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NerdSnipe-Inc

Lofty MCP Server

Official

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
LOFTY_API_KEYYesYour Lofty Bearer token (OAuth2 access token or API key)
LOFTY_SAFE_MODENoSet to 'false' to enable delete/destructive toolstrue

Capabilities

Features and capabilities supported by this server

CapabilityDetails
tools
{}

Tools

Functions exposed to the LLM to take actions

NameDescription
listLeadsC

List leads with optional filters. Returns a paginated list.

getLeadB

Get a single lead by ID.

createLeadD

Create a new lead.

updateLeadC

Update an existing lead by ID.

assignLeadC

Assign a lead to a user.

updateLeadInquiryB

Update a lead's property inquiry preferences.

updateLeadPropertyC

Update a lead's current property information.

logLeadActivityC

Log an activity event against a lead.

getLeadActivitiesV1C

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

getLeadActivitiesV2B

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

getAssigneeInfoB

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

listNotesC

List notes for a lead.

getNoteB

Get a single note by ID.

createNoteA

Create a note on a lead.

updateNoteB

Update an existing note by ID.

listTasksV1C

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

getTaskV1B

Get a single task by ID (v1 API).

createTaskV1C

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

updateTaskV1C

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

listAppointmentsB

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

listTasksV2B

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

getTaskV2B

Get a single task by ID (v2 API).

createTaskV2B

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

updateTaskV2C

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

finishTaskV2C

Mark a task as finished (v2 API).

unfinishTaskV2A

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

listMyTasksV2A

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

queryCalendarsB

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

createCalendarA

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

updateCalendarA

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

finishCalendarB

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

unfinishCalendarA

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

getAvailableMeetingsC

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

listCallsC

List call records for a lead.

getCallRecordA

Get a single call record by call ID.

getCallRecordUrlB

Get the recording URL for a call by call ID.

listCallHistoryC

List call communication history for a lead.

listCallHistoryV2C

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

listEmailHistoryB

List email communication history for a lead.

listTextHistoryB

List SMS/text communication history for a lead.

searchCommunicationsByAgentC

Search communications by agent with optional filters.

sendSmsC

Send an SMS message to a lead.

sendEmailB

Send an email message to a lead.

getCallByCommIdA

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

getEmailByCommIdB

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

getTextByCommIdA

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

listWebhooksA

List all webhook subscriptions for the account.

createWebhookB

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.

getCurrentSalesAgentB

Get the current authenticated sales agent profile.

getSalesAgentByLeadB

Get the sales agent assigned to a specific lead.

getSalesAgentQuotaB

Get the current sales agent quota.

getSalesAgentSettingsB

Get sales agent settings.

saveSalesAgentSettingsC

Save/update sales agent settings.

getWorkingLeadsC

List working leads for the current sales agent.

addWorkingLeadsC

Add leads to the working leads list.

checkWorkingLeadA

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

muteLeadC

Mute or unmute a working lead.

getMuteStatusB

Get the mute status for a lead.

sendSmsViaAiNumberB

Send an SMS to the agent via the AI number.

batchCreatePlanTasksB

Batch create plan tasks for a lead.

getPlanTasksByLeadC

Get plan tasks for a specific lead.

generateCallScriptC

Generate an AI call script for a lead.

getCallSummaryB

Get AI call summary for a lead.

generateCallSummaryC

Generate an AI call summary for a call.

listLeadAnalysisC

List AI lead analysis entries for a lead.

createLeadAnalysisB

Create an AI lead analysis for a lead.

generatePrepareInsightC

Generate AI prepare insight for a lead.

sendOpportunityNotificationC

Send an opportunity notification to an agent.

sendAppPushTaskReminderC

Send an app push task reminder notification.

sendSystemSmsToAgentC

Send a system SMS message to an agent.

sendSystemEmailToAgentC

Send a system email message to an agent.

listLeadTransactionsB

List all transactions for a lead.

addTransactionC

Add a new transaction to a lead.

getTransactionB

Get a specific transaction for a lead.

updateTransactionB

Update an existing transaction for a lead.

getTransactionPropertyAddressB

Get the property address for a specific transaction.

updateTransactionPropertyAddressC

Update the property address for a transaction.

getTransactionCustomFieldsB

Get the list of custom fields defined for transactions.

searchTransactionsV2C

Search transactions with optional filters (v2 endpoint).

updateBrokermintTransactionB

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

getMeA

Get the current authenticated user profile.

listMembersA

List all members in the team.

getMemberByAccountA

Get a member by their account (email address).

getMemberByIdB

Get a member/user by their numeric user ID.

listTagsA

List all tags defined for the team.

listCustomFieldsB

List all custom fields defined for the team.

addCustomFieldC

Add or update a custom field value.

listPipelinesA

List all lead pipelines for the team.

listLeadPondsA

List all lead ponds for the team.

getLeadPondA

Get a specific lead pond by ID.

listRoutingRulesB

List routing rules for a business type.

updateRoutingRuleC

Update a routing rule for a business type.

getSupplementRuleB

Get supplement routing rule for a business type.

updateSupplementRuleC

Update supplement routing rule for a business type.

listRoutingRolesC

List all routing roles.

listAssignMembersC

List assign members for a business type.

listManualLogTypesA

List all manual log types.

createManualLogTypeB

Create a new manual log type.

getManualLogTypeA

Get a manual log type by ID.

getOrgInfoC

Get organization info.

Prompts

Interactive templates invoked by user choice

NameDescription

No prompts

Resources

Contextual data attached and managed by the client

NameDescription

No resources

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