---
title: Wealthbox
description: Interact with Wealthbox
---

import { BlockInfoCard } from "@/components/ui/block-info-card"

<BlockInfoCard 
  type="wealthbox"
  color="#E0E0E0"
/>

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[Wealthbox](https://www.wealthbox.com/) is a comprehensive CRM platform designed specifically for financial advisors and wealth management professionals. It provides a centralized system for managing client relationships, tracking interactions, and organizing business workflows in the financial services industry.

With Wealthbox, you can:

- **Manage client relationships**: Store detailed contact information, background data, and relationship histories for all your clients
- **Track interactions**: Create and maintain notes about meetings, calls, and other client touchpoints
- **Organize tasks**: Schedule and manage follow-up activities, deadlines, and important action items
- **Document workflows**: Keep comprehensive records of client communications and business processes
- **Access client data**: Retrieve information quickly with organized contact management and search capabilities
- **Automate follow-ups**: Set reminders and schedule tasks to ensure consistent client engagement

In Sim, the Wealthbox integration enables your agents to seamlessly interact with your CRM data through OAuth authentication. This allows for powerful automation scenarios such as automatically creating client notes from meeting transcripts, updating contact information, scheduling follow-up tasks, and retrieving client details for personalized communications. Your agents can read existing notes, contacts, and tasks to understand client history, while also creating new entries to maintain up-to-date records. This integration bridges the gap between your AI workflows and your client relationship management, enabling automated data entry, intelligent client insights, and streamlined administrative processes that free up time for more valuable client-facing activities.
{/* MANUAL-CONTENT-END */}


## Usage Instructions

Integrate Wealthbox into the workflow. Can read and write notes, read and write contacts, and read and write tasks.



## Tools

### `wealthbox_read_note`

Read content from a Wealthbox note

#### Input

| Parameter | Type | Required | Description |
| --------- | ---- | -------- | ----------- |
| `noteId` | string | No | The ID of the note to read |

#### Output

| Parameter | Type | Description |
| --------- | ---- | ----------- |
| `success` | boolean | Operation success status |
| `output` | object | Note data and metadata |

### `wealthbox_write_note`

Create or update a Wealthbox note

#### Input

| Parameter | Type | Required | Description |
| --------- | ---- | -------- | ----------- |
| `content` | string | Yes | The main body of the note |
| `contactId` | string | No | ID of contact to link to this note |

#### Output

| Parameter | Type | Description |
| --------- | ---- | ----------- |
| `success` | boolean | Operation success status |
| `output` | object | Created or updated note data and metadata |

### `wealthbox_read_contact`

Read content from a Wealthbox contact

#### Input

| Parameter | Type | Required | Description |
| --------- | ---- | -------- | ----------- |
| `contactId` | string | No | The ID of the contact to read |

#### Output

| Parameter | Type | Description |
| --------- | ---- | ----------- |
| `success` | boolean | Operation success status |
| `output` | object | Contact data and metadata |

### `wealthbox_write_contact`

Create a new Wealthbox contact

#### Input

| Parameter | Type | Required | Description |
| --------- | ---- | -------- | ----------- |
| `firstName` | string | Yes | The first name of the contact |
| `lastName` | string | Yes | The last name of the contact |
| `emailAddress` | string | No | The email address of the contact |
| `backgroundInformation` | string | No | Background information about the contact |

#### Output

| Parameter | Type | Description |
| --------- | ---- | ----------- |
| `success` | boolean | Operation success status |
| `output` | object | Created or updated contact data and metadata |

### `wealthbox_read_task`

Read content from a Wealthbox task

#### Input

| Parameter | Type | Required | Description |
| --------- | ---- | -------- | ----------- |
| `taskId` | string | No | The ID of the task to read |

#### Output

| Parameter | Type | Description |
| --------- | ---- | ----------- |
| `success` | boolean | Operation success status |
| `output` | object | Task data and metadata |

### `wealthbox_write_task`

Create or update a Wealthbox task

#### Input

| Parameter | Type | Required | Description |
| --------- | ---- | -------- | ----------- |
| `title` | string | Yes | The name/title of the task |
| `dueDate` | string | Yes | The due date and time of the task \(format: "YYYY-MM-DD HH:MM AM/PM -HHMM", e.g., "2015-05-24 11:00 AM -0400"\) |
| `contactId` | string | No | ID of contact to link to this task |
| `description` | string | No | Description or notes about the task |

#### Output

| Parameter | Type | Description |
| --------- | ---- | ----------- |
| `success` | boolean | Operation success status |
| `output` | object | Created or updated task data and metadata |



## Notes

- Category: `tools`
- Type: `wealthbox`
