2026

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MCP Server

https://mcp.lofty.com/mcp

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Leads — Saved searches

• source — comma-separated origins to keep: AGENT_CREATED, LEAD_CREATED, SYSTEM_CREATED. Defaults to all. When migrating to another system, exclude SYSTEM_CREATED — the target usually generates its own, and importing ours duplicates the alerts.
• includeInactive (default false) — include searches whose alerts are switched off. An INSTANTLY cadence counts as active, not off.

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Fixes

• Tasks V2 / Calendar V2 — startAt / endAt are now parsed correctly when the time zone is supplied separately as timeZoneCode. A bare ISO timestamp such as 2026-03-01T15:00:00 sent alongside a timeZoneCode previously failed to parse and returned HTTP 500 (20005); timestamps carrying their own offset were unaffected. An offset in the string still takes precedence over timeZoneCode.
• Time parameters — a timestamp that can’t be parsed now returns HTTP 400 (20012 INVALID_PARAMETER), with a message naming the offending value and the expected format, instead of HTTP 500 (20005).

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Agents V2 — Deactivate / Reactivate

• POST /v2.0/agents/{agentId}/deactivate — Releases the agent’s license seat and revokes all sessions and access tokens, while leaving their leads, deals, and data untouched. The caller needs MANAGE_TEAM_AGENT (or MANAGE_TEAM_AGENT_DEPARTMENT); the target can’t be the team owner, an office owner, or the caller.
• POST /v2.0/agents/{agentId}/reactivate — Restores a deactivated agent’s access and re-occupies a seat (fails with SEAT_INSUFFICIENT if none are free).

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Agents — Multi-license support

• licenses (array of {label, value}) is now returned on GET /v1.0/me, GET /v1.0/users/{userId}, and GET /v1.0/members (both the paginated list and single-account lookup).
• licenseId is now deprecated in favor of licenses.

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Transactions V2 — Pipeline discovery & type filtering

• Added GET /v2.0/transactions/pipelines — Returns each transaction type’s (Purchase, Listing, Lease, Other) configured stages, so you can look up valid status values instead of hardcoding team-specific stage names.
• GET /v2.0/transactions gains a transactionType query parameter to filter by type, or All to return every type in one call. Defaults to Purchase; an unrecognized value now returns 400 (20012 INVALID_PARAMETER).

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Leads — remove tags on Update Lead

• tagsRemove (string array) — removes the named tags from the lead. Names are matched literally; a name not currently on the lead is ignored. Applied after tags / tagsAdd.
• clearAllTags (boolean, default false) — set to true to remove all tags from the lead. Takes precedence over tags / tagsAdd / tagsRemove.

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Communications — Cursor-paged search

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Webhooks — Ownership-based delivery

• 0 (default) — assignment-based delivery; unchanged behavior.
• 1 — ownership-based delivery; the subscriber also receives callbacks for any lead within their ownership scope (team, office, or personally owned), not only assigned leads.

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Field Changes

• System Logs (GET /v1.0/systemLogs) — each entry now includes timelineTypeDesc, a human-readable event name paired with the integer timelineType, so you no longer need to map the integer yourself.

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Fixes

• Leads (GET /v1.0/leads) — the opportunity field is now correctly populated (it previously always returned empty).

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Communications — single-record lookups

• GET /v2.0/communication/call/{communicationId}
• GET /v2.0/communication/text/{communicationId}
• GET /v2.0/communication/email/{communicationId}

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Lofty CLI

npm install -g @loftyai/lofty-cli
lofty-cli auth login
lofty-cli leads list --limit 10

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Transaction V2 Search

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Lead Query Enhancements

• returnFields: Specify which fields to return (comma-separated), reducing payload size.
• otherFilters: Pass custom LeadFilter overrides for advanced filtering.
• key: Fuzzy search by name, phone, or email in a single parameter.

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Field Changes

• Calendar V2 — startTime / endTime now accept millisecond timestamps in addition to ISO 8601.
• Manual Log (POST /v1.0/logType) — Added emailSubject, toEmail, fromEmail fields for email log entries.
• Manual Log (POST /v1.0/logType) — The response now returns the created entry’s id.
• Manual Log (GET /v1.0/logType) — Added sort / order parameters to control result ordering, and the response now includes the content field.

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Sales Agents & AI

• GET /v2.0/sales-agents/by-lead — Get Sales Agent by lead ID
• GET /v2.0/sales-agents/quota — Get current user’s quota
• GET /PUT /v2.0/sales-agent/settings — Query and update settings
• PUT /v2.0/sales-agents/working-lead/{leadId}/mute — Mute a working lead
• POST /v2.0/working-leads/add — Batch add leads to working pool
• POST /v2.0/plan-tasks/create — Batch create plan tasks

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Intelligent Features (AI)

• POST /v2.0/ai/call-script — Generate call script
• GET /POST /v2.0/ai/call-summary — Get or trigger call summary generation
• POST /v2.0/ai/prepare-insight — Generate prepare insight
• GET /POST /v2.0/ai/lead-analysis — List or create lead analysis tasks

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Calendar V2

• GET /POST /v2.0/calendar — List and create events
• PUT /DELETE /v2.0/calendar/{calendarId} — Update and delete events
• POST finish/unfinish — Mark events as completed or reopen
• GET /v2.0/calendar/meetings/available — List available meeting slots

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Tasks V2 Enhancements

• GET /v2.0/tasks/my-tasks — List tasks and appointments assigned to the current user
• POST finish/unfinish — Mark tasks as completed or reopen

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Lead Activity V2

• GET /v2.0/leads/{leadId}/activities — Unified timeline with calls, texts, and emails in chronological order

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Notifications

• POST /v2.0/sales-agent/notification/app-push/send-task-reminder — Task reminder push
• POST send-to-agent — Send system SMS or email to agent
• POST /v2.0/sales-agent/ai-number/send-sms-to-agent — Send SMS via AI number

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Agent Tags

• POST /v1.0/agent/{agentId}/tag/add — Batch add tags with autoCreate support

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Field Changes

• Listing — Added propertyTypePrimary and propertyTypeSecondary to response
• Note — Added noteId, noteType, idOfType fields
• Calendar V2 — Added taskId field to calendar items

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Authentication

• Added OAuth 2.0 Client Credentials flow (/oauth/token) for server-to-server integrations
• Added per-app rate limiting and token scope enforcement