# servicetitan_convert_lead

Mark lead as converted to customer

Agent View of the PolicyLayer registry record for `servicetitan_convert_lead`. HTML page: https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete/servicetitan-convert-lead

## Facts

- Tool: `servicetitan_convert_lead`
- Server: ServiceTitan MCP Server (`busybee3333/servicetitan-mcp-2026-complete`) — https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete.md
- Homepage: https://github.com/BusyBee3333/servicetitan-mcp-2026-complete
- 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": "servicetitan_convert_lead",
    "arguments": {}
  }
}
```

## 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 own 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."

## Use case

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.

## Recommended policy (PolicyLayer)

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

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

## Other tools on ServiceTitan MCP Server (107)

- `servicetitan_cancel_appointment` — Destructive — https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete/servicetitan-cancel-appointment.md
- `servicetitan_cancel_job` — Destructive — https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete/servicetitan-cancel-job.md
- `servicetitan_cancel_membership` — Destructive — https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete/servicetitan-cancel-membership.md
- `servicetitan_deactivate_customer` — Destructive — https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete/servicetitan-deactivate-customer.md
- `servicetitan_deactivate_equipment` — Destructive — https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete/servicetitan-deactivate-equipment.md
- `servicetitan_deactivate_inventory_item` — Destructive — https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete/servicetitan-deactivate-inventory-item.md
- `servicetitan_deactivate_location` — Destructive — https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete/servicetitan-deactivate-location.md
- `servicetitan_remove_customer_tag` — Destructive — https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete/servicetitan-remove-customer-tag.md
- `servicetitan_void_invoice` — Destructive — https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete/servicetitan-void-invoice.md
- `servicetitan_create_payment` — Financial — https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete/servicetitan-create-payment.md
- `servicetitan_deactivate_technician` — Read — https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete/servicetitan-deactivate-technician.md
- `servicetitan_export_payroll` — Read — https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete/servicetitan-export-payroll.md
- `servicetitan_get_appointment` — Read — https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete/servicetitan-get-appointment.md
- `servicetitan_get_ar_aging_report` — Read — https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete/servicetitan-get-ar-aging-report.md
- `servicetitan_get_campaign` — Read — https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete/servicetitan-get-campaign.md
- `servicetitan_get_customer` — Read — https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete/servicetitan-get-customer.md
- `servicetitan_get_customer_acquisition_report` — Read — https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete/servicetitan-get-customer-acquisition-report.md
- `servicetitan_get_customer_balance` — Read — https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete/servicetitan-get-customer-balance.md
- `servicetitan_get_dispatch_board` — Read — https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete/servicetitan-get-dispatch-board.md
- `servicetitan_get_dispatch_metrics` — Read — https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete/servicetitan-get-dispatch-metrics.md
- `servicetitan_get_equipment` — Read — https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete/servicetitan-get-equipment.md
- `servicetitan_get_equipment_history` — Read — https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete/servicetitan-get-equipment-history.md
- `servicetitan_get_estimate` — Read — https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete/servicetitan-get-estimate.md
- `servicetitan_get_estimate_items` — Read — https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete/servicetitan-get-estimate-items.md
- `servicetitan_get_inventory_item` — Read — https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete/servicetitan-get-inventory-item.md
- `servicetitan_get_inventory_levels` — Read — https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete/servicetitan-get-inventory-levels.md
- `servicetitan_get_invoice` — Read — https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete/servicetitan-get-invoice.md
- `servicetitan_get_invoice_items` — Read — https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete/servicetitan-get-invoice-items.md
- `servicetitan_get_job` — Read — https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete/servicetitan-get-job.md
- `servicetitan_get_job_costing_report` — Read — https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete/servicetitan-get-job-costing-report.md
- …and 77 more: https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete.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=busybee3333-servicetitan-mcp-2026-complete · API: https://policylayer.com/registry/api · Policy library: https://policylayer.com/policies/busybee3333-servicetitan-mcp-2026-complete