Wealthbox MCP Server
for AI Agents
Connect your AI agent to StackOne's Wealthbox MCP server and give it 49 MCP tools out of the box. Auth, tool execution, and security all managed.
StackOne 
Coverage
49 Agent Actions
Agents can read, write and delete in Wealthbox. Extend your agent's capabilities with custom actions.
Authentication
Agent Tool Authentication
Per-user OAuth in one call. Your Wealthbox MCP server gets session-scoped tokens with zero credentials stored on your infra.
Agent Auth →
Security
Agent Protection
Every Wealthbox tool response scanned for prompt injection in milliseconds, with 88.7% accuracy, all running on CPU.
Prompt Injection Defense →
Performance
Max Agent Context. Min Cost.
Free up to 96% of your agent's context window to enhance reasoning and reduce cost, on every Wealthbox call.
Tools Discovery →What is the Wealthbox MCP Server?
A Wealthbox MCP server lets AI agents read and write Wealthbox data through the Model Context Protocol, Anthropic's open standard for connecting LLMs to external tools. StackOne's Wealthbox MCP server ships with 49 pre-built actions, fully extensible via the Connector Builder, plus managed authentication, prompt injection defense, observability, and agent execution runtime. Connect it from MCP clients like Claude Desktop, Claude Code, Cursor, Goose, and VS Code, or from agent frameworks like OpenAI Agents SDK, LangChain, and Vercel AI SDK.
All Wealthbox MCP Tools
Every StackOne action for Wealthbox, ready for your agent. Read, write and delete, scoped to exactly what you need.
Contacts
- Create Contact
Create a person, household, organization or trust contact with addresses, emails and custom fields
- List Contacts
List contacts in the workspace, filtered by name, email, phone, type, tags or update window
- Get Contact
Retrieve a contact by ID including addresses, emails, phone numbers and financial profile
- Update Contact
Update fields on an existing contact, including addresses, tags, roles and custom fields
- Delete Contact
Permanently delete a contact from the Wealthbox workspace by ID
Events
- Create Event
Create a calendar event with start and end times, invitees and linked records
- List Events
List calendar events, filtered by linked record, start date range or update window
- Get Event
Retrieve a calendar event by ID including invitees, linked records and custom fields
- Update Event
Update the title, times, location, invitees or linked records of an existing event
- Delete Event
Remove a calendar event from the workspace by ID
Household Members
- Add Household Member
Add a contact to a household with a household title such as Head or Spouse
- Delete Household Member
Remove a contact from a household without deleting the contact
Notes
- Create Note
Create a note with content, optionally linked to one or more contacts
- List Notes
List notes, filtered by linked record or update window, in a chosen order
- Get Note
Retrieve a note by ID including its content, linked records and tags
- Update Note
Change the content, linked records, visibility or tags of an existing note
Opportunitys
- Create Opportunity
Create a sales opportunity with target close date, stage, probability and amounts
- Get Opportunity
Retrieve an opportunity by ID including stage, probability and amounts
- Update Opportunity
Update the stage, probability, amounts or other fields of an existing opportunity
- Delete Opportunity
Remove a sales opportunity from the workspace by ID
Projects
- Create Project
Create a project with a name, description, organizer and visibility
- List Projects
List projects in the workspace, optionally filtered by update window
- Get Project
Retrieve a project by ID including its organizer and custom fields
- Update Project
Update the name, description, organizer or visibility of an existing project
- Delete Project
Remove a project from the workspace by ID
Tasks
- Create Task
Create a task with a due date and priority, assigned to a user or a team
- List Tasks
List tasks, filtered by linked record, assignee, team, completion state or type
- Get Task
Retrieve a task by ID including subtasks, due date, priority and linked records
- Update Task
Update the name, due date, completion, priority or assignee of an existing task
- Delete Task
Remove a task and its subtasks from the workspace by ID
Workflows
- Create Workflow
Start a workflow from a workflow template, optionally linked to a contact, project or opportunity
- List Workflows
List workflows, filtered by linked record, status or update window
- Get Workflow
Retrieve a workflow by ID including its steps, milestones and linked record
- Delete Workflow
Remove a workflow from the workspace by ID
Workflow Templates
- List Workflow Templates
List the workflow templates available in the workspace
- Get Workflow Template
Retrieve a workflow template by ID including its steps and milestones
Other (13)
- List Activity Stream
List activity stream items for the authenticated user, optionally filtered by contact or document type
- List Contact Roles
List the contact roles defined in the workspace, such as Planning Advisor
- List Custom Fields
List custom field definitions in the workspace, optionally for one document type
- List Tags
List the tags defined in the workspace, optionally for contacts or notes
- List Category Members
List the values of a customizable category such as task categories, opportunity stages or contact sources
- List Comments
List comments on a record, filtered by resource and update window
- List Opportunities
List sales opportunities, filtered by linked record, closed state or update window
- Get Login Profile
Retrieve the login profile of the authenticated user, including the current user and accessible workspaces
- List User Groups
List the user groups in the workspace, used to restrict record visibility
- List Teams
List teams in the workspace and their members
- List Users
List users in the workspace account, optionally filtered by status
- Complete Workflow Step
Mark a step of a workflow complete, optionally applying a workflow outcome and the due date of a restarted step
- Revert Workflow Step
Revert a previously completed step of a workflow back to incomplete
Wealthbox AI Agent Use Cases
Connect your AI agent to Wealthbox and help your team scale the sales operations they run by hand today.
Use StackOne to connect your AI agent to your CRM, email, and calendar tools to automate post-demo follow-up.
ViewUse StackOne to connect your AI agent to your CRM, email, and calendar tools to automate deal risk scoring and pipeline alerts.
ViewUse StackOne to connect your AI agent to your CRM, sales engagement, and messaging tools to automate outbound prospecting.
ViewSet Up Your Wealthbox MCP Server in Minutes
One endpoint. Any framework. Your agent is talking to Wealthbox in under 10 lines of code.
Agent Frameworks
JSON{
"mcpServers": {
"stackone": {
"command": "npx",
"args": [
"-y",
"mcp-remote@latest",
"https://api.stackone.com/mcp?x-account-id=<account_id>",
"--header",
"Authorization: Basic <YOUR_BASE64_TOKEN>"
]
}
}
}Check More CRM MCP Servers
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Platform Resources
Comparing BM25, TF-IDF, and Hybrid Search for MCP Tool Discovery
Benchmarking BM25, TF-IDF, and hybrid search for MCP tool discovery across 916 tools. The 80/20 TF-IDF/BM25 hybrid hits 21% Top-1 accuracy in under 1ms.
10 min
Indirect Prompt Injection Defense for MCP Tools: A Technical Guide
MCP tools that read emails, CRM records, and tickets are indirect prompt injection vectors. Here's how we built a two-tier defense that scans tool results in ~11ms.
12 min
MCP vs A2A: Architecture, Security, and When to Use Each
MCP vs A2A: what each protocol standardizes, how they differ, their shared security risks including indirect prompt injection, and when to use one, both, or a hybrid architecture.
12 min
MCP vs API: What Hundreds of Connector Builds Taught Us
MCP wraps APIs, it doesn't replace them. After building hundreds of connectors that serve both, here's when each approach wins.
14 min read
Wealthbox MCP Server FAQ
Does StackOne have a Wealthbox MCP server?
Wealthbox MCP server vs direct API integration: what's the difference?
How does Wealthbox authentication work for AI agents?
origin_owner_id.Are Wealthbox MCP tools vulnerable to prompt injection?
What is the context bloat of a Wealthbox agent and how do I avoid it?
Can I limit which actions my Wealthbox agent can access?
Can I create custom agent actions for my Wealthbox MCP server?
When should I NOT use a Wealthbox MCP server?
What AI frameworks and AI clients does the StackOne Wealthbox MCP server support?
Put your AI agents to work
All the tools you need to build and scale AI agent integrations, with best-in-class connectivity, execution, and security.