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Tool Reference

Export Tools

Asynchronous MCP tools for exporting lead and CRM data to Excel (.xlsx).

Overview

Exporting is a two-step, asynchronous flow:

  1. Start the job with start_export — it returns a job_id.
  2. Poll with get_export_status — once completed, it returns a downloadable .xlsx link.

Generated files are retained for roughly 7 days; the download link is a time-limited (presigned) URL and is refreshed automatically on status checks after it expires.

Tools

start_export

Starts an Excel (.xlsx) export of lead pool rows (data) or CRM records (crm) by their IDs. The job runs asynchronously — poll get_export_status for the download link.

Key parameters:

ParameterTypeRequiredDescription
workspace_idUUIDYesWorkspace ID
modeenumYesdata = lead pool rows, crm = CRM records
idsstring arrayYesRow IDs to export (list_leads IDs for data, CRM IDs for crm)

Say this to your AI: "List the restaurant leads in Istanbul and export them all to Excel; give me the download link when it's ready."

get_export_status

Returns the status of a job started with start_export. When the job completes, it generates a time-limited (presigned) download URL for the .xlsx file; the response also includes the row count, file size, and any error message.

Key parameters:

ParameterTypeRequiredDescription
job_idUUIDYesJob ID from the start_export response

Only the user who started an export may poll it.

Say this to your AI: "Is the export you started earlier finished? Share the download link if so."