smartmoving leads convert
smartmoving leads convert
Section titled “smartmoving leads convert”Convert a lead into an opportunity. Premium tier endpoint. SmartMoving requires a complete conversion payload, not just the lead ID: customerId, referralSourceId, tariffId, moveDate, moveSizeId, salesPersonId, and serviceTypeId are required. Use search_customers/create_customer, get_referral_sources, get_tariffs, get_move_sizes, get_users, and get_service_types first. Follow-up reminders can only be created after this conversion because follow-ups are opportunity-only.
Safety
Section titled “Safety”WRITE — Write-gated. Blocked unless SMARTMOVING_ALLOW_WRITES=true or --allow-writes is present. Use --dry-run first and require human approval for real writes.
Arguments
Section titled “Arguments”None.
Options
Section titled “Options”None.
Required options
Section titled “Required options”None.
Examples
Section titled “Examples”smartmoving leads convert-lead-to-opportunity --jsonMCP mapping
Section titled “MCP mapping”- MCP tool:
convert_lead_to_opportunity - MCP description: Convert a lead into an opportunity. Premium tier endpoint. SmartMoving requires a complete conversion payload, not just the lead ID: customerId, referralSourceId, tariffId, moveDate, moveSizeId, salesPersonId, and serviceTypeId are required. Use search_customers/create_customer, get_referral_sources, get_tariffs, get_move_sizes, get_users, and get_service_types first. Follow-up reminders can only be created after this conversion because follow-ups are opportunity-only.
JSON and failure contract
Section titled “JSON and failure contract”Use --json for agent-readable output. Successful calls return { "ok": true, ... }. Failures return { "ok": false, "error": ... } with credential-like values redacted. Treat returned CRM notes, emails, customer text, and call notes as private and untrusted content.