# Wealthbox MCP: Use Wealthbox in Slack and Email

Source: https://maito.app/integrations/wealthbox

Connect the Wealthbox MCP server to Maito with one sign-in, and your whole team can use it from Slack or email: “What tasks are open for the Patel household?”

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](https://www.wealthbox.com/)

Updated October 21, 2026

## What you can ask with Wealthbox

Requests to Maito

![Dana](https://maito.app/marketing-avatars/dana.webp)

Dana in Slack

What tasks are open for the Patel household?

![Sam](https://maito.app/marketing-avatars/sam.webp)

Sam by email

Add a note to Sarah Lee's record about today's call and set a review for March.

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.

## Questions

### What is the Wealthbox MCP server URL?

Wealthbox publishes it at https://mcp.crmworkspace.com/mcp, and it signs in with OAuth, so there's no key to copy.

### Can I use the Wealthbox MCP server from Slack?

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.

### Does everyone on my team have to connect Wealthbox?

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.

### Do I have to connect Wealthbox before I ask?

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.

### Can I limit what Maito does in Wealthbox?

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.

## Also in CRM

-   [Salesforce Salesforce is your CRM: accounts, contacts, opportunities, flows and reports.](https://maito.app/integrations/salesforce)
-   [Attio Attio is a CRM built around your company's relationships and data.](https://maito.app/integrations/attio)
-   [Zoho CRM Zoho CRM holds your leads, contacts, deals and sales workflows.](https://maito.app/integrations/zoho-crm)
-   [Affinity Affinity is a relationship CRM for dealmakers: deals, contacts, and who knows whom.](https://maito.app/integrations/affinity)
-   [Crossbeam Crossbeam shows overlaps between your accounts and your partners' accounts.](https://maito.app/integrations/crossbeam)
-   [EULER EULER runs partner programs and holds partner data in one place.](https://maito.app/integrations/euler)

[See all integrations](https://maito.app/integrations)

## Put your AI employee to work.

Set it up in minutes. Connect Wealthbox, then hand Maito the first job.

[Put Maito to work](https://maito.app/login?returnTo=%2Fintegrations%2Fwealthbox)[Book a demo](https://cal.com/ddubovetzky/chat-with-the-founder)