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Wealthbox CLI for Headless Automation
Use the Wealthbox CLI for headless automation with headless JSON commands, schema discovery, credentials, and permission controls.
9 functions 7 read 2 write Bearer token auth
Wealthbox CLI for Headless Automation
Use KosmoKrator as a non-interactive integration runtime for local automations and wrappers.
Use headless automation when another tool needs a stable local command surface. The Wealthbox CLI uses the same integration registry as the TUI, Lua runtime, and MCP gateway, but returns predictable command output for automation.
Command Shape
# Wealthbox CLI for Headless Automation
kosmokrator integrations:configure wealthbox --set access_token="$WEALTHBOX_ACCESS_TOKEN" --enable --read allow --write ask --json
kosmo integrations:call wealthbox.wealthbox_list_contacts '{"page":1,"per_page":1,"search":"example_search"}' --jsonDiscovery Before Execution
Agents and scripts can inspect Wealthbox docs and schemas before choosing a function.
kosmo integrations:docs wealthbox --json
kosmo integrations:docs wealthbox.wealthbox_list_contacts --json
kosmo integrations:schema wealthbox.wealthbox_list_contacts --json
kosmo integrations:search "Wealthbox" --json
kosmo integrations:list --jsonUseful Wealthbox CLI Functions
| Function | Type | Parameters | Description |
|---|---|---|---|
wealthbox.wealthbox_list_contacts | Read | page, per_page, search | List contacts from Wealthbox CRM. Returns a paginated list of contacts with their details. Use search to filter by name or email. |
wealthbox.wealthbox_get_contact | Read | id | Get a specific contact from Wealthbox CRM by their ID. Returns full contact details including name, email, phone, address, and custom fields. |
wealthbox.wealthbox_create_contact | Write | first_name, last_name, email, phone, street, city, state, zip, type, tags | Create a new contact in Wealthbox CRM. At minimum provide a first name or last name. You can also include email, phone, address, and other contact details. |
wealthbox.wealthbox_list_tasks | Read | page, per_page, status | List tasks from Wealthbox CRM. Returns a paginated list of tasks with their details including name, due date, status, and assignee. |
wealthbox.wealthbox_create_task | Write | name, due_date, description, assignee_id, contact_id, priority | Create a new task in Wealthbox CRM. Provide a task name and optionally a due date, description, and assignee. |
wealthbox.wealthbox_list_opportunities | Read | page, per_page, status | List opportunities (sales pipeline) from Wealthbox CRM. Returns a paginated list of opportunities with details like name, value, stage, and associated contact. |
wealthbox.wealthbox_list_workflows | Read | page, per_page | List workflows from Wealthbox CRM. Returns a paginated list of workflows with their steps, status, and associated contacts. |
wealthbox.wealthbox_list_events | Read | page, per_page, start_date, end_date | List calendar events from Wealthbox CRM. Returns a paginated list of events with their title, date, time, and associated contacts. |
wealthbox.wealthbox_get_current_user | Read | none | Get the currently authenticated Wealthbox user. Returns user profile information including name, email, and account details. |
Automation Notes
- Use
--jsonfor machine-readable output. - Keep credentials out of argv by using environment variables or stored KosmoKrator configuration.
- Configure read/write policy before unattended runs; use
--forceonly for trusted automation. - Use the MCP gateway instead when the agent needs dynamic tool discovery inside a conversation.