CRM & sales tools

MCP names: leads, deals, tasks. Same contracts as POST /api/agents/tools/<tool>/<action>.

Auth: Authorization: Bearer YOUR_API_KEY. Always send site_id on REST.

`leads`

Actions: create (needs name, email) · list · update (needs lead_id) · qualify (needs status) · identify (needs visitor_id).

Parameter	Type	Notes
action	string	`create`, `list`, `update`, `qualify`, `identify`
lead_id	string	Required for update / qualify
name, email	string	Required for create
phone, position, company, notes	string
status	string	`new`, `contacted`, `qualified`, `converted`, `lost`
origin, source	string	How the lead arrived
segment_id, campaign_id, assignee_id	string	UUIDs
search	string	Name, email, notes
limit, offset	number	Default limit 50
sort_by, sort_order	string	`asc` / `desc`
visitor_id	string	For `identify`
lead_score	number	1–100


POST /api/agents/tools/leads/create
POST /api/agents/tools/leads/get
POST /api/agents/tools/leads/update
POST /api/agents/tools/leads/qualify
POST /api/agents/tools/leads/identify


POST https://backend.makinari.com/api/agents/tools/leads/create
Authorization: Bearer YOUR_API_KEY
Content-Type: application/json
 
{
  "site_id": "YOUR_SITE_ID",
  "name": "Jane Smith",
  "email": "jane@example.com",
  "company": "Acme Corp",
  "status": "new"
}


{ "success": true, "lead": { "id": "...", "name": "Jane Smith", "email": "jane@example.com" } }

`deals`

Actions: create (needs name) · list · update / delete (need deal_id).

Parameter	Type	Notes
action	string	`create`, `list`, `update`, `delete`
deal_id	string	Required for update / delete
name, amount, currency		Currency e.g. `USD`
stage	string	`prospecting`, `proposal`, `negotiation`, `closed_won`
status	string	`open`, `won`, `lost`
company_id, sales_order_id	string
lead_ids, owner_ids	array	UUIDs
expected_close_date	string	`YYYY-MM-DD`


POST /api/agents/tools/deals/create
GET  /api/agents/tools/deals/get
POST /api/agents/tools/deals/update
POST /api/agents/tools/deals/delete

`tasks`

Actions: create (needs title, type, lead_id) · list · update (needs task_id).

type: website_visit, demo, meeting, email, call, quote, contract, payment, referral, feedback.
status: pending, in_progress, completed, failed.


POST /api/agents/tools/tasks/create
POST /api/agents/tools/tasks/get
POST /api/agents/tools/tasks/update


POST https://backend.makinari.com/api/agents/tools/tasks/create
Authorization: Bearer YOUR_API_KEY
Content-Type: application/json
 
{
  "site_id": "YOUR_SITE_ID",
  "title": "Schedule product demo",
  "type": "demo",
  "lead_id": "LEAD_UUID",
  "status": "pending",
  "scheduled_date": "2026-03-15T10:00:00Z"
}