Leads

Manage leads. Use action=“create” to create a new lead (requires name, email). Use action=“update” to update an existing lead (requires lead_id). Use action=“list” to get leads with filters. Use action=“qualify” to change status (requires status). Use action=“identify” to identify a visitor (requires visitor_id).

Input Schema

Parameter	Type	Description
action	string	Action to perform on leads. Enum: create, list, update, qualify, identify
lead_id	string	Lead UUID
name	string	Lead full name
email	string	Email address
phone	string	Phone number
position	string	Job title/position
company	string	Company name
notes	string	Notes
status	string	new, contacted, qualified, converted, lost
origin	string	Lead source (e.g. website, referral)
segment_id	string	Segment UUID
campaign_id	string	Campaign UUID
assignee_id	string	Assignee user UUID
site_id	string	Filter by site UUID
user_id	string	Filter by user UUID
search	string	Text search in name, email, notes
limit	number	Max results (default 50)
offset	number	Pagination offset
sort_by	string	Field to sort by
sort_order	string	Sort order. Enum: asc, desc
visitor_id	string	Visitor UUID
lead_score	number	Score 1-100
source	string	Lead source
contact_info	object	Contact details
company_info	object	Company details
interest_level	string	Interest level
product_interest	string	Product interest
pages_visited	array	Pages visited
time_spent	number	Time spent
visit_count	number	Visit count

REST Endpoint

Actions map to sub-routes: create → /create, list → /get, update → /update, qualify → /qualify, identify → /identify.


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 /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"
}

Response:


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