get_lead
Read-only
Retrieve a lead by ID to review follow-up status, assignee, tags, respondent info, and next booking. Optionally add submission history, internal comments, or activity timeline.
Instructions
View one lead of the current team by leadId: follow-up status, assignee, colour tags, the respondent block, and the next upcoming booking. Optionally include the respondent's submission history (which quizzes they took, with score / level), the team's internal follow-up comments, and the change timeline (status / assignee / tag changes plus submissions). Reference a lead by its leadId and a respondent by examineeId, never by a masked email.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| leadId | Yes | The lead id (the leadId returned by list_leads) | |
| includeRecords | No | Include the respondent's submission history (default true) | |
| includeComments | No | Include the internal follow-up comments written by team members (default false) | |
| includeActivities | No | Include the change timeline: status / assignee / tag changes and submissions (default false) |
Output Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| tags | No | Colour tag codes on this lead | |
| leadId | No | Lead id — address a lead by this, never by a masked email | |
| status | No | Follow-up status code (team-defined, see list_lead_settings) | |
| records | No | Submission history as { totalDocs, items } (unless includeRecords was false) | |
| assignee | No | The member handling this lead as { id, email, username }, or null | |
| comments | No | Internal follow-up notes written by team members (only when includeComments) | |
| createdAt | No | ISO datetime the lead was created | |
| firstForm | No | The quiz that first captured this lead as { id, title } | |
| activities | No | Change timeline as { totalDocs, items } (only when includeActivities) | |
| respondent | No | The respondent { id, examineeId, email, name, customData, ... }, PII masked | |
| nextBooking | No | The next active booking of this respondent, or null | |
| recordCount | No | How many times this respondent submitted | |
| lastRecordAt | No | ISO datetime of the most recent submission | |
| firstRecordAt | No | ISO datetime of the first submission |