Lead Details MCP
Manages leads and sends emails directly from Claude chat, with tools to add, search, filter, and update leads, plus email capabilities.
README
Lead Details MCP
A Lead Generation MCP Server for Claude Desktop that lets you manage leads and send emails directly from Claude chat.
🛠️ Tools Available
| Tool | Description |
|---|---|
add_lead |
Add a new lead (name, email, phone, company, source, status) |
list_all_leads |
List every lead in the database |
search_lead_by_name |
Search leads by name (partial match) |
get_leads_by_date |
Filter leads by date range |
get_leads_by_status |
Filter by status (New / Contacted / Qualified / Closed) |
update_lead_status |
Update a lead's status by ID |
get_lead_summary |
Summary of all leads by status and source |
send_email_to_lead |
Send email to a lead using their stored email |
send_custom_email |
Send email to any address |
🚀 Setup
1. Install dependencies
pip install fastmcp python-dotenv
2. Configure email
Create a .env file in the project root:
EMAIL_ADDRESS=your@gmail.com
EMAIL_PASSWORD=your_16_char_app_password
SMTP_HOST=smtp.gmail.com
SMTP_PORT=587
For Gmail: Generate an App Password at myaccount.google.com/apppasswords
3. Add to Claude Desktop config
Edit claude_desktop_config.json:
{
"mcpServers": {
"lead-details": {
"command": "C:\\Path\\To\\python.exe",
"args": ["path\\to\\main.py"]
}
}
}
4. Restart Claude Desktop
The lead-details server will appear in Claude's Connectors panel.
💬 Example Claude Prompts
- "Add lead: John Doe, john@acme.com, Acme Corp, from LinkedIn"
- "Show me all leads"
- "Search for leads named John"
- "List all Qualified leads"
- "Send email to lead #1 subject Hello body Nice to meet you"
📋 Requirements
- Python 3.10+
- fastmcp
- python-dotenv
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