Manufact

Wealthbox icon

Wealthbox

mcp.crmworkspace.com/mcp

Overview

Author
Wealthbox
Verification
partner
Auth
OAuth required
Categories
productivity
financial-services
Works with
claude
claude-api
claude-code
claude-desktop
Tools (67)
AddRelatedContactAddTagCreateCommentCreateContactCreateCustomObjectCreateEventCreateNoteCreateOpportunityCreateProjectCreateTagCreateTaskCreateWorkflow+55 more

FAQ

Wealthbox install, tools, readiness, and alternatives.

How do I add Wealthbox to Claude, ChatGPT, or Cursor?

Add Wealthbox to Claude, ChatGPT, or Cursor by connecting its remote MCP URL in each client's MCP settings. In Claude, add a custom connector. In ChatGPT, add an MCP app. In Cursor, add an MCP server under Settings. The MCP URL is https://mcp.crmworkspace.com/mcp. This server requires OAuth, so complete the login prompt after you connect.

What tools does the Wealthbox MCP server provide?

Wealthbox lists 67 MCP tools, including AddRelatedContact, AddTag, CreateComment, CreateContact, CreateCustomObject, CreateEvent, CreateNote, CreateOpportunity, CreateProject, CreateTag, CreateTask, and CreateWorkflow.

What are the best alternatives to Wealthbox?

As of September 16, 2026, alternatives to Wealthbox in productivity on the Manufact MCP catalog include AI Video Prompt Generator: Vivideo.ai, Autodesk Product Help, BoardWise, Credits.fm, and ecoExperten Energieausweis.

Does Wealthbox MCP require authentication?

Wealthbox requires authentication. Connect it in Claude, ChatGPT, or Cursor and complete the OAuth login prompt.

Who develops Wealthbox?

Wealthbox is developed by Wealthbox. It is listed as partner on the Claude connector directory.

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