# Spotio MCP > Spotio MCP connects your AI agent directly to your field sales operations, letting you manage leads and track territories without switching apps. Need to know which prospects are hot or if a rep missed a visit? Your agent can pull real-time data on pipeline stages, team activity logs, and lead metadata instantly. It's full outside sales management built right into your chat interface. ## Overview - **Category:** industry-titans - **Price:** Free - **Tags:** spotio, field-sales, outside-sales, lead-tracking, territory-management, sales-pipeline, visit-tracking, sales-automation, mcp ## Description Running an outside sales team means juggling leads, territories, and pipelines across dozens of tabs. This MCP lets you stop doing that. You connect Spotio to any AI agent, and suddenly, your AI client can manage your entire field sales lifecycle conversationally. Instead of digging through separate dashboards, you simply ask for status updates. Your agent retrieves detailed profile metadata on leads, checks the current stages in your sales pipelines, or pulls recent field visit data just by talking to it. This integration makes sure every member of your team stays aligned with actual activity logs and territory assignments. It's one reason Vinkius exists: giving you access to this kind of deep business functionality from a single place. You get an instant overview of who did what, where they went, and how close the deal is. ## Tools ### create_lead Creates an entirely new lead record in the system. ### create_webhook Sets up a specific notification webhook to trigger when certain data changes, like status updates. ### get_account_info Retrieves basic profile information for the current user or team member. ### get_lead Pulls all specific details about a single lead record, including contact info. ### list_lead_activities Lists every recorded activity associated with a particular lead over time. ### list_leads Generates a list of all sales leads currently managed in the account. ### list_pipelines Retrieves an overview and status report for all defined sales pipelines. ### list_pipeline_stages Shows all stages that exist within the sales pipeline structure. ### list_team_users Lists every team member associated with the account for oversight purposes. ### list_field_visits Retrieves a list of recorded field visits, detailing dates and locations. ### list_webhooks Displays all currently configured webhooks for reference and management. ### update_lead Changes specific pieces of information on an existing lead record, like status or notes. ## Prompt Examples **Prompt:** ``` List all active leads in Spotio. ``` **Response:** ``` I've retrieved your lead list. You have 45 active prospects in your current territory, including 'John Smith' (High Priority) and 'Acme Supplies'. Would you like to check the pipeline status for any of them? ``` **Prompt:** ``` Show me the field sales team activity with visits logged, deals closed, and territory coverage this week. ``` **Response:** ``` Field sales activity this week. 12 reps active. Total visits: 345 (avg 28.8/rep). Doors knocked: 890. Meetings held: 123. Deals closed: 34 ($234,000 total). Top rep: Sarah Chen (45 visits, 8 deals, $67,000). Territory coverage: North (89% mapped), South (76%), East (82%), West (71%). GPS tracks logged: 2,340 miles driven. Average time per visit: 18 minutes. Pipeline generated: $890K from new leads. Follow-ups scheduled: 89. No-answers: 234 (26.3% of doors knocked). ``` **Prompt:** ``` Create a new sales territory assignment for the downtown business district with lead pins. ``` **Response:** ``` Territory created: "Downtown Business District". Boundaries: defined by 4 GPS coordinates (polygon). Assigned to: James Park (senior rep). Existing leads imported: 234 pins (from CRM). Lead categories: Hot (23, red pins), Warm (67, yellow), Cold (144, blue). Businesses mapped: 456 (from Google Places). Not yet contacted: 222 (48.7%). Last visit data: 89 businesses visited in past 90 days. Route optimization: 3 suggested daily routes (8-12 stops each). Estimated coverage time: 2 weeks for full territory. ``` ## Capabilities ### Track Field Activity The agent lists recent field visits and monitors sales activities across your team. ### Manage Leads You can list all managed leads, get specific lead details, create new records, or update existing ones. ### Review Pipelines The system monitors your sales pipelines and stages to ensure you always see the current funnel status. ### Oversee Team Operations You can list team members, check their activity logs, and get basic account information. ### Configure Automation The agent manages webhooks so that your sales data instantly notifies other tools in your business stack. ## Use Cases ### The Weekly Team Review A Field Manager needs to know the team's performance for the last week. Instead of pulling 10 separate reports, they ask their agent to list field visits and summarize deals closed, getting a single data dump in minutes. ### The Quick Prospect Check An SDR is talking to a prospect and needs background on them. They tell their agent to get_lead metadata for the company name, immediately confirming if the lead was previously flagged as 'High Priority'. ### Updating Post-Visit Data A rep finishes a site visit and needs to update the records. Instead of logging into Spotio, they tell their agent to call update_lead with new notes and change the status, all in one go. ### Mapping Out New Territory An Operations Lead is planning a new sales zone. They ask the MCP to list leads for that area and check available pipeline stages so they know exactly where to place the new prospects. ## Benefits - Stop jumping between tabs. Instead of manually checking the status board, you ask your agent to monitor pipelines or list leads in one chat window. - Get a full picture of team performance by having your agent pull real-time data on team members and their activity logs; no more guessing who's where. - Keep your sales funnel accurate. You can ask the MCP to check the status of any stage using `list_pipeline_stages` and track progress immediately. - Never lose track of a prospect again. Use `get_lead` or `update_lead` to pull specific lead details or make changes without opening the web app. - Automate visibility into operations. You can list field visits, which helps you understand territory coverage and rep activity instantly. ## How It Works The bottom line is that you talk to your AI client like talking to a teammate and get Spotio data back instantly. 1. Subscribe to this MCP and enter your Spotio Client ID and Secret key. 2. Connect the service credentials to any MCP-compatible client, like Cursor or Claude. 3. Ask your agent a question about leads, pipelines, or field visits directly in the chat. ## Frequently Asked Questions **How do I use the Spotio MCP to get a list of all my leads?** You simply ask your agent to 'list all sales leads.' The MCP uses the `list_leads` tool, giving you an immediate overview of every contact in your system. **Can Spotio MCP tell me what a rep did yesterday?** Yes. You can ask to list field visits or check team activity logs using the `list_field_visits` tool, giving you a detailed report of their movements and interactions. **What if I need to change a lead's status?** You don't have to use the web app. Tell your agent to update the record by calling `update_lead` with the new information, making it a quick chat command. **Does Spotio MCP handle pipeline reporting?** Yes, it monitors your sales funnels. You can ask about all sales pipelines using `list_pipelines`, which gives you current stage statuses and overall health.