wealthmcp.ai
← Back to directory

ToolsPad

ToolsPad · Productivity & Collaboration

MCP ServerCommunity

ToolsPad’s remote MCP server lets compatible AI clients read and create or update records in one authorized business workspace, including CRM contacts, notes, tasks, forms, appointments and whiteboards. Advisors and client-service teams could use it to organize customer context and follow-ups, while operations and marketing staff could manage team tasks, scheduling and lead capture. Connections use browser-based OAuth with a choice of read-only or read-and-write access.

crmtask managementmeeting notesschedulinglead capturewhiteboardscollaboration
Status
Community
Auth
OAuth
Hosting
Remote
Community rating
Not rated yet
Role
System

Provides one system's data and actions. Reads and writes inside a single product of record; it can act, but only within its own walls. More on System servers → All seven roles →

Open documentation →

Caveats

  • Capabilities and security controls are vendor-reported and have not been independently verified.
  • The vendor reports that read-and-write access is the default, with read-only available. The documented actions modify workspace records; securities trading or order placement is not described.
  • The vendor reports that authorization covers one workspace and automatically includes future ToolsPad apps, subject to application entitlements, approved access and rate limits.
  • Records reside in the hosted ToolsPad workspace and authorized AI clients can access them. The supplied page does not specify data residency or retention terms.
  • The vendor reports that agents cannot administer ToolsPad, change ownership, retrieve secrets or permanently delete data.
  • The six browser-native WebMCP tools are vendor-described as read-only product-discovery tools, distinct from the remote MCP server that operates on workspace records.
  • Start with read-only scopes and keep client-side approval prompts on until the connection is proven.
Rate this server

How to connect ToolsPad

Step 1

Remote server: paste a URL

ToolsPad publishes a remote (Streamable HTTP) endpoint, so nothing is installed locally. Add it as a custom connector in Claude, ChatGPT or your IDE and paste the endpoint below.

Endpoint

https://app.toolspad.com/mcp

Client config snippet

{
  "mcpServers": {
    "eb97c23e-90c3-4ce1-b6d6-ac0a8fe2abda": {
      "url": "https://app.toolspad.com/mcp"
    }
  }
}

Step 2

Authenticate with OAuth

Your client opens a browser sign-in with the vendor. Approve only the scopes you need, and use a read-only account first when the platform offers one.

Step 3

Verify, then widen access

Restart your client, confirm the server's tools appear, and run one read-only question first. Keep client-side approval prompts on for any tool that can write, trade or send. Confirm with your firm's compliance policy before connecting systems holding client data.

Prompts that use this server

Starter prompts from the Practice Stacks that rely on Productivity & Collaboration.

Weekly priorities brief

A single view of the week across CRM, calendar and tasks.

Practice ManagementCRMProductivity & Collaboration

Read-only: summarise my week from calendar, tasks and CRM: meetings with prep needed, overdue client service items, and commitments I made that are still open. Rank by client impact. Do not create, reschedule, complete or send anything, output the brief for me to act on.

Guardrail · Read-only. Keep write scopes off for calendar and task tools.

Draft the account-opening paperwork packet (no sending)

A prepared e-signature packet you review before it goes out.

Onboard a ClientCRMProductivity & Collaboration

Prepare, do not send. The account-opening packet for <client name>. Pull the client details from CRM read-only, list which documents are needed, and produce a draft envelope summary: recipients, documents, and the fields you would pre-fill with their source. Stop and show me the summary for approval before creating, sending or modifying anything in the e-signature system. Keep approval prompts on for every write action.

Guardrail · Draft only. Keep tool approvals on; nothing should be sent without your explicit confirmation.

First-90-days onboarding plan

A scheduled plan and internal notes. Nothing client-facing sent.

Onboard a ClientCRMProductivity & Collaboration

Using read-only CRM and calendar data, draft a 90-day onboarding plan for <client name>: welcome touchpoint, funding confirmation check, planning data-gathering session, and first review meeting. Propose dates that fit my existing calendar but do not create, edit or send invites or emails, output the plan for my approval first. Note which items require a compliance or supervisory review before they go to the client.

Guardrail · Draft only. Ask me before creating calendar entries or sending anything.

Read the full connection guide →