Read-onlyProspects (vendor pipeline)MCP tool
prospects_list
Search for vendor prospects by name, status, vendor type, or interest level.
Search for vendor prospects by name, status, vendor type, or interest level. Returns pagination info (total_count, has_more, offset, limit). Results include: id, display_id, title, vendor_type, status, interest_level, priority, estimated_ltv, care_status, contact info, created_at. Filter by status (identified/researching/outreach/responded/nurturing/converted/disqualified/lost), interest_level (cold/warm/hot), priority (low/medium/high/urgent), or vendor_type. For a specific prospect by ID, use prospects_get instead. For aggregate stats, use prospects_stats.
Parameters#
| Parameter | Type | Required | Description |
|---|---|---|---|
query | string | No | Search term - matches against title, notes (case-insensitive partial match) |
status | enum | No | Filter by status. identified=new prospect, researching=gathering info, outreach=initial contact, responded=they replied, nurturing=building relationship, converted=became partner, disqualified=not a fit, lost=went cold (default: all) · One of: all, identified, researching, outreach, responded, nurturing, converted, disqualified, lost |
vendor_type | string | No | Filter by vendor type (e.g. lender, inspector, escrow_officer, title_rep, appraiser, contractor, photographer) |
interest_level | enum | No | Filter by interest level (default: all) · One of: all, cold, warm, hot |
priority | enum | No | Filter by priority (default: all) · One of: all, low, medium, high, urgent |
care_status | enum | No | Filter by care status (default: all) · One of: all, no_status, cared, needs_care, didnt_care |
date_from | string | No | Show prospects created on or after this date (Format: YYYY-MM-DD) · Format: Date (YYYY-MM-DD) |
date_to | string | No | Show prospects created on or before this date (Format: YYYY-MM-DD) · Format: Date (YYYY-MM-DD) |
archived | boolean | No | Include archived prospects (default: false) |
limit | number | No | Maximum results (default: 50, max: 500) · Max: 500 · Min: 1 |
offset | number | No | Skip N results for pagination (default: 0) · Min: 0 |
Example prompts#
- "Show me all my hot lender prospects still in the outreach stage."
- "List inspector prospects added since March that have responded to me."
Safety#
Read-only. This tool never changes your data — it only looks things up. Safe to run anytime.