HappierleadsDocs

Lead details

Open one lead to see the person, their company, how well they fit and an AI summary of their visits.

Connect the MCP server, then just ask.

get_leadGet one lead's company profile and visit history: company (name, domain, industry, sector, type, founded year, location, employee range, estimated revenue, LinkedIn/Facebook pages), tags, UTM values, pageVisits[] (url, path, timeSpentMs/timeSpentSeconds, visitCount, sorted by time spent) and summary (totalVisits, lastVisit, totalTimeOnSiteMs, referrer), plus CRM record ids when the lead was pushed.Read-only
get_lead_ai_summaryGet a short AI-written summary (about 50 words) of what this visitor did on your website, based on their company, country and the pages they viewed, ending with one verdict: 'Ready to Buy', 'Research' or 'Just Browsing'.Read-only
update_lead_notesSets the free-form notes on a lead, replacing what was there; an empty string clears them.Changes data
get_company_peopleOther people who work at the company of a lead (name, job title, department, seniority, LinkedIn), optionally only one department, to find the right contact when the visitor was not the buyer.Read-only

Use case

Tell me about the most recent lead from acme.example and what they looked at.

Called get_leadShow input
{
  "leadId": "6530c1d2e3f4a5b6c7d8e9f2"
}

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