wealthbox-cli 1.0.4

CLI and client library for the Wealthbox CRM API

Wealthbox CLI — Command-Line Client for the Wealthbox CRM API

wealthbox-cli (wbox) is a command-line tool and Python client library for the Wealthbox CRM API. It gives financial advisors, developers, and RIA firms full CRUD access to contacts, tasks, events, notes, households, and more — directly from the terminal. Automate your CRM workflows, export data, and integrate Wealthbox into scripts and CI pipelines.

Documentation | PyPI | Changelog | Wealthbox CRM | Wealthbox API Docs

Disclaimer: This is an unofficial, community-built tool. It is not affiliated with, endorsed by, or supported by Wealthbox or its parent company. "Wealthbox" is a trademark of its respective owner.

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Why Use wealthbox-cli?

• No coding required — structured CLI flags replace raw JSON and cURL commands
• Automate CRM workflows — script bulk updates, data exports, and scheduled tasks
• Multiple output formats — pipe JSON, CSV, or TSV directly to files or other tools
• Built for financial advisors and developers — covers contacts, households, tasks, events, notes, categories, and custom fields
• AI-agent ready — pair with Claude Code or other coding agents for natural-language CRM automation
• Open source — Apache 2.0 licensed, community-driven, and extensible

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Quick Start

pip install wealthbox-cli
wbox config set-token        # paste your Wealthbox API token (masked)
wbox me                      # verify connection

See the Getting Started guide for pipx install, environment variable auth, and other options.

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Usage Examples

# List contacts as a table
wbox contacts list --format table

# Create a new client contact
wbox contacts add person --first-name Jane --last-name Doe --contact-type Client

# Export tasks to CSV
wbox tasks list --format csv > tasks.csv

# Create a task linked to a contact
wbox tasks add "Follow up call" --due-date "2026-04-10T09:00:00-07:00" --contact 12345

# Add a meeting note
wbox notes add "Discussed retirement plan" --contact 12345

# Schedule an event
wbox events add "Annual Review" --starts-at "2026-05-01T10:00:00-07:00" --ends-at "2026-05-01T11:00:00-07:00"

For the full command list, see the CLI Reference.

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Supported Resources

Resource	List	Get	Create	Update	Delete
Contacts	Yes	Yes	Yes	Yes	Yes
Households	Yes	Yes	Yes	Yes	Yes
Tasks	Yes	Yes	Yes	Yes	Yes
Events	Yes	Yes	Yes	Yes	Yes
Notes	Yes	Yes	Yes	Yes	—
Users	Yes	—	—	—	—
Activity	Yes	—	—	—	—
Categories	Yes	—	—	—	—

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Use with AI Coding Agents

wealthbox-cli ships with a Claude Code skill that lets AI agents manage your CRM through natural language. Instead of memorizing CLI flags, just describe what you want:

/wealthbox-crm create a contact for Jane Doe, she's a new prospect
/wealthbox-crm list my tasks due this week
/wealthbox-crm add a note to contact 123 about today's meeting
/wealthbox-crm find all contacts tagged "VIP" and export to CSV

The skill translates your intent into the correct wbox commands, handles flag construction, and validates inputs — making it ideal for advisors who want CRM automation without learning CLI syntax.

Install the skill

Download the skill directly from GitHub into your Claude Code skills directory:

macOS/Linux:

git clone --depth 1 https://github.com/massive-value/wealthbox-cli.git /tmp/wealthbox-cli \
  && cp -r /tmp/wealthbox-cli/docs/skills/wealthbox-crm ~/.claude/skills/wealthbox-crm \
  && rm -rf /tmp/wealthbox-cli

Windows (PowerShell):

git clone --depth 1 https://github.com/massive-value/wealthbox-cli.git $env:TEMP\wealthbox-cli
Copy-Item -Recurse $env:TEMP\wealthbox-cli\docs\skills\wealthbox-crm $env:USERPROFILE\.claude\skills\wealthbox-crm
Remove-Item -Recurse -Force $env:TEMP\wealthbox-cli

Windows (Command Prompt):

git clone --depth 1 https://github.com/massive-value/wealthbox-cli.git %TEMP%\wealthbox-cli
xcopy /E /I %TEMP%\wealthbox-cli\docs\skills\wealthbox-crm %USERPROFILE%\.claude\skills\wealthbox-crm
rmdir /S /Q %TEMP%\wealthbox-cli

If you already have the repo cloned, just copy from your local checkout:

macOS/Linux:

cp -r docs/skills/wealthbox-crm ~/.claude/skills/wealthbox-crm

Windows (PowerShell):

Copy-Item -Recurse docs\skills\wealthbox-crm $env:USERPROFILE\.claude\skills\wealthbox-crm

Windows (Command Prompt):

xcopy /E /I docs\skills\wealthbox-crm %USERPROFILE%\.claude\skills\wealthbox-crm

Firm-specific configuration

Customize the skill for your firm's defaults, required fields, and naming conventions:

macOS/Linux:

cp ~/.claude/skills/wealthbox-crm/firm-config.example.md ~/.claude/skills/wealthbox-crm/firm-config.md

Windows (PowerShell):

Copy-Item $env:USERPROFILE\.claude\skills\wealthbox-crm\firm-config.example.md $env:USERPROFILE\.claude\skills\wealthbox-crm\firm-config.md

Windows (Command Prompt):

copy %USERPROFILE%\.claude\skills\wealthbox-crm\firm-config.example.md %USERPROFILE%\.claude\skills\wealthbox-crm\firm-config.md

Edit firm-config.md with your firm's conventions. The agent will then apply them automatically — for example, always tagging new contacts with your firm name, setting default contact types, or running multi-step onboarding workflows.

Works with other agents too

The wbox CLI is a standard command-line tool. Any AI coding agent that can execute shell commands — Claude Code, GitHub Copilot CLI, Cursor, or custom agent frameworks — can use it to read and write Wealthbox data. The included skill just makes Claude Code aware of the full command surface.

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Architecture

src/wealthbox_tools/
    cli/        # Typer commands — user-facing, delegates to client
    client/     # Async HTTP client built from mixins
    models/     # Pydantic v2 models for input validation

Built with Typer, httpx, and Pydantic v2. See Contributing for the full architecture guide and how to add new resources.

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Contributing

git clone https://github.com/massive-value/wealthbox-cli
cd wealthbox-cli
python -m venv .venv

Activate the virtual environment:

Platform	Command
macOS/Linux	source .venv/bin/activate
Windows (PowerShell)	.venv\Scripts\Activate.ps1
Windows (Command Prompt)	.venv\Scripts\activate.bat

Then install and test:

pip install -e ".[dev]"
pytest

See CONTRIBUTING.md for the full guide.

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Troubleshooting

401 Unauthorized — Check your API token. Run wbox config show to verify.

Date format errors — Use ISO 8601: "2026-04-01T10:00:00-07:00" or "2026-04-01T10:00:00Z". Date-only fields use "YYYY-MM-DD".

Writes appear to succeed but nothing changed — Some category-constrained writes silently no-op. Check valid values first with wbox contacts categories contact-types.

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Disclaimer

This is an unofficial, community-built tool. It is not affiliated with, endorsed by, or supported by Wealthbox or its parent company. "Wealthbox" is a trademark of its respective owner. Use of this tool is subject to the Wealthbox API Terms of Service.

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License

Apache 2.0 — see LICENSE.