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This article lists the tools for using the Sales Qualification Agent capabilities. Make sure that the agent is configured and turned on.
Learn more about the insights returned by the following tools in Lead research page.
| Tool name (friendly) | API name | Purpose | Parameter(s) | Returns |
|---|---|---|---|---|
| Account research tool | mcp_sales-mcp-ser_get_account_research |
Retrieve comprehensive account research data | msdyn_EntityId (guid) |
Financial information, company overview, strategic goals, recent news |
| Competitor research tool | mcp_sales-mcp-ser_get_competitor_research |
Retrieve competitor research and competitive landscape | msdyn_EntityId (guid) |
Competitive threats, market positioning, alternative suppliers |
| Engagement analysis tool | mcp_sales-mcp-ser_get_engage_summary |
Retrieve engagement summary and interaction history for a lead | msdyn_LeadId (string) |
Engagement patterns, touchpoint analysis, interaction effectiveness |
| Lead qualification tool | mcp_sales-mcp-ser_get_lead_qualification_assessment |
Get comprehensive lead qualification assessment against target customer profile criteria | LeadId (string) |
Target customer profile standards evaluation, qualification ranking, overall assessment |
| Lead research tool | mcp_sales-mcp-ser_get_lead_research |
Retrieve detailed lead research and individual prospect analysis | msdyn_LeadId (string) |
Professional background, decision-making authority, preferences |
| Outreach email generation tool | mcp_sales-mcp-ser_draft_outreach_email |
Draft personalized sales qualification agent outreach emails | LeadId (string) |
Personalized email subject and body with company-specific insights |