Create a lead

Create a lead in Customers & Leads.

MCP tool method_crm_write → create_lead

write

Returns the new contact ID. A lead is not synced to QuickBooks until it becomes a customer, and the call sends nothing to anyone, so it does not wait for your OK. A wrong lead is removed by hand in Method.

Parameters

Parameters: create_lead
NameTypeDescription
name string required string Name in QuickBooks, the name the customer gets after conversion.
email string string Contact email.
phone string string Contact phone.
assigned_to string string Method user responsible for the lead.
source string string A lead source from your account.

tools/call

JSON-RPC

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "method_crm_write",
    "arguments": {
      "operation": "create_lead",
      "arguments": {
        "name": "Jane Doe"
      }
    }
  }
}

Example response

JSON

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "contact_id": "C-2090",
    "name": "Lopez Fencing",
    "type": "lead",
    "synced_to_quickbooks": false
  },
  "isError": false
}

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