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LeadPerfection MCP connector

Connect LeadPerfection to Claude, ChatGPT, Cursor, Microsoft Copilot, or any MCP client through Elaichi, so your team can create leads, book and review appointments, and update job details in plain language, with every action logged to the person who signed in.

  • Connects with an API key
  • Free 14-day trial
  • No credit card
Claude Elaichi connected

Which leads booked appointments this week?

Working in LeadPerfection with Elaichi

  • List all LeadPerfection leads
  • LeadPerfection leads list inbound history
  • List all LeadPerfection lead data
Ask anything…
Governance / Audit log Last 24 hours
LeadPerfection List all LeadPerfection lead data Emily Carter · Claude · 9:41 AM Done
LeadPerfection LeadPerfection leads list inbound history Emily Carter · Claude · 9:41 AM Done
LeadPerfection List all LeadPerfection leads Emily Carter · Claude · 9:41 AM Done
LeadPerfection Create a LeadPerfection token Megan Brooks · ChatGPT · 9:38 AM Done
LeadPerfection Create a LeadPerfection lead Ryan Hayes · Cursor · 9:35 AM Done

How to connect LeadPerfection to Claude, ChatGPT, Cursor or Microsoft Copilot

Step by step, for each AI app

LeadPerfection MCP connector for Claude

  1. 1

    Open Customize, then Connectors.

  2. 2

    Press Add.

  3. 3

    Name it, paste the MCP server URL, then Continue.

    https://api.elaichi.ai/mcp
  4. 4

    Sign in and approve.

On Team and Enterprise, an Owner adds it once. Everyone else turns it on for themselves.

LeadPerfection MCP connector for Claude Code

  1. 1

    In a terminal, run claude mcp add with the endpoint.

    https://api.elaichi.ai/mcp
  2. 2

    Start Claude Code and run /mcp.

  3. 3

    Pick elaichi, then sign in and approve in the browser.

Terminal

$ claude mcp add --transport http elaichi --scope user https://api.elaichi.ai/mcp

Use --scope project instead to share it with the repository through .mcp.json.

LeadPerfection MCP connector for ChatGPT

  1. 1

    Open Plugins, then press the + button.

  2. 2

    Name it and paste the endpoint into Server URL.

    https://api.elaichi.ai/mcp
  3. 3

    Leave Authentication on OAuth, then tick the risk acknowledgement.

  4. 4

    Press Create, then sign in and approve.

Works on the web. The plugin directory lives at chatgpt.com/plugins.

LeadPerfection MCP connector for Cursor

  1. 1

    Open ~/.cursor/mcp.json.

  2. 2

    Add the endpoint under mcpServers.

    https://api.elaichi.ai/mcp
  3. 3

    Reload Cursor, then sign in and approve.

~/.cursor/mcp.json

{
  "mcpServers": {
    "elaichi": {
      "url": "https://api.elaichi.ai/mcp"
    }
  }
}

Set up per machine, so repeat it on each computer you work from.

LeadPerfection MCP connector for Microsoft Copilot

  1. 1

    In Copilot Studio, open your agent, then Tools, Add a tool, New tool and Model Context Protocol.

  2. 2

    Paste the endpoint into Server URL, choose OAuth 2.0, then Dynamic discovery, and press Create.

    https://api.elaichi.ai/mcp
  3. 3

    Create a new connection, sign in and approve, then press Add to agent.

  4. 4

    Under Channels, open Teams and Microsoft Copilot and make the agent available in Microsoft Copilot.

Server URL
https://api.elaichi.ai/mcp
Authentication
OAuth 2.0
Type
Dynamic discovery

Microsoft Copilot was called Microsoft 365 Copilot. Keep the tool on end-user credentials, so each person signs in as themselves.

Connect LeadPerfection to any MCP client

  1. 1

    Add the endpoint as a remote MCP server.

    https://api.elaichi.ai/mcp
  2. 2

    Sign in and approve.

{
  "mcpServers": {
    "elaichi": {
      "url": "https://api.elaichi.ai/mcp"
    }
  }
}

The Elaichi Agent already has these tools, with nothing to set up.

What teams do with LeadPerfection through Elaichi

Ask in plain English. Each person’s AI can do only what they’re allowed to, and every action it takes in LeadPerfection is logged.

  • Call center

    Enter a new lead while still on the phone

    Create the LeadPerfection lead from the caller's details, then book the appointment for the right sales rep before the call ends.

  • Sales

    See today's appointments before leaving the office

    Pull the day's sales appointments with their details, then record the result of each visit once it is done.

  • Sales management

    Review last week's appointment results

    List appointments across a date range with their outcomes, so you can see which reps closed and which leads need a follow-up.

  • Marketing

    Trace where a lead came from

    Look up a lead's inbound history and lookup values to see which sources are actually turning into appointments.

  • Operations

    Catch a job up after the sale

    Find the job, update its sales detail, and attach measurement photos or signed paperwork as images on the record.

  • Office

    Answer a homeowner who calls about their job

    Find the job by its ID, read back the sales detail and any images on file, and confirm the next appointment without opening LeadPerfection.

Try asking

  • “Which leads booked appointments this week?”
  • “List sales jobs with payments added yesterday.”
  • “Show forward looks for the Midwest sales reps.”

See all 58 LeadPerfection tools →

What connecting LeadPerfection gets you

6 screens from Elaichi, each doing one job for your LeadPerfection account.

Elaichi Agent

Ask Elaichi to work across your apps.

Which leads booked appointments this week?

List sales jobs with payments added yesterday.

Show forward looks for the Midwest sales reps.

Also runs in Claude, ChatGPT, Cursor or Microsoft Copilot

The agent

Ask about leads, get answers from LeadPerfection.

Plain language questions return live leads, appointments and sales jobs.

ElaichiAI apps
Claude ChatGPT Cursor Microsoft Copilot

Copy the endpoint

https://api.elaichi.ai/mcp
Client Connected by Status Last used
Claude
E

Emily Carter

• Connected 4 minutes ago
Cursor
M

Megan Brooks

• Connected 2 hours ago
ChatGPT
R

Ryan Hayes

• Connected Yesterday

AI apps

Claude, ChatGPT, Cursor and Microsoft Copilot share one endpoint.

Connect any MCP client to LeadPerfection over OAuth, no SDK, no shared key.

ElaichiTools
Tool Action Description
Create a LeadPerfection token Create Create an authentication token required by all other LeadPerfection REST API requests. The token expires 24 hours after generation and must be refreshed periodically.
Create a LeadPerfection lead Create Add a lead to the inbound lead queue in LeadPerfection, the preferred API method with access to all lead fields including contact info, phones, product interest, and appointment details. Returns the created lead record with content-type-specific fields (id, attributes).
List all LeadPerfection leads List Retrieve limited information on all leads added to the inbound leads queue during the current day in LeadPerfection. Returns inbound lead records with content-type-specific fields (id, attributes). Deprecated — use GetInboundLeadInfo instead.
LeadPerfection leads list inbound history List Retrieve inbound lead history from LeadPerfection within a date range, optionally filtered by promoter or log number. Returns: data (array of inbound lead status records for the Source codes you have access to). Dates must be in MM/DD/YYYY format.
List all LeadPerfection lead data List Retrieve a list of leads from LeadPerfection by date range or Issued Lead ID. Returns: data. This endpoint is deprecated; use Customers/GetLead for the current version.

Tool catalog

58 LeadPerfection tools are ready to call.

Leads, appointments, notes, job payments and commissions covered without custom code.

ElaichiToolboxes
Name Source template Tools Created

Sales toolbox

LeadPerfection · leads and appointments

LeadPerfection starter 18 Mar 4, 2026

Canvassing toolbox

LeadPerfection · inbound leads and sources

— 9 Mar 2, 2026

Call Center toolbox

LeadPerfection · appointment setting and sales reps

— 24 Feb 27, 2026

Production toolbox

LeadPerfection · sales jobs and job images

LeadPerfection starter 6 Feb 19, 2026

Finance toolbox

LeadPerfection · payments, costs and commissions

— 31 Jan 30, 2026

Marketing toolbox

LeadPerfection · lead sources and sub promoters

— 12 Jan 22, 2026

Toolboxes

Every team gets its own LeadPerfection toolbox.

Sales, canvassing and finance each work from a toolbox scoped to them.

ElaichiConnections
Connection Scope Status Access
LE

LeadPerfection (Sales West)

Connected by Emily Carter

Personal • Active 1 team · 6 members
LE

LeadPerfection (Canvassing)

Connected by Jake Morgan

Organization • Active 3 teams · 24 members
LE

LeadPerfection (Marketing)

Connected by Megan Brooks

Organization • Active 2 teams · 11 members
LE

LeadPerfection (Call Center)

Connected by Tyler Reed

Personal • Needs re-auth 1 team · 3 members
LE

LeadPerfection (Finance)

Connected by Ryan Hayes

Personal • Active Not shared
LE

LeadPerfection (Install Crews)

Connected by Ashley Parker

Personal • Active 2 teams · 9 members

Shared connections

Teammates use LeadPerfection accounts, never the credential.

See who connected each account and how many teams and members share it.

ElaichiAudit log
When Who What happened Type

2 minutes ago

Mar 6, 2026, 3:10 PM

E

Emily Carter

[email protected]

Restriction Created Access

8 minutes ago

Mar 6, 2026, 3:04 PM

J

Jake Morgan

[email protected]

Restriction Updated Access

14 minutes ago

Mar 6, 2026, 2:58 PM

M

Megan Brooks

[email protected]

Role Assigned Access

20 minutes ago

Mar 6, 2026, 2:52 PM

T

Tyler Reed

[email protected]

LeadPerfection Users Updated MCP

26 minutes ago

Mar 6, 2026, 2:46 PM

R

Ryan Hayes

[email protected]

LeadPerfection Leads Created MCP

32 minutes ago

Mar 6, 2026, 2:40 PM

A

Ashley Parker

[email protected]

LeadPerfection Leads List Toolbox

Audit log

Every LeadPerfection call is on the record.

An append-only log shows when, who, what happened, type and resource.

From answering questions to doing the work

A trigger starts the work, inside the same permissions and the same audit log as everything else. Automations, collections and live dashboards come with the Black plan.

LeadPerfection digest

Run 418 · started 2 minutes ago · on behalf of Emily Carter

  1. ✓

    Schedule

    Every weekday at 8:00 AM

    0.2s
  2. ✓

    Fetch leads

    LeadPerfection

    1.4s
  3. ✓

    Group by owner

    Transform

    0.1s
  4. ✓

    Draft the digest

    Agent step

    Ran with 4 tools, returned a structured summary

    6.2s
  5. Approve the digest

    Needs approval

    Assigned to Jake Morgan

    Approve
  6. Post the digest

    LeadPerfection

    Queued

Automations

A schedule turns leads into an approved digest.

Six steps fetch LeadPerfection leads, group them, draft, wait for approval, post back.

LeadPerfection health

Refreshed 4 minutes ago · every 15 minutes · from the leads collection

Live

Leads

1,284 ↓ 12%

Appointments

96 ↓ 8%

Needs attention

3 ↑ 2

Updated this week

412 ↑ 9%

Leads created

Last 14 days

By team

Share of activity

Sales West 34%

Canvassing 27%

Marketing 21%

Call Center 18%

Collections and dashboards

LeadPerfection numbers counted, not asked for.

Four metrics, 14 days of new leads and a team breakdown, refreshed on schedule.

For IT and engineering

Elaichi vs Zapier MCP vs Composio for LeadPerfection

All three can connect LeadPerfection to an AI assistant, and all three have admin controls. They differ in where access lives and how you pay.

Elaichi compared with Zapier MCP and Composio for LeadPerfection, by what to check
What to check Elaichi Zapier MCP Composio
Where the AI connects One address for the whole organization. https://api.elaichi.ai/mcp A server per member, created at sign-in. An MCP endpoint per team, or an SDK.
Control over LeadPerfection tools Allow or restrict single LeadPerfection tools, per role or user. App and action restrictions on the account. Role permissions, down to the action.
Record of calls One audit entry per LeadPerfection call. A History tab of tool calls. A log of every tool call.
Single sign-on SAML or OIDC, plus SCIM, on Gold. SAML on Enterprise. SAML and OIDC on Enterprise.
Price Free for one person; $15 per user per month on Gold. 2 tasks per successful call. Billed per tool call.

Sources: Zapier MCP docs, security, usage; Composio docs, gateway, enterprise, pricing. Checked September 2026.

Longer take: Zapier MCP alternative and when you don't need an MCP gateway.

LeadPerfection tools for your AI agents

58 tools are ready to call through Elaichi's MCP endpoint the moment you connect LeadPerfection, governed by the same roles, restrictions, and audit log as everything else in Elaichi.

Questions, answered

How do I connect LeadPerfection to Claude?

Connect LeadPerfection in Elaichi first: pick it from the catalog and paste in your LeadPerfection API key, which is the only sign-in step LeadPerfection asks for. There is no OAuth application to register and no client ID or secret to generate. Then in Claude open Customize, then Connectors, then Add, and paste the Elaichi endpoint https://api.elaichi.ai/mcp. Sign in as yourself when Claude asks, and LeadPerfection leads, appointments, and jobs are available in your chat.

Does LeadPerfection work with ChatGPT and Cursor as well as Claude?

Yes. Once LeadPerfection is connected in Elaichi, the same endpoint, https://api.elaichi.ai/mcp, works in Claude, ChatGPT, Cursor, Microsoft Copilot, any other MCP client, and the Elaichi Agent. You connect LeadPerfection once and every client you use picks it up.

What can an AI agent actually do with my LeadPerfection data?

An agent can create a new LeadPerfection lead, book an appointment for a lead and assign it to a sales rep, pull the appointments on a given day or across a date range, and record the result after a visit. It can also find a job, read and update its sales detail, and add or list the images attached to a job or appointment. Because LeadPerfection has a large set of actions, short concrete asks like "show tomorrow's appointments" work better than long paragraphs.

Does connecting LeadPerfection give the AI access to every lead and job in our system?

No. Every call into LeadPerfection runs under the API key and person who signed in, so the AI can only see and change the leads, appointments, and jobs that account can already reach. Elaichi can narrow that further, for example to read-only or to a specific set of actions, but it can never grant more than LeadPerfection itself allows.

Can my team share one LeadPerfection connection?

Yes. One person connects LeadPerfection with the API key and shares the connection with a team in Elaichi, and nobody else ever sees or handles that key. Each teammate still signs in to Elaichi as themselves, so the audit log names the actual person who created a lead or updated a job, not a shared account.

Can I stop an agent from deleting or changing things in LeadPerfection?

Yes. Restrictions in Elaichi apply per action, so you can allow reading LeadPerfection appointments and jobs while restricting creating leads, updating results, or changing sales detail. A restricted action still appears in Elaichi's tool search, flagged as restricted, but Claude, ChatGPT, or any other client cannot run it, whatever the prompt says.

What happens to a LeadPerfection connection when someone leaves?

Offboard the person in Elaichi and their access to LeadPerfection through every client ends at once, with their past actions still in the audit log. A LeadPerfection connection shared with a team keeps working for everyone else on it. If you want to remove LeadPerfection entirely, disconnecting it once in Elaichi removes it from Claude, ChatGPT, Cursor, Microsoft Copilot, and every other connected client.

Does the LeadPerfection MCP connector work with Gemini, Codex, Claude Code or other MCP clients?

Yes. LeadPerfection is reached over the same MCP endpoint every client uses, so anything that speaks MCP can call it — Gemini, Codex, Claude Code, Windsurf, Cline, Zed and OpenCode among them — alongside Claude, ChatGPT, Cursor, Microsoft Copilot, and the Elaichi Agent. The tools on offer and the access behind them are identical whichever client asks. Only the setup screen differs.

Is Elaichi an alternative to Zapier MCP for LeadPerfection?

Yes. Both let Claude, ChatGPT or Cursor use LeadPerfection. Zapier MCP fits a team that already automates in Zapier, since each person signs in and acts as themselves in that account. Elaichi fits when IT wants one address for the whole company, per-tool rules by role, and a record of every LeadPerfection call.

How is Elaichi different from Composio for LeadPerfection?

Composio gives AI agents tools and sign-in handling across 1,000+ apps, for developers building agents or people using an assistant, billed per tool call. Elaichi gives a company's own people governed access to LeadPerfection: one address, restrictions per role or user, and $15 per user per month. Both have role permissions and a log of every call.

Put LeadPerfection in front of your team

14 days of Black, no credit card. Connect it once and pick what each team can call.

When the trial ends, nothing is deleted. You move to the free Personal plan, and connections, roles and the audit log stay where they are.

Add one link to your AI app

The same link for everyone on your team.

https://api.elaichi.ai/mcp
  • ChatGPT
  • Claude
  • Cursor
  • Microsoft Copilot