Wealthbox

Wealthbox is a CRM specifically designed for financial advisors and wealth management firms. It helps them manage client relationships, track interactions, and automate workflows.

Official docs: https://developers.wealthbox.com/

Wealthbox Overview

• Contact
  • Task
  • Event
• Project

Use action names and parameters as needed.

Working with Wealthbox

This skill uses the Membrane CLI to interact with Wealthbox. Membrane handles authentication and credentials refresh automatically — so you can focus on the integration logic rather than auth plumbing.