> ## Documentation Index
> Fetch the complete documentation index at: https://docs.stackone.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Wealthbox Changelog

> Release history for the Wealthbox connector. Each version lists what changed and which actions were affected.

> [card] [Wealthbox connector](https://docs.stackone.com/connectors/wealthbox.md)
>
> Back to the connector overview, authentication methods, and actions.

**v1.0.0**

30 Oct 2026

`release`

Promoted to GA. Version normalized to 1.0.0 in line with the GA versioning policy (GA connectors are versioned 1.0.0 or higher); no functional changes in this version.

**v0.3.1**

27 Oct 2026

`auth` `guide`

Renamed the API Key connection method to Personal Access Token to match Wealthbox, and corrected the token setup steps and field description.

> [accordion] Changed · 49 actions updated
>
> `wealthbox_add_household_member`, `wealthbox_complete_workflow_step`, `wealthbox_create_contact`, `wealthbox_create_event`, `wealthbox_create_note`, `wealthbox_create_opportunity`, `wealthbox_create_project`, `wealthbox_create_task`, `wealthbox_create_workflow`, `wealthbox_delete_contact`, `wealthbox_delete_event`, `wealthbox_delete_household_member`, `wealthbox_delete_opportunity`, `wealthbox_delete_project`, `wealthbox_delete_task`, `wealthbox_delete_workflow`, `wealthbox_get_contact`, `wealthbox_get_event`, `wealthbox_get_me`, `wealthbox_get_note`, `wealthbox_get_opportunity`, `wealthbox_get_project`, `wealthbox_get_task`, `wealthbox_get_workflow`, `wealthbox_get_workflow_template`, `wealthbox_list_activity`, `wealthbox_list_category_members`, `wealthbox_list_comments`, `wealthbox_list_contact_roles`, `wealthbox_list_contacts`, `wealthbox_list_custom_fields`, `wealthbox_list_events`, `wealthbox_list_notes`, `wealthbox_list_opportunities`, `wealthbox_list_projects`, `wealthbox_list_tags`, `wealthbox_list_tasks`, `wealthbox_list_teams`, `wealthbox_list_user_groups`, `wealthbox_list_users`, `wealthbox_list_workflow_templates`, `wealthbox_list_workflows`, `wealthbox_revert_workflow_step`, `wealthbox_update_contact`, `wealthbox_update_event`, `wealthbox_update_note`, `wealthbox_update_opportunity`, `wealthbox_update_project`, `wealthbox_update_task`

**v0.2.0**

26 Oct 2026

`bug-fix` `breaking` `guide`

Fixed contact creation for households, organizations and trusts, made linked-record filters and event paging reliable, removed task inputs Wealthbox ignores, and refreshed the API key and OAuth connection guides.

> [accordion] Changed · 49 actions updated
>
> `wealthbox_add_household_member`, `wealthbox_complete_workflow_step`, `wealthbox_create_contact`, `wealthbox_create_event`, `wealthbox_create_note`, `wealthbox_create_opportunity`, `wealthbox_create_project`, `wealthbox_create_task`, `wealthbox_create_workflow`, `wealthbox_delete_contact`, `wealthbox_delete_event`, `wealthbox_delete_household_member`, `wealthbox_delete_opportunity`, `wealthbox_delete_project`, `wealthbox_delete_task`, `wealthbox_delete_workflow`, `wealthbox_get_contact`, `wealthbox_get_event`, `wealthbox_get_me`, `wealthbox_get_note`, `wealthbox_get_opportunity`, `wealthbox_get_project`, `wealthbox_get_task`, `wealthbox_get_workflow`, `wealthbox_get_workflow_template`, `wealthbox_list_activity`, `wealthbox_list_category_members`, `wealthbox_list_comments`, `wealthbox_list_contact_roles`, `wealthbox_list_contacts`, `wealthbox_list_custom_fields`, `wealthbox_list_events`, `wealthbox_list_notes`, `wealthbox_list_opportunities`, `wealthbox_list_projects`, `wealthbox_list_tags`, `wealthbox_list_tasks`, `wealthbox_list_teams`, `wealthbox_list_user_groups`, `wealthbox_list_users`, `wealthbox_list_workflow_templates`, `wealthbox_list_workflows`, `wealthbox_revert_workflow_step`, `wealthbox_update_contact`, `wealthbox_update_event`, `wealthbox_update_note`, `wealthbox_update_opportunity`, `wealthbox_update_project`, `wealthbox_update_task`

**v0.1.0**

19 Oct 2026

`new-actions`

Initial release covering Wealthbox contacts, households, tasks, events, opportunities, projects, notes, workflows, comments, categories, users and the activity stream.


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