Using WealthSnap with AI

MCP Documentation

Set up Claude

1. Open Claude on your computer.
2. Go to Customize → Connectors → + Add → Add custom connector.
3. Enter WealthSnap as the name and paste https://app.wealthsnap.io/mcp.
4. Choose Sign in now and Register automatically for this WealthSnap setup, then finish adding the connector.
5. Click Connect. Sign in to WealthSnap, review the requested access and select Allow connection.
6. Return to Claude. Keep Needs approval enabled for WealthSnap tools.
7. Start a new chat and enable WealthSnap under the chat’s connector options if needed.
8. Ask: “List my WealthSnap templates.”

For a managed Claude workspace, an authorized owner or administrator may need to add the connector before members can connect their accounts.

Set up ChatGPT

Custom MCP access and sending permissions depend on your ChatGPT account and workspace settings. Your administrator may need to enable access.

1. Open ChatGPT in a computer browser.
2. Open Plugins, select the plus button, then choose Add custom MCP server.
3. Enter WealthSnap, paste https://app.wealthsnap.io/mcp and choose OAuth authentication.
4. Complete the WealthSnap sign-in and authorization process. Review the risk notice and choose Create as a plugin.
5. Install the plugin, start a new chat, type @ and select WealthSnap.
6. Ask: “List my WealthSnap templates.”

If the required controls are missing, check with your workspace administrator. A successful template lookup does not necessarily establish permission to send forms.

Current ChatGPT setup instructions

Send your first form

Ask your assistant:

“Send the Short Onboarding Form to George Client.”

Replace the example with your client’s name and the exact name of an existing WealthSnap template.

Review the selected client, form, email or text destination, and any accompanying message before confirming.

Queued means the request was accepted for processing. It does not confirm delivery or completion. Check an uncertain result before sending again.

What can my assistant do?

The current WealthSnap MCP provides three capabilities:

• Search contacts.
• List existing form templates.
• Prepare and send a form through a guided workflow.

It does not provide a tool for retrieving completed form answers or running arbitrary CRM commands.

Connecting the assistant grants tool access. Reviewing and confirming a form send is a separate step.

What information reaches the AI?

Contact search results can include:

• Name.
• Email address.
• Mobile number.
• City and state.

Template names, selection information, delivery details, optional messages and workflow status can also reach your AI provider. Information you enter in your own prompts becomes part of that conversation.

As with email and other external tools, especially AI tools, avoid including sensitive client information in prompts, template names, or delivery messages.

Where do completed form answers go?

Clients enter or confirm their answers in the WealthSnap form, outside the AI conversation. WealthSnap processes the submission and sends mapped values to Wealthbox.

Completed answers are outside the current MCP tool contract. Copying them into a chat would separately disclose them to your AI provider.

Temporary server-side data can support submission, configured notification emails, correction and retry. Storage and cleanup details are available through a security-document request; no fixed deletion period is promised here.

Configured notification emails can contain submitted information and follow the email provider’s and recipient’s retention practices.

How are connections and client information protected?

You sign in through WealthSnap’s authorization process and approve the assistant connection. WealthSnap uses its existing Wealthbox OAuth authorization for CRM operations.

Never enter passwords or access tokens into a chat tool, including an AI chat.

The workflow uses HTTPS connections. Information is processed by the services involved; HTTPS is not a promise of end-to-end encryption or zero storage.

For existing clients, form information may be prefilled from Wealthbox and displayed in the recipient’s browser. Treat client-specific form links as sensitive and send them only to the intended recipient. Possession of a link is not proof of the recipient’s identity.

Can the assistant access my entire CRM?

The current tools support specific contact lookup and form workflows.

Access depends on the connected CRM authorization and the permissions enforced by WealthSnap and Wealthbox. Team-level authorization can differ from individual-user access.

The connection should not be described as entirely read-only: sending a form is an action, and completed submissions can update mapped CRM fields.

Will my information train AI models?

WealthSnap cannot make a universal training or retention promise on behalf of another provider.

Use an AI environment approved by your firm. Data usage depends on your provider, account type, terms, and settings. Check the applicable policies and settings for the tools you use.

Review model training, conversation retention, feedback settings and workspace access separately. “Not used for training” does not mean “not stored.”

How do I disconnect?

Disconnect WealthSnap in your AI assistant’s connector or app settings.

To revoke the WealthSnap authorization as well, open API settings → Connected AI applications and choose Disconnect for the relevant connection, or contact support@wealthsnap.io for assistance.

Disconnecting does not delete prior AI conversations and should not be assumed to cancel messages already queued for delivery.

Open API settings

Is this approved by my firm?

Your firm determines whether this workflow meets its security & supervision requirements. Please contact your firm directly if you have any questions.

Troubleshooting

The connection controls are missing
Check your AI account’s availability and workspace permissions with your administrator.

The wrong WealthSnap account appears
Cancel authorization, sign in to the intended account and reconnect.

My form is missing
Ask the assistant to list your templates and use the exact template name.

My client is missing or has multiple matches
Check the connected Wealthbox account and review the returned contact details before selecting a recipient.

The send result is unclear
Check the status before retrying. Contact support with the error or reference identifier. Do not include passwords, tokens or completed client answers.