servicetitan_convert_lead

Mark lead as converted to customer

SERVERServiceTitan MCP Server SOURCEbusybee3333/servicetitan-mcp-2026-complete

Medium RISK CLASS

Category Write

Parameters 00 required

Recommended Rate-limitedsee the rule below

Registry record Grade F, identity unverified Pull the record →

This record as markdown: /tools/busybee3333-servicetitan-mcp-2026-complete/servicetitan-convert-lead.md

WHAT IT DOES

What servicetitan_convert_lead does on ServiceTitan MCP Server

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

RISK

Why servicetitan_convert_lead is rated Medium

This tool modifies a lead record by changing its status to 'converted to customer', which is a data mutation. It does not delete data (would be Destructive), execute arbitrary code (would be Execute), move money (would be Financial), or merely retrieve data (would be Read). While conversion may have downstream effects, the tool itself performs a reversible write operation.

From the tool's definition Tool name 'convert_lead' and description 'Mark lead as converted to customer' indicate a state change operation that creates or modifies data (converts a lead record to customer status) in a reversible manner.

Attacks that exploit this kind of access

RECOMMENDED RULE

The rule that runs servicetitan_convert_lead safely

PolicyLayer is an MCP gateway: it sits between your AI agents and ServiceTitan MCP Server, and checks every tool call against a rule you set before the call runs. Nothing changes on the server itself. For servicetitan_convert_lead, this is the rule to start with:

servicetitan_convert_lead Rate-limited

servicetitan_convert_lead stays usable, but capped: an agent stuck in a loop can't make hundreds of changes a minute. Everything else on the server is denied unless you say otherwise.

View as policy code

policy.json

{
  "version": "1",
  "default": "deny",
  "tools": {
    "servicetitan_convert_lead": {
      "limits": [
        {
          "counter": "servicetitan_convert_lead_rate",
          "window": "minute",
          "max": 30,
          "scope": "grant"
        }
      ]
    }
  }
}

LIMIT THIS TOOL → Instant setup, no code required.

The button opens the PolicyLayer dashboard: create your workspace, connect ServiceTitan MCP Server, apply this rule, and every servicetitan_convert_lead call is checked against it from then on.

FAQ

Questions about servicetitan_convert_lead

What does the servicetitan_convert_lead tool do? +

Mark lead as converted to customer. It is categorised as a Write tool in the ServiceTitan MCP Server MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.

How do I enforce a policy on servicetitan_convert_lead? +

Register the ServiceTitan MCP Server MCP server in PolicyLayer and add a rule for servicetitan_convert_lead: allow, deny, rate-limit, or require approval. Point your MCP client at the PolicyLayer proxy URL and the rule is enforced on every call, before it reaches ServiceTitan MCP Server. Nothing to install.

What risk level is servicetitan_convert_lead? +

servicetitan_convert_lead is a Write tool with medium risk. Write tools should be rate-limited to prevent accidental bulk modifications.

Can I rate-limit servicetitan_convert_lead? +

Yes. Add a rate_limit block to the servicetitan_convert_lead rule in your PolicyLayer policy. For example, setting max: 10 and window: 60 limits the tool to 10 calls per minute. Rate limits are tracked per agent session and reset automatically.

How do I block servicetitan_convert_lead completely? +

Set action: deny in the PolicyLayer policy for servicetitan_convert_lead. The AI agent will receive a policy violation error and cannot call the tool. You can also include a reason field to explain why the tool is blocked.

What MCP server provides servicetitan_convert_lead? +

servicetitan_convert_lead is provided by the ServiceTitan MCP Server MCP server (busybee3333/servicetitan-mcp-2026-complete). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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