MCP Server (Model Context Protocol)

Last updated: February 2026

SMB Sales Boost provides a remote Model Context Protocol (MCP) server that lets AI assistants and LLMs interact with your account directly. All API v1 endpoints are available as MCP tools, enabling AI-powered lead search, export, and management workflows.

Connection Details

How to Connect

Step 1: Get Your API Key

Generate an API key from your SMB Sales Boost dashboard under Settings > API Keys. An active paid subscription (Pro, Platinum, Enterprise, or Agency) is required.

Step 2: Configure Your MCP Client

Add this to your MCP client configuration (e.g., Claude Desktop, Cursor, or any MCP-compatible tool):

{
  "mcpServers": {
    "smb-sales-boost": {
      "type": "streamable-http",
      "url": "https://smbsalesboost.com/mcp",
      "headers": {
        "Authorization": "Bearer smbk_your_api_key_here"
      }
    }
  }
}

Step 3: Start Using Natural Language

Once connected, ask your AI assistant to search leads, export data, manage filters, and more. The assistant automatically selects the right MCP tools based on your requests.

Available Tools (35)

Every REST API v1 endpoint is available as an MCP tool. The AI assistant can call these tools on your behalf using natural language.

User Profile

get_profile

Get your user profile including subscription plan, company info, and account settings

update_profile

Update your profile fields: firstName, lastName, companyName, companyWebsite

Lead Search & Export

search_leads

Search and filter B2B sales leads with keywords, location filters, and more. Supports wildcard patterns (e.g., *plumb*, *book*keep*). Choose between "home_improvement" and "other" lead databases.

export_leads

Export leads to CSV, JSON, or XLSX file. Requires positive keywords or selected IDs.

Filter Presets

list_filter_presets

List all your saved filter presets

create_filter_preset

Create a new filter preset to save search criteria for reuse

delete_filter_preset

Delete a saved filter preset by ID

Keyword Lists

list_keyword_lists

List all your saved keyword lists

create_keyword_list

Create a new keyword list for organizing search terms

update_keyword_list

Update an existing keyword list

delete_keyword_list

Delete a keyword list by ID

Email Schedules

list_email_schedules

List all your automated email export schedules

create_email_schedule

Create a new automated email schedule to receive lead exports on a recurring basis

update_email_schedule

Update an existing email schedule (activate/deactivate, change interval, etc.)

delete_email_schedule

Delete an email schedule by ID

trigger_email_schedule

Manually trigger an email schedule to send immediately

Export Formats

list_export_formats

List all your custom export formats

get_export_format

Get details of a specific export format by ID

create_export_format

Create a custom export format with field mappings, file type, and split settings

update_export_format

Update an existing export format

delete_export_format

Delete an export format by ID

set_default_export_format

Set an export format as your default for all exports

Export History

list_export_history

List your recent export history with download links

download_export

Download a specific export file by its history ID

Account Settings

get_database_settings

Get your current database selection and switch availability

switch_database

Switch between the "home_improvement" and "other" lead databases

AI Features

ai_suggest_categories

Use AI to suggest relevant business categories based on your company information

ai_generate_keywords

Trigger AI-powered keyword generation based on your profile and categories

ai_keyword_status

Check the status of an AI keyword generation task

ai_auto_refine_status

Get the current status of AI auto-refine for your account

ai_auto_refine_enable

Enable AI auto-refine to automatically optimize your keyword lists

ai_auto_refine_disable

Disable AI auto-refine for your account

Export Blacklist

list_export_blacklist

List all entries in your export blacklist

add_export_blacklist

Add entries to your export blacklist to exclude specific domains or profiles

delete_export_blacklist

Remove an entry from your export blacklist by ID

Example Conversation

Once connected, you can interact with your leads through natural language:

You: "Find me accounting firms in California and Texas"

AI: Calls search_leads with positiveKeywords=["*account*"] and stateInclude="CA,TX", then presents the results.

You: "Export those results as a CSV"

AI: Calls export_leads with the same filters and returns your downloadable file.

You: "Save those filters as a preset called 'CA/TX Accountants'"

AI: Calls create_filter_preset to save the search criteria for future reuse.

You: "Set up a weekly email with those leads"

AI: Calls create_email_schedule using the saved filter preset with a 7-day interval.

Requirements

Comparison: REST API vs MCP

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