Wealthbox CLI

Run your Wealthbox CRM through Claude or ChatGPT. Tell your AI agent "add a contact for Jane Doe, send her our welcome packet, and put a follow-up on my calendar for next Tuesday" — and it just happens. No coding, no Python, no terminal commands to memorize.

Unofficial, community-built. Not affiliated with or endorsed by Wealthbox.

Install (60 seconds, no Python required)

The installer:

1. Downloads the prebuilt wbox binary from the latest GitHub Release and verifies its SHA-256 checksum (no Python required).
2. Installs the AI agent skill into Claude Code (and Codex, if you have it).
3. Asks for your Wealthbox API token. Where to find it: in Wealthbox, click your initials in the top right → Settings → API Access → Create Access Token. Paste the token when prompted.

Re-running is idempotent: it keeps your stored token, refreshes the skill template, and leaves PATH alone if already correct. To install just the binary without the AI agent skill, on Windows download install.ps1 and run with -SkipSkills:

iwr https://raw.githubusercontent.com/massive-value/wealthbox-cli/main/scripts/install.ps1 -OutFile install.ps1
.\install.ps1 -SkipSkills

That's it. Open Claude Code and try one of the prompts below.

Try this in Claude Code

"Show me my contacts created this week."

"Add Jane Doe as a new prospect — she came in as a referral from Bob Smith."

"Pull up the Smith household, add a task for me to call them on Monday."

"Find notes from my meeting with the Joneses last month and summarize the action items."

"Schedule an annual review with Mary Chen for the second Tuesday of next month."

The first time you ask the agent to do something, it'll walk you through a short Q&A about your firm's conventions (default contact types, naming patterns, common workflows). After that, it just works.

If you're new to Claude Code itself, download it here — it's free for personal use.

What it covers

Full read/write access for contacts (people, households, organizations, trusts), tasks, events, notes, opportunities, projects, and workflows. Read access for users, teams, user groups, comments, activity, and your firm's category lookups.

Anything you can do in Wealthbox manually, the agent can do for you — usually in one sentence.

How it works

Your AI agent uses a small command-line tool called wbox to talk to the Wealthbox CRM API. The skill that ships with this repo teaches the agent two things:

1. Your firm's conventions — the agent walks you through a one-time Q&A on first use ("what's your default contact type for new prospects? what's your household naming convention?"), then remembers your answers. Stored locally on your machine, never sent to a server.
2. The right command for each request — translating "add Jane as a prospect" into the correct API call, handling required fields, validating dropdowns against your firm's actual categories.

You stay in control: the agent shows you what it's about to do before it does it.

What gets installed, where

The installer drops a single prebuilt wbox binary onto your PATH (~/.local/bin/wbox on Mac/Linux, %LOCALAPPDATA%\Programs\wbox\wbox.exe on Windows), then registers the AI agent skill with Claude Code (and Codex, if it's installed). Firm data lives at ~/.config/wbox/firm/ (Mac/Linux) or %APPDATA%\wbox\firm\ (Windows) and survives reinstalls and upgrades. Run wbox doctor to see your install status anytime, and wbox skills upgrade to pull the latest skill template.

Upgrading

The upgrade command depends on how you installed:

wbox self upgrade only swaps the standalone bundle the one-line installer puts in place; on pip/pipx/uv installs it refuses with the correct follow-up command rather than half-replacing a venv-managed shim.

For developers and power users

pip install wealthbox-cli
wbox config set-token

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

# Create a 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

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

# One-off: flag form
wbox --brief notes list

# Persistent in a script or agent session
export WBOX_BRIEF=1
wbox notes list
wbox tasks list

wbox skills install        # interactive picker — Claude Code, Codex, project scope
wbox skills bootstrap      # populate firm data from your Wealthbox account
wbox skills refresh        # re-fetch generated firm data (categories, users, custom fields)
wbox skills upgrade        # update the bundled SKILL.md / references in every install
wbox skills firm-path      # print the canonical firm data directory
wbox skills uninstall      # remove the skill template (firm data is preserved)
wbox doctor                # comprehensive health check

src/wealthbox_tools/
    cli/        # Typer commands
    client/     # Async HTTP client built from mixins
    models/     # Pydantic v2 input validation

git clone https://github.com/massive-value/wealthbox-cli
cd wealthbox-cli
python -m venv .venv
# Activate: source .venv/bin/activate (Mac/Linux) | .venv\Scripts\Activate.ps1 (Windows)
pip install -e ".[dev]"
pytest

Links

Documentation · Changelog · PyPI · Wealthbox CRM · Wealthbox API

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.

License

Apache 2.0 — see LICENSE.