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MCP Integrations Wealthbox
MCP & AI Agent Integration

Wealthbox
automation.

4 AI agent actions for Wealthbox — callable from any MCP-compatible runtime, Claude, Cursor, or Cerebral OS workflow. Use Wealthbox to update contacts, move deals through pipelines, and trigger follow-up sequences automatically. Full governance, audit trail, and dry-run safety on every execution.

Connect Wealthbox free Browse all integrations →
No credit card required
Live in production environments
<200ms median execution
Dry-run before production
Execution trace
live
4
actions
100%
governed
<200ms
latency
4
AI agent actions
0
Read operations
4
Write operations
0
High-risk actions (approval gated)
CRM Wealthbox is a CRM integration — use it to automate contact management, deals, and pipeline operations from any AI agent or MCP-compatible runtime.
Actions

What you can do
with Wealthbox.

Every action below is available as an MCP tool and a verb in Cerebral OS — callable from any AI agent, Claude, Cursor, Windsurf, or your own runtime via the BYOA API. All executions are governed, audited, and dry-run safe.

Create Contact
wealthbox:create_contact
Create a new contact
Write Medium risk
Create Event
wealthbox:create_event
Create a new event
Write Medium risk
Create Opportunity
wealthbox:create_opportunity
Create a new opportunity
Write Medium risk
Create Task
wealthbox:create_task
Create a new task
Write Medium risk
MCP & Runtime API

Call Wealthbox
from any AI agent.

Any AI agent — Claude, Cursor, LangChain, AutoGen, or your own — can call Wealthbox actions through the Cerebral OS Runtime API. Governance, credentials, and audit trail fire automatically.

wealthbox:create_contact READ
# Call via Runtime API
curl
-X POST \
  "https://api.cerebralos.com/v1/runtime/actions/run"
  -H "X-API-Key: YOUR_KEY" \
  -d '{
    "verb": "wealthbox:create_contact",
    "args": {},
    "execution_id": "agent-001"
  }'
wealthbox:create_contact WRITE
# Dry-run first — no production risk
curl
-X POST \
  "https://api.cerebralos.com/v1/runtime/actions/run"
  -H "X-API-Key: YOUR_KEY" \
  -d '{
    "verb": "wealthbox:create_contact",
    "args": {},
    "execution_id": "agent-001",
    "metadata": {"dryRun": true}
  }'
Get your Runtime API key at app.cerebralos.com/signup — 1,000 free executions, no credit card required.
AI agent examples

What your AI agent
can do with Wealthbox.

Real patterns your AI agent can execute via MCP or the Runtime API. Every action governed, dry-run safe, and fully audited.

Trigger
Workflow needs to write to Wealthbox
Dry-run validates wealthbox:create_contact before execution
Approval gate fires if risk level is high
Action executes with full governance — logged, audited, reversible
Trigger
Lead or deal event
Score with AI
Route to right rep
Trigger outreach sequence
How it works

Every Wealthbox action
governed end-to-end.

Cerebral OS isn't a connector. It's the execution layer that sits in front of Wealthbox — adding governance, dry-run safety, and a full audit trail to every operation.

Governance first
Every verb carries a risk classification. High-risk writes require explicit approval gates before they execute in production.
Dry-run safe
Simulate any Wealthbox action before it touches production. See exactly what would happen before a single real call is made.
Immutable audit trail
Every Wealthbox action is logged — what ran, what changed, who approved it, when it happened. Full history on every verb, forever.
Connect with

Wealthbox works best
alongside these.

Build multi-step workflows that connect Wealthbox to the rest of your stack. All governed. All audited.

Hubspot Salesforce Pipedrive Gmail Slack
Wealthbox integration

Start free.
No credit card required.

Start free with 1,000 runs — no credit card required. Connect Wealthbox in minutes, dry-run every action before it touches production, full audit trail on everything.

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