LeadSquared MCP. Manage leads, activities, and opportunities instantly.
Gemini Works with every AI agent you already use
…and any MCP-compatible client
Just plug in your AI agents and start using Vinkius.
LeadSquared MCP Server handles your entire sales lifecycle. Use it to search for leads, capture new contacts, track interactions (calls, meetings), and manage sales opportunities right from your AI client.
It keeps your CRM data clean and your sales pipeline moving, all without opening the LeadSquared interface. It's your AI agent's direct line to your CRM.
What your AI agents can do
Capture lead
Captures or updates a lead record in the system.
Create opportunity
Creates a brand new sales opportunity record.
Create or update lead
Creates a lead profile or updates an existing one using an email or phone number match.
Search for leads using criteria or create/update a lead profile using an email or phone number.
Logs a new activity (like a call or meeting) directly onto a specific lead's profile.
Creates new sales opportunities or lists all existing opportunities in the pipeline.
Retrieves full details for any specific lead, including custom attributes and activity logs.
Finds leads across your entire database using specific criteria.
Lists all the predefined activity types (e.g., Phone Call, Meeting) configured in your LeadSquared system.
Ask AI about this MCP
Supported MCP Clients
Gemini Waiting for input…
LeadSquared MCP Server: 10 Tools for CRM Management
Use these 10 tools to perform every major sales action—from searching for contacts to creating entire sales opportunities—directly through your AI client.
019d75c5capture lead
Captures or updates a lead record in the system.
019d75c5create opportunity
Creates a brand new sales opportunity record.
019d75c5create or update lead
Creates a lead profile or updates an existing one using an email or phone number match.
019d75c5create prospect activity
Records a new interaction (like an email or call) on a specific lead profile.
019d75c5get lead details
Retrieves the full details for a specified lead ID.
019d75c5list activity types
Retrieves a list of all available activity types (e.g., Phone Call, Meeting) configured in LeadSquared.
019d75c5list lead activities
Retrieves all recorded activities associated with a specific lead ID.
019d75c5list opportunities
Retrieves a list of all sales opportunities in the pipeline.
019d75c5list opportunity activities
Retrieves all recorded activities associated with a specific opportunity ID.
019d75c5search leads
Searches the entire lead database using specified criteria.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with LeadSquared, then connect any of our 4,700+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 4,700+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
What you can do with this MCP connector
This server gives your AI client direct access to your LeadSquared CRM. You don't gotta open the LeadSquared interface to run your whole sales process. Your agent can handle everything—finding leads, logging calls, and managing deals—right from where you're chatting. It keeps your CRM data clean and your pipeline moving.
Finding and Updating Contacts
You can search the whole lead database using criteria with search_leads. If you know an email or phone number, you can use create_or_update_lead to either build a new lead profile or update an existing one. To capture a fresh lead, run capture_lead to log it or update it in the system.
You can also pull all the specific details for a lead using get_lead_details once you've got the ID. For a full rundown of what activities are possible, check out list_activity_types.
Logging Contact History
Whenever you talk to someone, you log it. Use create_prospect_activity to record a new interaction—like a call or an email—on a specific lead profile. You can also see every activity logged against a lead with list_lead_activities, or check the history attached to an opportunity using list_opportunity_activities.
Managing Sales Deals
Need to create a new sales opportunity? create_opportunity builds that record for you. You can also see all the opportunities currently in the pipeline by calling list_opportunities.
Other Tools
Use list_lead_activities to pull all recorded activities tied to a specific lead ID. You can check the full details of any lead, including custom attributes, using get_lead_details.
How LeadSquared MCP Works
- 1 Subscribe to the server and input your LeadSquared API Host, Access Key, and Secret Key.
- 2 Your AI client sends a request (e.g., 'Find lead X') to the MCP Server.
- 3 The server executes the necessary LeadSquared API calls, returning the resulting data (e.g., lead details, activity list) to your AI client.
The bottom line is, your AI agent uses the server as a direct, structured interface to run any core CRM process without you having to manually click through the LeadSquared web interface.
Who Is LeadSquared MCP For?
Sales professionals, marketing managers, and operations staff who spend too much time copying data between tools or opening the full CRM UI just to log a quick note. If your job involves keeping the sales pipeline moving, you need this. It lets your AI agent act as a direct, tireless extension of your sales team.
Logs call summaries, updates deal stages, and captures new contacts immediately after a client meeting, all through a chat window.
Checks lead capture performance and identifies activity trends for specific campaigns without navigating the CRM's reporting dashboards.
Runs automated synchronization checks, ensuring newly captured prospects or updated deal statuses are immediately logged and consistent across all systems.
What Changes When You Connect
- Need to log a call immediately? Use
create_prospect_activityto record the interaction on a lead profile without leaving your chat. It links the activity directly to the correct record. - Don't lose prospects.
create_or_update_leadlets you capture a new contact or update an existing profile just by providing an email or phone number, ensuring the data gets into the right place. - The pipeline is complex. Use
list_opportunitiesandlist_opportunity_activitiesto get a quick overview of all deals and their recent activity history when you need to prep for a call. - Searching for a person? Use
search_leadsto find a lead across your entire database by any criteria, saving you the time of running multiple manual searches in the CRM. - Closing a deal? Use
create_opportunityto instantly log a new sales opportunity and then usecreate_prospect_activityto log the initial discovery meeting. - Checking lead status?
get_lead_detailsgives you the full context of any lead, including custom fields and their current status, all in one API call.
Real-World Use Cases
New contact found at a trade show.
A sales rep meets a potential client and gets their card. Instead of opening the CRM, they tell their agent: 'Capture a new lead for Jane Doe, email jane@corp.com.' The agent runs create_or_update_lead, capturing the contact instantly, and then they run create_prospect_activity to log the meeting notes.
Need to check the status of a stalled deal.
An account manager needs to know why the 'Enterprise Upgrade' deal is stuck. They ask their agent to run list_opportunity_activities for the deal ID. The agent returns the last recorded calls and notes, allowing the manager to pick up the thread.
Updating a prospect's status after a demo.
A marketing team member ran a demo and needs to mark the lead as 'Qualified'. They tell their agent to run create_prospect_activity to update the status and run create_or_update_lead to log the new activity, keeping the record accurate.
Getting a full history for a key account.
An executive is prepping for a quarterly review. They ask their agent to run get_lead_details and list_lead_activities for the key account. The agent compiles the full history, providing the executive with all necessary context instantly.
The Tradeoffs
Manual data entry.
Opening the CRM, navigating to the lead record, finding the activity log, and manually typing in the meeting summary. This takes 5-10 minutes per entry.
→
Just tell your agent: 'Log a call for John Doe (ID 123) with the summary: [notes].' The agent runs create_prospect_activity and does the work in seconds.
Searching by name only.
Trying to find a lead named 'John Smith' when the CRM has multiple people with that name. You waste time clicking through dozens of search results.
→
Use search_leads with specific criteria like email or company name. The server finds the exact profile, and you run get_lead_details to confirm it's the right one.
Assuming data is clean.
Trying to create a new opportunity, only to find the associated lead details are missing or duplicated, leading to data errors.
→
Always run get_lead_details first. If you need to adjust the lead, run create_or_update_lead before calling create_opportunity to ensure both records are linked and clean.
When It Fits, When It Doesn't
Use this server if your process requires logging, tracking, or retrieving structured CRM data that is tied to specific records (leads, opportunities, activities). It works best when you have a clear sequence: first, retrieve the necessary context (e.g., get_lead_details); second, perform the action (e.g., create_prospect_activity); and third, check the outcome (e.g., list_lead_activities).
Don't use this if you just need to read general reports (e.g., 'total leads this month'). For that, a dedicated BI dashboard tool is better. This is for transactional data updates, not high-level analytics. If you only need to check if a lead exists, search_leads is enough, but if you need to act on the lead (update status, log notes), you need the full suite.
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by LeadSquared. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
VINKIUS INFRASTRUCTURE
Cloud Hosted
Managed infra
V8 Isolated
Sandboxed per request
Zero-Trust Proxy
No stored credentials
DLP Enforced
Policy on every call
GDPR Compliant
EU data residency
Token Compression
~60% cost reduction
Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 10 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Available Capabilities
Logging every customer interaction shouldn't feel like filling out a tax form.
Today, logging a meeting requires jumping into the CRM, finding the correct lead, navigating to the activity tab, and manually writing out the summary. If you forget a step or the UI is slow, you lose context and the effort drags on.
With the LeadSquared MCP Server, you tell your agent the details—'Log a call for John Doe with these notes.' The server runs the `create_prospect_activity` tool, and the note is logged instantly, linked to the correct record. You get the action done in the flow of conversation.
LeadSquared MCP Server: Manage leads, activities & opportunities
Manual workflows force you to copy a lead's email from one spreadsheet, then paste it into the CRM to search, then copy the opportunity ID to a separate tracking sheet. It’s a painful, multi-app ballet.
The MCP Server lets your agent manage the whole lifecycle. You can run `search_leads` to find the contact, use `create_or_update_lead` to ensure the data is fresh, and then use `create_opportunity` to build the deal—all in one chat session. The data flow is seamless.
Common Questions About LeadSquared MCP
How do I search for a lead using the LeadSquared MCP Server? +
Run the search_leads tool. You just need to provide the criteria, like an email or company name, and the server returns a list of matching leads.
Can I log a call using the LeadSquared MCP Server? Which tool do I use? +
Yes, use create_prospect_activity. This tool takes the lead's ID and the details of the call, logging it as a new activity on the profile.
What if I want to update an existing lead profile? Should I use `capture_lead` or `create_or_update_lead`? +
Use create_or_update_lead. This tool is designed to check if the lead exists first (using email or phone) and either updates the record or creates it if it's brand new.
How do I view all the deals in my pipeline? +
Use the list_opportunities tool. This returns a list of every open sales opportunity, giving you a high-level view of your current deals.
Does the LeadSquared MCP Server help with data deduplication? +
Yes, the underlying logic for create_or_update_lead handles deduplication by matching profiles against provided emails or phone numbers before writing the data.
How do I manage sales opportunities using the `create_opportunity` tool? +
You use the create_opportunity tool to log a new deal. This tool requires key details like the deal name, expected close date, and associated lead ID to successfully create the record.
What is the best way to record multiple activities for a lead? Should I use `list_lead_activities` first? +
No, you don't need to list them first. You call create_prospect_activity directly, passing the lead ID and the activity details (like 'Meeting' or 'Call'). The system handles logging the new interaction.
Can I find the detailed history for a specific sales opportunity using `list_opportunity_activities`? +
Yes, list_opportunity_activities pulls all logged events for a given opportunity ID. This includes every call, email, or meeting recorded against that specific deal.
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.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
More in this category
TrueReview
Collect authentic customer reviews with automated requests and showcase testimonials that build trust and drive conversions.
Postscript
Drive Shopify revenue with SMS and MMS marketing that feels personal, converts browsers into buyers, and builds lasting loyalty.
GamerPower Gaming Giveaways
Find and track free gaming giveaways — get Steam keys, Epic Games Store offers, and in-game loot via AI.
You might also like
Mercado Livre Orders
Search sales, manage shipments, track packages, and handle cancellations on Mercado Livre.
VAT Tax Validator
Ensure B2B compliance instantly. Validate European VAT numbers and global Tax IDs using strict local mathematical algorithms.
n8n (AI Workflow Automation)
Manage workflow automation via n8n — audit active workflows, track execution logs, and monitor credentials.