Connect Slack to Wealthbox

Send a message to a public or private channel. See the documentation

Add an emoji reaction to a message. See the documentation

Add an emoji reaction to a message. Accepts a channel ID or channel name (resolved automatically). Use **Get Channel History** or **Search** to find the message timestamp. Emoji name should be without colons (e.g. thumbsup, fire, heart). See the documentation

Suspend the workflow until approved by a Slack message. See the documentation

Archive a channel. See the documentation

List files shared in a channel or across the workspace. Accepts a channel ID or channel name (resolved automatically). Filter by file type (e.g. images, pdfs, snippets). Returns file metadata including name, type, size, and download URL. See the documentation

Configure custom blocks and send to a channel, group, or user. See the documentation.

Create a new channel. See the documentation

Create a reminder. See the documentation

Delete a file. See the documentation

Delete a message. See the documentation

Edit an existing message. Accepts a channel ID or channel name (resolved automatically). Requires the message timestamp (ts) from **Get Channel History** or **Post Message**. You can only edit messages posted by the same token/user. See the documentation

Find a Slack message. See the documentation

Find a user by matching against their email. See the documentation

Find a user by their ID. Returns user profile information including name, email (requires users:read.email scope), timezone, and status. See the documentation

Retrieve details for a Slack channel by selecting it or providing an ID. See the documentation

Read the recent message history from a specific channel. Accepts a channel ID or channel name (resolved automatically). Use this when you want to see a channel's latest messages — unlike **Search** which finds messages by keyword. Returns messages with text, timestamps (ts), reactions, and user IDs. Message timestamps can be used with **Get Thread Replies**, **Edit Message**, and **Add Reaction**. See the documentation

Retrieve comprehensive context about the authenticated Slack member, combining auth.test, users.info, users.profile.get, and team.info payloads. Returns the user’s profile (name variants, email, locale, timezone, status, admin flags), raw auth test data, and workspace metadata (domain, enterprise info, icons). Ideal when you need to confirm which user token is active, tailor messages to their locale/timezone, or ground an LLM in the member’s role and workspace before executing other Slack actions. See Slack API docs.

Return information about a file. See the documentation

Retrieve all replies in a message thread. Accepts a channel ID or channel name (resolved automatically). Use **Get Channel History** or **Search** to find the parent message's timestamp (thread_ts). Returns the parent message followed by all replies in chronological order. See the documentation

Retrieve the authenticated user's identity and workspace context. Returns user ID, name, email, timezone, profile, and workspace metadata. Call this first in any session to establish who you are — other tools like **Search** and **List Channels** can then filter by your user ID. See the documentation

Invite a user to an existing channel. See the documentation

Remove a user from a conversation. See the documentation

Return a list of all channels in a workspace. See the documentation

Create a new contact. See the documentation

Create a new event. See the documentation

Create a new opportunity. See the documentation

Create a new task. See the documentation

Retrieves available options for the Category field.

Retrieves available options for the Contact field.

Retrieves available options for the Stage field.

Retrieves available options for the Type field.