add_lead
Add a new lead to the Leads CRM (crm_leads) — the table the Leads tab, triage, and outreach all use. Idempotent on (company, email) when an email is given. Provide at least an email OR a name. The lead appears on the Leads tab and is auto-triaged.
Routing: CRM/sales → add a lead or prospect → use this
[write-tier — first use may require a manager's approval; a from-now-on approval makes future calls seamless, a just-once approval re-asks next time.]
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | No | Full name. Provide email or name. | |
| tags | No | Tags for filtering (optional) | |
| No | Lead email (unique within company). Provide email or name. | ||
| notes | No | Initial notes about the lead (optional) | |
| phone | No | Phone number (optional) | |
| title | No | Job title (optional) | |
| source | No | Where the lead came from (e.g. "linkedin", "referral", "website"). Defaults to "manual". | |
| companyId | Yes | FreedomOS company id to act within (you must be a member). Required for company-scoped tools. | |
| company_name | No | Company they work for (optional) |