Wealthbox
Partner, reviewedSearch, update, and manage Wealthbox data from inside Claude
A connector: add it in the Claude app under Settings, Connectors; Claude Code signed in to the same account can use it too. There is nothing to install from a terminal.
Wealthbox is a CRM built for financial advisors and wealth management firms. This connector brings your Wealthbox data directly into Claude. Search and update contacts, review and add notes, and track opportunities across your pipeline. Manage projects and workflow templates, and look up or create tasks. Check calendar events and meetings tied to any client. Work with the custom objects and custom fields specific to your firm, add comments and tags to keep records organized, link related contacts together, and look up users, teams, and workspaces across your organization. Built for financial…
From Anthropic's public plugin directory, read on 2026-10-15. Find a skill by task.