SupportLead360 MCP quickstart
Initialize the Lead360 MCP server using protocol version 2025-03-26.
- Scope
- Filtered by granted operation scopes
- Authentication
- Bearer private integration
- Token type
- Sub-account token
Connect a compatible MCP client to the tenant-bound Lead360 HTTP JSON-RPC endpoint, initialize protocol version 2025-03-26, list tools, search authorized operations, and execute reviewed reads.
How this fits into Lead360Explore the Lead360 platformConnect API and MCP access with the agency, tenant, scope, and risk model.- 01
MCP connection details
- 02
Initialize the session
- 03
List and use MCP tools
- 04
MCP safety model
MCP connection details
| Setting | Value | Meaning |
|---|---|---|
| Server URL | https://app.lead360.io/mcp/lead360/v2 | Lead360 private integration MCP endpoint |
| Transport | HTTP POST with JSON-RPC 2.0 | Send one MCP request body per HTTP request |
| Protocol version | 2025-03-26 | Version returned by initialize |
| Authentication | Authorization: Bearer <LEAD360_TOKEN> | Tenant-bound private integration credential |
| Server version | 2.0.0 | Current public MCP server contract |
Initialize the session
Send a JSON-RPC 2.0 initialize request with a request ID, the supported protocol version, client capabilities, and a non-sensitive client name and version. Lead360 returns server information, tool-list capabilities, and an instruction that operations are limited to the credential location and granted scopes.
After a successful initialize response, send notifications/initialized. Lead360 returns HTTP 202 for the notification. The endpoint also supports ping for a lightweight protocol check.
List and use MCP tools
search
Search the operations granted to this exact Lead360 sub-account credential.
| Input | Type | Required |
|---|---|---|
| effect_category | string | No |
| limit | integer | No |
| query | string | No |
| risk_tier | string | No |
fetch
Fetch the typed contract for one granted Lead360 operation.
| Input | Type | Required |
|---|---|---|
| operation_key | string | Yes |
search_operations
Search granted operation contracts by name, scope, group, or risk.
| Input | Type | Required |
|---|---|---|
| effect_category | string | No |
| limit | integer | No |
| query | string | No |
| risk_tier | string | No |
describe_operation
Describe one operation, including its exact arguments and approval mode.
| Input | Type | Required |
|---|---|---|
| operation_key | string | Yes |
execute_operation
Execute a reviewed read operation. Mutations fail closed and require Lead360 approval.
| Input | Type | Required |
|---|---|---|
| arguments | object | No |
| operation_key | string | Yes |
The tools are a controlled gateway to the operation registry. They do not expose raw database access, arbitrary URLs, internal Python functions, tenant selection, or free-form HTTP requests. Search and fetch return only operations authorized by the current token.
MCP safety model
- Bearer authentication derives the exact sub-account from the stored credential.
- Tool discovery is filtered by scopes and service entitlements.
- Tool arguments reject tenant, credential, transport, and server authority fields.
- Reviewed green read adapters can execute directly.
- Customer writes, destructive changes, sends, publishing, and financial effects fail closed for Lead360 approval.
- Every authenticated request consumes the token rate limit and records durable usage state.
Frequently asked questions
Is the Lead360 MCP endpoint tenant specific in the URL?
The public URL is shared, but the Bearer credential is bound to one exact sub-account on the server. The client cannot choose another tenant in tool arguments.
Which MCP methods are supported?
The endpoint supports initialize, ping, notifications/initialized, tools/list, and tools/call.
Can MCP tools directly send messages or change records?
No. The current execution boundary directly runs reviewed reads. Mutations return approval_required and must use the Lead360 review workflow.
Continue with Lead360
Use this workflow in Lead360
Put this guide into practice with a 14-day free trial of Lead360 Pro early access, or continue learning through the related collection.