TheLeadRouter

Built with AI

Connect Claude Code to your theLeadRouter lead routing platform. This repo provides:

1. Role-specific skills — teach Claude Code how theLeadRouter works from your perspective (admin, partner, or buyer)
2. MCP server — connects Claude Code to your instance via API so it can query leads, manage entities, pull reports, and more

Built by iSCALE — AI-powered tools for lead generation at scale.

Quick Start

Option 1: Clone this repo (recommended)

git clone https://github.com/iscale-llc/theleadrouter-mcp.git
cd theleadrouter-mcp

Then open Claude Code in this directory. It automatically loads the CLAUDE.md and all skills.

Say "I'm new, help me get started" or run /welcome — Claude Code will detect your role and walk you through setup step by step.

Option 2: Copy just your role's skill

Copy only the skill you need into your project's .claude/skills/ directory:

# For admins (full platform setup & management)
cp -r .claude/skills/admin-guide /path/to/your/project/.claude/skills/

# For partners (lead submission, campaigns, portal)
cp -r .claude/skills/partner-guide /path/to/your/project/.claude/skills/

# For buyers (contracts, filters, delivery, billing)
cp -r .claude/skills/buyer-guide /path/to/your/project/.claude/skills/

Skills by Role

Admin Guide (/admin-guide)

Full platform configuration and management:

• Entity hierarchy and setup order (verticals → partners → buyers → campaigns → contracts → offers)
• Routing engine internals — how the system evaluates contracts
• Distribution patterns (exclusive, multisell, hybrid, ping-post)
• Intake centers and delivery configuration
• Troubleshooting routing failures
• All admin API endpoints

Partner Guide (/partner-guide)

Lead submission and campaign management:

• How to submit leads via API (POST /api/v1/leads/submit)
• Posting specs — required fields, sample requests, response formats
• Common rejection reasons and how to fix them
• Sessions API for multi-step funnels
• Co-registration flows
• Partner portal overview and API endpoints
• Campaign caps and pricing models

Buyer Guide (/buyer-guide)

Receiving and managing leads:

• Contract configuration (filters, caps, pricing, schedule)
• Delivery setup (HTTP POST/GET, email, CRM integration)
• Dedup settings and how duplicate prevention works
• Balance, billing, and credit limits
• Returns and disposition tracking
• CPA (cost per acquisition) and conversion postbacks
• Ping-post auction model
• Buyer portal and API endpoints

Setting Up the MCP Server

The MCP server lets Claude Code interact with your theLeadRouter instance directly — querying leads, managing buyers, pulling reports, etc.

1. Generate an API key

Go to Settings > API Keys in your admin dashboard and create an API key. It will start with lr_.

2. Add to your Claude Code config

Add the following to your .mcp.json file. Replace lr_your_key_here with your actual key.

{
  "mcpServers": {
    "theleadrouter": {
      "command": "npx",
      "args": ["-y", "theleadrouter-mcp@latest"],
      "env": {
        "ISCALE_API_URL": "https://leads.iscale.com",
        "ISCALE_API_KEY": "lr_your_key_here"
      }
    }
  }
}

Optional scope filters

By default all ~300 tools (reads + writes) are registered. You can narrow the set to reduce context usage:

Env var	Values	Effect
ISCALE_MCP_SCOPE	read | write | all (default)	Filter by write flag
ISCALE_MCP_DOMAINS	comma list, e.g. verticals,campaigns,buyers	Restrict to specific domains
ISCALE_MCP_INCLUDE_UI	true (default false)	Include admin-UI navigation tools (only useful inside the in-app agent)

3. Restart Claude Code

Close and reopen Claude Code so it picks up the new MCP server config.

4. Verify the connection

Try asking: "Use search_leads to show me recent leads"

MCP Server Tools

Once connected, Claude Code can use 300+ tools across these categories:

Category	Examples
Leads	search_leads, get_lead, get_lead_distributions, submit_lead
Buyers	list_buyers, get_buyer_balance, update_buyer_status
Partners	list_partners, get_partner, create_partner
Contracts	list_contracts, create_contract, update_contract_status
Campaigns	list_campaigns, get_posting_instructions
Offers	list_offers, link_campaign_to_offer
Reports	get_report, list_transactions, list_payouts
People (CRM)	search_people, get_person_timeline
Calls & IVR	list_calls, get_call, list_tracking_numbers
Compliance	check_suppression, list_audit_logs

Example Prompts

For Admins

"Set up a new solar vertical with fields for utilityBill and homeOwner"
"Create a campaign for partner SunLeads on the solar vertical"
"Why didn't lead L-12345 route to any buyers?"
"Show me all contracts that are hitting their daily cap"
"Pull a revenue report for last week grouped by buyer"

For Partners

"Show me the posting spec for campaign C-789"
"What fields do I need to submit a solar lead?"
"Why was my last lead rejected?"
"Show me my leads from today and their statuses"
"What offers are available for me to enroll in?"

For Buyers

"What's my current balance and credit limit?"
"Show me all leads I received today"
"Which of my contracts are paused?"
"Return lead L-12345 — invalid phone number"
"How many leads am I getting per day this week?"

About

theLeadRouter is a B2B lead distribution platform that routes leads from partners to buyers through offer-based contracts. Learn more at theleadrouter.com.

Built by iSCALE — browse all our open-source AI tools at builtwithai.com/open-source.

Help & Documentation

• User Manual: Available in your admin dashboard under Help > User Manual
• API Reference: Help > API Docs
• Claude Code tab: Help > Claude Code (in-app setup instructions)