AI & Integrations
Send a form from your AI assistant.
Connect Claude, ChatGPT, or another compatible assistant to WealthSnap™ through the Model Context Protocol (MCP). Find a client, choose a form template, and confirm before sending.
Included with all plans. Use an AI account approved by your firm.
Read the public MCP documentationWhat your assistant can access
The tools can look up contacts, list templates, and send the form you confirm. They cannot run arbitrary CRM commands or retrieve completed form answers.
Clients complete the form in their browser. Mapped answers go to Wealthbox. Your AI provider can receive limited contact information, template details, and delivery information.
Read the security overviewRequest architecture and security documentation. No account required.