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Lead Details

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Manages leads and sends emails directly from Claude chat, with tools to add, search, filter, and update leads, plus email capabilities.

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About

Manages leads and sends emails directly from Claude chat, with tools to add, search, filter, and update leads, plus email capabilities.

README

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 protected]
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, [email protected], 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

from github.com/aadarshlodhi/Lead-Details-MCP

Installing Lead Details

This server has no published package — it is built from source. Open the repository and follow its README.

▸ github.com/aadarshlodhi/Lead-Details-MCP

FAQ

Is Lead Details MCP free?

Yes, Lead Details MCP is free — one-click install via Unyly at no cost.

Does Lead Details need an API key?

No, Lead Details runs without API keys or environment variables.

Is Lead Details hosted or self-hosted?

Self-hosted: the server runs locally on your machine via the install command above.

How do I install Lead Details in Claude Desktop, Claude Code or Cursor?

Open Lead Details on unyly.org, pick your client tab (Claude Desktop, Claude Code, Cursor) and press Install — the config is generated automatically, no JSON editing.

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