feat(wealthbox): added wealthbox crm by aadamgough · Pull Request #669 · simstudioai/sim

aadamgough · 2025-07-11T19:14:16Z

wbshortdemo.mov

Description

Added wealthbox as a tool

Type of change

Please delete options that are not relevant.

New feature (non-breaking change which adds functionality)

How Has This Been Tested?

Tested each operation and confirmed that they were working properly.

Checklist:

My code follows the style guidelines of this project
I have performed a self-review of my own code
I have commented my code, particularly in hard-to-understand areas
I have added tests that prove my fix is effective or that my feature works
All tests pass locally and in CI (bun run test)
My changes generate no new warnings
Any dependent changes have been merged and published in downstream modules
I have updated version numbers as needed (if needed)
I confirm that I have read and agree to the terms outlined in the Contributor License Agreement (CLA)

Security Considerations:

My changes do not introduce any new security vulnerabilities
I have considered the security implications of my changes

vercel · 2025-07-11T19:14:22Z

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delve-auditor · 2025-07-11T19:15:58Z

✅ No security or compliance issues detected. Reviewed everything up to a936c7e.

Security Overview

🔎 Scanned files: 23 changed file(s)

Detected Code Changes

Change Type	Relevant files
Enhancement	► route.ts Add params visibility to Wealthbox API routes ► meta.json Add wealthbox to tools list ► wealthbox.mdx Add wealthbox documentation ► registry.ts Register wealthbox tools ► wealthbox/*.ts Implement wealthbox API integration

Reply to this PR with @delve-auditor followed by a description of what change you want and we'll auto-submit a change to this PR to implement it.

greptile-apps

PR Summary

Comprehensive integration of Wealthbox CRM functionality with OAuth authentication and CRUD operations for contacts, notes, and tasks.

Extensive API integration in apps/sim/tools/wealthbox/*.ts with six new tools for reading/writing CRM data, though has code duplication between directExecution and transformResponse methods
OAuth implementation in apps/sim/lib/oauth/oauth.ts uses synthetic user profiles due to missing user info endpoint
Added contact selector UI component in apps/sim/app/workspace/[workspaceId]/w/[workflowId]/components/workflow-block/components/sub-block/components/file-selector/components/wealthbox-file-selector.tsx with debounced search
Introduced model capabilities system in apps/sim/providers/model-capabilities.ts for temperature ranges and tool usage control
Multiple type safety concerns across new files using 'any' type and potential undefined object access

_{25 files reviewed, 52 comments}
_{Edit PR Review Bot Settings | Greptile}

* feat: wealthbox * feat: added tools * feat: tested and finished tools * feat: tested and finished tools * feat: added refresh token * fix: added docs * bun lint * feat: removed files #669 * fix: greptile comments * fix: stringified messages #669 * add visibilty to params --------- Co-authored-by: Adam Gough <adamgough@Adams-MacBook-Pro.local> Co-authored-by: Adam Gough <adamgough@Mac.attlocal.net> Co-authored-by: Vikhyath Mondreti <vikhyath@simstudio.ai>

…dration issues by consolidating environment checking function (#678) * fix(permissions): make permissions check case insensitive * consolidated use of helpers to fetch environment * use import aliases * fix(voice): added voice functionality back to chat client (#676) * fix(voice): added voice functioanlity back to chat clinet * add logic to support deployed chat in staging * fix(api-timeout): increase timeout for API block to 2 min (#677) * feat(wealthbox): added wealthbox crm (#669) * feat: wealthbox * feat: added tools * feat: tested and finished tools * feat: tested and finished tools * feat: added refresh token * fix: added docs * bun lint * feat: removed files #669 * fix: greptile comments * fix: stringified messages #669 * add visibilty to params --------- Co-authored-by: Adam Gough <adamgough@Adams-MacBook-Pro.local> Co-authored-by: Adam Gough <adamgough@Mac.attlocal.net> Co-authored-by: Vikhyath Mondreti <vikhyath@simstudio.ai> --------- Co-authored-by: Vikhyath Mondreti <vikhyathvikku@gmail.com> Co-authored-by: Adam Gough <77861281+aadamgough@users.noreply.github.com> Co-authored-by: Adam Gough <adamgough@Adams-MacBook-Pro.local> Co-authored-by: Adam Gough <adamgough@Mac.attlocal.net> Co-authored-by: Vikhyath Mondreti <vikhyath@simstudio.ai>

* feat: wealthbox * feat: added tools * feat: tested and finished tools * feat: tested and finished tools * feat: added refresh token * fix: added docs * bun lint * feat: removed files #669 * fix: greptile comments * fix: stringified messages #669 * add visibilty to params --------- Co-authored-by: Adam Gough <adamgough@Adams-MacBook-Pro.local> Co-authored-by: Adam Gough <adamgough@Mac.attlocal.net> Co-authored-by: Vikhyath Mondreti <vikhyath@simstudio.ai>

…dration issues by consolidating environment checking function (#678) * fix(permissions): make permissions check case insensitive * consolidated use of helpers to fetch environment * use import aliases * fix(voice): added voice functionality back to chat client (#676) * fix(voice): added voice functioanlity back to chat clinet * add logic to support deployed chat in staging * fix(api-timeout): increase timeout for API block to 2 min (#677) * feat(wealthbox): added wealthbox crm (#669) * feat: wealthbox * feat: added tools * feat: tested and finished tools * feat: tested and finished tools * feat: added refresh token * fix: added docs * bun lint * feat: removed files #669 * fix: greptile comments * fix: stringified messages #669 * add visibilty to params --------- Co-authored-by: Adam Gough <adamgough@Adams-MacBook-Pro.local> Co-authored-by: Adam Gough <adamgough@Mac.attlocal.net> Co-authored-by: Vikhyath Mondreti <vikhyath@simstudio.ai> --------- Co-authored-by: Vikhyath Mondreti <vikhyathvikku@gmail.com> Co-authored-by: Adam Gough <77861281+aadamgough@users.noreply.github.com> Co-authored-by: Adam Gough <adamgough@Adams-MacBook-Pro.local> Co-authored-by: Adam Gough <adamgough@Mac.attlocal.net> Co-authored-by: Vikhyath Mondreti <vikhyath@simstudio.ai>

vercelBotdeployed to Preview – docs July 11, 2025 19:15 View deployment

aadamgough marked this pull request as ready for review July 11, 2025 19:21

greptile-appsBot reviewed Jul 11, 2025
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aadamgough pushed a commit that referenced this pull request Jul 11, 2025
feat: removed files#669
4e611f4

vercelBottemporarily deployed to Preview – docs July 11, 2025 20:03 Inactive

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aadamgough pushed a commit that referenced this pull request Jul 12, 2025
fix: stringified messages#669
5bf531a

vercelBottemporarily deployed to Preview – docs July 12, 2025 01:55 Inactive

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Adam Goughand others added 10 commits July 14, 2025 12:55

feat: wealthbox
df166cc

feat: added tools
d94e1a6

feat: tested and finished tools
9b3921a

feat: tested and finished tools
262465d

feat: added refresh token
5a59e5f

fix: added docs
1255dfa

bun lint
8d25ed1

feat: removed files#669
af6e95f

fix: greptile comments
cbd83d3

fix: stringified messages#669
c49c5d5

icecrasher321 force-pushed the feat/wealthbx branch from 5bf531a to c49c5d5Compare July 14, 2025 19:57

vercelBotdeployed to Preview – docs July 14, 2025 19:59 View deployment

add visibilty to params
a936c7e

vercelBotdeployed to Preview – sim July 14, 2025 20:02 View deployment

vercelBottemporarily deployed to Preview – docs July 14, 2025 20:02 Inactive

icecrasher321 self-assigned this Jul 14, 2025

icecrasher321 changed the title ~~feat(wealthbx): added wealthbx crm~~feat(wealthbox): added wealthbox crmJul 14, 2025

icecrasher321 merged commit d65bdaf into stagingJul 14, 2025
5 of 6 checks passed

vercelBotdeployed to Preview – sim July 14, 2025 20:09 View deployment

waleedlatif1 mentioned this pull request Jul 14, 2025
v0.2.13: fix + improvement + feat #679
Merged

waleedlatif1 deleted the feat/wealthbx branch July 14, 2025 21:21

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feat(wealthbox): added wealthbox crm - #669

feat(wealthbox): added wealthbox crm#669
icecrasher321 merged 11 commits into
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Security Considerations:

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aadamgough commented Jul 11, 2025•
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