MCP tools reference

MarketSharp MCP tools

14 tools for MarketSharp on the Cotlet MCP server. Your agent picks them from tools/list.

MCP server
https://cotlet.dev/mcp/v1
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
marketsharp_search_contacts read Find prospects, leads and customers by name, phone, email or address, like Quick Find.
marketsharp_get_contact read Full contact record: phones, addresses, inquiries, appointments, jobs, notes and open activities.
marketsharp_list_appointments read Sales appointments in a date range with contact, salesperson, set by and Appt Result.
marketsharp_list_jobs read Jobs with job number, customer, job status, contract status, sale date and start date.
marketsharp_get_job read One job: products, contract amount and status, payments, production tasks and dates.
marketsharp_list_activities read The Activity List: to-dos for a user and date, with type, contact and due date.
marketsharp_create_lead write New lead with contact details and an inquiry, optionally with a sales appointment.
marketsharp_schedule_appointment write Add a sales appointment to a contact's inquiry; it appears on the Sales Calendar.
marketsharp_result_appointment write Set the Appt Result after the visit. A result marked Sold converts the lead to a customer.
marketsharp_add_note write Add a note to the Notes tab of a contact.
marketsharp_add_activity write Add a follow-up activity to a contact and assign it to a user.
marketsharp_complete_activity write Mark an activity as completed, with an activity result.
marketsharp_update_job_status write Change a job's Job Status or Contract Status, for example to Canceled.
marketsharp_issue_appointments write Email and issue appointments to the assigned salespeople, using one of your Issue Appointment templates.

Search contacts

read

MCP tool 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
NameTypeDescription
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.

tools/call

JSON-RPC 

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "marketsharp_search_contacts",
    "arguments": {
      "query": "query"
    }
  }
}

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "contacts": [
      {
        "contact_id": "3e9b1d44-0c27-4f5a-8e13-6a2b9c0d7f58",
        "name": "Dana Miller",
        "contact_type": "lead",
        "phone": "555-0142",
        "address": "12 Oak Lane, Springfield, IL 62704"
      }
    ]
  },
  "isError": false
}

Get contact

read

MCP tool 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
NameTypeDescription
contact_id required string Contact ID from search_contacts.

tools/call

JSON-RPC 

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "marketsharp_get_contact",
    "arguments": {
      "contact_id": "contact_8c41d2"
    }
  }
}

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "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": []
  },
  "isError": false
}

List appointments

read

MCP tool 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
NameTypeDescription
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.

tools/call

JSON-RPC 

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "marketsharp_list_appointments",
    "arguments": {
      "from": "2026-10-01",
      "to": "2026-10-01"
    }
  }
}

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "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
      }
    ]
  },
  "isError": false
}

List jobs

read

MCP tool 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
NameTypeDescription
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.

tools/call

JSON-RPC 

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "marketsharp_list_jobs",
    "arguments": {}
  }
}

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "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"
      }
    ]
  },
  "isError": false
}

Get job

read

MCP tool 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
NameTypeDescription
job_id required string Job ID from list_jobs or get_contact.

tools/call

JSON-RPC 

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "marketsharp_get_job",
    "arguments": {
      "job_id": "job_8c41d2"
    }
  }
}

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "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"
  },
  "isError": false
}

List activities

read

MCP tool 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
NameTypeDescription
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.

tools/call

JSON-RPC 

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "marketsharp_list_activities",
    "arguments": {}
  }
}

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "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
      }
    ]
  },
  "isError": false
}

Create lead

write Confirm

MCP tool 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
NameTypeDescription
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.

tools/call

JSON-RPC 

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "marketsharp_create_lead",
    "arguments": {
      "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

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "contact_id": "3e9b1d44-0c27-4f5a-8e13-6a2b9c0d7f58",
    "inquiry_id": "i_204",
    "appointment_id": "a7f3c2e1-5b8d-4e0a-9c61-2d4f8b7e1a90",
    "contact_type": "lead",
    "status": "created"
  },
  "isError": false
}

Schedule appointment

write Confirm

MCP tool 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
NameTypeDescription
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.

tools/call

JSON-RPC 

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "marketsharp_schedule_appointment",
    "arguments": {
      "contact_id": "contact_8c41d2",
      "starts_at": "2026-10-01T09:00:00Z"
    }
  }
}

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "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"
  },
  "isError": false
}

Result appointment

write Confirm

MCP tool 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
NameTypeDescription
appointment_id required string Appointment ID from get_contact or list_appointments.
result required string One of your company's Appt Result options.

tools/call

JSON-RPC 

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "marketsharp_result_appointment",
    "arguments": {
      "appointment_id": "a7f3c2e1-5b8d-4e0a-9c61-2d4f8b7e1a90",
      "result": "Sold"
    }
  }
}

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "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"
  },
  "isError": false
}

Add note

write Confirm

MCP tool 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
NameTypeDescription
contact_id required string Contact ID from search_contacts.
text required string Note text.

tools/call

JSON-RPC 

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "marketsharp_add_note",
    "arguments": {
      "contact_id": "contact_8c41d2",
      "text": "text"
    }
  }
}

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "note_id": "n_3302",
    "contact_id": "3e9b1d44-0c27-4f5a-8e13-6a2b9c0d7f58",
    "status": "added"
  },
  "isError": false
}

Add activity

write Confirm

MCP tool 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
NameTypeDescription
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.

tools/call

JSON-RPC 

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "marketsharp_add_activity",
    "arguments": {
      "contact_id": "contact_8c41d2",
      "activity_type": "activity type"
    }
  }
}

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "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"
  },
  "isError": false
}

Complete activity

write Confirm

MCP tool 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
NameTypeDescription
activity_id required string Activity ID from list_activities or get_contact.
result string One of your activity results.

tools/call

JSON-RPC 

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "marketsharp_complete_activity",
    "arguments": {
      "activity_id": "activity_8c41d2"
    }
  }
}

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "activity_id": "act_881",
    "completed": true,
    "result": "Left voicemail"
  },
  "isError": false
}

Update job status

write Confirm

MCP tool 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
NameTypeDescription
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.

tools/call

JSON-RPC 

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "marketsharp_update_job_status",
    "arguments": {
      "job_id": "job_8c41d2"
    }
  }
}

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "job_id": "j_5531",
    "job_status": "Canceled",
    "contract_status": "Canceled",
    "status": "updated"
  },
  "isError": false
}

Issue appointments

write Confirm

MCP tool 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
NameTypeDescription
appointment_ids required string[] Appointments from list_appointments.
template string Issue Appointment email template name. Default: your default template.

tools/call

JSON-RPC 

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "marketsharp_issue_appointments",
    "arguments": {
      "appointment_ids": [
        "appointment ids"
      ]
    }
  }
}

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "issued": 1,
    "emailed_to": [
      "jsmith"
    ],
    "template": "Default",
    "status": "issued"
  },
  "isError": false
}