wealthbox

Wealthbox is a comprehensive CRM platform designed specifically for financial advisors and wealth management professionals. It provides a centralized system for managing client relationships, tracking interactions, and organizing business workflows in the financial services industry.

With Wealthbox, you can:

• Manage client relationships: Store detailed contact information, background data, and relationship histories for all your clients

• Track interactions: Create and maintain notes about meetings, calls, and other client touchpoints

• Organize tasks: Schedule and manage follow-up activities, deadlines, and important action items

• Document workflows: Keep comprehensive records of client communications and business processes

• Access client data: Retrieve information quickly with organized contact management and search capabilities

• Automate follow-ups: Set reminders and schedule tasks to ensure consistent client engagement

In Agent Forge, the Wealthbox integration enables your agents to seamlessly interact with your CRM data through OAuth authentication. This allows for powerful automation scenarios such as automatically creating client notes from meeting transcripts, updating contact information, scheduling follow-up tasks, and retrieving client details for personalized communications. Your agents can read existing notes, contacts, and tasks to understand client history, while also creating new entries to maintain up-to-date records. This integration bridges the gap between your AI workflows and your client relationship management, enabling automated data entry, intelligent client insights, and streamlined administrative processes that free up time for more valuable client-facing activities.

Usage Instructions

Integrate Wealthbox functionality to manage notes, contacts, and tasks. Read content from existing notes, contacts, and tasks and write to them using OAuth authentication. Supports text content manipulation for note creation and editing.

Tools

wealthbox_read_note

Read content from a Wealthbox note

Input

Parameter	Type	Required	Description
accessToken	string	Yes	The access token for the Wealthbox API
noteId	string	No	The ID of the note to read

Output

Parameter	Type	Description
note	any	Note data
notes	any	Notes list
contact	any	Contact data
contacts	any	Contacts list
task	any	Task data
tasks	any	Tasks list
metadata	json	Operation metadata
success	any	Success status

wealthbox_write_note

Create or update a Wealthbox note

Input

Parameter	Type	Required	Description
accessToken	string	Yes	The access token for the Wealthbox API
content	string	Yes	The main body of the note
contactId	string	No	ID of contact to link to this note

Output

Parameter	Type	Description
note	any	Note data
notes	any	Notes list
contact	any	Contact data
contacts	any	Contacts list
task	any	Task data
tasks	any	Tasks list
metadata	json	Operation metadata
success	any	Success status

wealthbox_read_contact

Read content from a Wealthbox contact

Input

Parameter	Type	Required	Description
accessToken	string	Yes	The access token for the Wealthbox API
contactId	string	No	The ID of the contact to read

Output

Parameter	Type	Description
note	any	Note data
notes	any	Notes list
contact	any	Contact data
contacts	any	Contacts list
task	any	Task data
tasks	any	Tasks list
metadata	json	Operation metadata
success	any	Success status

wealthbox_write_contact

Create a new Wealthbox contact

Input

Parameter	Type	Required	Description
accessToken	string	Yes	The access token for the Wealthbox API
firstName	string	Yes	The first name of the contact
lastName	string	Yes	The last name of the contact
emailAddress	string	No	The email address of the contact
backgroundInformation	string	No	Background information about the contact

Output

Parameter	Type	Description
note	any	Note data
notes	any	Notes list
contact	any	Contact data
contacts	any	Contacts list
task	any	Task data
tasks	any	Tasks list
metadata	json	Operation metadata
success	any	Success status

wealthbox_read_task

Read content from a Wealthbox task

Input

Parameter	Type	Required	Description
accessToken	string	Yes	The access token for the Wealthbox API
taskId	string	No	The ID of the task to read

Output

Parameter	Type	Description
note	any	Note data
notes	any	Notes list
contact	any	Contact data
contacts	any	Contacts list
task	any	Task data
tasks	any	Tasks list
metadata	json	Operation metadata
success	any	Success status

wealthbox_write_task

Create or update a Wealthbox task

Input

Parameter	Type	Required	Description
accessToken	string	Yes	The access token for the Wealthbox API
title	string	Yes	The name/title of the task
dueDate	string	Yes	The due date and time of the task (format:
contactId	string	No	ID of contact to link to this task
description	string	No	Description or notes about the task

Output

Parameter	Type	Description
note	any	Note data
notes	any	Notes list
contact	any	Contact data
contacts	any	Contacts list
task	any	Task data
tasks	any	Tasks list
metadata	json	Operation metadata
success	any	Success status

Notes

• Category: tools

• Type: wealthbox