Use Wealthbox in Slack and Email
Wealthbox is a CRM for financial advisors: contacts, tasks, and notes. Connect the Wealthbox MCP server to Maito once, and everyone on your team can use Wealthbox from Slack, by email, or from Claude, ChatGPT, Cursor, Codex, Grok or Muse. Nobody else has to sign in.
- Connects in one click
- Sign in with Wealthbox
- One connection for the whole team
- Server by Wealthbox
Updated
What you can ask with Wealthbox
Dana in Slack
Sam by email
Maito uses Wealthbox to do the work and replies where you asked.
How to connect Wealthbox
Open Connections in your workspace and choose Connect next to Wealthbox. You sign in to Wealthbox in a new tab, and that's the whole setup. Name the account and choose Workspace under who can use it. That's the only time anyone signs in: your whole team, shared chats and Loops can use Wealthbox from then on. Or skip ahead and ask for the work: Maito sends you a link if Wealthbox isn't connected yet.
Connect Wealthbox
Sign in to Wealthbox in a new tab to give your agents access.
Connection name
Company Wealthbox
Who can use this integration?
Workspace
Workspace members and Loops can use this integration’s enabled tools.
Then turn off any tools you don't need. Everything else is on.
Questions
Wealthbox publishes it at https://mcp.crmworkspace.com/mcp, and it signs in with OAuth, so there's no key to copy.
Yes. Connect it to Maito once, then mention Maito in any Slack channel or send it a direct message. The same connection works by email and from Claude, ChatGPT, Cursor, Codex, Grok or Muse.
No. One person connects it once and chooses Workspace. Then everyone in the workspace, shared chats and Loops can use Wealthbox, without signing in themselves. Choose Only me instead to keep it to your own chats.
No. If a request needs Wealthbox and it isn't connected yet, your agent sends you a link. Connect it, and the work picks up where it stopped.
Yes. After you connect, turn off any Wealthbox tools you don't want Maito to use, such as the ones that change data. Tools Wealthbox adds later stay off until you turn them on.
