Convert a lead to a customer

Convert a lead to a customer.

MCP tool method_crm_write → convert_lead_to_customer

write Confirm

Removes the lead status and syncs the customer to QuickBooks at once. Method says it cannot be reversed. By default you confirm each call; you can switch that off for this tool.

Parameters

Parameters: convert_lead_to_customer
NameTypeDescription
contact_id string required string Lead ID from list_customers.

tools/call

JSON-RPC

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

Example response

JSON

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "contact_id": "C-2090",
    "type": "customer",
    "synced_to_quickbooks": true
  },
  "isError": false
}

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