Convert a lead

Convert a lead into a contact, an account and optionally an opportunity.

MCP tool suitecrm_write → convert_lead

write Confirm

Runs Convert Lead from the lead's Actions menu, with the sections pre-filled from the lead. If SuiteCRM shows a duplicate warning, nothing is created and the matching record is returned so you can pass its ID. The lead's Status becomes Converted, and several records are created, so this is not undone in one call. By default you confirm each call; you can switch that off for this tool.

Parameters

Parameters: convert_lead
NameTypeDescription
lead_id string required string Lead ID from list_records.
account_id string string Link to this existing Account instead of creating one.
contact_id string string Link to this existing Contact instead of creating one.
create_opportunity boolean boolean Also create an Opportunity.
opportunity_name string string Name of the Opportunity.
amount number number Expected value of the deal.
close_date string string Expected close date, ISO date. Required by SuiteCRM when an opportunity is created.
sales_stage string string Sales Stage, for example Prospecting or Qualification.

tools/call

JSON-RPC

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "suitecrm_write",
    "arguments": {
      "operation": "convert_lead",
      "arguments": {
        "lead_id": "5c1e7d0a-3b42-8f19-a6d4-2e7b90c1f3a8",
        "create_opportunity": true,
        "opportunity_name": "Northwind Dental: onboarding",
        "amount": 4800,
        "close_date": "2026-12-15",
        "sales_stage": "Qualification"
      }
    }
  }
}

Example response

JSON

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "lead_id": "5c1e7d0a-3b42-8f19-a6d4-2e7b90c1f3a8",
    "status": "Converted",
    "contact_id": "d4a8e1b6-72c3-4f09-9a15-0b6e3c8f2d71",
    "account_id": "3d6b0f92-a1e4-47c8-8b25-c9e17f40a6d2",
    "opportunity_id": "8f2a41c7-6d3e-90b5-17ac-4e5d0b9a2c61",
    "duplicate_check": "no match"
  },
  "isError": false
}

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