Creates dataProspects (vendor pipeline)MCP tool
prospects_create
Create a new vendor prospect to track a potential partner.
Create a new vendor prospect to track a potential partner. WORKFLOW: 1) Optionally use contacts_list to find the contact 2) Create the prospect with vendor_type and details. Returns the created prospect with ID and display_id. Interest level defaults to 'warm' and priority to 'medium' if not specified.
Parameters#
| Parameter | Type | Required | Description |
|---|---|---|---|
contact_id | string | No | UUID of an existing contact for this prospect. Use contacts_list to find. · Format: UUID |
vendor_type | string | Yes | Type of vendor (e.g. lender, inspector, escrow_officer, title_rep, appraiser, contractor, photographer) |
title | string | No | Title or name for this prospect record |
source | string | No | How you discovered this prospect (e.g. "referral", "networking event", "online search") |
interest_level | enum | No | Interest level of the prospect (default: warm) · One of: cold, warm, hot |
priority | enum | No | Priority for outreach (default: medium) · One of: low, medium, high, urgent |
estimated_ltv | number | No | Estimated lifetime value of this vendor relationship in dollars · Min: 0 |
notes | string | No | Additional notes about the prospect |
tags | array of strings | No | Tags for categorization (e.g. ["local", "high-volume", "spanish-speaking"]) |
Example prompts#
- "Add Tom Avery from Summit Lending as a hot prospect worth about 15000."
- "Create a new photographer prospect for Lena Brooks, met her at a networking event."
Safety#
Creates data. Creates a new record in your CRM and may trigger notifications or webhooks. Running it twice creates a duplicate, so Claude runs it once per request.