LeadDocket

Live 26 Actions

LeadDocket Integration for AI Agents

Connect your AI agent to 26 QA'd LeadDocket actions via MCP, A2A, or SDK, with agent authentication, tool-calling execution, and security built-in.

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LeadDocket AI Agent Actions

26 production-ready actions for your agent to do more on LeadDocket.

Read the LeadDocket docs

26 Actions

List Leads - Retrieve a paginated list of leads filtered by status ID with optional sub-status filtering and sort order

List Leads Updated Since - Retrieve all leads updated since a given date, covering both status changes and edit events

Get Lead - Retrieve full details of a single lead by ID including contact info, notes, messages, files, and custom fields

Get Lead Basic - Retrieve basic information for a single lead without notes, messages, and other nested lists

Update Lead - Update properties of an existing lead such as case type, summary, incident date, office, and source

Change Lead Status - Change the status of a lead with optional sub-status, severity level, assigned users, and notes

Add Lead Note - Add a new note to a specified lead

Create Contact - Create a new contact with name, address, phone, email, and other details

Get Contact - Retrieve a single contact by ID with full details including custom fields and tags

Update Contact - Update an existing contact's name, address, phone, email, and other properties

Search Contacts - Search for contacts by name, email, or phone number

List Contacts Updated Since - Retrieve all contacts updated since a given date with pagination

Get Opportunity - Retrieve full details of an opportunity by ID including contact info, status, and custom fields

List Unprocessed Opportunities - Retrieve all opportunities that have not been processed into leads

List Opportunities Created Since - Retrieve all opportunities created since a specific date with pagination

List Opportunities Updated Since - Retrieve all opportunities updated since a specific date with pagination

List Users - Retrieve a list of all LeadDocket users with their roles and permissions

Get User - Retrieve a single user by ID with roles and permissions

List Users By Role - Retrieve users assigned to a specific role by role ID

List Statuses - Retrieve all lead statuses with their sub-statuses and configuration

Get Status - Retrieve a single status by ID with its sub-statuses and configuration

List Tasks By Lead - Retrieve all tasks for a specific lead

Get Task - Retrieve a single task by ID

Create Task - Create a new task on a lead with summary, start date, assigned user, and type

Update Task - Update an existing task's summary, start date, assigned user, type, or completion status

Delete Task - Delete a task by ID

LeadDocket AI Agent Use Cases

Connect your AI agent to LeadDocket and help your team scale the sales operations they run by hand today.

Post-Demo Follow-Up

Use StackOne to connect your AI agent to your CRM, email, and calendar tools to automate post-demo follow-up.

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Deal Risk Scoring

Use StackOne to connect your AI agent to your CRM, email, and calendar tools to automate deal risk scoring and pipeline alerts.

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Outbound Prospecting

Use StackOne to connect your AI agent to your CRM, sales engagement, and messaging tools to automate outbound prospecting.

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More Sales & CRM use cases

Do More, Build Less

Integration Infrastructure for LeadDocket AI Agents

Multiple Interfaces

Access integrations via API, AI SDKs, MCP & A2A.

LeadDocket MCP server

Managed Authentication

Pre-built authentication UI.

Agent auth

Falcon Engine

Every LeadDocket action runs on Falcon.

Agent Execution Engine

StackOne Defender

88.7% prompt injection detection.

Prompt injection defense

Start Free Book a Demo

"What impressed us most about StackOne is its ambition and clarity. They're creating infrastructure that modern software and the entire AI agent ecosystem can rely on. The depth of secure integrations, the pace of delivery, and the team's foresight into AI's future uniquely position StackOne to redefine this category."

Luna Schmid, Partner at GV

"We've been impressed by how quickly and deeply StackOne integrates with complex enterprise systems -- and now, with their focus on agent-to-agent interoperability, they're unlocking even more powerful use cases for customers. StackOne delivers all of the above in a universal layer -- without compromise."