Update Lead
Update a tracked lead's status, tags, or notes. Use this to move leads through your pipeline (new → contacted → replied → converted), add/remove tags for segmentation, or update notes with latest interaction context.
MCP tool name: update_lead
Use Cases
- Move a lead to 'replied' after they respond to your message
- Add tags to segment leads by campaign or vertical
- Update notes with context from recent conversations
- Mark a lead as 'converted' when they become a customer
Parameters
| Name | Type | Required | Description |
|---|---|---|---|
| lead_id | string | required | The lead ID to update |
| status | string | optional | New status: new, contacted, replied, converted |
| tags | string[] | optional | Replace tags (pass full array) |
| notes | string | optional | Replace notes text |
Example
Prompt
Update lead lead_abc to status 'replied' and add note 'Interested in Team plan'
Response
{
"id": "lead_abc",
"name": "Sarah Chen",
"status": "replied",
"notes": "Interested in Team plan",
"updated_at": "2026-03-04T10:00:00Z"
}Permission Scopes
This tool is available in the following permission scopes:
Related Tools
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Search your tracked leads and contacts by name, company, status, or tag. CRM-lite lead management via MCP.
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Get Outreach History
View the full outreach timeline for a contact: messages, invitations, comments, and reactions via MCP.
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