# LeadSquared MCP for AI Agents AI Agent Connect > LeadSquared MCP lets your AI agent manage your entire sales pipeline. It handles lead capture, records activities like calls and meetings, and tracks opportunities in real-time. You can search for prospects, update statuses, and keep your CRM data clean without jumping between tabs. It's about making your CRM feel like an extension of your actual workflow. ## Overview - **Category:** marketing-automation - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_ekq2ICxpV5r7Z0eiWUxQZ8BjdDduekeWOSIaf0dP/ai-agent-connect - **Tags:** lead-capture, sales-execution, crm-workflow, deduplication, activity-tracking ## Description This Connector lets you manage your entire sales pipeline without the usual friction of constant context switching. You're often hunting for a lead's history in one tab, trying to log a call in another, and manually updating opportunity statuses because the CRM feels like a destination rather than a tool. This connector changes that by bringing LeadSquared directly into your AI client. Instead of clicking through nested menus, you just tell your agent what happened. Did you just finish a discovery call? Have the agent log it. Is a new prospect ready to move to the next stage? Just say the word. It handles the heavy lifting of searching for existing records to avoid duplicates and keeps your custom fields populated correctly. When you use it through the Vinkius catalog, it feels like your agent actually has hands in your CRM. You stop worrying about data hygiene and start focusing on closing deals because the data entry happens as a byproduct of your conversations. You don't have to remember which specific fields are required for different lead types or worry about missing a follow-up. Your agent handles the tedious stuff like retrieving contact details or listing recent activities so you can stay focused on the actual human interaction. It turns your CRM into a living record of your work instead of a static database you have to maintain. ## Tools ### list_activity_types See the different types of activities configured in your LeadSquared account. This helps you understand how your team logs interactions. ### capture_lead Capture a new lead into your system or update an existing record. This keeps your CRM updated as new leads come in. ### create_prospect_activity Log a new interaction like a call log or email sent to a lead. This ensures every touchpoint is recorded without manual effort. ### create_or_update_lead Create a lead profile or update an existing one using email or phone. This ensures your contact list stays current. ### get_lead_details Get the full profile and custom attributes for a specific lead. This gives you all the context you need before a meeting. ### list_lead_activities See a list of all calls, meetings, and emails for a specific lead. This helps you catch up on past conversations quickly. ### list_opportunities View all current sales opportunities in your CRM. This gives you a bird's-eye view of your active pipeline. ### list_opportunity_activities See the history of interactions for a specific sales opportunity. This is great for reviewing deal progress with your team. ### search_leads Find specific leads based on your own search criteria. This makes it easy to pull up old contacts or find new prospects. ### create_opportunity Create a new sales opportunity in your pipeline. This helps you track new deals from start to finish. ## Prompt Examples **Prompt:** ``` I just finished a call with Sarah Jenkins. Log it as a phone call and note that she wants a demo next Tuesday. ``` **Response:** ``` I've recorded that phone call for Sarah Jenkins. **Activity Logged:** * **Type:** Phone Call * **Note:** Client requested a demo for next Tuesday. * **Status:** Updated in LeadSquared. ``` **Prompt:** ``` Find the lead with the email sarah@company.com and tell me what their last three activities were. ``` **Response:** ``` I found the lead **Sarah Jenkins** (ID: 8821). Here are the last three activities: | Date | Activity Type | Summary | | :--- | :--- | :---| | Oct 24 | Email | Sent pricing sheet | | Oct 22 | Phone Call | Discussed timeline | | Oct 20 | Meeting | Initial discovery | Would you like me to pull up more details? ``` **Prompt:** ``` Show me all the sales opportunities that are currently in the 'Negotiation' stage. ``` **Response:** ``` I've retrieved 4 opportunities currently in the **Negotiation** stage: * **Enterprise Cloud Migration** - $15,000 * **Retail Expansion Project** - $8,200 * **Q4 Software Licensing** - $22,000 * **Data Warehouse Upgrade** - $11,500 Which one would you like to inspect? ``` ## Capabilities ### Create new sales opportunities Add new deals to your pipeline with a simple voice or text command. ### Add or update lead profiles Keep your contact list current by updating existing leads or creating new ones. ### Pull up specific lead details Get all the context you need about a prospect instantly. ### View all activities tied to a specific lead See a full history of calls, emails, and meetings for any contact. ### See every sales opportunity in your pipeline Get a bird's-eye view of every active deal in your CRM. ### Search for leads using custom criteria Find specific prospects based on your own unique search parameters. ### Log new activities like calls or emails Record every touchpoint automatically so no interaction goes unlogged. ## Use Cases ### Logging a call after a discovery meeting A rep just finished a call with Alice Smith and needs to log the notes. They tell the agent to use `create_prospect_activity` to record a call log for the interaction. ### Checking lead history before a follow-up A salesperson wants to see if a deal is moving. They ask the agent to use `list_opportunity_activities` to check the last interaction with the client. ### Searching for existing contacts An ops person finds a potential duplicate lead. They ask the agent to use `create_or_update_lead` to merge the info into the correct profile based on email. ### Monitoring lead capture performance A marketing manager wants to know how many leads were captured today. They ask the agent to use `search_leads` with a date filter to see the results. ## Benefits - Stop manual data entry by using `capture_lead` to bring new prospects into your system automatically. - Keep your records clean by using `create_or_update_lead` to check for existing contacts before making a new entry. - Get a full picture of your deals by pulling activity history with `list_opportunity_activities` during any call. - Save time on admin work by using `create_prospect_activity` to log calls and emails instantly after they happen. - Monitor your entire sales pipeline at a glance using `list_opportunities` to see what's moving and what's stalled. - Access specific prospect data quickly with `get_lead_details` to ensure you have the right context before every meeting. ## How It Works The bottom line is you get a CRM that updates itself while you work. 1. Subscribe to the LeadSquared MCP on Vinkius. 2. Enter your regional API Host, Access Key, and Secret Key in the configuration. 3. Start giving your agent commands to update leads or check deals. ## Frequently Asked Questions **Can the LeadSquared MCP help me update my CRM without opening the app?** Yes, it lets you use your AI agent to update lead statuses, log activities, and create opportunities directly through your chat interface. **Will the LeadSquared MCP create duplicate leads?** No, because the system checks for matching email or phone numbers before creating a new profile, helping you keep your data clean. **Can I use the LeadSquared MCP to see my sales pipeline?** You can use it to list all current sales opportunities and view the history of activities for any specific deal instantly. **How does the LeadSquared MCP handle different activity types?** It can list all the specific activity types you have configured in your account, like calls, meetings, or emails, ensuring consistent logging. **Can I use the LeadSquared MCP to search for specific prospects?** Yes, you can ask your agent to search for leads based on any criteria you provide, like email, name, or custom attributes. **Is the LeadSquared MCP good for sales teams?** It's ideal for sales reps who need to log interactions quickly and for managers who need to monitor lead capture and opportunity trends. **Where do I find my regional API Host?** Log in to LeadSquared and go to Settings > API and Webhooks. Your regional host (e.g., `api-us11.leadsquared.com`) will be displayed there. **Can the agent automatically handle duplicate leads?** Yes, the `capture_lead` and `create_or_update_lead` tools use LeadSquared's internal logic to identify and merge duplicates based on email or phone number. **Is it possible to list activities for a specific opportunity?** Absolutely. Use the `list_opportunity_activities` tool with the target `opportunityId` to retrieve its full interaction history.