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Wealthbox MCP Integration for OpenAI Agents SDK

Connect Wealthbox to OpenAI Agents SDK through the local KosmoKrator MCP gateway with scoped tools, credentials, and write policy.

9 functions 7 read 2 write Bearer token auth
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Connect Wealthbox to OpenAI Agents SDK

Attach KosmoKrator integration tools to OpenAI Agents SDK workflows through a local MCP gateway.

Start the KosmoKrator MCP gateway locally and point the OpenAI Agents SDK MCP tool at that process or wrapper. The gateway is local, scoped to this integration, and starts with --write=deny so OpenAI Agents can inspect read-capable tools without receiving write access by default.

Wealthbox MCP Config for OpenAI Agents SDK

Use headless JSON commands for CI-style execution and MCP for agent tool discovery.

{
  "mcpServers": {
    "kosmokrator-wealthbox": {
      "type": "stdio",
      "command": "kosmo",
      "args": [
        "mcp:serve",
        "--integration=wealthbox",
        "--write=deny"
      ]
    }
  }
}

Run the Gateway Manually

kosmokrator mcp:serve --integration=wealthbox --write=deny

Why Use KosmoKrator Here

Scoped tools

Expose only Wealthbox instead of a broad multi-service tool list.

Local credentials

Reuse credentials already configured for the KosmoKrator CLI and Lua runtime.

Write policy

Start read-only, then opt into ask or allow for trusted workspaces.

Wealthbox Tools Visible to OpenAI Agents

OpenAI Agents sees stable MCP tool names generated from the Wealthbox integration catalog.

MCP toolSource functionTypeDescription
integration__wealthbox__wealthbox_list_contacts wealthbox.wealthbox_list_contacts Read List contacts from Wealthbox CRM. Returns a paginated list of contacts with their details. Use search to filter by name or email.
integration__wealthbox__wealthbox_get_contact wealthbox.wealthbox_get_contact Read Get a specific contact from Wealthbox CRM by their ID. Returns full contact details including name, email, phone, address, and custom fields.
integration__wealthbox__wealthbox_create_contact wealthbox.wealthbox_create_contact Write 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.
integration__wealthbox__wealthbox_list_tasks wealthbox.wealthbox_list_tasks Read List tasks from Wealthbox CRM. Returns a paginated list of tasks with their details including name, due date, status, and assignee.
integration__wealthbox__wealthbox_create_task wealthbox.wealthbox_create_task Write Create a new task in Wealthbox CRM. Provide a task name and optionally a due date, description, and assignee.
integration__wealthbox__wealthbox_list_opportunities wealthbox.wealthbox_list_opportunities Read List opportunities (sales pipeline) from Wealthbox CRM. Returns a paginated list of opportunities with details like name, value, stage, and associated contact.
integration__wealthbox__wealthbox_list_workflows wealthbox.wealthbox_list_workflows Read List workflows from Wealthbox CRM. Returns a paginated list of workflows with their steps, status, and associated contacts.
integration__wealthbox__wealthbox_list_events wealthbox.wealthbox_list_events Read List calendar events from Wealthbox CRM. Returns a paginated list of events with their title, date, time, and associated contacts.
integration__wealthbox__wealthbox_get_current_user wealthbox.wealthbox_get_current_user Read Get the currently authenticated Wealthbox user. Returns user profile information including name, email, and account details.

Related Wealthbox Pages

Wealthbox CLIUse direct JSON commands instead of MCP discovery. Wealthbox MCPFull gateway reference and MCP tool names. KosmoKrator for OpenAI AgentsClient-level gateway setup.