ServiceTitan MCP Server

Leads_GetList

Fetch and filter leads from ServiceTitan using criteria like creation date, customer details, status, and modifications to streamline lead management and analysis.

Input Schema

NameRequiredDescriptionDefault
createdBeforeNoFormat - date-time (as date-time in RFC3339). Return items created before certain date/time (in UTC)
createdOnOrAfterNoFormat - date-time (as date-time in RFC3339). Return items created on or after certain date/time (in UTC)
customerCityNoFilters by customer city
customerCreatedBeforeNoFormat - date-time (as date-time in RFC3339). Returns customers who were created after a certain date/time (in UTC)
customerCreatedOnOrAfterNoFormat - date-time (as date-time in RFC3339). Returns customers who were created on or before a certain date/time (in UTC)
customerIdNoFormat - int64. Filters by associated customer
customerModifiedOnOrAfterNoFormat - date-time (as date-time in RFC3339). Returns customers who were modified on or before a certain date/time (in UTC)
customerStateNoFilters by customer state
customerZipNoFilters by customer zip
genPermUrlNoIf true, generates a permanent URL for the lead
idsNoPerform lookup by multiple IDs (maximum 50)
includeTotalNoWhether total count should be returned
isProspectNoAllows to filter leads where the customer doesn't have a job, or there is no customer. Possible values are: null (return all leads); true (return leads without customer/jobs); false (return leads with customer and job)
modifiedBeforeNoFormat - date-time (as date-time in RFC3339). Return items modified before certain date/time (in UTC)
modifiedOnOrAfterNoFormat - date-time (as date-time in RFC3339). Return items modified on or after certain date/time (in UTC)
pageNoFormat - int32. The logical number of page to return, starting from 1
pageSizeNoFormat - int32. How many records to return (50 by default)
sortNoApplies sorting by the specified field: "?sort=+FieldName" for ascending order, "?sort=-FieldName" for descending order. Available fields are: Id, ModifiedOn, CreatedOn.
statusNoFilters by status Values: [Open, Dismissed, Converted]
tenantYesFormat - int64. Tenant ID
withoutCustomerNoAllows to filter leads that don't have a customer or location record associated to it. Possible values are: null (return all leads); true (return leads without customers or locations only); false (return leads with customers and locations only)

Input Schema (JSON Schema)

{ "$schema": "http://json-schema.org/draft-07/schema#", "additionalProperties": false, "properties": { "createdBefore": { "description": "Format - date-time (as date-time in RFC3339). Return items created before certain date/time (in UTC)", "format": "date-time", "type": "string" }, "createdOnOrAfter": { "description": "Format - date-time (as date-time in RFC3339). Return items created on or after certain date/time (in UTC)", "format": "date-time", "type": "string" }, "customerCity": { "description": "Filters by customer city", "type": "string" }, "customerCreatedBefore": { "description": "Format - date-time (as date-time in RFC3339). Returns customers who were created after a certain date/time (in UTC)", "format": "date-time", "type": "string" }, "customerCreatedOnOrAfter": { "description": "Format - date-time (as date-time in RFC3339). Returns customers who were created on or before a certain date/time (in UTC)", "format": "date-time", "type": "string" }, "customerId": { "description": "Format - int64. Filters by associated customer", "type": "integer" }, "customerModifiedOnOrAfter": { "description": "Format - date-time (as date-time in RFC3339). Returns customers who were modified on or before a certain date/time (in UTC)", "format": "date-time", "type": "string" }, "customerState": { "description": "Filters by customer state", "type": "string" }, "customerZip": { "description": "Filters by customer zip", "type": "string" }, "genPermUrl": { "description": "If true, generates a permanent URL for the lead", "type": "boolean" }, "ids": { "description": "Perform lookup by multiple IDs (maximum 50)", "type": "string" }, "includeTotal": { "description": "Whether total count should be returned", "type": "boolean" }, "isProspect": { "description": "Allows to filter leads where the customer doesn't have a job, or there is no customer.\nPossible values are:\nnull (return all leads);\ntrue (return leads without customer/jobs);\nfalse (return leads with customer and job)", "type": "boolean" }, "modifiedBefore": { "description": "Format - date-time (as date-time in RFC3339). Return items modified before certain date/time (in UTC)", "format": "date-time", "type": "string" }, "modifiedOnOrAfter": { "description": "Format - date-time (as date-time in RFC3339). Return items modified on or after certain date/time (in UTC)", "format": "date-time", "type": "string" }, "page": { "description": "Format - int32. The logical number of page to return, starting from 1", "type": "integer" }, "pageSize": { "description": "Format - int32. How many records to return (50 by default)", "type": "integer" }, "sort": { "description": "Applies sorting by the specified field:\n\"?sort=+FieldName\" for ascending order,\n\"?sort=-FieldName\" for descending order.\n\nAvailable fields are: Id, ModifiedOn, CreatedOn.", "type": "string" }, "status": { "description": "Filters by status\nValues: [Open, Dismissed, Converted]", "type": "string" }, "tenant": { "description": "Format - int64. Tenant ID", "type": "integer" }, "withoutCustomer": { "description": "Allows to filter leads that don't have a customer or location record associated to it.\nPossible values are:\nnull (return all leads);\ntrue (return leads without customers or locations only);\nfalse (return leads with customers and locations only)", "type": "boolean" } }, "required": [ "tenant" ], "type": "object" }

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