Helloleads for AI agents

HelloLeads is a simple lead management tool for small businesses to capture, track, and follow up on sales leads. Revenue teams rely on it to track customer relationships instead of scattering notes across tools. Connect it once through Arc0, and your agent, or Claude, ChatGPT and Cursor, can use it through one MCP endpoint, limited to what each user approved.

CRMAPI keyMCP + RESThelloleads.io
AUDIT LOG · HELLOLEADSPOLICY: acme-support
09:41:07 · claude · u_8f2read
helloleads.list_leads
List Leads✓ allowed · 212ms
09:41:08 · claude · u_8f2read
helloleads.list_lists
List Lead Lists✓ allowed · 164ms
09:41:09 · claude · u_8f2write
helloleads.create_lead
Create Lead✓ approved · approved by user
EVERY HELLOLEADS CALL, ON THE RECORD
01 · USE CASES

What agents do in Helloleads.

01

Create a new lead

Add a new lead's contact details and source to the pipeline right after it comes in.

02

List leads in a list

List all leads in a named list to prepare a follow-up call sheet for the sales team.

03

Check lead source performance

Review which lead list is generating the most entries this week, read-only.

02 · ACTIONS

3 Helloleads actions, graded by risk.

Every Helloleads action is tagged read, write or destructive, so one policy covers the whole app and new actions inherit the right default.

read

2

Look things up. Allowed by default.

  • helloleads.list_leads
    List Leads
  • helloleads.list_lists
    List Lead Lists

write

1

Create and change things. Allow, or ask the user first.

  • helloleads.create_lead
    Create Lead

destructive

0

Delete, cancel or archive. Ask first, or deny outright.

  • No destructive actions.
03 · HOW IT WORKS

Helloleads in three steps.

  1. 01Your users connect HelloleadsThey add their Helloleads api key on Arc0 Connect, under your brand. It goes straight into the vault.
  2. 02You set the rulesReads run, and writes like “create Lead” can wait for the user to approve.
  3. 03Any agent can actYour agent calls Helloleads through the Arc0 SDK or MCP, and so can Claude, ChatGPT and Cursor. Every call lands on the audit log.
POLICY.TS
await arc0.policies.set('helloleads', {
  read: 'allow',
  write: 'ask',        // create_lead
  destructive: 'deny',  
})

# Claude Code: the same connection, one URL
$ claude mcp add --transport http arc0 \
    https://mcp.arc0.ai/u/u_8f2
04 · AUTH AND DATA

How Helloleads connects.

Users add their Helloleads api key on Arc0 Connect. It is encrypted in the vault, never shown to the model, and each user can rotate or revoke it at any time.

The same Helloleads connection serves your agent over MCP and your own backend over REST and the proxy, so a user connects once. How Arc0 handles credentials →

AUTH
API key
CREDENTIALS
Per-tenant encrypted vault
MODEL SEES
Results only, never credentials
AUDIT LOG
Every call, on every plan
05 · WORKS WITH

Use Helloleads from any agent.

Claude
ChatGPT
Cursor
Codex
VS Code
OpenAI Agents SDK
Claude Agent SDK
Vercel AI SDK
Mastra
LangGraph
07 · FAQ

Helloleads and Arc0, answered.

Q01

Can I use Helloleads with Claude, ChatGPT or Cursor?

Yes. Connect Helloleads to Arc0 once, then add your Arc0 MCP URL to Claude, ChatGPT, Cursor, Claude Code or any other remote-MCP client. Each assistant only gets the Helloleads actions you allow.

Q02

How do users connect Helloleads?

Users add their Helloleads api key on Arc0 Connect. It is encrypted in the vault, never shown to the model, and each user can rotate or revoke it at any time.

Q03

Which Helloleads actions can my agent take?

3 in total: 2 read, 1 write and 0 destructive, such as “create Lead”. Your policies decide which of them each agent may call.

Q04

Can I make my agent read-only in Helloleads?

Yes. Allow read actions and deny writes in the Helloleads policy. Your agent can still look things up, and any write it attempts is blocked and logged.

Q05

Can my own backend call Helloleads too?

Yes. The same Helloleads connection is available over REST and through the Arc0 proxy, so your product and your agent share one connection per user.

Get started

Plug Helloleads into your agent.

Your users connect Helloleads once, under your brand. Your agent gets 3 actions behind your policies, with every call on the record.

Free to build · MCP + REST · Audit log on every plan