List customers and leads

List customers and leads from Customers & Leads.

MCP tool method_crm_read → list_customers

read

Returns each contact with its ID, name, type, assigned user and lead status for leads. Results come in pages; follow next_cursor until it is null. It returns only the contacts your Method user may see.

Parameters

Parameters: list_customers
NameTypeDescription
query string string Search text for the name.
contact_type string string customer or lead. Default both.
cursor string string Next page cursor from the previous call.

tools/call

JSON-RPC

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

Example response

JSON

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "contacts": [
      {
        "contact_id": "C-2041",
        "name": "Ortega Kitchens",
        "type": "customer",
        "assigned_to": "Dana Whitfield"
      },
      {
        "contact_id": "C-2077",
        "name": "Lopez Fencing",
        "type": "lead",
        "assigned_to": "Dana Whitfield",
        "lead_status": "Contacted"
      }
    ],
    "next_cursor": null
  },
  "isError": false
}

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