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 CLI for AI Agents

Use the Wealthbox CLI from KosmoKrator to call Wealthbox tools headlessly, return JSON, inspect schemas, and automate workflows from coding agents, scripts, and CI.

Wealthbox CLI Setup

Wealthbox can be configured headlessly with `kosmokrator integrations:configure wealthbox`.

Install, configure, and verify

# Install KosmoKrator first if it is not available on PATH.
curl -fsSL https://raw.githubusercontent.com/OpenCompanyApp/kosmokrator/main/install.sh | bash

# Configure and verify this integration.
kosmokrator integrations:configure wealthbox --set access_token="$WEALTHBOX_ACCESS_TOKEN" --enable --read allow --write ask --json
kosmokrator integrations:doctor wealthbox --json
kosmokrator integrations:status --json

Credentials

Authentication type: Bearer token bearer_token. Configure credentials once, then reuse the same stored profile from scripts, coding CLIs, Lua, and MCP.

Key	Env var	Type	Required	Label
`access_token`	`WEALTHBOX_ACCESS_TOKEN`	Secret `secret`	yes	Access Token

Command Patterns

The generic command is stable across every integration. The provider shortcut is shorter for humans.

Generic CLI call

kosmo integrations:call wealthbox.wealthbox_list_contacts '{"page":1,"per_page":1,"search":"example_search"}' --json

Provider shortcut

kosmo integrations:wealthbox wealthbox_list_contacts '{"page":1,"per_page":1,"search":"example_search"}' --json

Discovery

These commands return structured output for coding agents that need to inspect capabilities before choosing a function.

Discovery commands

kosmo integrations:docs wealthbox --json
kosmo integrations:docs wealthbox.wealthbox_list_contacts --json
kosmo integrations:schema wealthbox.wealthbox_list_contacts --json
kosmo integrations:search "Wealthbox" --json
kosmo integrations:list --json

Automation Contexts

The same configured command surface works in these environments. The command does not change unless the host wrapper, credentials, or permissions change.

CI Run integration calls from CI jobs with JSON output, explicit credentials, and predictable exit status. Cron Jobs Schedule repeatable integration workflows from cron while keeping credentials in KosmoKrator config. Shell Scripts Call integration functions from shell scripts with stable JSON input and output. Headless Automation Use KosmoKrator as a non-interactive integration runtime for local automations and wrappers. Coding Agents Let coding agents discover schemas and execute integration functions through CLI commands or MCP.

CLI Functions

Every function below can be called headlessly. Commands are highlighted, copyable, and scroll horizontally when payloads are long.

`wealthbox.wealthbox_list_contacts`

List contacts from Wealthbox CRM. Returns a paginated list of contacts with their details. Use search to filter by name or email.

Read read

Parameters: page, per_page, search

Generic call

kosmo integrations:call wealthbox.wealthbox_list_contacts '{"page":1,"per_page":1,"search":"example_search"}' --json

Shortcut

kosmo integrations:wealthbox wealthbox_list_contacts '{"page":1,"per_page":1,"search":"example_search"}' --json

`wealthbox.wealthbox_get_contact`

Get a specific contact from Wealthbox CRM by their ID. Returns full contact details including name, email, phone, address, and custom fields.

Read read

Parameters: id

Generic call

kosmo integrations:call wealthbox.wealthbox_get_contact '{"id":1}' --json

Shortcut

kosmo integrations:wealthbox wealthbox_get_contact '{"id":1}' --json

`wealthbox.wealthbox_create_contact`

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.

Write write

Parameters: first_name, last_name, email, phone, street, city, state, zip, type, tags

Generic call

kosmo integrations:call wealthbox.wealthbox_create_contact '{"first_name":"example_first_name","last_name":"example_last_name","email":"example_email","phone":"example_phone","street":"example_street","city":"example_city","state":"example_state","zip":"example_zip"}' --json

Shortcut

kosmo integrations:wealthbox wealthbox_create_contact '{"first_name":"example_first_name","last_name":"example_last_name","email":"example_email","phone":"example_phone","street":"example_street","city":"example_city","state":"example_state","zip":"example_zip"}' --json

`wealthbox.wealthbox_list_tasks`

List tasks from Wealthbox CRM. Returns a paginated list of tasks with their details including name, due date, status, and assignee.

Read read

Parameters: page, per_page, status

Generic call

kosmo integrations:call wealthbox.wealthbox_list_tasks '{"page":1,"per_page":1,"status":"example_status"}' --json

Shortcut

kosmo integrations:wealthbox wealthbox_list_tasks '{"page":1,"per_page":1,"status":"example_status"}' --json

`wealthbox.wealthbox_create_task`

Create a new task in Wealthbox CRM. Provide a task name and optionally a due date, description, and assignee.

Write write

Parameters: name, due_date, description, assignee_id, contact_id, priority

Generic call

kosmo integrations:call wealthbox.wealthbox_create_task '{"name":"example_name","due_date":"example_due_date","description":"example_description","assignee_id":1,"contact_id":1,"priority":"example_priority"}' --json

Shortcut

kosmo integrations:wealthbox wealthbox_create_task '{"name":"example_name","due_date":"example_due_date","description":"example_description","assignee_id":1,"contact_id":1,"priority":"example_priority"}' --json

`wealthbox.wealthbox_list_opportunities`

List opportunities (sales pipeline) from Wealthbox CRM. Returns a paginated list of opportunities with details like name, value, stage, and associated contact.

Read read

Parameters: page, per_page, status

Generic call

kosmo integrations:call wealthbox.wealthbox_list_opportunities '{"page":1,"per_page":1,"status":"example_status"}' --json

Shortcut

kosmo integrations:wealthbox wealthbox_list_opportunities '{"page":1,"per_page":1,"status":"example_status"}' --json

`wealthbox.wealthbox_list_workflows`

List workflows from Wealthbox CRM. Returns a paginated list of workflows with their steps, status, and associated contacts.

Read read

Parameters: page, per_page

Generic call

kosmo integrations:call wealthbox.wealthbox_list_workflows '{"page":1,"per_page":1}' --json

Shortcut

kosmo integrations:wealthbox wealthbox_list_workflows '{"page":1,"per_page":1}' --json

`wealthbox.wealthbox_list_events`

List calendar events from Wealthbox CRM. Returns a paginated list of events with their title, date, time, and associated contacts.

Read read

Parameters: page, per_page, start_date, end_date

Generic call

kosmo integrations:call wealthbox.wealthbox_list_events '{"page":1,"per_page":1,"start_date":"example_start_date","end_date":"example_end_date"}' --json

Shortcut

kosmo integrations:wealthbox wealthbox_list_events '{"page":1,"per_page":1,"start_date":"example_start_date","end_date":"example_end_date"}' --json

`wealthbox.wealthbox_get_current_user`

Get the currently authenticated Wealthbox user. Returns user profile information including name, email, and account details.

Read read

Parameters: none

Generic call

kosmo integrations:call wealthbox.wealthbox_get_current_user '{}' --json

Shortcut

kosmo integrations:wealthbox wealthbox_get_current_user '{}' --json

Function Schemas

Use these parameter tables when building CLI payloads without calling integrations:schema first.

wealthbox.wealthbox_list_contacts 3 parameters

Schema command

kosmo integrations:schema wealthbox.wealthbox_list_contacts --json

Parameter	Type	Required	Description
`page`	integer	no	Page number for pagination (default: 1).
`per_page`	integer	no	Number of contacts per page (default: 25, max: 200).
`search`	string	no	Search term to filter contacts by name or email.

wealthbox.wealthbox_get_contact 1 parameters

Schema command

kosmo integrations:schema wealthbox.wealthbox_get_contact --json

Parameter	Type	Required	Description
`id`	integer	yes	The contact ID in Wealthbox.

wealthbox.wealthbox_create_contact 10 parameters

Schema command

kosmo integrations:schema wealthbox.wealthbox_create_contact --json

Parameter	Type	Required	Description
`first_name`	string	no	Contact's first name.
`last_name`	string	no	Contact's last name.
`email`	string	no	Contact's email address.
`phone`	string	no	Contact's phone number.
`street`	string	no	Street address.
`city`	string	no	City.
`state`	string	no	State or province.
`zip`	string	no	ZIP or postal code.
`type`	string	no	Contact type (e.g., "Client", "Prospect", "Lead").
`tags`	array	no	Tags to assign to the contact.

wealthbox.wealthbox_list_tasks 3 parameters

Schema command

kosmo integrations:schema wealthbox.wealthbox_list_tasks --json

Parameter	Type	Required	Description
`page`	integer	no	Page number for pagination (default: 1).
`per_page`	integer	no	Number of tasks per page (default: 25, max: 200).
`status`	string	no	Filter by task status (e.g., "open", "completed").

wealthbox.wealthbox_create_task 6 parameters

Schema command

kosmo integrations:schema wealthbox.wealthbox_create_task --json

Parameter	Type	Required	Description
`name`	string	yes	The task name or title.
`due_date`	string	no	Due date in ISO 8601 format (e.g., "2026-04-15").
`description`	string	no	Task description or notes.
`assignee_id`	integer	no	User ID of the assignee.
`contact_id`	integer	no	Link the task to a contact by their ID.
`priority`	string	no	Task priority (e.g., "high", "medium", "low").

wealthbox.wealthbox_list_opportunities 3 parameters

Schema command

kosmo integrations:schema wealthbox.wealthbox_list_opportunities --json

Parameter	Type	Required	Description
`page`	integer	no	Page number for pagination (default: 1).
`per_page`	integer	no	Number of opportunities per page (default: 25, max: 200).
`status`	string	no	Filter by opportunity status (e.g., "open", "won", "lost").

wealthbox.wealthbox_list_workflows 2 parameters

Schema command

kosmo integrations:schema wealthbox.wealthbox_list_workflows --json

Parameter	Type	Required	Description
`page`	integer	no	Page number for pagination (default: 1).
`per_page`	integer	no	Number of workflows per page (default: 25, max: 200).

wealthbox.wealthbox_list_events 4 parameters

Schema command

kosmo integrations:schema wealthbox.wealthbox_list_events --json

Parameter	Type	Required	Description
`page`	integer	no	Page number for pagination (default: 1).
`per_page`	integer	no	Number of events per page (default: 25, max: 200).
`start_date`	string	no	Filter events starting from this date (ISO 8601, e.g., "2026-04-01").
`end_date`	string	no	Filter events up to this date (ISO 8601, e.g., "2026-04-30").

wealthbox.wealthbox_get_current_user 0 parameters

Schema command

kosmo integrations:schema wealthbox.wealthbox_get_current_user --json

Parameter	Type	Required	Description
No parameters.

Permissions

Headless calls still follow the integration read/write permission policy. Configure read/write defaults with integrations:configure. Add --force only for trusted automation that should bypass that policy.