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WhatConverts MCP by usefulapi

Server Details

Read WhatConverts leads, calls, forms, accounts and profiles; add leads and update lead value.

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Status
Healthy
Last Tested
Transport
Streamable HTTP · MCP 2025-06-18
URL
Repository
m190/usefulapi-mcp
GitHub Stars
0

TDQS

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Available Tools

15 tools
whatconverts_create_leadCreate leadInspect

WRITE: add a lead to WhatConverts, for example an offline phone call, a form submission from another system or a sale you want attributed. It appears in reports and counts toward lead totals; send_notification is always off, so no emails go out. Not idempotent: calling twice creates two leads. A Profile key adds to its own profile; an Agency key must pass profile_id. POST /leads.

ParametersJSON Schema
NameRequiredDescriptionDefault
messageNoMessage body (text_message only).
lead_urlNoURL where the lead occurred.
quotableNo
form_nameNoForm name (web_form only).
lead_typeYesLead type.
profile_idNoProfile to add the lead to (required with an Agency key, not with a Profile key).
landing_urlNoURL where the visitor arrived.
lead_mediumNoTraffic medium, e.g. cpc.
lead_sourceNoTraffic source, e.g. google.
quote_valueNo
sales_valueNo
date_createdNoWhen the lead happened (UTC); default now.
lead_contentNo
lead_keywordNo
phone_numberNoContact phone, E.164.
answer_statusNophone_call only.
caller_numberNoCaller number, E.164 (phone_call / text_message).
custom_fieldsNo
email_addressNoContact email address (stored on the lead; nothing is sent to it).
lead_campaignNo
tracking_numberNoTracking number, E.164 (phone_call / text_message).
additional_fieldsNo
destination_numberNoDestination number, E.164 (phone_call).
call_duration_secondsNoCall length in seconds (phone_call only).
whatconverts_get_accountGet account
Read-only
Inspect

Agency key only: one account by id with its profiles. GET /accounts/{account_id}.

ParametersJSON Schema
NameRequiredDescriptionDefault
account_idYesWhatConverts account id.
whatconverts_get_call_recording_infoGet call recording info
Read-only
Inspect

Recording and voicemail facts for a phone-call lead: the recording and voicemail links, call duration, answer status, tracking/caller numbers and the call/voicemail transcripts. Returns links and text only, never audio. Taken from GET /leads/{lead_id} (the audio endpoint GET /recording returns raw MP3 and is not used).

ParametersJSON Schema
NameRequiredDescriptionDefault
lead_idYesWhatConverts lead id of a phone call.
whatconverts_get_leadGet lead
Read-only
Inspect

One lead by id with every field: type, status, attribution (source, medium, campaign, keyword, landing page), contact details, location, device, quote/sales value, call details, transcripts, form/message content, and custom fields. GET /leads/{lead_id}.

ParametersJSON Schema
NameRequiredDescriptionDefault
lead_idYesWhatConverts lead id (from whatconverts_list_leads).
customer_journeyNoInclude the customer journey (Elite plans only).
whatconverts_get_profileGet profile
Read-only
Inspect

Agency key only: one profile by id (name, date created). GET /accounts/{account_id}/profiles/{profile_id}.

ParametersJSON Schema
NameRequiredDescriptionDefault
account_idYesWhatConverts account id.
profile_idYesWhatConverts profile id.
whatconverts_get_roleGet role
Read-only
Inspect

Agency key only: one role with its permission levels (none/view/edit) per area. GET /roles/{role_id}.

ParametersJSON Schema
NameRequiredDescriptionDefault
role_idYesWhatConverts role id.
whatconverts_get_userGet user
Read-only
Inspect

Agency key only: one user by id with role, notification settings and (for account users) the accounts they can access. GET /users/{user_id}.

ParametersJSON Schema
NameRequiredDescriptionDefault
user_idYesWhatConverts user id.
whatconverts_list_accountsList accounts
Read-only
Inspect

Agency key only: list the accounts (clients) of the agency with their profiles (id, name, date created). Use the ids to filter leads. start_date/end_date filter by creation date (WhatConverts defaults start_date to today, so pass an early start_date to see all). GET /accounts.

ParametersJSON Schema
NameRequiredDescriptionDefault
pageNoPage number, from 1 (default 1). Pass the previous reply's next_page.
orderNoSort by date created: asc or desc (default desc).
end_dateNoAccounts created up to this date (UTC).
per_pageNoResults per page, 1-250 (default 25).
start_dateNoAccounts created from this date (UTC). Pass e.g. 2000-01-01 to list all.
whatconverts_list_leadsList leads
Read-only
Inspect

List tracked leads (phone calls, web forms, chats, texts, emails, events, transactions) with source/medium/campaign/keyword attribution, contact details, quote and sales values, call duration and transcripts. start_date is REQUIRED because WhatConverts otherwise returns only today's leads; a range is at most 400 days. A Profile key sees its own profile; an Agency key can narrow by account_id/profile_id. GET /leads.

ParametersJSON Schema
NameRequiredDescriptionDefault
pageNoPage number, from 1 (default 1). Pass the previous reply's next_page.
spamNotrue = only spam leads.
orderNoSort by date created: asc or desc (default desc).
user_idNoOnly leads handled by this WhatConverts user id.
end_dateNoLast day/time to include (UTC). Range from start_date at most 400 days.
per_pageNoResults per page, 1-100 (default 25).
quotableNoOnly leads with this quotable state.
duplicateNotrue = only duplicate leads.
lead_typeNoOnly this lead type.
account_idNoAgency key only: only this account (see whatconverts_list_accounts).
profile_idNoAgency key only: only this profile.
start_dateYesFirst day/time to include (UTC), e.g. 2026-10-01 or 2026-10-01T00:00:00Z.
lead_mediumNoTraffic medium, e.g. cpc.
lead_sourceNoTraffic source, e.g. google.
lead_statusNoRepeat or unique contacts.
quote_valueNoOnly leads with / without a quote value.
sales_valueNoOnly leads with / without a sales value.
lead_contentNoAd content.
lead_keywordNoKeyword.
phone_numberNoContact phone number, E.164 (+15551234567).
email_addressNoContact email address.
lead_campaignNoCampaign name.
customer_journeyNoInclude customer journey data (Elite plans only).
whatconverts_list_phone_numbersList tracking phone numbers
Read-only
Inspect

List the call-tracking numbers: tracking and destination number, call flow, trigger (source/medium), call recording and messaging flags, last used. A Profile key lists its own profile; an Agency key may filter by account_id/profile_id. GET /tracking/numbers.

ParametersJSON Schema
NameRequiredDescriptionDefault
pageNoPage number, from 1 (default 1). Pass the previous reply's next_page.
per_pageNoResults per page, 1-250 (default 25).
account_idNoAgency key only: only this account.
profile_idNoAgency key only: only this profile.
whatconverts_list_profilesList profiles
Read-only
Inspect

Agency key only: list the profiles (websites/campaign sets) of one account. start_date/end_date filter by creation date (WhatConverts defaults start_date to today, so pass an early start_date to see all). GET /accounts/{account_id}/profiles.

ParametersJSON Schema
NameRequiredDescriptionDefault
pageNoPage number, from 1 (default 1). Pass the previous reply's next_page.
orderNoSort by date created: asc or desc (default desc).
end_dateNoProfiles created up to this date (UTC).
per_pageNoResults per page, 1-250 (default 25).
account_idYesWhatConverts account id.
start_dateNoProfiles created from this date (UTC). Pass e.g. 2000-01-01 to list all.
whatconverts_list_rolesList roles
Read-only
Inspect

Agency key only: list user roles (id, name, master-account or account type). GET /roles.

ParametersJSON Schema
NameRequiredDescriptionDefault
pageNoPage number, from 1 (default 1). Pass the previous reply's next_page.
orderNoSort by role name (default asc).
per_pageNoResults per page, 1-250 (default 25).
role_typeNomaster_account (default) or account roles.
whatconverts_list_usersList users
Read-only
Inspect

Agency key only: list WhatConverts users (email, role, whether activation is pending) of the master account or of client accounts. start_date/end_date filter by creation date (WhatConverts defaults start_date to today, so pass an early start_date to see all). GET /users.

ParametersJSON Schema
NameRequiredDescriptionDefault
pageNoPage number, from 1 (default 1). Pass the previous reply's next_page.
orderNoSort by date created: asc or desc (default desc).
end_dateNoUsers created up to this date (UTC).
per_pageNoResults per page, 1-250 (default 25).
user_typeNomaster_account (default) or account users.
start_dateNoUsers created from this date (UTC). Pass e.g. 2000-01-01 to list all.
whatconverts_list_web_formsList tracked web forms
Read-only
Inspect

List the web forms WhatConverts tracks (id, name, how the form and its submit are matched on the page). A Profile key lists its own profile; an Agency key may filter by account_id/profile_id. GET /tracking/forms.

ParametersJSON Schema
NameRequiredDescriptionDefault
pageNoPage number, from 1 (default 1). Pass the previous reply's next_page.
per_pageNoResults per page, 1-250 (default 25).
account_idNoAgency key only: only this account.
profile_idNoAgency key only: only this profile.
whatconverts_update_leadUpdate lead
DestructiveIdempotent
Inspect

WRITE: update a lead's sales data in WhatConverts: quotable state, quote value, sales value, the URL where the lead occurred, and/or custom/additional field values. Only the fields you pass change; it overwrites the previous values of those fields. Sends no notifications. At least one field is required. POST /leads/{lead_id}.

ParametersJSON Schema
NameRequiredDescriptionDefault
lead_idYesWhatConverts lead id.
lead_urlNoURL where the lead occurred.
quotableNoQuotable state.
quote_valueNoQuote value (number, account currency).
sales_valueNoSales value (number, account currency).
custom_fieldsNoCustom lead field values by field name.
additional_fieldsNoAdditional field values by field name, e.g. {"Reason": "pricing"}.

Tool Schema Changelog

Recent tool additions, removals, and schema changes observed during successful MCP inspections.

  1. 15 tool updates
    • First observedwhatconverts_create_lead
    • First observedwhatconverts_get_account
    • First observedwhatconverts_get_call_recording_info
    • First observedwhatconverts_get_lead
    • First observedwhatconverts_get_profile
    • First observedwhatconverts_get_role
    • First observedwhatconverts_get_user
    • First observedwhatconverts_list_accounts
    • First observedwhatconverts_list_leads
    • First observedwhatconverts_list_phone_numbers
    • First observedwhatconverts_list_profiles
    • First observedwhatconverts_list_roles
    • First observedwhatconverts_list_users
    • First observedwhatconverts_list_web_forms
    • First observedwhatconverts_update_lead

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