Together AI dedicated endpoints, deployments, analytics and instance types (BYOK)
Read Together AI dedicated endpoints, deployments, analytics, adapters, GPU instance types and traffic experiments with your own API key
Discover
OpenAPIRead your data11 tools
Wealthbox (BYOK)
Read your Wealthbox CRM opportunities, tasks, events, projects, workflows, tags, custom fields, users and teams with your own personal API access token
Unify Dynamics LLC
Tools11read-only
Sign-inBYOKbring your own key
Key keptNeverused for one call only
PriceFreeoptional Pro limits
ProviderWealthboxunofficial, not affiliated
Works withMCP · RESTany agent
Try asking
Real questions, and the tools your agent calls to answer them.
Which Wealthbox opportunities are open and when do they close?
Tools called
list_opportunitiesWhich Wealthbox tasks are due and who owns them?
Tools called
list_tasksWhat Wealthbox meetings are on the calendar this week?
Tools called
list_eventsWhich projects are running in Wealthbox?
Tools called
list_projectsWhich Wealthbox workflows are active?
Tools called
list_workflowsWhich workflow templates do we have in Wealthbox?
Tools called
list_workflow_templatesAbout
Wealthbox (BYOK) lets an AI assistant read your own Wealthbox data through the Wealthbox API with a key you supply (Wealthbox API access token). Read-only: 11 tools (list_opportunities, list_tasks, list_events, list_projects, list_workflows, list_workflow_templates, list_tags, list_custom_fields, list_users, list_user_groups, list_teams). The BYOK key travels with each request, is used for that one call only and is never stored, logged or cached; it is only ever sent to api.crmworkspace.com. Unofficial connector by Unify Dynamics LLC: not affiliated with, endorsed by or sponsored by Wealthbox. Wealthbox and its logos are trademarks of their owners and are used only to say which service the connector works with.
Sources: Live from the Wealthbox API (api.crmworkspace.com) with a BYOK key; documentation: https://dev.wealthbox.com/. Endpoints checked against that documentation on 2026-10-16.
Privacy
The publisher, Unify Dynamics LLC, states that tool inputs are processed in memory and not retained.
Data not collectedNo account, no profile, no stored prompts or results.
What it can do
11 tools, grouped by job. Every one is read-only or compute-only.
- List opportunitiesList opportunities with name, stage, probability, target close date, manager, next step and fee amounts.
- List tasksList tasks with name, due date, completion, category, priority and visibility.
- List eventsList calendar events with title, start and end, all-day flag, location, state and category.
- List projectsList projects with name, description, organizer and visibility.
- List workflowsList workflows (running process instances) with label, template and visibility.
- List workflow templatesList workflow templates with name, description, whether steps are sequential and whether the template is ready to use.
- List tagsList the tags defined in the workspace for contacts and notes.
- List custom fieldsList custom fields with name, record type, field type and select options.
- List usersList workspace users with name, status and whether they are excluded from assignments.
- List user groupsList user groups with name and member user IDs.
- List teamsList teams by ID and name.
Information
PublisherUnify Dynamics LLC
CategoryMoney & business
LanguagesEnglish
Built forWorldwide
CompatibilityAny MCP client · any agent · REST
Version0.1.0
MCP endpoint
https://byok-wealthbox.connectorbay.com/mcpREST APIopenapi.json
CountryWorldwide
FunctionOther
LayerDeep connectors
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