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MCP

Your MCP for

Your MCP for

Your MCP for

Your MCP for

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Wealthbox

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Wealthbox

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Wealthbox

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Wealthbox

V7 Go acts as an AI-powered MCP within Wealthbox, enabling intelligent client portfolio monitoring, proactive advisor alerts, and automated financial planning workflows.

Your app/MCP

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Wealthbox

Connect Wealthbox to V7 Go and automate client relationship management, financial advisor workflows, and wealth management operations with intelligent AI coordination.

Operations

Client Relationship Management

Opportunity Tracking

Event Coordination

Agentic AI

V7 Go

Deploy AI agents inside Wealthbox to automate client monitoring, meeting prep, and portfolio intelligence workflows.

Operations

Agentic AI

Document Automation

Workflow Orchestration

Example Workflow

Example Workflow

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Wealthbox

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Wealthbox

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Wealthbox

Client Portfolio Intelligence Example

Client Portfolio Intelligence Example

Client Portfolio Intelligence Example

Popular workflows

Example

Input

Client Event

AI Agent

Output

Input

Client Event

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New Event

Emit new event when an event with subscribed event source triggered on a target.

Client Event

.

AI Agent

AI Concierge Agent

Analyze & Act

Monitor Wealthbox for new client events and portfolio changes

Analyze event against client profile, goals, and risk tolerance

Identify advisor actions required and urgency level

Generate meeting prep brief or action recommendation

Log intelligence note and route follow-up to responsible advisor

Analysis complete

Output

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Wealthbox

Log intelligence note and create advisor task in Wealthbox

All actions triggered by agent

See how V7 Go works inside Wealthbox to surface advisor alerts and automate client follow-up.

See how V7 Go works inside Wealthbox to surface advisor alerts and automate client follow-up.

See how V7 Go works inside Wealthbox to surface advisor alerts and automate client follow-up.

Agent Library

Agent Library

A library of

A library of

A library of

Agents

Agents

Agents

for every workflow

for every workflow

for every workflow

Meet the agents powering Wealthbox MCP intelligence

Meet the agents powering Wealthbox MCP intelligence

Meet the agents powering Wealthbox MCP intelligence

Popular workflows

AI Concierge Agent

AI Concierge Agent | Orchestrate Complex Workflows | V7 Go

Business

Multi-System Coordination

Intelligent Task Delegation

Context-Aware Decision Making

Add to workflow

Gradient of yellow to gray and blue hues with subtle noise texture.

AI Investment Analysis Agent

AI Investment Analysis Agent | Synthesize Financial Research | V7 Go

Finance

Bull vs. Bear Case Synthesis

Earnings Call Analysis

Contrarian View Identification

Add to workflow

Abstract pink and purple gradient waves

Business Meeting Analysis Agent

AI Meeting Intelligence Agent | Analyze Sales & Customer Calls | V7 Go

Business

Competitor & Market Intelligence

Customer Sentiment Analysis

Product Feedback & Feature Request Tracking

Add to workflow

Actions & Triggers

Actions & Triggers

Build powerful automations with

Build powerful automations with

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Wealthbox

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Wealthbox

Pick from 100+ triggers and actions available.

Pick from 100+ triggers and actions available.

Connect triggers from Zoom to powerful actions in your other business apps.

Popular workflows

Workflow triggers

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New Contact Created

Emit new event for each contact created.

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New Event Created

Emit new event for each event created.

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New Opportunity Created

Emit new event for each opportunity created.

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New Task Created

Emit new event for each task created.

Agents trigger automated actions in your apps

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Create Contact

Create a new contact.

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Create Event

Create a new event.

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Create Opportunity

Create a new opportunity.

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Create Task

Create a new task.

  • Using V7 Go to automate our diligence process led to a 35% productivity increase.

    Centerline

  • The experience with V7 has been fantastic. Very customized level of support.

    Alaris

  • V7 enables us to process complex documents at scale through an intuitive and powerful UI

    Pinsent Masons

  • V7 Go enabled us to process financial statements 21x faster while also increasing accuracy by 54% .

    Star Mountain

  • Using V7 Go to automate our diligence process led to a 35% productivity increase.

    Centerline

  • The experience with V7 has been fantastic. Very customized level of support.

    Alaris

  • V7 enables us to process complex documents at scale through an intuitive and powerful UI

    Pinsent Masons

  • V7 Go enabled us to process financial statements 21x faster while also increasing accuracy by 54% .

    Star Mountain

Ready to supercharge

your

Logo

Wealthbox

?

Transform your Wealth Management workflow

V7 Go + Wealthbox MCP delivers intelligent advisor automation that scales client relationships without scaling headcount.

30-minute session

Personalized setup

Live demonstration

Ready to supercharge

your

Logo

Wealthbox

?

Transform your Wealth Management workflow

V7 Go + Wealthbox MCP delivers intelligent advisor automation that scales client relationships without scaling headcount.

30-minute session

Personalized setup

Live demonstration

Ready to supercharge

your

Logo

Wealthbox

?

Transform your Wealth Management workflow

V7 Go + Wealthbox MCP delivers intelligent advisor automation that scales client relationships without scaling headcount.

30-minute session

Personalized setup

Live demonstration

Ready to supercharge

your

Logo

Wealthbox

?

Transform your Wealth Management workflow

V7 Go + Wealthbox MCP delivers intelligent advisor automation that scales client relationships without scaling headcount.

30-minute session

Personalized setup

Live demonstration

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Help

Help

Have questions?

Have questions?

Find answers.

Find answers.

Any more questions?

How does V7 Go handle Client Event from Wealthbox?

V7 Go uses AI to analyze each Client Event in real time, extracting key business signals and context. The ai-concierge-agent processes the data, identifies patterns, and determines the optimal action—all without manual intervention.

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Can I customize the Wealthbox MCP Intelligence logic?

Absolutely. You can customize prompts, business rules, and decision thresholds through V7 Go's intuitive configuration interface. Tailor the workflow to match your exact Wealth Management processes and team preferences.

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What happens if the AI can't decide on a next action?

V7 Go flags uncertain cases for human review with full reasoning shown. Your team reviews and approves, which trains the system to handle similar situations automatically in the future.

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How does Wealthbox get updated with the results?

Once the AI completes its analysis, V7 Go automatically executes the configured Wealthbox actions—whether that's creating records, sending notifications, or updating existing data—in seconds.

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What if my data is sensitive or confidential?

V7 Go processes data within your secure infrastructure. Sensitive fields can be masked or excluded from AI analysis. All data is encrypted in transit and at rest, meeting enterprise security standards.

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How quickly does Wealthbox MCP Intelligence ROI show up?

Most teams see productivity gains within days—fewer manual tasks, faster decisions, better accuracy. Revenue impact (through faster collections, fewer errors, better compliance) typically follows within the first billing cycle.

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Precision AI for institutional workflows

Build once.

Deploy across the team.

Improve over time.

Request a demo

30 minutes

Precision AI for institutional workflows

Build once.

Deploy across the team.

Improve over time.

Request a demo

30 minutes

Precision AI for institutional workflows

Build once.

Deploy across the team.

Improve over time.

Request a demo

30 minutes