Schedule B — Integrations
The platforms you
already pay for.
DocumentBoost is built to live next to the CRMs, custodians, and planning tools an RIA already uses. The directory below is the published commitment list — request anything roadmap-tagged and we track demand by firm.
Article I — Directory
Anthropic API
LiveAI
Server-side inference for Guided Fill, draft, recall. Consent-gated per ADR-012.
ChatGPT (MCP)
LiveAI
Connect ChatGPT to DocumentBoost via the same JSON-RPC MCP surface (ADR-035).
Claude (MCP)
LiveAI
Connect your firm's Claude.ai instance to DocumentBoost via the MCP bearer-token surface.
OpenAI API
LiveAI
Optional dual-AI verification surface. Off by default; opt-in per firm.
Redtail
BetaCRM
OAuth connect + scoped token storage for the legacy RIA CRM. Contact reconciliation in progress.
Resend
BetaEmail
Transactional notifications, invites, and digests. Kill-switch + unsubscribe tokens enforced.
Wealthbox
BetaCRM
OAuth connect + scoped token storage. Contact sync deferred — connect now and we'll backfill once the mapping spec lands.
Altruist
RoadmapCustodian
Modern custodian integration for next-gen RIAs.
eMoney
RoadmapPlanning
Plan delivery and aggregator data into the profile layer.
Fidelity Wealthscape
RoadmapCustodian
Wealthscape document push and account-opening tracking.
Holistiplan
RoadmapPlanning
Tax-document extraction pipeline interop.
RightCapital
RoadmapPlanning
Plan delivery, household sync, and document push.
Salesforce
RoadmapCRM
Enterprise CRM integration via the Financial Services Cloud schema.
Schwab Open API
RoadmapCustodian
Account-opening status, positions, and document delivery.
Zapier
RoadmapAutomation
Generic webhook + action surface for long-tail tools.
Don't see a tool your firm depends on? Tell us — we route integration requests directly into the roadmap demand tracker.
Authorized Signature