List leads with optional filters. Returns a paginated list.

Get a single lead by ID.

Create a new lead.

Update an existing lead by ID.

Assign a lead to a user.

Update a lead's property inquiry preferences.

Update a lead's current property information.

Log an activity event against a lead.

Get activity history for a lead (v1, page-based).

Get activity history for a lead (v2, cursor/offset-based with timezone support).

Look up the assignee agent for a lead by phone, email, or external ID.

List notes for a lead.

Get a single note by ID.

Create a note on a lead.

Update an existing note by ID.

List tasks for a lead (v1 API). Requires leadId.

Get a single task by ID (v1 API).

Create a task (v1 API). Type: Other | Call | Email | Text. AssignedRole: Agent | Assistant.

Update a task by ID (v1 API). Type: Other | Call | Email | Text. AssignedRole: Agent | Assistant.

List appointments for a lead (v1 API). Requires leadId.

List tasks for a lead (v2 API). Requires leadId.

Get a single task by ID (v2 API).

Create a task or appointment (v2 API). Type: Other | Call | Email | Text | Appointment. For Appointment type, provide address.

Update a task by ID (v2 API). Updatable fields: content, startAt, endAt, timeZoneCode, address.

Mark a task as finished (v2 API).

Mark a finished task as unfinished / reopen it (v2 API).

List tasks assigned to the authenticated user (v2 API). No required params.

Query calendar items for a lead (v2 API). Requires leadId.

Create a calendar item (v2 API). type: TASK | APPOINTMENT. For TASK provide taskWay and assignedRole; for APPOINTMENT provide address.

Update a calendar item by ID (v2 API). Calendar IDs are composite strings like "563172-task" or "563172-appointment".

Mark a calendar item as finished (v2 API). Calendar IDs are composite strings like "563172-task" or "563172-appointment".

Reopen a finished calendar item (v2 API). Calendar IDs are composite strings like "563172-task" or "563172-appointment".

Get available meeting slots for a lead (v2 API). Requires leadId.

List call records for a lead.

Get a single call record by call ID.

Get the recording URL for a call by call ID.

List call communication history for a lead.

List call communication history for a lead (v2 endpoint).

List email communication history for a lead.

List SMS/text communication history for a lead.

Search communications by agent with optional filters.

Send an SMS message to a lead.

Send an email message to a lead.

Get a call communication record by its communication ID (v2).

Get an email communication record by its communication ID (v2).

Get a text/SMS communication record by its communication ID (v2).

List all webhook subscriptions for the account.

Subscribe to a Lofty webhook event. Event types (listId): 1=Agent Info, 2=Lead Info, 3=Lead Activity, 4=Listing Alert, 5=Transaction, 6=Call, 7=Email, 8=Text, 9=Note, 10=Task, 11=Appointment, 12=Pipeline Change. callbackUrl must be HTTPS.

Get the current authenticated sales agent profile.

Get the sales agent assigned to a specific lead.

Get the current sales agent quota.

Get sales agent settings.

Save/update sales agent settings.

List working leads for the current sales agent.

Add leads to the working leads list.

Check if a specific lead is in the working leads list.

Mute or unmute a working lead.

Get the mute status for a lead.

Send an SMS to the agent via the AI number.

Batch create plan tasks for a lead.

Get plan tasks for a specific lead.

Generate an AI call script for a lead.

Get AI call summary for a lead.

Generate an AI call summary for a call.

List AI lead analysis entries for a lead.

Create an AI lead analysis for a lead.

Generate AI prepare insight for a lead.

Send an opportunity notification to an agent.

Send an app push task reminder notification.

Send a system SMS message to an agent.

Send a system email message to an agent.

List all transactions for a lead.

Add a new transaction to a lead.

Get a specific transaction for a lead.

Update an existing transaction for a lead.

Get the property address for a specific transaction.

Update the property address for a transaction.

Get the list of custom fields defined for transactions.

Search transactions with optional filters (v2 endpoint).

Update a Brokermint transaction (callback format — body passed through as-is).

Get the current authenticated user profile.

List all members in the team.

Get a member by their account (email address).

Get a member/user by their numeric user ID.

List all tags defined for the team.

List all custom fields defined for the team.

Add or update a custom field value.

List all lead pipelines for the team.

List all lead ponds for the team.

Get a specific lead pond by ID.

List routing rules for a business type.

Update a routing rule for a business type.

Get supplement routing rule for a business type.

Update supplement routing rule for a business type.

List all routing roles.

List assign members for a business type.

List all manual log types.

Create a new manual log type.

Get a manual log type by ID.

Get organization info.