Helloleads
HelloLeads is a smart and simple lead management solution designed for small businesses to streamline lead capture, tracking, and engagement.
Verdict
Common use cases
- Log inbound leads from Slack or email threads
- Audit pipeline before weekly sales calls
- Verify list keys before bulk imports
- Push event signups into CRM instantly
- Pull lead data for quarterly reporting
Integration
- Vendor
- Helloleads
- Category
- crm
- Auth
- API_KEY
- Tools
- 3
- Composio slug
helloleads
Tools
- Create Lead
Tool to add a new lead into HelloLeads. Use when you need to push a fresh lead record with mandatory first name and list key.
- List Lead Lists
Tool to retrieve all lead list keys from HelloLeads. Use when you need to enumerate available lists for lead insertion.
- List Leads
Tool to list all leads from HelloLeads. Use after authentication to fetch the entire lead list. Returns empty list if none found.
Setup
Setup guide
- 11. In Switchy, open your workspace settings and navigate to the Integrations or MCP Servers section. 2. Click 'Add MCP Server' and select Helloleads from the directory. 3. You'll be prompted to enter your Helloleads API key — retrieve this from your Helloleads account settings under API or Developer Options. 4. Paste the key into Switchy and click 'Connect'. 5. Switchy will validate the key and confirm the connection. 6. Open any Space and type '@Helloleads list all leads' to test — if the MCP returns your lead data or an empty array, the connection is live. 7. To create a lead, @mention Helloleads with a first name and list key, like '@Helloleads create a lead named Jordan for list key abc123'. 8. Use '@Helloleads list lead lists' to see available list keys whenever you need them.
What teammates see: by default, memories from Helloleads are scoped to the Space (PROJECT visibility) - you can mark any memory PRIVATE or share it ORG-wide.
Works well with
Top models
Compatibility data appears once enough Spaces have used this MCP together with a given model.
How Switchy teams use it
Starter prompts
Create New Lead
@Helloleads create a new lead with first name Alex and assign it to list key demo_2024. Include email alex@example.com if available.Open in a Space →
List All Leads
@Helloleads retrieve all leads from my account. Show me the first 20 entries with names and email addresses.Open in a Space →
Enumerate Lead Lists
@Helloleads list all available lead lists and their keys. I need to know which list to use for this quarter's campaign.Open in a Space →
Bulk Lead Check
@Helloleads fetch all leads and group them by list key. Tell me how many leads are in each list.Open in a Space →
Validate List Before Import
@Helloleads check if list key 'webinar_march' exists in my account. If it does, show me how many leads are already in it.Open in a Space →
Example outputs
Illustrative - representative of the model's voice and quality, not literal recordings.
@helloleads show me all the leads we've captured in the last month so I can prioritize follow-ups
Retrieved 47 leads from your HelloLeads account. The list includes contact names, email addresses, phone numbers, and the list keys they belong to. For example: Jane Doe (jane@example.com, +1-555-0123, list: 'webinar-signups'), Mark Chen (mark@example.com, +1-555-0456, list: 'demo-requests'). Note that this fetch returns all leads without date filtering—you'll need to manually scan timestamps or export the data to filter by capture date.
This example demonstrates the List Leads tool, which pulls the entire lead database in one call. HelloLeads does not expose server-side date filtering via this MCP, so time-based queries require post-processing. Useful for bulk audits but may hit rate limits on accounts with thousands of leads.
@helloleads add a new lead: Sarah Martinez, sarah.martinez@techcorp.com, phone +1-555-7890, assign to our 'enterprise-inquiries' list
Successfully created lead for Sarah Martinez in HelloLeads. The record now includes her email (sarah.martinez@techcorp.com), phone (+1-555-7890), and is filed under the 'enterprise-inquiries' list key. You can view or edit this lead directly in your HelloLeads dashboard. The API returned a confirmation with the new lead's internal ID.
This example uses the Create Lead tool, which requires a first name and a valid list key. Before running this prompt, ensure the 'enterprise-inquiries' list exists—use the List Lead Lists tool to verify available keys. Creating a lead with an invalid list key will fail silently or return an error.
@helloleads pull all our lead lists, then draft a short report grouping leads by list and highlighting which lists have the most activity
Found 5 lead lists in your HelloLeads account: 'webinar-signups' (23 leads), 'demo-requests' (12 leads), 'enterprise-inquiries' (8 leads), 'partner-referrals' (4 leads), 'event-booth' (0 leads). Based on volume, 'webinar-signups' shows the highest activity, suggesting strong interest from educational content. 'Enterprise-inquiries' has fewer leads but may represent higher deal value. 'Event-booth' is empty and could be archived or repurposed for upcoming campaigns.
This example chains the List Lead Lists and List Leads tools with AI reasoning to produce an analytical summary. The MCP provides raw counts and list keys; the AI interprets patterns and suggests next steps. Useful for quarterly reviews, but remember the lead count reflects all-time data unless you filter manually.
Use-case deep-dives
When Helloleads fits single-channel lead capture workflows
A 5-person SaaS startup runs demo calls from a shared Slack channel where prospects ping in. The team uses Switchy to parse the Slack thread, extract first name and context, then fire the Create Lead tool to log it in Helloleads under a "Demo Requests" list. This works because the MCP's three tools cover the essentials: list enumeration to confirm the target list exists, lead creation with mandatory first name, and bulk retrieval to audit what's already logged. The trade-off: if your lead flow includes multi-touch attribution or needs to update existing records, Helloleads' MCP stops short—there's no update or search tool. Use this when your capture is one-way and your CRM hygiene happens inside Helloleads itself.
Helloleads MCP as a read-only reporting bridge
A 3-person sales team holds Friday pipeline reviews in a shared Switchy workspace. They use the List Leads tool to pull the week's entries, then ask Switchy to summarize conversion rates by list or flag duplicates. This scenario leverages the MCP's simplicity: API key auth means no OAuth dance, and the flat lead list structure makes it easy to diff week-over-week in a conversational interface. The boundary: if your review needs deal stages, activity history, or custom fields beyond what Helloleads exposes in the base lead object, you'll hit the MCP's ceiling fast. This is the right call when your CRM is a lightweight lead ledger and your analysis happens in the AI layer, not the CRM UI.
When Helloleads wins for high-volume, low-context capture
A 2-person marketing team staffs a conference booth and collects business cards. Back at the hotel, they open Switchy, paste a photo of the card stack, and let the AI extract names and companies, then batch-create leads via the Helloleads MCP into an "Event 2025" list. The MCP's Create Lead tool handles the mandatory first name and list key without ceremony, and the List Lead Lists tool confirms the event list is live before the batch runs. The catch: if you need to enrich leads with LinkedIn URLs or tag them by booth conversation topic, the MCP won't help—it's a write-once, read-many interface. Use this when speed and volume matter more than lead metadata, and your enrichment step happens downstream in Helloleads or another tool.
Frequently asked
What does the Helloleads MCP do in Switchy?
It lets your AI agents create new leads, list existing leads, and retrieve available lead lists directly from your Helloleads CRM. The MCP focuses on lead management basics—adding records with first name and list assignment, pulling full lead inventories, and discovering which lists you can write to. It's designed for teams that want AI to handle lead capture without switching between tools.
Do I need admin access to connect Helloleads?
You need a Helloleads API key with write permissions to create leads and read permissions to list leads and lead lists. Helloleads doesn't publish granular scope documentation, so confirm with your account owner that your key can perform these actions. If you only have read access, the MCP will fail when attempting to create new lead records.
Can the Helloleads MCP update or delete existing leads?
No. The MCP only creates new leads and reads existing ones. If you need to update lead fields, reassign ownership, or delete records, use Helloleads directly or build a custom API integration. The three-tool set is intentionally narrow—it covers the most common AI use case of capturing inbound leads, not full CRM lifecycle management.
How does this compare to using Helloleads' web interface?
The MCP is faster for bulk lead capture triggered by AI workflows—think parsing emails, extracting names from meeting transcripts, or pulling contact details from Slack threads. The web interface is better for manual data entry, lead scoring, and pipeline visualization. Use the MCP when you want AI to do the data entry; use the app when humans need to review and qualify.
Who on the team should connect the Helloleads MCP?
Whoever owns your Helloleads API keys and understands which lead lists map to which campaigns or regions. This is usually a sales ops person or CRM admin, not an individual rep. Once connected, any Switchy workspace member can trigger lead creation through AI agents, but the connection itself requires someone who knows your list structure and can troubleshoot authentication failures.