Wealthbox — интеграция с CRM для финансовых советников

storage

Wealthbox is a Claude Code skill that connects an AI agent to Wealthbox CRM — a platform built specifically for financial advisors and wealth management firms. It uses the Membrane CLI to discover and run actions covering contacts, tasks, events, and projects, and also supports direct proxy requests to the Wealthbox API with automatic credential refresh. Setup requires installing the CLI via `npm install -g @membranehq/cli@latest` and authenticating through a single browser-based flow using `membrane connection ensure`. Use this skill when you need to read or update client records, automate relationship tracking, or build workflows on top of Wealthbox data from within an agent. A free-tier Membrane account and network access are required.