Documentation Index
Fetch the complete documentation index at: /llms.txt
Use this file to discover all available pages before exploring further.
Get a credential, connect your client, and make your first three MCP calls.
// 1. find the lead (no id needed — filters or a name both work)
search_leads({ filters: { query: "Ada Chen", status: "active" } })
// 2. read its timeline across every channel
search_lead_activities({ scope: "lead", lead_id: "100001", channel: "all" })
// 3. act — this one asks for confirmation before it sends
send_message({ lead_id: "100001", channel: "sms", body: "..." })
search_leads rather than answering from memory. If the tool list is empty or the call 401s, see Troubleshooting.