June Offer Every MAX plan gets a fully custom-built system Free custom system worth $1,500-$10,000 · worth $1,500-$10,000
Browse modules▾
Overview/CRM

Leads

12 read15 write

Search, profile, tag and stage-history queries against the lead database.

Detailed reference

get_lead_detailsreadleads.view

Full profile for a single lead - enrichment, contact info, custom fields, recent activity.

Parameters
lead_id *stringLead ID (UUID).
Returns

Full lead object including custom_fields, enrichment, recent_activities, related_workflows.

Example question

"Who is lead 8f3...d2 and where are they in the pipeline?"

get_lead_journeyreadleads.view

Stage history timeline for a single lead.

Parameters
lead_id *stringLead ID (UUID).
Returns

Ordered list of stage transitions with timestamps, employee_id, and reason.

Example question

"Walk me through the journey of lead 8f3...d2."

list_custom_fieldsreadleads.view

Custom field definitions for leads.

Parameters

None.

Returns

Per field: id, name, type, options (for enum types), required.

Example question

"What custom fields can I filter leads on?"

list_insta_listsreadleads.view

Saved Instagram audience lists (used as campaign targets).

Parameters

None.

Returns

Per list: id, name, contact_count, source, last_synced_at.

Example question

"Show me my Instagram contact lists and their sizes."

list_tagsreadleads.view

Tag library with lead counts.

Parameters

None.

Returns

Per tag: id, name, color, lead_count.

Example question

"What tags are most-used in my account?"

search_leadsreadleads.view

Search and filter leads. Multiple filters AND together.

Parameters
querystring?Free-text search across name, IG handle, custom fields.
tagsstring[]?Lead must have ALL listed tags.
stagestring?Pipeline stage name.
has_emailboolean?Only leads with an email on file.
has_phoneboolean?Only leads with a phone on file.
created_afterdate?ISO date or relative period.
created_beforedate?ISO date or relative period.
pageintegerDefaults to 1.
limitintegerDefaults to 50, max 200.
Returns

Page of leads with id, name, ig_handle, tags, stage, score, last_activity_at.

Example question

"Show me leads tagged high-intent that haven't replied in 7 days."

More tools

21
  • get_lead_active_workflowsread

    Workflows currently mid-execution for a specific lead.

  • get_lead_conversation_summary_historyread
  • get_lead_workflow_historyread

    Full workflow execution history for a lead.

  • list_lead_activitiesread

    Activity timeline for a lead.

  • list_lead_notesread

    Notes on a lead.

  • list_leadsread

    Paginated lead list with optional pipeline/stage/tag/min_score filters.

  • add_lead_notewrite
  • add_lead_tagwrite

    Add a tag to a lead.

  • bulk_move_leadswrite

    Move up to 200 leads to a different pipeline stage in one call.

  • bulk_tag_leadswrite

    Apply a tag to up to 200 leads in one call.

  • create_custom_fieldwrite
  • create_leadwrite
  • create_lead_and_send_dmwrite

    Composite: create lead AND open DM in one shot. Returns per-step results.

  • create_tagwrite

    Create a tag definition (NOT attach to lead). sub_account_id REQUIRED.

  • create_tag_folderwrite

    Create a folder to organize tags. sub_account_id REQUIRED.

  • execute_workflow_on_leadwrite

    Manually run a workflow against a specific lead.

  • regenerate_lead_activity_summarywrite
  • remove_lead_tagwrite

    Remove a tag from a lead.

  • score_and_route_leadwrite

    Set lead score + move to right pipeline stage based on threshold.

  • spawn_workflow_from_template_for_leadwrite

    Clone a workflow template + immediately run it against one lead.

  • update_leadwrite

    Update lead fields (name, stage, score, status).