MCP Access

The Model Context Protocol (MCP) is an open standard that allows AI assistants and Large Language Models (LLMs) such as Claude, ChatGPT and other MCP-compatible applications to securely connect to external systems and retrieve information from them.

Leadtrekker provides its own MCP server. Once you have connected your favourite LLM to it, you can simply ask your assistant questions about your leads in plain language, for example "How many leads did we receive from Facebook last month?" or "Show me all my leads with the status New for this week". Your assistant will retrieve the relevant leads from your Leadtrekker account and answer you directly.

The Leadtrekker MCP server mostly reads information. Apart from changing the next follow-up date of a lead and posting a note to a lead, it cannot create, update or delete any information on your account.

Most modern AI assistants allow you to add a remote MCP server (sometimes called a connector or custom integration) from within their settings. You do not need an API key to connect to the Leadtrekker MCP server. Instead, you authenticate with your normal Leadtrekker email address and password using the industry standard OAuth 2.0 protocol.

Before you connect, make sure that a Leadtrekker administrator has enabled MCP access for your user account. MCP access is switched off for all users by default.

MCP Server URL

Use the following URL when adding Leadtrekker as an MCP server in your LLM application.

URL

Connection Steps

The exact wording differs slightly between LLM applications, but the process is generally the same.

1. Open the settings of your LLM application and look for the option to add a remote MCP server, connector or custom integration.
2. Enter https://mcp.leadtrekker.com/mcp/leadtrekker as the server URL. You can name the connection anything you like, for example Leadtrekker.
3. Your LLM application will open a browser window that takes you to the Leadtrekker login page. Log in with your normal Leadtrekker email address and password.
4. You will be presented with an Authorize screen showing the name of the application that is requesting access to your Leadtrekker account. Click Authorize to grant access, or Cancel to decline.
5. Return to your LLM application. The Leadtrekker connection is now active and you can start asking questions about your leads.

You can disconnect Leadtrekker at any time from the connector settings of your LLM application.

Access to the MCP server is tied to your individual Leadtrekker user account. The MCP server applies the same security rules to your requests that the Leadtrekker system applies when you log in normally.

Requirements

In order to use the Leadtrekker MCP server, all of the following must be true:

• Your Leadtrekker user account must be active and may not have been deleted.
• Your company's Leadtrekker account may not be suspended or deleted.
• You must hold a valid Leadtrekker license that has not expired. Users without a valid license will be refused access with the message "You need a valid Leadtrekker license in order to use this service."
• MCP access must be enabled for your user account by a Leadtrekker administrator. MCP access is not switched on by default. Users for whom it has not been enabled will be refused access with the message "MCP access has not been enabled for your user account. Please ask your Leadtrekker administrator to enable it."

Access is removed automatically. If your user account is deleted or your license expires, any existing MCP connections are revoked by a daily cleanup process. If your company's account is suspended, MCP access stops immediately and resumes once the suspension is lifted.

Enabling MCP Access Per User

MCP access is enabled per user. An administrator with access to the Manage Users and Groups security directive can enable or disable it for each user individually by following these steps:

1. Log into the main Leadtrekker System.
2. Click on Settings from the main navigation and then select Users.
3. Click on the user you wish to enable MCP access for.
4. Look for the section called MCP Access and switch the toggle to MCP Access Enabled.
5. Confirm the additional monthly cost in the dialog that appears. The user's settings are saved automatically and MCP access is enabled immediately.

To disable MCP access for a user, switch the same toggle to MCP Access Disabled and confirm. Please note the notice period described below.

View All Leads

Which leads you can see through the MCP server is determined by the "View All Leads" security access directive in Leadtrekker.

• If your security group has the View All Leads directive, or you are a member of Leadtrekker's built-in Administrator group, your LLM will be able to retrieve all leads on your company's account, unless lead security is enabled on your group.
• If your security group does not have the View All Leads directive, your LLM will only be able to retrieve leads that are assigned to you. Asking for leads assigned to another user will result in an Access denied response.

If you need access to all leads, ask your Leadtrekker administrator to add the View All Leads directive to your security group. The change takes effect on your next request. No reconnection is required.

Lead Security

If lead security is enabled on your security group, the MCP server applies it in exactly the same way as the Leadtrekker system does. Even with the View All Leads directive, your LLM will only be able to retrieve your own leads and the leads assigned to the users selected on your group. This applies to all the tools, including the lead statistics.

View Lead Details

The "View Lead Details" security access directive controls whether your LLM can open a lead and read its full history, the same as opening a lead in Leadtrekker.

• With the View Lead Details directive, your LLM can use the Get Lead Details tool to read a lead's custom fields, notes, interactions, reminders and status history.
• Without it, the Get Lead Details tool is not available to your LLM. The other tools still return the same lead information that is shown in the Leadtrekker lead lists.
• The attachments of a lead are only included if you also have the View Lead Attachments directive. Only the file names and descriptions are returned, never the files themselves.

Making Changes

Changes are made as you, the user who connected the LLM, and are logged on the lead's audit trail with (via MCP) at the end, for example "Added note 1234 (via MCP).". They follow the same access directives as the Leadtrekker system:

• The Set Next Follow-Up Date tool requires the Update Lead Details directive.
• The Add Lead Note tool requires the Post Lead Notes directive.
• Both tools can only change leads you are allowed to see, as set by View All Leads and lead security.

MCP servers expose tools that your LLM can call on your behalf. You do not call these tools yourself. Your LLM decides which tool to use, and which parameters to pass, based on the question that you ask it. The tools below are listed so that you understand what your LLM is able to retrieve from Leadtrekker.

Get Leads

The get-leads tool retrieves the leads on your account that were created within a specific date range. The results can optionally be narrowed down by status, source and the user assigned to the leads.

Required Parameters

Optional Parameters

Response

Get Lead Details

The get-lead-details tool retrieves the full details and history of a single lead. Your LLM uses it when you ask about a specific lead, or before it summarises a lead or drafts a follow-up message to it.

The lead can be looked up by its id, or by searching on its name, surname, email address, contact number or company name. If a search matches more than one lead, your LLM receives a short list of up to 10 of the newest matching leads so that it can pick the correct one or ask you to clarify.

This tool requires the View Lead Details directive.

Parameters (one of the two is required)

Response

Get Lead Statistics

The get-lead-stats tool calculates statistics on your leads for a date range, grouped by status, source, assigned user, day, week or month. The calculations are done by Leadtrekker, so your LLM receives accurate totals even when the date range covers many thousands of leads.

Your LLM uses this tool for questions about counts, totals, trends, conversion rates and response times. The date range can apply to the date the leads were created, won or lost.

Required Parameters

Optional Parameters

Response

Get Follow-Ups

The get-follow-ups tool lists the open leads that need attention, so that your LLM can answer questions like "What should I do today?". It returns your own follow-ups by default, sorted into the following groups:

Overdue follow-ups (the next follow-up date has passed), due follow-ups (the next follow-up date falls within the coming days), upcoming reminders (reminders that are about to be sent), not contacted (new leads that have not been marked as contacted), stale (contacted leads without recent activity) and closing soon (leads with an expected closing date within the coming days).

Each group includes the total number of leads in it and the first leads in the group. Open leads are leads that are not in the Won or Lost status.

Optional Parameters

Response

Set Next Follow-Up Date

The set-next-follow-up tool changes the next follow-up date of a single lead, for example when you ask your LLM to "Remind me to follow up with Jane Doe next Tuesday". The lead is selected by its id, so your LLM first finds the lead with the Get Leads or Get Lead Details tool.

This tool requires the Update Lead Details directive. Dates are in South African time (Africa/Johannesburg).

Required Parameters

Response

Add Lead Note

The add-lead-note tool posts a note to a single lead, for example "Add a note to the Acme Holdings lead that they asked for a revised quote". The note is posted in your name, the same as a note you post in Leadtrekker. The lead is selected by its id.

This tool requires the Post Lead Notes directive. Notes are plain text of up to 10,000 characters. Line breaks are kept, emoji are removed, and HTML is shown as typed. Notes posted through the MCP server cannot be edited or deleted through it.

Required Parameters

Response

Example Prompts

Once connected, you can ask your LLM questions such as the following. Your LLM will translate your question into the appropriate tool call.

• "Show me all the leads I received this week."
• "List the leads that came from Facebook between 1 June and 30 June."
• "Show me the leads assigned to John Smith for September." (requires the View All Leads directive)
• "What should I do today?" or "Which of my leads need attention this week?"
• "Which new leads from the last month have not been contacted yet?"
• "Give me a breakdown of last quarter's leads by source, with the conversion rate of each."
• "How many leads did we win each month this year, and what were they worth?"
• "Who on the team is the quickest to make contact with new leads?" (requires the View All Leads directive)
• "Summarise everything that has happened with the lead from Acme Holdings." (requires the View Lead Details directive)
• "Draft a follow-up email to Jane Doe based on the notes on her lead." (requires the View Lead Details directive)
• "Move the follow-up on the Acme Holdings lead to next Friday." (requires the Update Lead Details directive)
• "Add a note to Jane Doe's lead that she will decide by the end of the month." (requires the Post Lead Notes directive)

The Get Leads tool returns results in pages of up to 100 leads. For questions about counts, totals and trends, your LLM uses the Get Lead Statistics tool instead, so it never has to page through all of your leads.

MCP access is currently offered as a Beta service to Leadtrekker clients.

Should you experience any difficulty connecting your LLM to Leadtrekker, or if you have feedback on the MCP server during the Beta period, please contact us or send an email to support[at]leadtrekker.com.