qualify_lead

Qualify a sales lead and determine urgency tier (hot/warm/nurture). Returns a score, recommended actions, and routing decision.

Server Merlin Energy ugobe007/merlin-mcp-agent
Category Read
Risk class Low
Parameters 00 required

What qualify_lead does on Merlin Energy

AI agents call qualify_lead to retrieve information from Merlin Energy without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.

Why qualify_lead needs a policy

The tool analyzes input data about a sales lead and returns scoring/classification results. It reads and evaluates information to produce recommendations but does not appear to write, modify, or commit any external data. The output is informational (score, actions, routing decision), making this primarily a Read/analysis operation. Severity is low as misuse would at worst result in incorrect lead prioritization.

From the tool's definition Qualify a sales lead and determine urgency tier (hot/warm/nurture). Returns a score, recommended actions, and routing decision.

Questions about qualify_lead

What does the qualify_lead tool do? +

Qualify a sales lead and determine urgency tier (hot/warm/nurture). Returns a score, recommended actions, and routing decision. It is categorised as a Read tool in the Merlin Energy MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on qualify_lead? +

Register the Merlin Energy MCP server in PolicyLayer and add a rule for qualify_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 Merlin Energy. Nothing to install.

What risk level is qualify_lead? +

qualify_lead is a Read tool with low risk. Read-only tools are generally safe to allow by default.

Can I rate-limit qualify_lead? +

Yes. Add a rate_limit block to the qualify_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 qualify_lead completely? +

Set action: deny in the PolicyLayer policy for qualify_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 qualify_lead? +

qualify_lead is provided by the Merlin Energy MCP server (ugobe007/merlin-mcp-agent). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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