route_lead

Instructions

Implementation Reference

• index.js:37-124 (registration)

  The tool 'route_lead' is registered via server.tool() on line 37 with name 'route_lead' and description.

  server.tool(
    "route_lead",
    "Route a lead through a ChiliPiper Concierge router. Submits lead/form data and returns a booking calendar URL.",
    {
      email: z.string().describe("Lead's email address (required)"),
      router: z.string().describe("Router name/slug to route through"),
      first_name: z.string().optional().describe("Lead's first name"),
      last_name: z.string().optional().describe("Lead's last name"),
      company: z.string().optional().describe("Lead's company name"),
      phone: z.string().optional().describe("Lead's phone number"),
      title: z.string().optional().describe("Lead's job title"),
      redirect_url: z
        .string()
        .optional()
        .describe("URL to redirect after booking"),
      locale: z.string().optional().describe("Language locale (e.g. en-US)"),
      account_id: z
        .string()
        .optional()
        .describe("Salesforce Account ID to associate"),
      meeting_type_id: z
        .string()
        .optional()
        .describe("Force a specific meeting type by UUID"),
      extra_fields: z
        .record(z.string())
        .optional()
        .describe("Additional form fields as key-value pairs"),
    },
    async ({
      email,
      router,
      first_name,
      last_name,
      company,
      phone,
      title,
      redirect_url,
      locale,
      account_id,
      meeting_type_id,
      extra_fields,
    }) => {
      if (!DOMAIN) {
        return {
          content: [
            {
              type: "text",
              text: "Error: CHILIPIPER_DOMAIN environment variable is not set.",
            },
          ],
        };
      }
  
      const form = {
        PersonEmail: email,
        ...(first_name && { FirstName: first_name }),
        ...(last_name && { LastName: last_name }),
        ...(company && { Company: company }),
        ...(phone && { Phone: phone }),
        ...(title && { Title: title }),
        ...(extra_fields || {}),
      };
  
      const options = {
        router,
        ...(redirect_url && { dynamicRedirectLink: redirect_url }),
        ...(locale && { locale }),
        ...(account_id && { accountId: account_id }),
        ...(meeting_type_id && { meetingTypeId: meeting_type_id }),
        trigger: "ThirdPartyForm",
      };
  
      try {
        const result = await cpFetch(`${BASE_URL}/marketing/${DOMAIN}`, {
          method: "POST",
          body: JSON.stringify({ form, options }),
        });
        return {
          content: [{ type: "text", text: JSON.stringify(result, null, 2) }],
        };
      } catch (err) {
        return {
          content: [{ type: "text", text: `Error: ${err.message}` }],
        };
      }
    }
  );

• index.js:40-65 (schema)

  Zod schema definitions for all input parameters of the route_lead tool (email, router, first_name, last_name, company, phone, title, redirect_url, locale, account_id, meeting_type_id, extra_fields).

  {
    email: z.string().describe("Lead's email address (required)"),
    router: z.string().describe("Router name/slug to route through"),
    first_name: z.string().optional().describe("Lead's first name"),
    last_name: z.string().optional().describe("Lead's last name"),
    company: z.string().optional().describe("Lead's company name"),
    phone: z.string().optional().describe("Lead's phone number"),
    title: z.string().optional().describe("Lead's job title"),
    redirect_url: z
      .string()
      .optional()
      .describe("URL to redirect after booking"),
    locale: z.string().optional().describe("Language locale (e.g. en-US)"),
    account_id: z
      .string()
      .optional()
      .describe("Salesforce Account ID to associate"),
    meeting_type_id: z
      .string()
      .optional()
      .describe("Force a specific meeting type by UUID"),
    extra_fields: z
      .record(z.string())
      .optional()
      .describe("Additional form fields as key-value pairs"),
  },

• index.js:66-123 (handler)

  The async handler function that executes the route_lead tool logic: builds form/options payload, calls cpFetch POST to the ChiliPiper marketing API endpoint, and returns the result.

  async ({
    email,
    router,
    first_name,
    last_name,
    company,
    phone,
    title,
    redirect_url,
    locale,
    account_id,
    meeting_type_id,
    extra_fields,
  }) => {
    if (!DOMAIN) {
      return {
        content: [
          {
            type: "text",
            text: "Error: CHILIPIPER_DOMAIN environment variable is not set.",
          },
        ],
      };
    }
  
    const form = {
      PersonEmail: email,
      ...(first_name && { FirstName: first_name }),
      ...(last_name && { LastName: last_name }),
      ...(company && { Company: company }),
      ...(phone && { Phone: phone }),
      ...(title && { Title: title }),
      ...(extra_fields || {}),
    };
  
    const options = {
      router,
      ...(redirect_url && { dynamicRedirectLink: redirect_url }),
      ...(locale && { locale }),
      ...(account_id && { accountId: account_id }),
      ...(meeting_type_id && { meetingTypeId: meeting_type_id }),
      trigger: "ThirdPartyForm",
    };
  
    try {
      const result = await cpFetch(`${BASE_URL}/marketing/${DOMAIN}`, {
        method: "POST",
        body: JSON.stringify({ form, options }),
      });
      return {
        content: [{ type: "text", text: JSON.stringify(result, null, 2) }],
      };
    } catch (err) {
      return {
        content: [{ type: "text", text: `Error: ${err.message}` }],
      };
    }
  }

• index.js:13-29 (helper)

  The cpFetch helper utility used by the route_lead handler to make authenticated HTTP requests to the ChiliPiper API.

  async function cpFetch(url, options = {}) {
    const headers = {
      "Content-Type": "application/json",
      ...(API_KEY ? { "x-api-token": API_KEY } : {}),
      ...options.headers,
    };
    const res = await fetch(url, { ...options, headers });
    const text = await res.text();
    if (!res.ok) {
      throw new Error(`ChiliPiper API ${res.status}: ${text}`);
    }
    try {
      return JSON.parse(text);
    } catch {
      return text;
    }
  }