Contact - Create a person, household, organization or trust contact with addresses, emails and custom fields

Get Contact - Retrieve a contact by ID including addresses, emails, phone numbers and financial profile

Update Contact - Update fields on an existing contact, including addresses, tags, roles and custom fields

Delete Contact - Permanently delete a contact from the Wealthbox workspace by ID

List Events - List calendar events, filtered by linked record, start date range or update window

Create Event - Create a calendar event with start and end times, invitees and linked records

Get Event - Retrieve a calendar event by ID including invitees, linked records and custom fields

Update Event - Update the title, times, location, invitees or linked records of an existing event

Delete Event - Remove a calendar event from the workspace by ID

Add Household Member - Add a contact to a household with a household title such as Head or Spouse

Delete Household Member - Remove a contact from a household without deleting the contact

List Notes - List notes, filtered by linked record or update window, in a chosen order

Create Note - Create a note with content, optionally linked to one or more contacts

Get Note - Retrieve a note by ID including its content, linked records and tags

Update Note - Change the content, linked records, visibility or tags of an existing note

List Opportunities - List sales opportunities, filtered by linked record, closed state or update window

Create Opportunity - Create a sales opportunity with target close date, stage, probability and amounts

Get Opportunity - Retrieve an opportunity by ID including stage, probability and amounts

Update Opportunity - Update the stage, probability, amounts or other fields of an existing opportunity

Delete Opportunity - Remove a sales opportunity from the workspace by ID

List Projects - List projects in the workspace, optionally filtered by update window

Create Project - Create a project with a name, description, organizer and visibility

Get Project - Retrieve a project by ID including its organizer and custom fields

Update Project - Update the name, description, organizer or visibility of an existing project

Delete Project - Remove a project from the workspace by ID

List Tasks - List tasks, filtered by linked record, assignee, team, completion state or type

Create Task - Create a task with a due date and priority, assigned to a user or a team

Get Task - Retrieve a task by ID including subtasks, due date, priority and linked records

Update Task - Update the name, due date, completion, priority or assignee of an existing task

Delete Task - Remove a task and its subtasks from the workspace by ID

Get Login Profile - Retrieve the login profile of the authenticated user, including the current user and accessible workspaces

List User Groups - List the user groups in the workspace, used to restrict record visibility

List Teams - List teams in the workspace and their members

List Users - List users in the workspace account, optionally filtered by status

List Workflows - List workflows, filtered by linked record, status or update window

Create Workflow - Start a workflow from a workflow template, optionally linked to a contact, project or opportunity

Get Workflow - Retrieve a workflow by ID including its steps, milestones and linked record

Delete Workflow - Remove a workflow from the workspace by ID

List Workflow Templates - List the workflow templates available in the workspace

Get Workflow Template - Retrieve a workflow template by ID including its steps and milestones

Complete Workflow Step - Mark a step of a workflow complete, optionally applying a workflow outcome and the due date of a restarted step

Revert Workflow Step - Revert a previously completed step of a workflow back to incomplete

Wealthbox AI Agent Use Cases

Connect your AI agent to Wealthbox and help your team scale the sales operations they run by hand today.

Post-Demo Follow-Up

Use StackOne to connect your AI agent to your CRM, email, and calendar tools to automate post-demo follow-up.

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Deal Risk Scoring

Use StackOne to connect your AI agent to your CRM, email, and calendar tools to automate deal risk scoring and pipeline alerts.

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Outbound Prospecting

Use StackOne to connect your AI agent to your CRM, sales engagement, and messaging tools to automate outbound prospecting.

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More Sales & CRM use cases

Do More, Build Less

Connect AI to Wealthbox and control what it can do, down to the field

Multiple Interfaces

Access integrations via API, AI SDKs, MCP & A2A.

Wealthbox MCP server

Managed Authentication

Pre-built authentication UI.

Agent auth

Falcon Engine

Every Wealthbox action runs on Falcon.

Agent Execution Engine

StackOne Defender

88.7% prompt injection detection.

Prompt injection defense

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"What impressed us most about StackOne is its ambition and clarity. They're creating infrastructure that modern software and the entire AI agent ecosystem can rely on. The depth of secure integrations, the pace of delivery, and the team's foresight into AI's future uniquely position StackOne to redefine this category."

Luna Schmid, Partner at GV

"We've been impressed by how quickly and deeply StackOne integrates with complex enterprise systems -- and now, with their focus on agent-to-agent interoperability, they're unlocking even more powerful use cases for customers. StackOne delivers all of the above in a universal layer -- without compromise."