slug: wealthbox
provider: Wealthbox
generated_by: planning/capability-mapping/scripts/classify_capabilities.py
model: claude-opus-5
frame:
- Software & Technology
min_confidence: 0.7
capability_model:
  source: https://github.com/vincentmakes/turbo-ea-capabilities
  license: CC-BY-4.0
  attribution: Turbo EA Capabilities by Vincent Verdet — Turbo EA, https://github.com/vincentmakes/turbo-ea-capabilities,
    CC BY 4.0
  notice: NOTICE
edge_count: 2
edges:
- tag: Contacts
  spec_file: wealthbox-contacts-api-openapi.yml
  capability_id: BC-420.10
  capability_id_l1: BC-420
  capability_name: Customer Data Management
  confidence: 0.85
  evidence: GET /contacts  listContacts  List all contacts; POST /contacts  createContact  Create a new
    contact; schema Contact
  reason: CRUD over the CRM contact master record in a CRM for financial advisors — this is customer/contact
    data management.
- tag: Opportunities
  spec_file: wealthbox-opportunities-api-openapi.yml
  capability_id: BC-410.30
  capability_id_l1: BC-410
  capability_name: Opportunity & Pipeline Management
  confidence: 0.85
  evidence: GET /opportunities  listOpportunities  List all opportunities; POST /opportunities  createOpportunity  Create
    an opportunity
  reason: CRM opportunity records — directly the lead/opportunity/deal lifecycle of pipeline management.