WealthSnap
WealthSnap™ helps financial advisors onboard and service clients by collecting information through simple web forms and writing responses directly to Wealthbox.
Start requests from your AI, keep client records current, and trigger Wealthbox workflows when forms are submitted. Find or create a Wealthbox contact, choose a WealthSnap™ form template, and confirm delivery by text message or email—all through a conversation.
MCP connector
- Server URL
https://app.wealthsnap.io/mcp- Login
- OAuth
- Protocol
- MCP 2025-11-25
- Instructions
Use WealthSnap tools only at the user’s request. Show the full send preview and obtain explicit confirmation before sending.
Tools
Reads data2
Deletes or can't be undone1
Skills
None in the store listings or on the server
Clay#68