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MCP Integrations Wealthbox
MCP & AI Agent Integration

Wealthbox
automation.

4 automated actions available through Cerebral OS. Connect Wealthbox to any workflow, Cerebral, or Map — with full governance, audit trail, and dry-run safety on every execution.

Start free — 1,000 runs Browse all integrations →

No credit card required · 1,000 free runs · 4 actions available

Execution trace
live
4
actions
100%
governed
<200ms
latency
4
Automated actions
0
Read operations
4
Write operations
2,800+
Compatible Maps
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
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.
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.

Start free — 1,000 runs Browse all integrations →