# LeadSquared MCP

> LeadSquared MCP connects your AI agent directly to your entire CRM workflow, automating sales execution and lead management. This allows you to capture new prospects, track every interaction—like calls or meetings—and manage complex opportunities without ever opening the LeadSquared platform. It handles everything from finding existing leads to logging activity history.

## Overview
- **Category:** marketing-automation
- **Price:** Free
- **Tags:** lead-capture, sales-execution, crm-workflow, deduplication, activity-tracking

## Description

This MCP lets your agent handle the day-to-day work of sales and marketing teams. You can use it to find current prospects, search for new ones based on criteria, or capture an entire lead profile if you have their email or phone number. The system automatically cleans up duplicate records while logging every interaction against a specific person, whether that's an email sent or a quick call log.

When an opportunity progresses, your agent can create and monitor the deal itself, ensuring all associated activities are logged correctly. You don't have to manually check dashboards; you just tell your AI client what needs doing, and it updates prospect statuses directly. Because this MCP is hosted on Vinkius, you connect once from any compatible AI client, giving you access to a massive catalog of tools that work together to keep your sales pipeline moving.

## Tools

### list_activity_types
This tool lists every type of activity (like calls or meetings) that your company has set up in LeadSquared.

### capture_lead
Use this to either capture a brand new lead record or update details for an existing one.

### create_prospect_activity
Records specific interactions, such as an email sent or phone call log, against a single lead profile.

### create_opportunity
Allows the agent to set up and track a new sales opportunity in your pipeline.

### create_or_update_lead
Creates or changes an entire lead profile using either an email address or phone number for matching.

### get_lead_details
Retrieves all current information and custom attributes for a specific identified lead.

### list_lead_activities
Lists the full chronological record of activities associated with one particular lead.

### list_opportunities
Provides a list view of all active sales opportunities currently tracked in the system.

### list_opportunity_activities
Lists all recorded activities specific to an identified sales opportunity.

### search_leads
Searches your entire lead database using multiple criteria you specify.

## Prompt Examples

**Prompt:** 
```
Find a lead with email 'test@example.com' in LeadSquared.
```

**Response:** 
```
I've searched your LeadSquared CRM and found 'John Doe' (ID: 12345). He has a score of 85 and is currently in the 'Lead' stage. Would you like to see his recent activities?
```

**Prompt:** 
```
List all sales opportunities in the pipeline.
```

**Response:** 
```
I've retrieved 12 sales opportunities. Recent deals include 'Enterprise Upgrade' ($5,000) and 'Cloud Migration Project' ($12,000). Which one would you like to inspect?
```

**Prompt:** 
```
Capture a new lead: Name 'Alice Smith', Email 'alice@corp.com'.
```

**Response:** 
```
Successfully captured Alice Smith as a new lead in your LeadSquared CRM. Her profile has been created with ID '98765'.
```

## Capabilities

### Find or update lead profiles
The agent can create new leads or modify existing ones by using an email address or phone number as the matching criteria.

### Log specific prospect activities
You can record interactions, like a meeting or a call log, directly onto a lead's profile history.

### Search and retrieve leads
The agent searches your database for prospects using detailed criteria you provide.

### Create sales opportunities
You can tell the system to create a new, trackable sales opportunity within the CRM.

### View activity history
The agent lists all recorded activities for any specific lead or sales opportunity for review.

## Use Cases

### Following up after a networking event
A salesperson meets three people at a conference. Instead of opening the CRM and typing details for each, they tell their agent: 'Capture these three leads.' The MCP uses `create_or_update_lead` to create records and then logs initial notes using `create_prospect_activity` all in one go.

### Quarterly sales review preparation
A manager needs to know the status of every major deal. They ask their agent to run a report on all deals, which uses `list_opportunities` and then checks each one's activity history with `list_opportunity_activities`. This builds an immediate summary for the meeting.

### Handling inbound marketing leads
A new lead comes in through a web form. The Marketing Ops person tells their agent to check if this lead exists using `get_lead_details` and, if not found, captures them instantly with `create_or_update_lead`, ensuring the data is always fresh.

### Building a new sales pipeline segment
A team identifies a cluster of highly valuable leads. They ask the agent to pull all relevant prospects using `search_leads` and then use `create_opportunity` to flag them for immediate, high-priority follow-up.

## Benefits

- Stop manual data entry. Instead of logging into LeadSquared to record a call or meeting, just ask your agent to use the `create_prospect_activity` tool. The interaction gets logged instantly against the right person's profile.
- Keep your lead database clean. If you capture a new contact, the MCP uses logic built into `create_or_update_lead` that automatically checks for and merges duplicates, saving hours of cleanup time.
- See the full picture of deals in real-time. You can list all sales opportunities using `list_opportunities`, giving your agent a dashboard view without you having to click through multiple tabs.
- Never miss context on a deal. When investigating an opportunity, your agent uses `list_opportunity_activities` to instantly show the full history of work done, whether it's calls or emails.
- Quickly find who you need. Instead of running complex searches manually, use `search_leads` with specific criteria to locate any prospect in your database immediately.

## How It Works

The bottom line is that you get full control over your sales data and processes through conversational commands.

1. Subscribe to this MCP and enter your regional API Host, Access Key, and Secret Key.
2. Connect the credentials to your preferred AI client (Claude, Cursor, or any compatible agent).
3. Use natural conversation to tell the agent what task needs doing—for example, 'Find a lead by email' or 'Log a call for this opportunity'.

## Frequently Asked Questions

**How do I use the LeadSquared MCP to find a specific contact?**
You can search for contacts using `search_leads`, which allows your agent to look across multiple criteria, or you can pinpoint an exact profile by running `get_lead_details` if you have the ID.

**Can I use LeadSquared MCP to log a meeting that already happened?**
Yes. You'll use the `create_prospect_activity` tool, telling your agent the date and details of the meeting. It logs this activity onto the lead’s profile history.

**What is the difference between creating a lead and updating one?**
The MCP handles both through `create_or_update_lead`. If you provide enough identifying information (like email), it finds the existing record; otherwise, it creates a brand new profile.

**Does LeadSquared MCP track multiple types of interactions?**
Yes. It tracks various activity types, like calls and emails, which you can first list using `list_activity_types` to see what options are available.

**What should I use if I need a summary of all my active deals?**
Start by asking the agent to run `list_opportunities`. You can then follow up by listing activities for specific deals using `list_opportunity_activities`.