chore: import upstream snapshot with attribution

apps/sim/tools/wealthbox/index.ts

@@ -0,0 +1,13 @@
+import { wealthboxReadContactTool } from '@/tools/wealthbox/read_contact'
+import { wealthboxReadNoteTool } from '@/tools/wealthbox/read_note'
+import { wealthboxReadTaskTool } from '@/tools/wealthbox/read_task'
+import { wealthboxWriteContactTool } from '@/tools/wealthbox/write_contact'
+import { wealthboxWriteNoteTool } from '@/tools/wealthbox/write_note'
+import { wealthboxWriteTaskTool } from '@/tools/wealthbox/write_task'
+
+export { wealthboxReadNoteTool }
+export { wealthboxWriteNoteTool }
+export { wealthboxReadContactTool }
+export { wealthboxWriteContactTool }
+export { wealthboxReadTaskTool }
+export { wealthboxWriteTaskTool }

apps/sim/tools/wealthbox/read_contact.ts

@@ -0,0 +1,110 @@
+import type { ToolConfig } from '@/tools/types'
+import type { WealthboxReadParams, WealthboxReadResponse } from '@/tools/wealthbox/types'
+
+export const wealthboxReadContactTool: ToolConfig<WealthboxReadParams, WealthboxReadResponse> = {
+  id: 'wealthbox_read_contact',
+  name: 'Read Wealthbox Contact',
+  description: 'Read content from a Wealthbox contact',
+  version: '1.0.0',
+
+  params: {
+    accessToken: {
+      type: 'string',
+      required: true,
+      visibility: 'hidden',
+      description: 'The access token for the Wealthbox API',
+    },
+    contactId: {
+      type: 'string',
+      required: false,
+      visibility: 'user-or-llm',
+      description: 'The ID of the contact to read (e.g., "12345")',
+    },
+  },
+
+  request: {
+    url: (params) => {
+      const contactId = params.contactId?.trim()
+      let url = 'https://api.crmworkspace.com/v1/contacts'
+      if (contactId) {
+        url = `https://api.crmworkspace.com/v1/contacts/${contactId}`
+      }
+      return url
+    },
+    method: 'GET',
+    headers: (params) => {
+      // Validate access token
+      if (!params.accessToken) {
+        throw new Error('Access token is required')
+      }
+
+      return {
+        Authorization: `Bearer ${params.accessToken}`,
+      }
+    },
+  },
+
+  transformResponse: async (response: Response) => {
+    const data = await response.json()
+
+    // Format contact information into readable content
+    const contact = data
+    let content = `Contact: ${contact.first_name || ''} ${contact.last_name || ''}`.trim()
+
+    if (contact.company_name) {
+      content += `\nCompany: ${contact.company_name}`
+    }
+
+    if (contact.background_information) {
+      content += `\nBackground: ${contact.background_information}`
+    }
+
+    if (contact.email_addresses && contact.email_addresses.length > 0) {
+      content += '\nEmail Addresses:'
+      contact.email_addresses.forEach((email: any) => {
+        content += `\n  - ${email.address}${email.principal ? ' (Primary)' : ''} (${email.kind})`
+      })
+    }
+
+    if (contact.phone_numbers && contact.phone_numbers.length > 0) {
+      content += '\nPhone Numbers:'
+      contact.phone_numbers.forEach((phone: any) => {
+        content += `\n  - ${phone.address}${phone.extension ? ` ext. ${phone.extension}` : ''}${phone.principal ? ' (Primary)' : ''} (${phone.kind})`
+      })
+    }
+
+    return {
+      success: true,
+      output: {
+        content,
+        contact,
+        metadata: {
+          itemId: contact.id?.toString() ?? null,
+          contactId: contact.id?.toString() ?? null,
+          itemType: 'contact' as const,
+        },
+      },
+    }
+  },
+
+  outputs: {
+    success: { type: 'boolean', description: 'Operation success status' },
+    output: {
+      type: 'object',
+      description: 'Contact data and metadata',
+      properties: {
+        content: { type: 'string', description: 'Formatted contact information' },
+        contact: { type: 'object', description: 'Raw contact data from Wealthbox' },
+        metadata: {
+          type: 'object',
+          description: 'Operation metadata',
+          properties: {
+            itemId: { type: 'string', description: 'ID of the contact', optional: true },
+            contactId: { type: 'string', description: 'ID of the contact', optional: true },
+            itemType: { type: 'string', description: 'Type of item (contact)' },
+          },
+        },
+      },
+    },
+  },
+}

apps/sim/tools/wealthbox/read_note.ts

@@ -0,0 +1,114 @@
+import type { ToolConfig } from '@/tools/types'
+import type { WealthboxReadParams, WealthboxReadResponse } from '@/tools/wealthbox/types'
+
+export const wealthboxReadNoteTool: ToolConfig<WealthboxReadParams, WealthboxReadResponse> = {
+  id: 'wealthbox_read_note',
+  name: 'Read Wealthbox Note',
+  description: 'Read content from a Wealthbox note',
+  version: '1.0.0',
+
+  params: {
+    accessToken: {
+      type: 'string',
+      required: true,
+      description: 'The access token for the Wealthbox API',
+      visibility: 'hidden',
+    },
+    noteId: {
+      type: 'string',
+      required: false,
+      description: 'The ID of the note to read (e.g., "11111")',
+      visibility: 'user-or-llm',
+    },
+  },
+
+  request: {
+    url: (params) => {
+      const noteId = params.noteId?.trim()
+      let url = 'https://api.crmworkspace.com/v1/notes'
+      if (noteId) {
+        url = `https://api.crmworkspace.com/v1/notes/${noteId}`
+      }
+      return url
+    },
+    method: 'GET',
+    headers: (params) => {
+      // Validate access token
+      if (!params.accessToken) {
+        throw new Error('Access token is required')
+      }
+
+      return {
+        Authorization: `Bearer ${params.accessToken}`,
+      }
+    },
+  },
+
+  transformResponse: async (response: Response) => {
+    const data = await response.json()
+
+    // Format note information into readable content
+    const note = data
+    let content = `Note Content: ${note.content || 'No content available'}`
+
+    if (note.created_at) {
+      content += `\nCreated: ${new Date(note.created_at).toLocaleString()}`
+    }
+
+    if (note.updated_at) {
+      content += `\nUpdated: ${new Date(note.updated_at).toLocaleString()}`
+    }
+
+    if (note.visible_to) {
+      content += `\nVisible to: ${note.visible_to}`
+    }
+
+    if (note.linked_to && note.linked_to.length > 0) {
+      content += '\nLinked to:'
+      note.linked_to.forEach((link: any) => {
+        content += `\n  - ${link.name} (${link.type})`
+      })
+    }
+
+    if (note.tags && note.tags.length > 0) {
+      content += '\nTags:'
+      note.tags.forEach((tag: any) => {
+        content += `\n  - ${tag.name}`
+      })
+    }
+
+    return {
+      success: true,
+      output: {
+        content,
+        note,
+        metadata: {
+          itemId: note.id?.toString() ?? null,
+          noteId: note.id?.toString() ?? null,
+          itemType: 'note' as const,
+        },
+      },
+    }
+  },
+
+  outputs: {
+    success: { type: 'boolean', description: 'Operation success status' },
+    output: {
+      type: 'object',
+      description: 'Note data and metadata',
+      properties: {
+        content: { type: 'string', description: 'Formatted note information' },
+        note: { type: 'object', description: 'Raw note data from Wealthbox' },
+        metadata: {
+          type: 'object',
+          description: 'Operation metadata',
+          properties: {
+            itemId: { type: 'string', description: 'ID of the note', optional: true },
+            noteId: { type: 'string', description: 'ID of the note', optional: true },
+            itemType: { type: 'string', description: 'Type of item (note)' },
+          },
+        },
+      },
+    },
+  },
+}

apps/sim/tools/wealthbox/read_task.ts

@@ -0,0 +1,115 @@
+import type { ToolConfig } from '@/tools/types'
+import type { WealthboxReadParams, WealthboxReadResponse } from '@/tools/wealthbox/types'
+
+export const wealthboxReadTaskTool: ToolConfig<WealthboxReadParams, WealthboxReadResponse> = {
+  id: 'wealthbox_read_task',
+  name: 'Read Wealthbox Task',
+  description: 'Read content from a Wealthbox task',
+  version: '1.0.0',
+
+  params: {
+    accessToken: {
+      type: 'string',
+      required: true,
+      description: 'The access token for the Wealthbox API',
+      visibility: 'hidden',
+    },
+    taskId: {
+      type: 'string',
+      required: false,
+      description: 'The ID of the task to read (e.g., "67890")',
+      visibility: 'user-or-llm',
+    },
+  },
+
+  request: {
+    url: (params) => {
+      const taskId = params.taskId?.trim()
+      let url = 'https://api.crmworkspace.com/v1/tasks'
+      if (taskId) {
+        url = `https://api.crmworkspace.com/v1/tasks/${taskId}`
+      }
+      return url
+    },
+    method: 'GET',
+    headers: (params) => {
+      // Validate access token
+      if (!params.accessToken) {
+        throw new Error('Access token is required')
+      }
+
+      return {
+        Authorization: `Bearer ${params.accessToken}`,
+      }
+    },
+  },
+
+  transformResponse: async (response: Response) => {
+    const data = await response.json()
+
+    // Format task information into readable content
+    const task = data
+    let content = `Task: ${task.name || 'Unnamed task'}`
+
+    if (task.due_date) {
+      content += `\nDue Date: ${new Date(task.due_date).toLocaleDateString()}`
+    }
+
+    if (task.complete !== undefined) {
+      content += `\nStatus: ${task.complete ? 'Complete' : 'Incomplete'}`
+    }
+
+    if (task.priority) {
+      content += `\nPriority: ${task.priority}`
+    }
+
+    if (task.category) {
+      content += `\nCategory: ${task.category}`
+    }
+
+    if (task.visible_to) {
+      content += `\nVisible to: ${task.visible_to}`
+    }
+
+    if (task.linked_to && task.linked_to.length > 0) {
+      content += '\nLinked to:'
+      task.linked_to.forEach((link: any) => {
+        content += `\n  - ${link.name} (${link.type})`
+      })
+    }
+
+    return {
+      success: true,
+      output: {
+        content,
+        task,
+        metadata: {
+          itemId: task.id?.toString() ?? null,
+          taskId: task.id?.toString() ?? null,
+          itemType: 'task' as const,
+        },
+      },
+    }
+  },
+
+  outputs: {
+    success: { type: 'boolean', description: 'Operation success status' },
+    output: {
+      type: 'object',
+      description: 'Task data and metadata',
+      properties: {
+        content: { type: 'string', description: 'Formatted task information' },
+        task: { type: 'object', description: 'Raw task data from Wealthbox' },
+        metadata: {
+          type: 'object',
+          description: 'Operation metadata',
+          properties: {
+            itemId: { type: 'string', description: 'ID of the task', optional: true },
+            taskId: { type: 'string', description: 'ID of the task', optional: true },
+            itemType: { type: 'string', description: 'Type of item (task)' },
+          },
+        },
+      },
+    },
+  },
+}

apps/sim/tools/wealthbox/types.ts

@@ -0,0 +1,150 @@
+import type { ToolResponse } from '@/tools/types'
+
+interface WealthboxNote {
+  id: number
+  creator: number
+  created_at: string
+  updated_at: string
+  content: string
+  linked_to: Array<{
+    id: number
+    type: string
+    name: string
+  }>
+  visible_to: string
+  tags: Array<{
+    id: number
+    name: string
+  }>
+}
+
+interface WealthboxContact {
+  id: number
+  first_name: string
+  last_name: string
+  company_name?: string
+  background_information?: string
+  email_addresses?: Array<{
+    address: string
+    principal: boolean
+    kind: string
+  }>
+  phone_numbers?: Array<{
+    address: string
+    principal: boolean
+    extension?: string
+    kind: string
+  }>
+}
+
+interface WealthboxTask {
+  id: number
+  name: string
+  due_date: string
+  description?: string
+  complete?: boolean
+  category?: number
+  priority?: 'Low' | 'Medium' | 'High'
+  linked_to?: Array<{
+    id: number
+    type: string
+    name: string
+  }>
+  visible_to?: string
+}
+
+// Unified metadata structure
+interface WealthboxMetadata {
+  itemId?: string
+  noteId?: string
+  contactId?: string
+  taskId?: string
+  itemType: 'note' | 'contact' | 'task'
+  totalItems?: number
+}
+
+// Unified output structure for all operations
+interface WealthboxUniformOutput {
+  // Single items (for write operations and single reads)
+  note?: WealthboxNote
+  contact?: WealthboxContact
+  task?: WealthboxTask
+
+  // Arrays (for bulk read operations)
+  notes?: WealthboxNote[]
+  contacts?: WealthboxContact[]
+  tasks?: WealthboxTask[]
+
+  // Operation result indicators
+  success?: boolean
+  metadata: WealthboxMetadata
+}
+
+// Both response types use identical structure
+export interface WealthboxReadResponse extends ToolResponse {
+  output: WealthboxUniformOutput
+}
+
+export interface WealthboxWriteResponse extends ToolResponse {
+  output: WealthboxUniformOutput
+}
+
+// Unified parameter types
+export interface WealthboxReadParams {
+  accessToken: string
+  operation: 'read_note' | 'read_contact' | 'read_task'
+  noteId?: string
+  contactId?: string
+  taskId?: string
+}
+
+export interface WealthboxWriteParams {
+  accessToken: string
+  operation: 'write_note' | 'write_contact' | 'write_task'
+
+  // IDs (optional for creating new items)
+  noteId?: string
+  contactId?: string
+  taskId?: string
+
+  // Note fields
+  content?: string
+  linkedTo?: Array<{
+    id: number
+    type: string
+    name: string
+  }>
+  visibleTo?: string
+  tags?: Array<{
+    id: number
+    name: string
+  }>
+
+  // Contact fields
+  firstName?: string
+  lastName?: string
+  backgroundInformation?: string
+  emailAddress?: string
+
+  // Task fields
+  title?: string
+  description?: string
+  dueDate?: string
+  complete?: boolean
+  category?: number
+  priority?: 'Low' | 'Medium' | 'High'
+}
+
+export interface WealthboxTaskRequestBody {
+  name: string
+  due_date: string
+  description?: string // Add this field
+  complete?: boolean
+  category?: number
+  linked_to?: Array<{
+    id: number
+    type: string
+  }>
+}
+
+export type WealthboxResponse = WealthboxReadResponse | WealthboxWriteResponse

apps/sim/tools/wealthbox/utils.ts

@@ -0,0 +1,202 @@
+import type {
+  WealthboxTaskRequestBody,
+  WealthboxWriteParams,
+  WealthboxWriteResponse,
+} from '@/tools/wealthbox/types'
+
+// Utility function to safely convert to string and trim
+const safeStringify = (value: any): string => {
+  if (value === null || value === undefined) {
+    return ''
+  }
+
+  if (typeof value === 'string') {
+    return value
+  }
+
+  return JSON.stringify(value)
+}
+
+// Utility function to validate parameters and build contact body
+export const validateAndBuildContactBody = (params: WealthboxWriteParams): Record<string, any> => {
+  // Validate required fields with safe stringification
+  const firstName = safeStringify(params.firstName).trim()
+  const lastName = safeStringify(params.lastName).trim()
+
+  if (!firstName) {
+    throw new Error('First name is required')
+  }
+  if (!lastName) {
+    throw new Error('Last name is required')
+  }
+
+  const body: Record<string, any> = {
+    first_name: firstName,
+    last_name: lastName,
+  }
+
+  // Add optional fields with safe stringification
+  const emailAddress = safeStringify(params.emailAddress).trim()
+  if (emailAddress) {
+    body.email_addresses = [
+      {
+        address: emailAddress,
+        kind: 'email',
+        principal: true,
+      },
+    ]
+  }
+
+  const backgroundInformation = safeStringify(params.backgroundInformation).trim()
+  if (backgroundInformation) {
+    body.background_information = backgroundInformation
+  }
+
+  return body
+}
+
+export // Utility function to validate parameters and build note body
+const validateAndBuildNoteBody = (params: WealthboxWriteParams): Record<string, any> => {
+  // Handle content conversion - stringify if not already a string
+  let content: string
+
+  if (params.content === null || params.content === undefined) {
+    throw new Error('Note content is required')
+  }
+
+  if (typeof params.content === 'string') {
+    content = params.content
+  } else {
+    content = JSON.stringify(params.content)
+  }
+
+  content = content.trim()
+
+  if (!content) {
+    throw new Error('Note content is required')
+  }
+
+  const body: Record<string, any> = {
+    content: content,
+  }
+
+  // Handle contact linking
+  if (params.contactId?.trim()) {
+    body.linked_to = [
+      {
+        id: Number.parseInt(params.contactId.trim()),
+        type: 'Contact',
+      },
+    ]
+  }
+
+  return body
+}
+
+// Utility function to handle API errors
+export const handleApiError = (response: Response, errorText: string): never => {
+  throw new Error(
+    `Failed to create Wealthbox note: ${response.status} ${response.statusText} - ${errorText}`
+  )
+}
+
+// Utility function to format note response
+export const formatNoteResponse = (data: any): WealthboxWriteResponse => {
+  if (!data) {
+    return {
+      success: false,
+      output: {
+        note: undefined,
+        metadata: {
+          itemType: 'note' as const,
+        },
+      },
+    }
+  }
+
+  return {
+    success: true,
+    output: {
+      note: data,
+      success: true,
+      metadata: {
+        itemId: data.id?.toString() ?? null,
+        noteId: data.id?.toString() ?? null,
+        itemType: 'note' as const,
+      },
+    },
+  }
+}
+
+export const formatTaskResponse = (data: any): WealthboxWriteResponse => {
+  if (!data) {
+    return {
+      success: false,
+      output: {
+        task: undefined,
+        metadata: {
+          itemType: 'task' as const,
+        },
+      },
+    }
+  }
+
+  return {
+    success: true,
+    output: {
+      task: data,
+      success: true,
+      metadata: {
+        itemId: data.id?.toString() ?? null,
+        taskId: data.id?.toString() ?? null,
+        itemType: 'task' as const,
+      },
+    },
+  }
+}
+
+export // Utility function to validate parameters and build task body
+const validateAndBuildTaskBody = (params: WealthboxWriteParams): WealthboxTaskRequestBody => {
+  // Validate required fields with safe stringification
+  const title = safeStringify(params.title).trim()
+  const dueDate = safeStringify(params.dueDate).trim()
+
+  if (!title) {
+    throw new Error('Task title is required')
+  }
+  if (!dueDate) {
+    throw new Error('Due date is required')
+  }
+
+  const body: WealthboxTaskRequestBody = {
+    name: title,
+    due_date: dueDate,
+  }
+
+  // Add optional fields with safe stringification
+  const description = safeStringify(params.description).trim()
+  if (description) {
+    body.description = description
+  }
+
+  if (params.complete !== undefined) {
+    body.complete = params.complete
+  }
+
+  if (params.category !== undefined) {
+    body.category = params.category
+  }
+
+  // Handle contact linking with safe stringification
+  const contactId = safeStringify(params.contactId).trim()
+  if (contactId) {
+    body.linked_to = [
+      {
+        id: Number.parseInt(contactId),
+        type: 'Contact',
+      },
+    ]
+  }
+
+  return body
+}

apps/sim/tools/wealthbox/write_contact.ts

@@ -0,0 +1,131 @@
+import type { ToolConfig } from '@/tools/types'
+import type { WealthboxWriteParams, WealthboxWriteResponse } from '@/tools/wealthbox/types'
+import { validateAndBuildContactBody } from '@/tools/wealthbox/utils'
+
+export const wealthboxWriteContactTool: ToolConfig<WealthboxWriteParams, WealthboxWriteResponse> = {
+  id: 'wealthbox_write_contact',
+  name: 'Write Wealthbox Contact',
+  description: 'Create a new Wealthbox contact',
+  version: '1.0.0',
+
+  params: {
+    accessToken: {
+      type: 'string',
+      required: true,
+      description: 'The access token for the Wealthbox API',
+      visibility: 'hidden',
+    },
+    firstName: {
+      type: 'string',
+      required: true,
+      description: 'The first name of the contact',
+      visibility: 'user-or-llm',
+    },
+    lastName: {
+      type: 'string',
+      required: true,
+      description: 'The last name of the contact',
+      visibility: 'user-or-llm',
+    },
+    emailAddress: {
+      type: 'string',
+      required: false,
+      description: 'The email address of the contact',
+      visibility: 'user-or-llm',
+    },
+    backgroundInformation: {
+      type: 'string',
+      required: false,
+      description: 'Background information about the contact',
+      visibility: 'user-or-llm',
+    },
+  },
+
+  request: {
+    url: 'https://api.crmworkspace.com/v1/contacts',
+    method: 'POST',
+    headers: (params) => {
+      // Validate access token
+      if (!params.accessToken) {
+        throw new Error('Access token is required')
+      }
+
+      return {
+        Authorization: `Bearer ${params.accessToken}`,
+        'Content-Type': 'application/json',
+      }
+    },
+    body: (params) => {
+      return validateAndBuildContactBody(params)
+    },
+  },
+
+  transformResponse: async (response: Response) => {
+    const data = await response.json()
+
+    // Format contact information into readable content
+    const contact = data
+    let content = `Contact created: ${contact.first_name || ''} ${contact.last_name || ''}`.trim()
+
+    if (contact.background_information) {
+      content += `\nBackground: ${contact.background_information}`
+    }
+
+    if (contact.email_addresses && contact.email_addresses.length > 0) {
+      content += '\nEmail Addresses:'
+      contact.email_addresses.forEach((email: any) => {
+        content += `\n  - ${email.address}${email.principal ? ' (Primary)' : ''} (${email.kind})`
+      })
+    }
+
+    if (contact.phone_numbers && contact.phone_numbers.length > 0) {
+      content += '\nPhone Numbers:'
+      contact.phone_numbers.forEach((phone: any) => {
+        content += `\n  - ${phone.address}${phone.extension ? ` ext. ${phone.extension}` : ''}${phone.principal ? ' (Primary)' : ''} (${phone.kind})`
+      })
+    }
+
+    return {
+      success: true,
+      output: {
+        content,
+        contact,
+        success: true,
+        metadata: {
+          itemId: contact.id?.toString() ?? null,
+          contactId: contact.id?.toString() ?? null,
+          itemType: 'contact' as const,
+        },
+      },
+    }
+  },
+
+  outputs: {
+    success: { type: 'boolean', description: 'Operation success status' },
+    output: {
+      type: 'object',
+      description: 'Created or updated contact data and metadata',
+      properties: {
+        contact: { type: 'object', description: 'Raw contact data from Wealthbox' },
+        success: { type: 'boolean', description: 'Operation success indicator' },
+        metadata: {
+          type: 'object',
+          description: 'Operation metadata',
+          properties: {
+            itemId: {
+              type: 'string',
+              description: 'ID of the created/updated contact',
+              optional: true,
+            },
+            contactId: {
+              type: 'string',
+              description: 'ID of the created/updated contact',
+              optional: true,
+            },
+            itemType: { type: 'string', description: 'Type of item (contact)' },
+          },
+        },
+      },
+    },
+  },
+}

apps/sim/tools/wealthbox/write_note.ts

@@ -0,0 +1,84 @@
+import type { ToolConfig } from '@/tools/types'
+import type { WealthboxWriteParams, WealthboxWriteResponse } from '@/tools/wealthbox/types'
+import { formatNoteResponse, validateAndBuildNoteBody } from '@/tools/wealthbox/utils'
+
+export const wealthboxWriteNoteTool: ToolConfig<WealthboxWriteParams, WealthboxWriteResponse> = {
+  id: 'wealthbox_write_note',
+  name: 'Write Wealthbox Note',
+  description: 'Create or update a Wealthbox note',
+  version: '1.0.0',
+
+  params: {
+    accessToken: {
+      type: 'string',
+      required: true,
+      description: 'The access token for the Wealthbox API',
+      visibility: 'hidden',
+    },
+    content: {
+      type: 'string',
+      required: true,
+      description: 'The main body of the note',
+      visibility: 'user-or-llm',
+    },
+    contactId: {
+      type: 'string',
+      required: false,
+      description: 'ID of contact to link to this note (e.g., "12345")',
+      visibility: 'user-or-llm',
+    },
+  },
+
+  request: {
+    url: 'https://api.crmworkspace.com/v1/notes',
+    method: 'POST',
+    headers: (params) => {
+      // Validate access token
+      if (!params.accessToken) {
+        throw new Error('Access token is required')
+      }
+
+      return {
+        Authorization: `Bearer ${params.accessToken}`,
+        'Content-Type': 'application/json',
+      }
+    },
+    body: (params) => {
+      return validateAndBuildNoteBody(params)
+    },
+  },
+
+  transformResponse: async (response: Response) => {
+    const data = await response.json()
+    return formatNoteResponse(data)
+  },
+
+  outputs: {
+    success: { type: 'boolean', description: 'Operation success status' },
+    output: {
+      type: 'object',
+      description: 'Created or updated note data and metadata',
+      properties: {
+        note: { type: 'object', description: 'Raw note data from Wealthbox' },
+        success: { type: 'boolean', description: 'Operation success indicator' },
+        metadata: {
+          type: 'object',
+          description: 'Operation metadata',
+          properties: {
+            itemId: {
+              type: 'string',
+              description: 'ID of the created/updated note',
+              optional: true,
+            },
+            noteId: {
+              type: 'string',
+              description: 'ID of the created/updated note',
+              optional: true,
+            },
+            itemType: { type: 'string', description: 'Type of item (note)' },
+          },
+        },
+      },
+    },
+  },
+}

apps/sim/tools/wealthbox/write_task.ts

@@ -0,0 +1,102 @@
+import type { ToolConfig } from '@/tools/types'
+import type { WealthboxWriteParams, WealthboxWriteResponse } from '@/tools/wealthbox/types'
+import { formatTaskResponse, validateAndBuildTaskBody } from '@/tools/wealthbox/utils'
+
+export const wealthboxWriteTaskTool: ToolConfig<WealthboxWriteParams, WealthboxWriteResponse> = {
+  id: 'wealthbox_write_task',
+  name: 'Write Wealthbox Task',
+  description: 'Create or update a Wealthbox task',
+  version: '1.0.0',
+
+  params: {
+    accessToken: {
+      type: 'string',
+      required: true,
+      description: 'The access token for the Wealthbox API',
+      visibility: 'hidden',
+    },
+    title: {
+      type: 'string',
+      required: true,
+      description: 'The name/title of the task',
+      visibility: 'user-or-llm',
+    },
+    dueDate: {
+      type: 'string',
+      required: true,
+      description:
+        'The due date and time of the task (format: "YYYY-MM-DD HH:MM AM/PM -HHMM", e.g., "2015-05-24 11:00 AM -0400")',
+      visibility: 'user-or-llm',
+    },
+    contactId: {
+      type: 'string',
+      required: false,
+      description: 'ID of contact to link to this task (e.g., "12345")',
+      visibility: 'user-or-llm',
+    },
+    description: {
+      type: 'string',
+      required: false,
+      description: 'Description or notes about the task',
+      visibility: 'user-or-llm',
+    },
+  },
+
+  request: {
+    url: (params) => {
+      const taskId = params.taskId?.trim()
+      if (taskId) {
+        return `https://api.crmworkspace.com/v1/tasks/${taskId}`
+      }
+      return 'https://api.crmworkspace.com/v1/tasks'
+    },
+    method: 'POST',
+    headers: (params) => {
+      if (!params.accessToken) {
+        throw new Error('Access token is required')
+      }
+
+      return {
+        Authorization: `Bearer ${params.accessToken}`,
+        'Content-Type': 'application/json',
+      }
+    },
+    body: (params) => {
+      return validateAndBuildTaskBody(params)
+    },
+  },
+
+  transformResponse: async (response: Response) => {
+    const data = await response.json()
+    return formatTaskResponse(data)
+  },
+
+  outputs: {
+    success: { type: 'boolean', description: 'Operation success status' },
+    output: {
+      type: 'object',
+      description: 'Created or updated task data and metadata',
+      properties: {
+        task: { type: 'object', description: 'Raw task data from Wealthbox' },
+        success: { type: 'boolean', description: 'Operation success indicator' },
+        metadata: {
+          type: 'object',
+          description: 'Operation metadata',
+          properties: {
+            itemId: {
+              type: 'string',
+              description: 'ID of the created/updated task',
+              optional: true,
+            },
+            taskId: {
+              type: 'string',
+              description: 'ID of the created/updated task',
+              optional: true,
+            },
+            itemType: { type: 'string', description: 'Type of item (task)' },
+          },
+        },
+      },
+    },
+  },
+}