Wealthbox Wealthbox is a CRM specifically designed for financial advisors and wealth management firms. It helps them manage client relationships, track interactions, and automate workflows. Official docs: https://developers.wealthbox.com/ Wealthbox Overview - Contact - Task - Event - Project Use action names and parameters as needed. Working with Wealthbox This skill uses the Membrane CLI to interact with Wealthbox. Membrane handles authentication and credentials refresh automatically — so you can focus on the integration logic rather than auth plumbing. Install the CLI Install the Membrane C…