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Wealthbox CLI for Shell Scripts
Use the Wealthbox CLI for shell scripts with headless JSON commands, schema discovery, credentials, and permission controls.
9 functions 7 read 2 write Bearer token auth
Wealthbox CLI for Shell Scripts
Call integration functions from shell scripts with stable JSON input and output.
Use shell scripts for small local automations that need one or more integration calls. 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 Shell Scripts
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.