PlatformDocs
MCP server

get_lead_ai_summary

Get a short AI-written summary (about 50 words) of what this visitor did on your website, based on their company, country and the pages they viewed, ending with one verdict: 'Ready to Buy', 'Research' or 'Just Browsing'.

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AI visit summary for a lead · Read-only

Get a short AI-written summary (about 50 words) of what this visitor did on your website, based on their company, country and the pages they viewed, ending with one verdict: 'Ready to Buy', 'Research' or 'Just Browsing'. Returned as aISummary (text, may contain <br> tags). leadId comes from get_leads. Use get_lead for the raw page-visit data. Generated fresh on each call, so wording can differ between calls. Changes nothing in the account.

ConnectionAccount URL, team member URL or OAuth

Parameters

ParameterTypeRequiredAcceptsDescription
leadIdstringYesanyLead id (the _id of a row returned by get_leads).

Tool definition

What your assistant receives from tools/list:

{
  "name": "get_lead_ai_summary",
  "title": "AI visit summary for a lead",
  "annotations": {
    "title": "AI visit summary for a lead",
    "readOnlyHint": true,
    "destructiveHint": false,
    "idempotentHint": false,
    "openWorldHint": false
  },
  "inputSchema": {
    "type": "object",
    "properties": {
      "leadId": {
        "type": "string",
        "description": "Lead id (the _id of a row returned by get_leads)."
      }
    },
    "required": [
      "leadId"
    ]
  }
}

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