CRM
Wealthbox Connector for Claude
Published by Wealthbox
Wealthbox's own connector for Claude: contacts, households, opportunities, notes and tasks from your CRM of record. Includes write tools, so connect with read-only scopes.
Remote
OAuth
Vendor
https://mcp.crmworkspace.com/mcpWhat this server supplies
Fields this server can cover in the valuation checklist, and the methods each one drives.
Client households
Drives: Client Value
Client retention score (0-100)
Drives: Quality multiplier
Client demographics score (0-100)
Drives: Quality multiplier
What you approve
- 1.Sign in to Wealthbox at the OAuth consent screen.
- 2.Grant read-only scopes; the connector also offers write tools you do not need here.
How your agent connects it
- 1.Add the remote MCP server https://mcp.crmworkspace.com/mcp to your assistant and finish OAuth.
- 2.Ask the agent for household counts, client retention and client age mix.
Figures, not records
Your agent reads Wealthbox Connector for Claude directly and passes only the figures the valuation needs. Those numbers are stored on your practice record alongside their provenance and the calculated outputs. The statements, exports, position data and CRM records behind them stay in your platforms, and ValuationMCP never holds your platform credentials. See the Privacy Policy.
Server details, tier and auth mode sourced from the WealthMCP directory.