REST API reference

MarketSharp API

14 endpoints for MarketSharp. Each one is a POST with a JSON body, called with your API key.

Base URL: https://cotlet.dev/api/v1/marketsharp
Connects with: Your own MarketSharp user account (a role that can see and edit the contacts, appointments and jobs you use)
Integration page: MarketSharp

MarketSharp Endpoints
Endpoint	Access	Description
search_contacts	read	Find prospects, leads and customers by name, phone, email or address, like Quick Find.
get_contact	read	Full contact record: phones, addresses, inquiries, appointments, jobs, notes and open activities.
list_appointments	read	Sales appointments in a date range with contact, salesperson, set by and Appt Result.
list_jobs	read	Jobs with job number, customer, job status, contract status, sale date and start date.
get_job	read	One job: products, contract amount and status, payments, production tasks and dates.
list_activities	read	The Activity List: to-dos for a user and date, with type, contact and due date.
create_lead	write	New lead with contact details and an inquiry, optionally with a sales appointment.
schedule_appointment	write	Add a sales appointment to a contact's inquiry; it appears on the Sales Calendar.
result_appointment	write	Set the Appt Result after the visit. A result marked Sold converts the lead to a customer.
add_note	write	Add a note to the Notes tab of a contact.
add_activity	write	Add a follow-up activity to a contact and assign it to a user.
complete_activity	write	Mark an activity as completed, with an activity result.
update_job_status	write	Change a job's Job Status or Contract Status, for example to Canceled.
issue_appointments	write	Email and issue appointments to the assigned salespeople, using one of your Issue Appointment templates.

Search contacts

read

POST https://cotlet.dev/api/v1/marketsharp/search_contacts

Searches your MarketSharp contacts the way Quick Find does and returns the best matches first. Use contact_id from each item in get_contact and the write tools. Pages hold up to 100 contacts.

Parameters

Parameters: search_contacts
Name	Type	Description
query required	string	Name, phone, email or address.
contact_type	enum	prospect, lead, customer or all. Default: all.
limit	integer	1 to 100. Default: 25.

Request

cURL Python Node.js CLI

curl -X POST https://cotlet.dev/api/v1/marketsharp/search_contacts \
  -H "Authorization: Bearer $COTLET_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"query":"query"}'

result = client.call("marketsharp", "search_contacts", {"query":"query"})

const result = await cotlet.call('marketsharp', 'search_contacts', {"query":"query"});

cotlet call marketsharp search_contacts --data '{"query":"query"}'

Example response

{
  "contacts": [
    {
      "contact_id": "3e9b1d44-0c27-4f5a-8e13-6a2b9c0d7f58",
      "name": "Dana Miller",
      "contact_type": "lead",
      "phone": "555-0142",
      "address": "12 Oak Lane, Springfield, IL 62704"
    }
  ]
}

Get contact

read

POST https://cotlet.dev/api/v1/marketsharp/get_contact

Returns one contact with its phones, addresses, inquiries, appointments, jobs, notes and open activities. Use it before writing, so your agent sees what is already there. IDs in the result feed the other tools.

Parameters

Parameters: get_contact
Name	Type	Description
contact_id required	string	Contact ID from search_contacts.

Request

cURL Python Node.js CLI

curl -X POST https://cotlet.dev/api/v1/marketsharp/get_contact \
  -H "Authorization: Bearer $COTLET_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"contact_id":"contact_8c41d2"}'

result = client.call("marketsharp", "get_contact", {"contact_id":"contact_8c41d2"})

const result = await cotlet.call('marketsharp', 'get_contact', {"contact_id":"contact_8c41d2"});

cotlet call marketsharp get_contact --data '{"contact_id":"contact_8c41d2"}'

Example response

{
  "contact_id": "3e9b1d44-0c27-4f5a-8e13-6a2b9c0d7f58",
  "name": "Dana Miller",
  "contact_type": "lead",
  "inquiries": [
    {
      "inquiry_id": "i_204",
      "product": "Kitchen"
    }
  ],
  "appointments": [
    {
      "appointment_id": "a7f3c2e1-5b8d-4e0a-9c61-2d4f8b7e1a90",
      "starts_at": "2026-10-15T10:00:00-05:00",
      "result": null
    }
  ],
  "jobs": [],
  "notes": [],
  "open_activities": []
}

List appointments

read

POST https://cotlet.dev/api/v1/marketsharp/list_appointments

Lists sales appointments between two dates, earliest first. Set unresulted_only to see the visits that still need an Appt Result. Result is empty until someone sets it.

Parameters

Parameters: list_appointments
Name	Type	Description
from required	date	First appointment date.
to required	date	Last appointment date.
salesperson	string	MarketSharp username of the salesperson.
unresulted_only	boolean	Only appointments with no Appt Result yet.

Request

cURL Python Node.js CLI

curl -X POST https://cotlet.dev/api/v1/marketsharp/list_appointments \
  -H "Authorization: Bearer $COTLET_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"from":"2026-10-01","to":"2026-10-01"}'

result = client.call("marketsharp", "list_appointments", {"from":"2026-10-01","to":"2026-10-01"})

const result = await cotlet.call('marketsharp', 'list_appointments', {"from":"2026-10-01","to":"2026-10-01"});

cotlet call marketsharp list_appointments --data '{"from":"2026-10-01","to":"2026-10-01"}'

Example response

{
  "appointments": [
    {
      "appointment_id": "a7f3c2e1-5b8d-4e0a-9c61-2d4f8b7e1a90",
      "contact": "Dana Miller",
      "salesperson": "jsmith",
      "set_by": "frontdesk",
      "starts_at": "2026-10-08T10:00:00-05:00",
      "result": null
    }
  ]
}

List jobs

read

POST https://cotlet.dev/api/v1/marketsharp/list_jobs

Lists jobs, newest sale first, with job number, customer, Job Status, Contract Status, sale date and start date. Filter by sale date or by one of your own Job Status values. Pages hold up to 200 jobs.

Parameters

Parameters: list_jobs
Name	Type	Description
sold_from	date	Only jobs sold on or after this date.
sold_to	date	Only jobs sold on or before this date.
job_status	string	One of your company's Job Status values.
limit	integer	1 to 200. Default: 50.

Request

cURL Python Node.js CLI

curl -X POST https://cotlet.dev/api/v1/marketsharp/list_jobs \
  -H "Authorization: Bearer $COTLET_API_KEY"

result = client.call("marketsharp", "list_jobs")

const result = await cotlet.call('marketsharp', 'list_jobs');

cotlet call marketsharp list_jobs

Example response

{
  "jobs": [
    {
      "job_id": "j_5531",
      "job_number": "1042",
      "customer": "Dana Miller",
      "job_status": "Sold",
      "contract_status": "Signed",
      "sold_on": "2026-10-08",
      "start_date": "2026-11-02"
    }
  ]
}

Get job

read

POST https://cotlet.dev/api/v1/marketsharp/get_job

Returns one job with its products, contract amount and status, payments, production tasks and dates. Use it when the list is not enough.

Parameters

Parameters: get_job
Name	Type	Description
job_id required	string	Job ID from list_jobs or get_contact.

Request

cURL Python Node.js CLI

curl -X POST https://cotlet.dev/api/v1/marketsharp/get_job \
  -H "Authorization: Bearer $COTLET_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"job_id":"job_8c41d2"}'

result = client.call("marketsharp", "get_job", {"job_id":"job_8c41d2"})

const result = await cotlet.call('marketsharp', 'get_job', {"job_id":"job_8c41d2"});

cotlet call marketsharp get_job --data '{"job_id":"job_8c41d2"}'

Example response

{
  "job_id": "j_5531",
  "job_number": "1042",
  "customer": "Dana Miller",
  "products": [
    "Kitchen"
  ],
  "contract": {
    "amount": 18500,
    "currency": "USD",
    "status": "Signed"
  },
  "payments": [
    {
      "amount": 5000,
      "received_on": "2026-10-08"
    }
  ],
  "start_date": "2026-11-02"
}

List activities

read

POST https://cotlet.dev/api/v1/marketsharp/list_activities

Returns the Activity List for one user and day: type, contact, reference and due date. Open activities only, unless include_completed is set. Use activity_id with complete_activity.

Parameters

Parameters: list_activities
Name	Type	Description
assigned_to	string	MarketSharp username. Default: you.
date	date	Day to list. Default: today.
activity_type	string	One of your Activity Types, e.g. a call.
include_completed	boolean	Also return completed activities. Default: false.

Request

cURL Python Node.js CLI

curl -X POST https://cotlet.dev/api/v1/marketsharp/list_activities \
  -H "Authorization: Bearer $COTLET_API_KEY"

result = client.call("marketsharp", "list_activities")

const result = await cotlet.call('marketsharp', 'list_activities');

cotlet call marketsharp list_activities

Example response

{
  "activities": [
    {
      "activity_id": "act_881",
      "activity_type": "Call",
      "contact": "Dana Miller",
      "reference": "Follow up on kitchen quote",
      "due_at": "2026-10-14T09:00:00-05:00",
      "completed": false
    }
  ]
}

Create lead

write Confirm

POST https://cotlet.dev/api/v1/marketsharp/create_lead

Creates a lead with an inquiry in your MarketSharp account. A first name, a last name, and an email or a phone number are required. With appointment_at set, a sales appointment is added to the Sales Calendar. Source and product values must exist in your lists. By default you confirm each call; you can switch that off for this tool.

Parameters

Parameters: create_lead
Name	Type	Description
first_name required	string	Up to 50 characters.
last_name required	string	Up to 50 characters.
email	string	Email or a phone number is required.
phone	string	Home or cell phone.
address	object	address1, city, state, zip.
primary_source	string	One of your existing primary lead sources.
product_interests	string[]	Product types from your MarketSharp list.
inquiry_notes	string	Added to the inquiry notes.
appointment_at	datetime	Book a sales appointment at this time.

Request

cURL Python Node.js CLI

curl -X POST https://cotlet.dev/api/v1/marketsharp/create_lead \
  -H "Authorization: Bearer $COTLET_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"first_name":"Dana","last_name":"Miller","phone":"555-0142","primary_source":"Website","product_interests":["Kitchen"],"inquiry_notes":"Wants a quote for a kitchen remodel, prefers mornings."}'

result = client.call("marketsharp", "create_lead", {"first_name":"Dana","last_name":"Miller","phone":"555-0142","primary_source":"Website","product_interests":["Kitchen"],"inquiry_notes":"Wants a quote for a kitchen remodel, prefers mornings."})

const result = await cotlet.call('marketsharp', 'create_lead', {"first_name":"Dana","last_name":"Miller","phone":"555-0142","primary_source":"Website","product_interests":["Kitchen"],"inquiry_notes":"Wants a quote for a kitchen remodel, prefers mornings."});

cotlet call marketsharp create_lead --data '{"first_name":"Dana","last_name":"Miller","phone":"555-0142","primary_source":"Website","product_interests":["Kitchen"],"inquiry_notes":"Wants a quote for a kitchen remodel, prefers mornings."}'

Example response

{
  "contact_id": "3e9b1d44-0c27-4f5a-8e13-6a2b9c0d7f58",
  "inquiry_id": "i_204",
  "appointment_id": "a7f3c2e1-5b8d-4e0a-9c61-2d4f8b7e1a90",
  "contact_type": "lead",
  "status": "created"
}

Schedule appointment

write Confirm

POST https://cotlet.dev/api/v1/marketsharp/schedule_appointment

Adds a sales appointment to an inquiry, the latest one unless inquiry_id is set. It appears on the Sales Calendar for the chosen salesperson. By default you confirm each call; you can switch that off for this tool.

Parameters

Parameters: schedule_appointment
Name	Type	Description
contact_id required	string	Contact ID from search_contacts.
inquiry_id	string	Inquiry to attach it to. Default: the latest one.
starts_at required	datetime	ISO 8601 with time zone.
salesperson	string	MarketSharp username of the salesperson.

Request

cURL Python Node.js CLI

curl -X POST https://cotlet.dev/api/v1/marketsharp/schedule_appointment \
  -H "Authorization: Bearer $COTLET_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"contact_id":"contact_8c41d2","starts_at":"2026-10-01T09:00:00Z"}'

result = client.call("marketsharp", "schedule_appointment", {"contact_id":"contact_8c41d2","starts_at":"2026-10-01T09:00:00Z"})

const result = await cotlet.call('marketsharp', 'schedule_appointment', {"contact_id":"contact_8c41d2","starts_at":"2026-10-01T09:00:00Z"});

cotlet call marketsharp schedule_appointment --data '{"contact_id":"contact_8c41d2","starts_at":"2026-10-01T09:00:00Z"}'

Example response

{
  "appointment_id": "a7f3c2e1-5b8d-4e0a-9c61-2d4f8b7e1a90",
  "contact_id": "3e9b1d44-0c27-4f5a-8e13-6a2b9c0d7f58",
  "starts_at": "2026-10-15T10:00:00-05:00",
  "salesperson": "jsmith",
  "status": "scheduled"
}

Result appointment

write Confirm

POST https://cotlet.dev/api/v1/marketsharp/result_appointment

Sets the Appt Result of one appointment to one of your company's own options. A result marked Sold converts the lead to a customer, and the response says what to do next. By default you confirm each call; you can switch that off for this tool.

Parameters

Parameters: result_appointment
Name	Type	Description
appointment_id required	string	Appointment ID from get_contact or list_appointments.
result required	string	One of your company's Appt Result options.

Request

cURL Python Node.js CLI

curl -X POST https://cotlet.dev/api/v1/marketsharp/result_appointment \
  -H "Authorization: Bearer $COTLET_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"appointment_id":"a7f3c2e1-5b8d-4e0a-9c61-2d4f8b7e1a90","result":"Sold"}'

result = client.call("marketsharp", "result_appointment", {"appointment_id":"a7f3c2e1-5b8d-4e0a-9c61-2d4f8b7e1a90","result":"Sold"})

const result = await cotlet.call('marketsharp', 'result_appointment', {"appointment_id":"a7f3c2e1-5b8d-4e0a-9c61-2d4f8b7e1a90","result":"Sold"});

cotlet call marketsharp result_appointment --data '{"appointment_id":"a7f3c2e1-5b8d-4e0a-9c61-2d4f8b7e1a90","result":"Sold"}'

Example response

{
  "appointment_id": "a7f3c2e1-5b8d-4e0a-9c61-2d4f8b7e1a90",
  "contact_id": "3e9b1d44-0c27-4f5a-8e13-6a2b9c0d7f58",
  "result": "Sold",
  "sold": true,
  "contact_type": "customer",
  "next_step": "Create a job for this customer"
}

Add note

write Confirm

POST https://cotlet.dev/api/v1/marketsharp/add_note

Adds a note to the Notes tab of one contact, under your name. There is no tool to delete a note, so each call asks first. By default you confirm each call; you can switch that off for this tool.

Parameters

Parameters: add_note
Name	Type	Description
contact_id required	string	Contact ID from search_contacts.
text required	string	Note text.

Request

cURL Python Node.js CLI

curl -X POST https://cotlet.dev/api/v1/marketsharp/add_note \
  -H "Authorization: Bearer $COTLET_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"contact_id":"contact_8c41d2","text":"text"}'

result = client.call("marketsharp", "add_note", {"contact_id":"contact_8c41d2","text":"text"})

const result = await cotlet.call('marketsharp', 'add_note', {"contact_id":"contact_8c41d2","text":"text"});

cotlet call marketsharp add_note --data '{"contact_id":"contact_8c41d2","text":"text"}'

Example response

{
  "note_id": "n_3302",
  "contact_id": "3e9b1d44-0c27-4f5a-8e13-6a2b9c0d7f58",
  "status": "added"
}

Add activity

write Confirm

POST https://cotlet.dev/api/v1/marketsharp/add_activity

Adds an activity of one of your Activity Types to a contact and assigns it to a user, who sees it in the Activity List. By default you confirm each call; you can switch that off for this tool.

Parameters

Parameters: add_activity
Name	Type	Description
contact_id required	string	Contact ID from search_contacts.
activity_type required	string	One of your Activity Types.
assigned_to	string	MarketSharp username. Default: you.
due_at	datetime	When the activity is due.
reference	string	Short description shown in the Activity List.

Request

cURL Python Node.js CLI

curl -X POST https://cotlet.dev/api/v1/marketsharp/add_activity \
  -H "Authorization: Bearer $COTLET_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"contact_id":"contact_8c41d2","activity_type":"activity type"}'

result = client.call("marketsharp", "add_activity", {"contact_id":"contact_8c41d2","activity_type":"activity type"})

const result = await cotlet.call('marketsharp', 'add_activity', {"contact_id":"contact_8c41d2","activity_type":"activity type"});

cotlet call marketsharp add_activity --data '{"contact_id":"contact_8c41d2","activity_type":"activity type"}'

Example response

{
  "activity_id": "act_881",
  "contact_id": "3e9b1d44-0c27-4f5a-8e13-6a2b9c0d7f58",
  "activity_type": "Call",
  "assigned_to": "jsmith",
  "due_at": "2026-10-14T09:00:00-05:00",
  "status": "added"
}

Complete activity

write Confirm

POST https://cotlet.dev/api/v1/marketsharp/complete_activity

Marks one activity as completed and records one of your activity results. By default you confirm each call; you can switch that off for this tool.

Parameters

Parameters: complete_activity
Name	Type	Description
activity_id required	string	Activity ID from list_activities or get_contact.
result	string	One of your activity results.

Request

cURL Python Node.js CLI

curl -X POST https://cotlet.dev/api/v1/marketsharp/complete_activity \
  -H "Authorization: Bearer $COTLET_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"activity_id":"activity_8c41d2"}'

result = client.call("marketsharp", "complete_activity", {"activity_id":"activity_8c41d2"})

const result = await cotlet.call('marketsharp', 'complete_activity', {"activity_id":"activity_8c41d2"});

cotlet call marketsharp complete_activity --data '{"activity_id":"activity_8c41d2"}'

Example response

{
  "activity_id": "act_881",
  "completed": true,
  "result": "Left voicemail"
}

Update job status

write Confirm

POST https://cotlet.dev/api/v1/marketsharp/update_job_status

Changes the Job Status, the Contract Status or both to values from your own lists. A change like Canceled affects a customer's contract, so the call asks first. By default you confirm each call; you can switch that off for this tool.

Parameters

Parameters: update_job_status
Name	Type	Description
job_id required	string	Job ID from list_jobs or get_contact.
job_status	string	One of your Job Status values.
contract_status	string	One of your Contract Status values.

Request

cURL Python Node.js CLI

curl -X POST https://cotlet.dev/api/v1/marketsharp/update_job_status \
  -H "Authorization: Bearer $COTLET_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"job_id":"job_8c41d2"}'

result = client.call("marketsharp", "update_job_status", {"job_id":"job_8c41d2"})

const result = await cotlet.call('marketsharp', 'update_job_status', {"job_id":"job_8c41d2"});

cotlet call marketsharp update_job_status --data '{"job_id":"job_8c41d2"}'

Example response

{
  "job_id": "j_5531",
  "job_status": "Canceled",
  "contract_status": "Canceled",
  "status": "updated"
}

Issue appointments

write Confirm

POST https://cotlet.dev/api/v1/marketsharp/issue_appointments

Issues the appointments you pass and emails each assigned salesperson with one of your Issue Appointment templates, or your default one. The emails reach your team. By default you confirm each call; you can switch that off for this tool.

Parameters

Parameters: issue_appointments
Name	Type	Description
appointment_ids required	string[]	Appointments from list_appointments.
template	string	Issue Appointment email template name. Default: your default template.

Request

cURL Python Node.js CLI

curl -X POST https://cotlet.dev/api/v1/marketsharp/issue_appointments \
  -H "Authorization: Bearer $COTLET_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"appointment_ids":["appointment ids"]}'

result = client.call("marketsharp", "issue_appointments", {"appointment_ids":["appointment ids"]})

const result = await cotlet.call('marketsharp', 'issue_appointments', {"appointment_ids":["appointment ids"]});

cotlet call marketsharp issue_appointments --data '{"appointment_ids":["appointment ids"]}'

Example response

{
  "issued": 1,
  "emailed_to": [
    "jsmith"
  ],
  "template": "Default",
  "status": "issued"
}

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