Marketing Automation
Qualified
Connect Qualified once and hand every teammate a governed MCP endpoint with 24 tools ready to call from Claude, ChatGPT, Cursor, or any MCP client, inside the same permissions they already have, with every call checked and logged.
See it in Elaichi
What connecting Qualified gets you
6 screens from the product, each doing one job for your Qualified account.
The agent
Ask Qualified questions, get real answers.
Ask about leads, meetings and conversations in plain language and get answers from live records.
- leads
- companies
- conversations
- meetings
Ask Elaichi to work across your apps.
Summarize this week's new leads from Qualified.
List meetings booked from conversations this month.
Which companies had the most sessions this week.
Also runs in Claude, ChatGPT or Cursor
MCP clients
One endpoint, every client, no shared keys.
Claude, ChatGPT and Cursor all reach Qualified through one governed org endpoint.
Copy the endpoint
Tool catalogue
24 Qualified tools, zero integration code.
The full catalogue of leads, companies, sessions and meetings tools, ready with no code.
- list_all_qualified_leads
- get_single_qualified_lead_by_id
- create_a_qualified_lead
- create_a_qualified_company
Toolboxes
Every team gets its own Qualified toolbox.
Marketing, sales and support each work from a toolbox scoped to their needs.
- Sales
- Marketing
- Support
- Revenue Operations
Shared connections
Shared access, credentials never leave the vault.
See who connected each Qualified account and how many teams work through it.
- Sales EMEA
- Sales Americas
- Marketing
- Support
Audit log
Every Qualified action, logged and answerable.
See when, who and what happened for every call made against Qualified.
- When
- Who
- What happened
- Resource
Automations & dashboards
From answering questions to doing the work
A person no longer has to ask. A trigger starts the work, inside the same permissions and the same audit log as everything else. Automations and live dashboards ship on the Black plan.
Automations
A schedule triggers real work, end to end.
Records are fetched, grouped, drafted into a digest, approved, then posted back to Qualified.
Qualified digest
Run 418 · started 2 minutes ago · on behalf of Emma Laurent
-
✓
Schedule
Every weekday at 08:00
0.2s -
✓
Fetch leads
Qualified
1.4s -
✓
Group by owner
Transform
0.1s -
✓
Draft the digest
Agent step
Ran with 4 tools, returned a structured summary
6.2s -
Approve the digest
Needs approval
Assigned to Michael Brennan
Approve Deny -
Post the digest
Qualified
Queued
Collections and dashboards
Qualified's health, computed, not asked for.
Four metrics, a 14 day chart and a team breakdown, refreshed on a schedule.
Qualified health
Refreshed 4 minutes ago · every 15 minutes · from the leads collection
Leads
1,284 ↓ 12%
Companies
96 ↓ 8%
Needs attention
3 ↑ 2
Updated this week
412 ↑ 9%
Leads created
Last 14 days
By workspace
Share of activity
Sales EMEA 34%
Sales Americas 27%
Marketing 21%
Support 18%
AI tools
Qualified tools for your AI agents
24 tools are ready to call through Elaichi's MCP endpoint the moment you connect Qualified, governed by the same roles, restrictions, and audit log as everything else in Elaichi.
list_all_qualified_leads
List Qualified leads, newest first, with their custom field values and CRM integration IDs. Returns: id, email, fields, createdAt, updatedAt, visitorIds, salesforceLeadId, salesforceContactId, pardotProspectId, marketoLeadId, hubspotContactId, eloquaContactId. Filter by time windows (updated_after/updated_before or created_after/created_before) or look up a single person with email. Leads appear…
get_single_qualified_lead_by_id
Get a single Qualified lead by id. Lead ids come from the list endpoint, from an email's leadId, or by matching an activity's visitorId against a lead's visitorIds. Returns: data. Required: id.
create_a_qualified_lead
Create or update a Qualified lead, matched by email address. Only the field values you send are written; others are left untouched. Returns the lead object directly (not wrapped in a data envelope) including id, email, fields, createdAt, updatedAt, visitorIds, salesforceLeadId, salesforceContactId, pardotProspectId, marketoLeadId, hubspotContactId, eloquaContactId. Required: email.
create_a_qualified_company
Create or update a Qualified company by domain, setting account-level field values that every lead on that domain inherits. Returns: id, domain, name, fields, createdAt, updatedAt. Only account-category fields are accepted; companies cannot be read back via a GET endpoint. Required: domain.
get_single_qualified_bulk_job_by_id
Get a bulk job. Returns: job. Required: id.
create_a_qualified_bulk_job
Submit a bulk job to Qualified for asynchronous processing of up to 500 create-or-update operations on leads or companies. Returns: id, status, totalRecords, processedRecords, failedRecords, result, createdAt, updatedAt. Only the POST action and lead/company entities are supported; max 500 items per batch. Required: items.
list_all_qualified_sessions
List website sessions in Qualified, ordered newest-first by endedAt. Returns: id, createdAt, endedAt, visitorId, visitor, userAgent, conversationIds, pageViews, meetingIds. Filter with ended_after/ended_before and visitor_id. Sessions appear in list results 30 minutes after they end; a bound inside that hold is rejected with 400.
get_single_qualified_session_by_id
Get a single Qualified session by id. Returns: data. By-id reads are not subject to the 30-minute list hold-back and always return the latest data. Required: id.
list_all_qualified_conversations
List engaged chat conversations in Qualified, newest first. Returns: id, sessionId, meetingIds, experienceName, createdAt, endedAt, userId, visitorId. Conversations become available in this list 30 minutes after the session ends; window with ended_after and ended_before.
get_single_qualified_conversation_by_id
Get a single Qualified conversation by id. Returns: data. Returns 404 if the conversation is not engaged. Required: id.
list_all_qualified_messages
List messages across all engaged conversations in Qualified, newest first. Returns: id, type, text, createdAt, senderType, senderName, conversationId. Messages become available 30 minutes after their session ends; event-type messages are excluded. Supports created_after/created_before and updated_after/updated_before time-window filters (updated_* behaves identically to created_* since messages…
get_single_qualified_message_by_id
Get a single message by id in Qualified. Returns: data. Event-type messages return 404. Required: id.
list_all_qualified_meetings
List meetings in Qualified, newest first. Returns each meeting with id, visitorId, sessionId, conversationId, attendees, meetingTypeName, status, channel, createdAt, and updatedAt. Filter by created_after/created_before, updated_after/updated_before, or visitor_id. Meetings appear in list results 24 hours after creation; use the get-by-id endpoint for real-time reads.
get_single_qualified_meeting_by_id
Get a single Qualified meeting by id. Returns: data. A by-id read is not subject to the 24-hour list hold-back and returns the latest data. Required: id.
qualified_meetings_cancel
Cancel a meeting. Returns: message. Required: salesforce_event_id.
delete_a_qualified_meeting_by_id
Cancel a booked meeting in Qualified by its Salesforce Event ID. Returns: message. Required: id, salesforce_event_id. Requires the meetings API to be enabled for the team.
list_all_qualified_emails
List outbound email activity sent from Qualified, newest first. Only sent and bounced mailings are included. Returns: id, parentEmailId, subject, provider, status, leadId, campaignName, senderEmail, recipientEmail, body, mailingType, sentAt, openedAt, repliedAt, clickedAt, bouncedAt, bounceType, createdAt, updatedAt. Filter by lead_id or window with created_after/created_before and…
get_single_qualified_email_by_id
Get a single outbound email activity by id in Qualified. Returns: data. Reads by id are always current, bypassing the 30-minute availability hold that applies to list results. Required: id.
list_all_qualified_bot_conversations
List bot conversations from the Qualified legacy reporting API, each with nested visitor, user, messages, meetings, calls, and AI goals. Returns: id, started_at, ai_started_at, ai_captured_email, visitor, bot, rep_conversation_id, salesforce_lead_captured_by_bot, pardot_prospect_captured_by_bot, marketo_lead_captured_by_bot, eloqua_contact_captured_by_bot, meetings, messages, ai_goals, user,…
list_all_qualified_rep_conversations
List rep conversations. Returns: id, started_at, visitor, user, bot_conversation_id, salesforce_lead_captured_by_rep, pardot_prospect_captured_by_rep, marketo_lead_captured_by_rep.
list_all_qualified_lead_fields
List custom field definitions for leads in Qualified so you can map API names to types when ingesting the fields object. Returns: id, label, type, name, options, createdAt, updatedAt.
list_all_qualified_company_fields
List custom field definitions for companies (account category) in Qualified. Returns: id, label, type, name, options, createdAt, updatedAt. The `name` field is the API key used when setting values in a company's `fields` object.
list_all_qualified_conversation_messages
List messages in a Qualified conversation, newest first. Returns: id, type, text, createdAt, senderType, senderName, conversationId. Event-type messages are excluded. Required: conversation_id.
create_a_qualified_gdpr_deletion_request
Submit a batch of email addresses for GDPR deletion in Qualified. Returns: message. Required: emails. Up to 5,000 emails per request; every address must be well-formed or the entire request is rejected.
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How it works
From Qualified account to governed MCP endpoint
Connect
Link a Qualified account through Elaichi's hosted connect flow. Credentials are vaulted, so nobody, including the AI, ever sees them.
Compose
The connection becomes a toolbox instantly. Curate which Qualified tools are exposed, rename them, or freeze arguments.
Authorize
Point Claude, ChatGPT, Cursor, or any MCP client at the one Elaichi endpoint and sign in with OAuth, governed by roles, restrictions, and audit logs.
Put your agents to work in the tools you already use
Start a 14-day Gold trial. Connect a product, curate a toolbox, and paste a governed MCP endpoint into Claude, ChatGPT, or Cursor in minutes.