search_sales_agent

READ · 8 operations · never changes data

The AI Sales Agent working pool: which leads are in it, whether a given lead is muted, the account’s quota, current settings, and generated plan tasks.

search_sales_agent({
  kind: "pool" | "is_in_pool" | "mute_status" | "quota" | "current" | "by_lead"
    | "settings" | "plan_tasks",
  lead_id?, filters?
})

`kind`	Required	Notes
`is_in_pool` / `mute_status` / `by_lead` / `plan_tasks`	`lead_id`	—
`pool`	—	`filters` holds `aiStage`/`limit`/`offset`/`sort`/`desc`.
`current`	—	Returns the caller’s own current AI assistant profile. Takes no other parameter.

filters.aiStage is a closed set of real values with no verified complete list — e.g. the plausible-looking "Engaged" is rejected. If a value is rejected, don’t keep guessing synonyms.

Boundary — this manages which leads the AI follows up on, not the lead data itself.

Get Started

Read Tools

Write Tools

Guides