MCP tool reference

Read tools are always available. Change tools are listed only when the server is started with visiconvert mcp --allow-changes. No tool accepts Twilio credentials.

get_status

Read. Server health, workspace, Twilio connection (including the webhook URLs to set on each Twilio number) and suggested next steps. Call this first.

No arguments.

list_numbers

Read. Tracking numbers in this workspace with their source, campaign and forwarding destination.

No arguments.

list_twilio_numbers

Read. Numbers in the connected Twilio account that are not tracked yet, so they can be assigned to a campaign.

No arguments.

list_leads

Read. Leads (calls and other inquiries), newest first.

Argument	Type	Required	Description
include_demo	boolean	No	Default: false.
limit	integer	No	Default: 50.
qualification	unreviewed, qualified, unqualified, spam	No
since	string	No	7d, 24h, 30m, or a date like 2026-10-01.
source	string	No

get_lead_outcomes

Read. Bookings and cancellations recorded on a lead.

Argument	Type	Required	Description
lead_id	string	Yes	Lead ID, or a unique prefix of at least 6 characters.

source_report

Read. Leads, qualified leads, bookings and booked revenue by marketing source.

No arguments.

add_tracking_number

Change. Track a number already in the connected Twilio account for one source and campaign, forwarding calls to the business line. Afterwards the number’s webhooks must be set in the Twilio console; the result says how.

Argument	Type	Required	Description
campaign	string	Yes
forward_to	string	Yes	The business line calls ring through to.
label	string	No	Defaults to the campaign.
phone_number	string	Yes	The Twilio number to track, e.g. +15125550142.
source	string	Yes	Marketing source, e.g. Google Ads or Yard signs.

add_lead

Change. Add a lead that did not arrive by phone, such as a form submission or a walk-in.

Argument	Type	Required	Description
campaign	string	No
contact	string	Yes	Phone or email.
external_id	string	No	Your ID for this lead; repeating it will not create a duplicate.
name	string	Yes
notes	string	No
source	string	Yes

qualify_lead

Change. Mark a lead qualified, unqualified, spam or unreviewed. Notes are kept unless replaced.

Argument	Type	Required	Description
lead_id	string	Yes	Lead ID, or a unique prefix of at least 6 characters.
notes	string	No	Replaces the lead’s notes.
qualification	qualified, unqualified, spam, unreviewed	Yes

record_outcome

Change. Record a booked job (with its value in USD) or cancel one. The reference, such as a job or invoice number, identifies the booking; reusing it revises that booking.

Argument	Type	Required	Description
amount	string	No	USD, e.g. 1250.00. Required for a new booking; defaults to the existing amount.
lead_id	string	Yes	Lead ID, or a unique prefix of at least 6 characters.
reference	string	Yes	Job or invoice number.
status	booked, canceled	Yes

Prompt: set_up_call_tracking

Walks an agent through setup:

1. Call get_status. If Twilio is not connected, stop and ask the person to run visiconvert connect twilio --account-sid AC… --token-stdin themselves. Never ask them to paste the auth token into this conversation.
2. Ask which marketing sources and campaigns they want to track (for example Google Ads, Facebook, yard signs, the van), and which business line calls should ring through to.
3. Call list_twilio_numbers. Propose one untracked number per campaign and confirm the plan with the person. If there are not enough numbers, tell them how many more to buy in Twilio; buying is not available from these tools yet.
4. For each confirmed pair, call add_tracking_number.
5. Give the person the voice URL and status URL from the results, and the exact Twilio console steps for each number. These have to be set by hand for now.
6. Ask them to call one tracking number from their own phone, then call list_leads with since 15m and confirm the call arrived with the right source.
7. Summarise what is tracked, and anything left to do.