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
| Name | Type | Description |
|---|---|---|
| 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
{
"jsonrpc": "2.0",
"id": 1,
"method": "tools/call",
"params": {
"name": "method_crm_write",
"arguments": {
"operation": "create_lead",
"arguments": {
"name": "Jane Doe"
}
}
}
} Example response
{
"content": [
{
"type": "text",
"text": "{ ... same JSON as structuredContent ... }"
}
],
"structuredContent": {
"contact_id": "C-2090",
"name": "Lopez Fencing",
"type": "lead",
"synced_to_quickbooks": false
},
"isError": false
}