Can I use Wealthbox as a CLI?

Yes. KosmoKrator exposes a Wealthbox CLI through kosmo integrations:call and the provider shortcut command. Commands can return JSON for scripts, CI, and coding agents.

Can I expose Wealthbox through MCP?

Yes. The KosmoKrator MCP gateway can expose selected Wealthbox tools to clients such as Claude Code, Cursor, Codex, and other MCP-compatible tools.

Where are Wealthbox credentials stored?

Wealthbox credentials are configured in KosmoKrator's local integration settings and reused by CLI, Lua, and MCP gateway surfaces.

Can I deny write access for Wealthbox MCP tools?

Yes. Start the gateway with --write=deny for read-only clients, or use ask/allow only for trusted workspaces.

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Wealthbox MCP, CLI, and Lua Integration for AI Agents

Wealthbox integration docs for AI agents: MCP gateway setup, Wealthbox CLI commands, Lua API reference, credentials, and function schemas.

Wealthbox for agents

Credentials can be configured manually in web or CLI hosts.

Use this integration from Lua code mode, the headless integrations CLI, or the KosmoKrator MCP gateway. The same package metadata powers all three surfaces.

Agent Surfaces

Wealthbox CLIHeadless setup, JSON output, direct function calls. Wealthbox MCPExpose selected tools to local MCP clients. Wealthbox LuaAgent-facing namespace and Lua reference. FeedbackReport missing tools, auth issues, or bad metadata.

Machine-Readable Metadata

integration_slug: wealthbox
route_slug: wealthbox
package: wealthbox
auth_strategy: bearer_token
cli_setup_supported: true
cli_runtime_supported: true
mcp_gateway_supported: true
lua_supported: true

Function Catalog

Function	Type	Parameters	Description
`wealthbox.wealthbox_list_contacts`	Read `read`	3	List contacts from Wealthbox CRM. Returns a paginated list of contacts with their details. Use search to filter by name or email.
`wealthbox.wealthbox_get_contact`	Read `read`	1	Get a specific contact from Wealthbox CRM by their ID. Returns full contact details including name, email, phone, address, and custom fields.
`wealthbox.wealthbox_create_contact`	Write `write`	10	Create a new contact in Wealthbox CRM. At minimum provide a first name or last name. You can also include email, phone, address, and other contact details.
`wealthbox.wealthbox_list_tasks`	Read `read`	3	List tasks from Wealthbox CRM. Returns a paginated list of tasks with their details including name, due date, status, and assignee.
`wealthbox.wealthbox_create_task`	Write `write`	6	Create a new task in Wealthbox CRM. Provide a task name and optionally a due date, description, and assignee.
`wealthbox.wealthbox_list_opportunities`	Read `read`	3	List opportunities (sales pipeline) from Wealthbox CRM. Returns a paginated list of opportunities with details like name, value, stage, and associated contact.
`wealthbox.wealthbox_list_workflows`	Read `read`	2	List workflows from Wealthbox CRM. Returns a paginated list of workflows with their steps, status, and associated contacts.
`wealthbox.wealthbox_list_events`	Read `read`	4	List calendar events from Wealthbox CRM. Returns a paginated list of events with their title, date, time, and associated contacts.
`wealthbox.wealthbox_get_current_user`	Read `read`	0	Get the currently authenticated Wealthbox user. Returns user profile information including name, email, and account details.