Lead Routing MCP Server
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| LEAD_ROUTING_DUCKDB | No | Path to the DuckDB warehouse file. Default: warehouse/lead_routing.duckdb. | warehouse/lead_routing.duckdb |
| LEAD_ROUTING_LEDGER | No | Path to the SQLite workflow ledger file. Default: warehouse/ledger.sqlite. | warehouse/ledger.sqlite |
| LEAD_ROUTING_FAKE_CRM | No | Path to the fake CRM SQLite file. Default: warehouse/fake_crm.sqlite. | warehouse/fake_crm.sqlite |
| LEAD_ROUTING_POLICY_VERSION | No | Version identifier for the routing policy. Default: v1. | v1 |
| LEAD_ROUTING_ENTERPRISE_THRESHOLD | No | Employee-count threshold used by the enterprise routing rule. Default: 200. | 200 |
Instructions
Guidance the server publishes about itself, which clients place ahead of the tool catalog so the model reads it before choosing anything.
This server publishes no instructions, or was last inspected before Glama recorded them.
Capabilities
Features and capabilities supported by this server
Protocol revision2025-11-25
| Capability | Details |
|---|---|
| tools | {
"listChanged": false
} |
| prompts | {
"listChanged": false
} |
| resources | {
"subscribe": false,
"listChanged": false
} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| list_leads_for_routingB | List up to |
| get_lead_contextB | Return the normalized lead plus account, open opportunities, territory and source timestamps. Read-only. |
| preview_routeB | Run the deterministic routing policy for one lead and return the decision. Does not write anywhere. |
| preview_route_with_country_hintA | Preview a route for a lead whose country is missing, using a country you inferred from its notes.
|
| get_routing_caseA | Return a workflow case (status, decision, attempts, errors, audit events) by case ID, or all cases for a lead ID. |
| explain_routing_policyA | Return the ordered routing rules, the policy version and the enterprise threshold. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
TDQS
Scored across 6 tools
The two preview tools overlap in purpose, but the country-hint variant is clearly scoped to missing-country leads with validation and human review. The remaining tools target distinct read operations: cases, policy, lead lists, and lead context.
All tool names use consistent snake_case with predictable verb-led phrasing such as preview_route, get_routing_case, explain_routing_policy, and list_leads_for_routing. The one longer variant, preview_route_with_country_hint, still follows the same convention.
Six tools is well-scoped for a focused lead-routing server. Each tool supports a distinct part of the read/preview/explain workflow without excessive surface area.
The server covers previewing decisions, inspecting cases, explaining policy, listing leads, and fetching lead context. However, it lacks any write or execution operation for actually routing a lead or creating/updating workflow cases, which is a notable gap for a routing system.