LeadPerfection MCP connector

• Create Create a LeadPerfection token Create an authentication token required by all other LeadPerfection REST API requests. The token expires 24 hours after generation and must be refreshed periodically.
• Create Create a LeadPerfection lead Add a lead to the inbound lead queue in LeadPerfection, the preferred API method with access to all lead fields including contact info, phones, product interest, and appointment details. Returns the created lead record with content-type-specific fields (id, attributes).
• List List all LeadPerfection leads Retrieve limited information on all leads added to the inbound leads queue during the current day in LeadPerfection. Returns inbound lead records with content-type-specific fields (id, attributes). Deprecated — use GetInboundLeadInfo instead.
• List LeadPerfection leads list inbound history Retrieve inbound lead history from LeadPerfection within a date range, optionally filtered by promoter or log number. Returns: data (array of inbound lead status records for the Source codes you have access to). Dates must be in MM/DD/YYYY format.
• List List all LeadPerfection lead data Retrieve a list of leads from LeadPerfection by date range or Issued Lead ID. Returns: data. This endpoint is deprecated; use Customers/GetLead for the current version.
• List List all LeadPerfection lead forward look Retrieve Forward Look data in LeadPerfection for sales rep appointment availability over the upcoming 14 days. Returns: SDate, TMS_Descr1–TMS_Descr6 (time slot descriptions), T1–T6 (appointments needed per slot with overbooking), X1–X6 (appointments needed without overbooking). Specify either branchid (Market) or productid and zip.
• List List all LeadPerfection lead lookup tables Retrieve lists of valid values from LeadPerfection lookup tables (SubSources, Promoters, Branches, or Products) for use during lead capture. Returns records with id and table-specific attributes. The type parameter selects the source table and defaults to S (SubSources).
• Create Create a LeadPerfection lead appointment Set a new appointment on an existing data lead in LeadPerfection. The lead must be in a set-able status, cannot be out of area, and must not have an existing future appointment. Returns an empty response on success. The upstream spec specifies an empty response schema.
• Create LeadPerfection lead appointments create with sales rep Set a new appointment on an existing data lead in LeadPerfection with an optional sales rep and product assignment. The lead must be in a set-able status, cannot be out of area, and must not have an existing future appointment. Returns an empty response on success. The upstream spec specifies an empty response schema.
• List List all LeadPerfection sales appointments List all issued sales appointments within a specified date range in LeadPerfection. Returns a list of appointments for the given date range; the upstream OpenAPI spec does not document the response schema.
• List LeadPerfection sales appointments list calendar View the appointment calendar for the logged-in sales rep in LeadPerfection. For the current month, lists each day that the rep has at least one appointment scheduled, along with the total number of appointments for each day. Returns the appointment calendar with day-level appointment counts via attributes. Limited to the current month only.
• List LeadPerfection sales appointments list by day List all appointments for a specified day for the logged-in sales rep in LeadPerfection. Returns: id.
• Get LeadPerfection sales appointments get detail Get detailed information about a single sales appointment in LeadPerfection by specifying a date and issued lead id. The upstream spec does not document the response fields. Required: apptdate, issuedleadid.
• List LeadPerfection sales appointments list details by date range Retrieve a list of issued sales appointments within a specified date range from LeadPerfection, spanning all sales reps rather than just the logged-in user. The upstream API does not document the response body fields.
• Update LeadPerfection sales appointments update results Update the results of an issued sales appointment in LeadPerfection (version 3, adding sale type and vendor parameters over version 2). Returns an empty 200 response on success. Follow-up date/time fields require the IncludeFollowUpinPresentation config key set to Y. The upstream spec specifies an empty response schema.
• Add LeadPerfection sales appointments add image Add an image to a sales appointment in LeadPerfection. If the appointment disposition is SALE the image attaches to the associated job record, otherwise it attaches to the prospect. Returns an empty 200 response on success. The upstream spec specifies an empty response schema.
• List List all LeadPerfection sales lookup tables Enumerate static lookup tables in LeadPerfection by specifying a type code. Returns records with id and type-specific attributes whose field structure varies by the requested data type (e.g., dispositions, products, sales reps, call results).
• List List all LeadPerfection jobs Pull basic information about a job in LeadPerfection by providing at least one search criterion. Returns the job detail data object. At least one of JobID, JobNumber, IssuedAppointmentID, StartContractDate, or EndContractDate must be provided.
• Action LeadPerfection jobs find ID Search for jobs in LeadPerfection by prospect id or job number and receive back a list of matching JobIDs. Returns: JobID. At least one of prospectid or contractid should be supplied.
• Action LeadPerfection jobs find ID v 2 Search for jobs in LeadPerfection by prospect id, job number (contractid), or issued lead id. Returns a list of matching JobIDs. At least one of prospectid, contractid, or issued_appt_id should be provided.
• Get LeadPerfection jobs get sales detail Get sales job detail information in LeadPerfection for a given JobID. Returns job detail info about the job; the upstream spec does not enumerate individual response fields. Required: jobid.
• Update LeadPerfection jobs update sales detail Update the paperwork status, commission type, total commission amount, and user fields (job_user_11, job_user_12) on a LeadPerfection job record. Returns an empty 200 response on success. The upstream spec specifies an empty response schema.
• Add LeadPerfection jobs add image Add an image to a job in LeadPerfection by uploading the file's raw byte array along with the target job id and filename. The filename must exactly match the original file's name and extension or the file may be flagged as improperly saved. Optional: docdescr, dtyid. Use /api/SalesApi/GetSalesApptDispProd with type=y to enumerate valid dtyid values. Returns…. The upstream spec specifies an empty response schema.
• List LeadPerfection jobs list images Get documents associated with a job in LeadPerfection. Returns a list of documents that appear on the DOCS tab for the specified job, customer, or issued lead record.
• List LeadPerfection jobs list status changes Search for jobs with status changes in LeadPerfection within a specified date range, optionally filtering by customer, job, or job status ID. Returns job status change records for matching jobs; the specific response fields are not documented in the API specification.
• List List all LeadPerfection job notes Get notes associated with a job in LeadPerfection. For a given job ID and appointment date, returns the notes that appear on the Notes tab for that job. Returns: notes.
• Create Create a LeadPerfection job note Add notes to a job in LeadPerfection matching a given jobid number. Returns an empty 200 response on success. The upstream spec specifies an empty response schema.
• Create Create a LeadPerfection job commission Add a commission record on a job in LeadPerfection. Returns an empty 200 response on success. The upstream spec specifies an empty response schema.
• Create Create a LeadPerfection job payment Add a payment record on a job in LeadPerfection. Returns an empty 200 response on success. The upstream spec specifies an empty response schema.
• Create Create a LeadPerfection job cost Add a job cost record to a job in LeadPerfection, including quantity, cost, price, commission and invoice details. Returns an empty response on success. The upstream spec specifies an empty response schema.
• Update LeadPerfection job costs update cost Update a job cost record for a job in LeadPerfection. Returns an empty 200 response on success. invoiceDate must be in YYYY-MM-DD format. The upstream spec specifies an empty response schema.
• List List all LeadPerfection sales open List recent sales for the logged-in sales rep in LeadPerfection. Returns: status for each sale. No request parameters are required.
• List List all LeadPerfection sales schedule Get the sales schedule in LeadPerfection broken down by day and then by rep, showing each rep's available time slots and whether an appointment is already scheduled. Returns: day, rep (including slots and appointment-scheduled status for each slot). If no date range is supplied, defaults to the current month; SlrID 0 returns all reps and BrnID 'ALL' returns all markets.
• List List all LeadPerfection employees Get a list of employees in LeadPerfection. Returns employee records with EmpID, FirstName, LastName, Active, and Email. Pagination is handled via StartIndex and PageSize parameters.
• List List all LeadPerfection customers Search customers in LeadPerfection by last name or prospect ID. Returns: name. At least one of custnumber or lastname should be provided. This endpoint is deprecated.
• List LeadPerfection customers list v 2 Search for prospects in LeadPerfection by last name, phone, job number, or prospect ID. Returns: custnumber, name, phone. This endpoint is deprecated.
• List LeadPerfection customers list v 3 Search prospects in LeadPerfection by last name, phone, job number, prospect ID, or email. Returns matching records with custnumber, name, and phone for any found matches. All search criteria are optional.
• List LeadPerfection customers list by prospect ID Search for prospects in LeadPerfection by Prospect ID, job number, first name, last name, or phone. Returns matching prospects with prospectid, name, address, and phone.
• List LeadPerfection customers list lead info Search for prospects in LeadPerfection by lastname, phone, jobnumber, or prospectid. Returns lead information including EntryDate, PromoterName, Source, SubSourceDescription, and Disposition. Provide at least one search criterion.
• Update LeadPerfection customers update customer Update basic prospect information in LeadPerfection — first name, last name, and phone for a given prospect ID. Returns an empty 200 response on success. The upstream spec specifies an empty response schema.
• Update LeadPerfection customers update prospect info Update basic prospect information in LeadPerfection by prospect ID. Supports updating first name, last name, address, address2, city, state, zip, phone, and email. Returns an empty 200 response on success. The upstream spec specifies an empty response schema.
• Update LeadPerfection customers update dnc status Update the internal DNC (Do Not Call) status on a prospect in LeadPerfection. The newDncStatus parameter accepts C (Do Not Call), M (Do Not Mail), T (Do Not Text), E (Do Not Email), or P (Do Not Promote). Returns an empty 200 response on success. The upstream spec specifies an empty response schema.
• Create Create a LeadPerfection call history Add call history results back into LeadPerfection. Returns an empty 200 response on success. Valid values for these fields can be enumerated via the GetSalesApptDispProd API. The upstream spec specifies an empty response schema.
• Action LeadPerfection call history process XML Import call history records into LeadPerfection by submitting an XML payload. Returns an empty 200 response on success. The upstream spec specifies an empty response schema.
• Create Create a LeadPerfection note Add a note to a Prospect, Issued Lead, or Job record in LeadPerfection. The note appears on the Notes tab for the specified record. Returns an empty 200 response on success. The upstream spec specifies an empty response schema.
• Action LeadPerfection notes process XML Import note records into LeadPerfection by submitting a call history XML payload. Returns an empty 200 response on success. The upstream spec specifies an empty response schema.
• List List all LeadPerfection prospect data Retrieve full prospect, lead, appointment, and job data from LeadPerfection by prospect id, lead id, issued lead id, or date range. Returns a data array of prospect records, each potentially including hundreds of elements such as alternate contacts, lead history, appointment history, job history, milestones, payments, and notes. Specify at least one selector: cst_id, lds_id, ils_id, or a date…
• List LeadPerfection prospect data list lead Retrieve full prospect, lead, appointment, and job data from LeadPerfection by prospect id, lead id, issued lead id, or date range. Returns a full set of data for each matching prospect, potentially including hundreds of data elements such as alternate contacts, lead history, appointment history, job history, milestones, payments, and notes.
• List LeadPerfection prospect data list milestones Retrieve prospect, lead, appointment, and job milestone data from LeadPerfection by specifying a prospect ID, lead ID, issued lead ID, or date range. Returns the data array of full prospect records including milestones, lead history, appointment history, job history, and notes.
• List LeadPerfection prospect data list sales appointments Get sales appointments with full prospect, lead, appointment, and job data from LeadPerfection by specifying a date range and optional prospect, lead, or issued lead IDs. Returns the data array containing full prospect records including alternate contacts, lead history, appointment history, job history, milestones, payments, and notes.
• List LeadPerfection prospect data list service appointments Retrieve full prospect, lead, appointment, and job data from LeadPerfection by prospect id, lead id, issued lead id, or date range. Returns the prospect data object with id and content-specific attributes including alternate contacts, lead history, appointment history, job history, milestones, payments, service, and notes.
• List LeadPerfection installer appointments list calendar Get the installer appointment calendar for the current month in LeadPerfection, listing each day the installer has at least one appointment scheduled along with the total appointment count for that day. Returns: apptdate. No request parameters are required.
• List LeadPerfection installer appointments list by day List installer appointments for a given day in LeadPerfection. For the specified date, returns all appointments for the logged-in sales rep; the LeadPerfection API does not document the specific response fields.
• Get LeadPerfection installer appointments get detail Get detailed information about a single installer appointment in LeadPerfection by specifying an appointment date and job ID. Returns a 200 response; the upstream spec does not document specific response fields. Required: apptdate, jobid.
• Get LeadPerfection installer jobs get detail Get detailed information about a single installer job appointment in LeadPerfection by specifying an appointment date and job ID. The upstream API does not document the response schema for this endpoint. Required: apptdate, jobid.
• List LeadPerfection installer jobs list open Get a list of open installs assigned to the logged-in user in LeadPerfection. Returns: id. No required parameters.
• List List all LeadPerfection dialer queue leads Retrieve a list of leads to dial from a specified call queue in LeadPerfection. Returns a list of leads in the given queue that are available to be dialed; the response shape is not documented in the upstream API specification. Pulls are restricted to a max of 1000 records at a time.
• List LeadPerfection dialer queue leads list long Retrieve a list of leads available to be dialed from a specific call queue in LeadPerfection, optionally filtered by a call filter. The upstream API does not document the response field structure. Pulls are restricted to a max of 1000 records at a time.
• Download LeadPerfection web files download Download a web file from a URL in LeadPerfection. If the account has an associated Amazon S3 account, uploads the file to S3 and returns the final storage path. Returns: path.

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