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Wealthbox CLI — Command-Line Client for the Wealthbox CRM API

wealthbox-cli (wbox) is a command-line tool and Python client library for the Wealthbox CRM API. It gives financial advisors, developers, and RIA firms full CRUD access to contacts, tasks, events, notes, households, and more — directly from the terminal.

Get Started CLI Reference View on PyPI

Why Use wealthbox-cli?

  • No coding required — structured CLI flags replace raw JSON and cURL commands
  • Automate CRM workflows — script bulk updates, data exports, and scheduled tasks
  • Multiple output formats — pipe JSON, CSV, or TSV directly to files or other tools
  • Built for financial advisors and developers — covers contacts, households, tasks, events, notes, categories, and custom fields
  • Open source — Apache 2.0 licensed, community-driven, and extensible

Quick Install

pip install wealthbox-cli

Or with pipx (recommended on Ubuntu/Debian):

pipx install wealthbox-cli

Quick Example

# Store your API token
wbox config set-token

# List your contacts
wbox contacts list --format table

# Create a new contact
wbox contacts add person --first-name Jane --last-name Doe --contact-type Client

# Export tasks to CSV
wbox tasks list --format csv > tasks.csv

Supported Wealthbox CRM Resources

Resource List Get Create Update Delete
Contacts Yes Yes Yes Yes Yes
Households Yes Yes Yes Yes Yes
Tasks Yes Yes Yes Yes Yes
Events Yes Yes Yes Yes Yes
Notes Yes Yes Yes Yes —
Users Yes — — — —
Activity Yes — — — —
Categories Yes — — — —

Built With

Disclaimer

This is an unofficial, community-built tool. It is not affiliated with, endorsed by, or supported by Wealthbox or its parent company. "Wealthbox" is a trademark of its respective owner.