CRM
Wealthbox MCP Server
Published by Fireweed Capital (community)
Wealthbox advisor CRM contacts, notes, tasks and events over a remote MCP endpoint. Unofficial; Wealthbox's own connector is listed above.
Remote
API key
Community
https://wb-mcp.fireweedcapital.com/What 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 as an admin — household visibility is admin-scoped.
- 2.Settings → API Access → generate a read-only access token.
- 3.You are authorizing this server with your own token; keep it in your assistant's credential store.
How your agent connects it
- 1.Add the remote MCP server https://wb-mcp.fireweedcapital.com/ to your assistant and supply the Wealthbox token.
- 2.Ask the agent to count active households, 12-month household retention and the client age distribution.
Figures, not records
Your agent reads Wealthbox MCP Server 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.