> ## 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 > How to set up the Wealthbox connector, plus the actions that are available. ![Wealthbox](https://stackone-logos.com/api/wealthbox/filled/svg) v1.0.0[See changelog](https://docs.stackone.com/connectors/wealthbox/changelog.md) [49 actions](#actions) · 2 auth methods ## Getting Started **1. Create or Select a Project** Set up a new project or select an existing one. See [Organizations & Projects](https://docs.stackone.com/gateway/concepts/organizations-and-projects.md). **2. Configure the Connector** Enable the connector and create a Connector Profile in your project. See [Setup Connector Profile](https://docs.stackone.com/gateway/quickstart.md#setup-connector-profile). > [card] [Personal Access Token · Connector Profile](https://docs.stackone.com/connectors/wealthbox/guides/connector-profile/personal-access-token.md) > > Personal API access token sent in the ACCESS\_TOKEN header. No app registration required; requests run with the permissio... > [card] [OAuth 2.0 · Connector Profile](https://docs.stackone.com/connectors/wealthbox/guides/connector-profile/oauth-2-0.md) > > Requires an OAuth client issued by Wealthbox support. Access is scoped to the authorizing user; access tokens last two h... **3. Link an Account** Link an account [from the dashboard](https://docs.stackone.com/connect/managing-connectors/linking-accounts.md#link-from-the-dashboard) (or via [StackOne Hub](https://docs.stackone.com/embed/account-linking/overview)). See the guide for the authentication type chosen in the Connector Profile: > [card] [Personal Access Token · Link Account](https://docs.stackone.com/connectors/wealthbox/guides/link-account/personal-access-token.md) > [card] [OAuth 2.0 · Link Account](https://docs.stackone.com/connectors/wealthbox/guides/link-account/oauth-2-0.md) **4. Use Actions** Connect an AI platform to the linked account's actions. See [AI Platforms](https://docs.stackone.com/connect/ai-platforms/overview.md). Other ways to call actions are listed in [Protocols & SDKs](https://docs.stackone.com/connect/protocols-and-sdks.md). ## Actions Authentication type Select all | Clear OAuth 2.0 Personal Access Token No auth methods found Scopes Select all | Clear data No scopes found 49 actions ActionDescriptionRequired scopes List Activity Stream`wealthbox_list_activity` List activity stream items for the authenticated user, optionally filtered by contact or document type `data` List Contact Roles`wealthbox_list_contact_roles` List the contact roles defined in the workspace, such as Planning Advisor `data` List Custom Fields`wealthbox_list_custom_fields` List custom field definitions in the workspace, optionally for one document type `data` List Tags`wealthbox_list_tags` List the tags defined in the workspace, optionally for contacts or notes `data` List Category Members`wealthbox_list_category_members` List the values of a customizable category such as task categories, opportunity stages or contact sources `data` List Comments`wealthbox_list_comments` List comments on a record, filtered by resource and update window `data` List Contacts`wealthbox_list_contacts` List contacts in the workspace, filtered by name, email, phone, type, tags or update window `data` Create Contact`wealthbox_create_contact` Create a person, household, organization or trust contact with addresses, emails and custom fields `data` Get Contact`wealthbox_get_contact` Retrieve a contact by ID including addresses, emails, phone numbers and financial profile `data` Update Contact`wealthbox_update_contact` Update fields on an existing contact, including addresses, tags, roles and custom fields `data` Delete Contact`wealthbox_delete_contact` Permanently delete a contact from the Wealthbox workspace by ID `data` List Events`wealthbox_list_events` List calendar events, filtered by linked record, start date range or update window `data` Create Event`wealthbox_create_event` Create a calendar event with start and end times, invitees and linked records `data` Get Event`wealthbox_get_event` Retrieve a calendar event by ID including invitees, linked records and custom fields `data` Update Event`wealthbox_update_event` Update the title, times, location, invitees or linked records of an existing event `data` Delete Event`wealthbox_delete_event` Remove a calendar event from the workspace by ID `data` Add Household Member`wealthbox_add_household_member` Add a contact to a household with a household title such as Head or Spouse `data` Delete Household Member`wealthbox_delete_household_member` Remove a contact from a household without deleting the contact `data` List Notes`wealthbox_list_notes` List notes, filtered by linked record or update window, in a chosen order `data` Create Note`wealthbox_create_note` Create a note with content, optionally linked to one or more contacts `data` Get Note`wealthbox_get_note` Retrieve a note by ID including its content, linked records and tags `data` Update Note`wealthbox_update_note` Change the content, linked records, visibility or tags of an existing note `data` List Opportunities`wealthbox_list_opportunities` List sales opportunities, filtered by linked record, closed state or update window `data` Create Opportunity`wealthbox_create_opportunity` Create a sales opportunity with target close date, stage, probability and amounts `data` Get Opportunity`wealthbox_get_opportunity` Retrieve an opportunity by ID including stage, probability and amounts `data` Update Opportunity`wealthbox_update_opportunity` Update the stage, probability, amounts or other fields of an existing opportunity `data` Delete Opportunity`wealthbox_delete_opportunity` Remove a sales opportunity from the workspace by ID `data` List Projects`wealthbox_list_projects` List projects in the workspace, optionally filtered by update window `data` Create Project`wealthbox_create_project` Create a project with a name, description, organizer and visibility `data` Get Project`wealthbox_get_project` Retrieve a project by ID including its organizer and custom fields `data` Update Project`wealthbox_update_project` Update the name, description, organizer or visibility of an existing project `data` Delete Project`wealthbox_delete_project` Remove a project from the workspace by ID `data` List Tasks`wealthbox_list_tasks` List tasks, filtered by linked record, assignee, team, completion state or type `data` Create Task`wealthbox_create_task` Create a task with a due date and priority, assigned to a user or a team `data` Get Task`wealthbox_get_task` Retrieve a task by ID including subtasks, due date, priority and linked records `data` Update Task`wealthbox_update_task` Update the name, due date, completion, priority or assignee of an existing task `data` Delete Task`wealthbox_delete_task` Remove a task and its subtasks from the workspace by ID `data` Get Login Profile`wealthbox_get_me` Retrieve the login profile of the authenticated user, including the current user and accessible workspaces `data` List User Groups`wealthbox_list_user_groups` List the user groups in the workspace, used to restrict record visibility `data` List Teams`wealthbox_list_teams` List teams in the workspace and their members `data` List Users`wealthbox_list_users` List users in the workspace account, optionally filtered by status `data` List Workflows`wealthbox_list_workflows` List workflows, filtered by linked record, status or update window `data` Create Workflow`wealthbox_create_workflow` Start a workflow from a workflow template, optionally linked to a contact, project or opportunity `data` Get Workflow`wealthbox_get_workflow` Retrieve a workflow by ID including its steps, milestones and linked record `data` Delete Workflow`wealthbox_delete_workflow` Remove a workflow from the workspace by ID `data` List Workflow Templates`wealthbox_list_workflow_templates` List the workflow templates available in the workspace `data` Get Workflow Template`wealthbox_get_workflow_template` Retrieve a workflow template by ID including its steps and milestones `data` Complete Workflow Step`wealthbox_complete_workflow_step` Mark a step of a workflow complete, optionally applying a workflow outcome and the due date of a restarted step `data` Revert Workflow Step`wealthbox_revert_workflow_step` Revert a previously completed step of a workflow back to incomplete `data` This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.