Lead Details
FreeNot checkedManages leads and sends emails directly from Claude chat, with tools to add, search, filter, and update leads, plus email capabilities.
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
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-MCPFAQ
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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