# convert_lead_to_client

Promote a qualified lead to a full client record. If a client with the same email already exists, links to them instead of creating a duplicate. Marks the lead as converted.

Agent View of the PolicyLayer registry record for `convert_lead_to_client`. HTML page: https://policylayer.com/tools/app-businys-mcp-server/convert-lead-to-client

## Facts

- Tool: `convert_lead_to_client`
- Server: Businys (`@businys/mcp-server`) — https://policylayer.com/tools/app-businys-mcp-server.md
- Install: `npx -y @businys/mcp-server`
- Homepage: https://github.com/hiatys/businys-mcp
- Risk category: Write (Medium risk)
- Registry record: grade F, identity unverified
- Server rate-limited: no
- Parameters: 0
- Recommended policy verdict: Rate-limited

## Example call (MCP tools/call, JSON-RPC 2.0)

```json
{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "convert_lead_to_client",
    "arguments": {}
  }
}
```

## Why convert_lead_to_client is rated Medium

This tool creates new client records or modifies existing ones by linking leads to clients and updating lead status. These are reversible write operations typical of CRM systems. While it affects business-critical data (client records), it does not delete data irreversibly (would be Destructive) nor execute arbitrary code (would be Execute).

From the tool's own definition: "Tool description states it will 'Promote a qualified lead to a full client record' and 'Marks the lead as converted.' These are record creation/modification operations."

## Use case

AI agents use convert_lead_to_client to create or update resources in Businys, usually the action step of a workflow, after the agent has gathered context. Every call changes real data in your Businys environment.

## Recommended policy (PolicyLayer)

Verdict: **Rate-limited**. Enforced by the PolicyLayer MCP gateway (https://policylayer.com/mcp-gateway) before a call reaches Businys:

```json
{
  "version": "1",
  "default": "deny",
  "tools": {
    "convert_lead_to_client": {
      "limits": [
        {
          "counter": "convert_lead_to_client_rate",
          "window": "minute",
          "max": 30,
          "scope": "grant"
        }
      ]
    }
  }
}
```

## Other tools on Businys (247)

- `archive_contract` — Destructive — https://policylayer.com/tools/app-businys-mcp-server/archive-contract.md
- `archive_invoice` — Destructive — https://policylayer.com/tools/app-businys-mcp-server/archive-invoice.md
- `cancel_booking` — Destructive — https://policylayer.com/tools/app-businys-mcp-server/cancel-booking.md
- `cancel_invitation` — Destructive — https://policylayer.com/tools/app-businys-mcp-server/cancel-invitation.md
- `delete_account` — Destructive — https://policylayer.com/tools/app-businys-mcp-server/delete-account.md
- `delete_asset` — Destructive — https://policylayer.com/tools/app-businys-mcp-server/delete-asset.md
- `delete_automation` — Destructive — https://policylayer.com/tools/app-businys-mcp-server/delete-automation.md
- `delete_blackout` — Destructive — https://policylayer.com/tools/app-businys-mcp-server/delete-blackout.md
- `delete_exercise` — Destructive — https://policylayer.com/tools/app-businys-mcp-server/delete-exercise.md
- `delete_gear_item` — Destructive — https://policylayer.com/tools/app-businys-mcp-server/delete-gear-item.md
- `delete_goal` — Destructive — https://policylayer.com/tools/app-businys-mcp-server/delete-goal.md
- `delete_measurement` — Destructive — https://policylayer.com/tools/app-businys-mcp-server/delete-measurement.md
- `delete_personal_record` — Destructive — https://policylayer.com/tools/app-businys-mcp-server/delete-personal-record.md
- `delete_program` — Destructive — https://policylayer.com/tools/app-businys-mcp-server/delete-program.md
- `delete_sub_profile` — Destructive — https://policylayer.com/tools/app-businys-mcp-server/delete-sub-profile.md
- `delete_workout` — Destructive — https://policylayer.com/tools/app-businys-mcp-server/delete-workout.md
- `delete_workout_set` — Destructive — https://policylayer.com/tools/app-businys-mcp-server/delete-workout-set.md
- `remove_member` — Destructive — https://policylayer.com/tools/app-businys-mcp-server/remove-member.md
- `revoke_api_key` — Destructive — https://policylayer.com/tools/app-businys-mcp-server/revoke-api-key.md
- `revoke_portal_access` — Destructive — https://policylayer.com/tools/app-businys-mcp-server/revoke-portal-access.md
- `skip_nurture` — Destructive — https://policylayer.com/tools/app-businys-mcp-server/skip-nurture.md
- `create_automation` — Execute — https://policylayer.com/tools/app-businys-mcp-server/create-automation.md
- `switch_organization` — Execute — https://policylayer.com/tools/app-businys-mcp-server/switch-organization.md
- `cancel_recurring_billing` — Financial — https://policylayer.com/tools/app-businys-mcp-server/cancel-recurring-billing.md
- `create_credit_pack` — Financial — https://policylayer.com/tools/app-businys-mcp-server/create-credit-pack.md
- `create_deposit_invoice` — Financial — https://policylayer.com/tools/app-businys-mcp-server/create-deposit-invoice.md
- `create_recurring_billing` — Financial — https://policylayer.com/tools/app-businys-mcp-server/create-recurring-billing.md
- `deduct_credit` — Financial — https://policylayer.com/tools/app-businys-mcp-server/deduct-credit.md
- `forfeit_deposit` — Financial — https://policylayer.com/tools/app-businys-mcp-server/forfeit-deposit.md
- `pause_recurring_billing` — Financial — https://policylayer.com/tools/app-businys-mcp-server/pause-recurring-billing.md
- …and 217 more: https://policylayer.com/tools/app-businys-mcp-server.md

## For agents

This record is a snapshot. Live verdicts and the full registry:

- Check every server in your MCP config at once: `npx -y policylayer stack`
- Vet a server before you add it: install the mcp-precheck skill — `npx skills add https://policylayer.com` (skill text: https://policylayer.com/skill.md)
- Query the registry over MCP: endpoint `https://api.policylayer.com/mcp` — tools `check_mcp_server`, `check_mcp_stack`, `check_tool`, `search_registry`, `get_change_events`

---

Source: the PolicyLayer MCP registry — one continuously verified record per MCP server. Full record: https://policylayer.com/registry?q=app-businys-mcp-server · API: https://policylayer.com/registry/api · Policy library: https://policylayer.com/policies/app-businys-mcp-server