Wealthbox

MCP connector

Server URL

https://mcp.crmworkspace.com/mcpCopy

Login

OAuth

Tools

Skills

5 in the Claude listing

• Document recommendation suitabilityCombine interaction evidence and current financial data into a complete record of the client context, recommendation, targeted risk, supporting rationale, and resulting work.
• Identify clients affected by changeRead an external change and determine which Wealthbox clients or prospects are likely to be affected and what follow-up should occur.
• Manage client service requestConvert a client request into a tracked, multi-step Wealthbox service process informed by the complete client relationship.
• Orchestrate onboarding dataBuild a verified onboarding data set from uploaded materials and connected systems, reconcile conflicting sources, and route the resulting information and work to Wealthbox and the appropriate special
• Prepare client meetingCreate a concise, decision-ready briefing for an upcoming client or prospect meeting by synthesizing the complete client relationship across connected systems.