# wealthbox-mcp

> Use this tool when you need to integrate Wealthbox CRM functionality into your application, enabling operations on contacts, tasks, and other CRM data. It solves problems related to customer relationship management, workflow automation, and data synchronization by exposing the Wealthbox CRM API to MCP-enabled clients. With inputs such as API requests and outputs including CRM data and operation results, it provides a seamless interface for managing customer interactions and related workflows.

Canonical page: https://skillsregistry.net/skills/rhyeal-wealthbox-mcp  
JSON: https://api.skillsregistry.net/v1/skills/rhyeal-wealthbox-mcp

## Description

Exposes the Wealthbox CRM API to MCP-enabled clients, enabling operations on contacts, tasks, events, notes, opportunities, projects, workflows, and more.

## Trust

- **Trust score (0–1):** 0.69
- **Verification tier:** scanned
- **Last scanned:** 2026-08-31

## Facts

- **Version:** 1.0.0
- **Skill type:** atomic
- **Execution layer:** mcp-remote
- **Runtime environment:** api
- **Category:** productivity
- **Updated:** 2026-08-31

## Source

- **Source listing:** [Glama](https://glama.ai/mcp/servers/pum8qprp0x)
- **Repository:** <https://github.com/rhyeal/wealthbox-mcp>

## Use it

Resolve this record through the SkillsRegistry MCP server (no auth, read-only):

```
claude mcp add --transport http --scope user skillsregistry https://api.skillsregistry.net/mcp
```

```json
{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "get_skill",
    "arguments": {
      "slug": "rhyeal-wealthbox-mcp"
    }
  }
}
```

REST: `GET https://api.skillsregistry.net/v1/skills/rhyeal-wealthbox-mcp` · pull for local use: `GET https://api.skillsregistry.net/v1/skills/rhyeal-wealthbox-mcp/pull`

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SkillsRegistry indexes agent skills from public registries and GitHub. Skills we have analysed are scanned with Circle-IR and scored on six dimensions; each listing states its scan coverage. More: https://skillsregistry.net/llms.txt