Wealthbox
API integration

list_all_wealthbox_me

Get login profile information for the authenticated Wealthbox user. Returns: id, name, first_name, last_name, email, plan, created_at, updated_at, current_user (with id, email, name, account, and status), accounts (array of workspaces), and users (array of associated account users).

list_all_wealthbox_users

List users in the authenticated Wealthbox workspace. Optionally filter by status.

list_all_wealthbox_teams

List all teams in Wealthbox. Returns a collection of team records including each team's id and name.

list_all_wealthbox_user_groups

List all user groups in Wealthbox associated with the authenticated account (workspace). Returns: id, name, user (the associated user ID for 'Only Me' groups, null for all others), and members (array of user IDs belonging to the group).

list_all_wealthbox_activity_stream

List activity stream events from Wealthbox. Returns event objects with fields that vary by event type; consult the Wealthbox upstream docs for a full field-level breakdown.

list_all_wealthbox_categories

List members of a customizable category in Wealthbox. Required: category_type path segment (e.g. lead_source).

list_all_wealthbox_comments

List all comments in Wealthbox. Returns a collection of comment objects; each record includes at least id and comment-specific attributes. No required parameters.

list_all_wealthbox_contact_roles

List all contact roles in Wealthbox via /v1/categories/contact_roles. Returns: id, name.

list_all_wealthbox_contacts

List all contacts in Wealthbox. Supports filtering by name, email, phone, tags, active status, and update timestamps.

create_a_wealthbox_contact

Create a new contact in Wealthbox. Requires first_name and last_name.

get_single_wealthbox_contact_by_id

Retrieve an existing Wealthbox contact by id. Returns full contact attributes.

update_a_wealthbox_contact_by_id

Update an existing Wealthbox contact by id. All body fields are optional.

delete_a_wealthbox_contact_by_id

Delete an existing Wealthbox contact by id. Returns an empty 204 response on success. Required: id.

list_all_wealthbox_custom_fields

List all custom fields in Wealthbox. Optionally filter by document_type.

list_all_wealthbox_events

List all events in Wealthbox. Returns: id.

create_a_wealthbox_event

Create a new event in Wealthbox. Returns: id.

get_single_wealthbox_event_by_id

Retrieve a single Wealthbox event by id. Returns: id. Required: id.

update_a_wealthbox_event_by_id

Update an existing Wealthbox event by id. Returns: id. Required: id.

delete_a_wealthbox_event_by_id

Delete a Wealthbox event by id. Returns an empty 204 response on success. Required: id.

create_a_wealthbox_household_member

Add a contact member to a Wealthbox household. Required: household_id, id (contact), title.

delete_a_wealthbox_household_member_by_id

Delete a member from a Wealthbox household by id. Returns an empty 204 response on success. Required: household_id, id.

list_all_wealthbox_notes

List all notes in Wealthbox. Returns: id.

create_a_wealthbox_note

Create a new note in Wealthbox. Returns: id.

get_single_wealthbox_note_by_id

Retrieve an existing note from Wealthbox by id. Returns: id. Required: id.

update_a_wealthbox_note_by_id

Update an existing note in Wealthbox by id. Returns: id. Required: id.

list_all_wealthbox_opportunities

List all opportunities in Wealthbox. Returns: id.

create_a_wealthbox_opportunity

Create a new opportunity in Wealthbox. Returns: id.

get_single_wealthbox_opportunity_by_id

Retrieve an existing Wealthbox opportunity by id. Returns: id. Required: id.

update_a_wealthbox_opportunity_by_id

Update an existing Wealthbox opportunity by id. Returns: id. Required: id.

delete_a_wealthbox_opportunity_by_id

Delete a Wealthbox opportunity by id. Returns an empty 204 response on success. Required: id.

list_all_wealthbox_projects

List all projects in Wealthbox. Returns: id.

create_a_wealthbox_project

Create a new project in Wealthbox. Returns: id.

get_single_wealthbox_project_by_id

Retrieve an existing Wealthbox project by id. Returns: id. Required: id.

update_a_wealthbox_project_by_id

Update an existing Wealthbox project by id. Returns: id. Required: id.

delete_a_wealthbox_project_by_id

Delete a Wealthbox project by id. Returns an empty 204 response on success. Required: id.

list_all_wealthbox_tags

List all tags in Wealthbox. Optionally filter by document_type.

list_all_wealthbox_tasks

List all tasks in Wealthbox. Returns: id, name, due_date, assigned_to, completed.

create_a_wealthbox_task

Create a new Wealthbox task and assign it to a user or team. Returns: id, name, due_date, assigned_to, completed.

get_single_wealthbox_task_by_id

Get a single Wealthbox task by id. Returns: id, name, due_date, assigned_to, completed. Required: id.

update_a_wealthbox_task_by_id

Update an existing Wealthbox task by id. Returns: id, name, due_date, assigned_to, completed. Required: id.

delete_a_wealthbox_task_by_id

Delete a Wealthbox task by id. Returns an empty 204 response on success. Required: id.

wealthbox_tasks_bulk_update

Update an existing Wealthbox task and assign it to a team via PUT /v1/tasks (collection-level, no id in path).

wealthbox_workflow_steps_complete

Mark a Wealthbox workflow step as complete. Required: workflow_id, id.

wealthbox_workflow_steps_revert

Revert a Wealthbox workflow step to incomplete. Required: workflow_id, id.

list_all_wealthbox_workflow_templates

List all workflow templates in Wealthbox. Returns: id.

get_single_wealthbox_workflow_template_by_id

Retrieve a single Wealthbox workflow template by id. Returns: id. Required: id.

list_all_wealthbox_workflows

List all workflows in Wealthbox. Returns: id.

create_a_wealthbox_workflow

Create a new workflow in Wealthbox. Returns: id.

get_single_wealthbox_workflow_by_id

Retrieve an existing Wealthbox workflow by id. Returns: id. Required: id.

delete_a_wealthbox_workflow_by_id

Delete a Wealthbox workflow by id. Returns an empty 204 response on success. Required: id.