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add_lead

Add a new lead to the Leads CRM (crm_leads) — the table the Leads tab, triage, and outreach all use. Idempotent on (company, email) when an email is given. Provide at least an email OR a name. The lead appears on the Leads tab and is auto-triaged. Routing: CRM/sales → add a lead or prospect → use...

SERVERFreedom Mcp SOURCEhttps://twuluxmoognlwtmaoqgo.supabase.co/functions/v1/freedom-mcp
Medium RISK CLASS
Category Write
Parameters 91 required
Recommended Rate-limitedsee the rule below
Registry record Grade F, identity unverified Pull the record →

This record as markdown: /tools/com-getfreedomos-freedom-mcp/add-lead.md

What add_lead does on Freedom Mcp

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

ParameterTypeRequiredDescription
name string Full name. Provide email or name.
tags array Tags for filtering (optional)
email string Lead email (unique within company). Provide email or name.
notes string Initial notes about the lead (optional)
phone string Phone number (optional)
title string Job title (optional)
source string Where the lead came from (e.g. "linkedin", "referral", "website"). Defaults to "manual".
companyId string Yes FreedomOS company id to act within (you must be a member). Required for company-scoped tools.
company_name string Company they work for (optional)

Parameters from the server's own tool schema.

Why add_lead is rated Medium

This tool creates new data (lead records) in a CRM system, which is reversible (leads can be deleted or modified). It does not execute arbitrary operations, delete data irreversibly, move money, or trigger external commands. The write-tier approval requirement and idempotency clause reinforce that this is a controlled data-creation operation.

From the tool's definition Tool description states 'Add a new lead to the Leads CRM (crm_leads)' and 'The lead appears on the Leads tab and is auto-triaged.' The routing note confirms 'add a lead or prospect → use this'. Creates new records in a business database.

Questions about add_lead

What does the add_lead tool do? +

Add a new lead to the Leads CRM (crm_leads) — the table the Leads tab, triage, and outreach all use. Idempotent on (company, email) when an email is given. Provide at least an email OR a name. The lead appears on the Leads tab and is auto-triaged. Routing: CRM/sales → add a lead or prospect → use this [write-tier — first use may require a manager's approval; a from-now-on approval makes future calls seamless, a just-once approval re-asks next time.]. It is categorised as a Write tool in the Freedom Mcp MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.

What parameters does add_lead accept? +

add_lead accepts 9 parameters: name, tags, email, notes, phone, title, source, companyId, company_name. Required: companyId. The full parameter table on this page comes from the server's own tool schema.

How do I enforce a policy on add_lead? +

Register the Freedom MCP server in PolicyLayer and add a rule for add_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 Freedom Mcp. Nothing to install.

What risk level is add_lead? +

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

Can I rate-limit add_lead? +

Yes. Add a rate_limit block to the add_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 add_lead completely? +

Set action: deny in the PolicyLayer policy for add_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 add_lead? +

add_lead is provided by the Freedom MCP server (https://twuluxmoognlwtmaoqgo.supabase.co/functions/v1/freedom-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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