PlatformDocs

Saved views

Save a set of filters as a view and open it again in one click.

View as Markdown

Connect the MCP server, then just ask. Your assistant lists your views, saves a new one from the filters you describe, and asks before deleting one.

list_filtersList the saved lead filters (saved views) of a website.Read-only
create_filterSave a lead filter under a name so it shows as a saved view on the leads page and can be used as an automation segment.Changes data
update_filterMarks a saved leads filter as a favourite (shown first) or not.Changes data
delete_filterDelete a saved lead filter.Deletes data

Use case

Show me my saved views.

Called list_filtersShow input
{
  "websiteId": "64b7f0a1c2d3e4f5a6b7c8d9"
}

Use case

Save a view of US visitors from software companies tagged HOT.

Called create_filterShow input
{
  "websiteId": "64b7f0a1c2d3e4f5a6b7c8d9",
  "name": "US software visitors",
  "url": "?visitorLocation=US&industries=Software&tag=HOT"
}

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