Connect your assistant
You connect your workspace once. After that, the assistant works within your plan and permissions, and writes stay limited to safe, reversible actions.
In LeedAgent, open Settings, then Profile, then the API keys / AI assistants area.
Copy the connection details and paste them into your assistant. ChatGPT, Claude Desktop, Claude Code, Cursor, and any MCP-compatible client are supported.
Your browser opens a LeedAgent sign-in. Approve the connection once and you are done. You can also connect with an API key instead of sign-in.
What your assistant can do
The assistant works through LeedAgent tools. Each area below says what is read-only and what the assistant can change.
Websites and pages
You can see sites, pages, plan usage, version history, preview links, and page check results. The assistant can prepare new site and page drafts, edit drafts, and restore an old version as a new draft. Nothing goes live from the assistant. Publishing stays in the app.
Ads
You can see whether the ad account is connected, along with campaigns, performance overviews and insights, compliance health, and conversion tracking status. The assistant can prepare a campaign plan as an approval package and refresh ad data. Ads never launch without a human approving the package in the app.
Contacts and CRM
You can search and view contacts, notes, documents, activity history, opportunities, and tags. The assistant can add notes to contacts and lead submissions.
Forms and surveys
You can view form and survey submissions and stats. The assistant can create, duplicate, or edit forms that are not yet published. Live forms are untouched.
Inbox and conversations
You can read conversations and messages, get an inbox summary, mark conversations read or unread, and star conversations.
Calendar and booking
You can see booked appointments, appointment types, availability, and booking links. This area is read-only.
Phone
You can see call history and analytics, live call status, notification counts, call recording details, the voicemail list, routing profile, voice settings, phone numbers and defaults, and presence. Recording details show as details only, never audio. The assistant can update routing and voice settings, set defaults, mark voicemails read, block spam callers, and dismiss missed-call alerts. The assistant never places calls.
Power dialer and do-not-call
You can see dialer status, sessions, and callbacks. The assistant can start, pause, resume, stop, and skip entries in a dialing session, log call outcomes, and view and manage your do-not-call list. Lookups include the national do-not-call list check.
Billing and usage
You can see the current plan, included features, usage against limits, wallet balance, and wallet transaction history. This area is read-only.
Settings, team, and agency
You can see profile settings, a team summary, and agency clients. The assistant can update profile preferences like timezone, language, and business info.
AI employees
You can check AI employee health and list AI-suggested actions waiting for review. The assistant can draft an outbound conversation campaign with send-rate limits and edit the lead qualifier setup draft. AI suggestions wait for human review.
Google reviews
You can save and edit reply drafts and reply templates inside LeedAgent, and flag a review for follow-up. Drafts are never posted to Google from the assistant.
Plan availability
What your assistant can reach depends on your plan:
- Contact, form, site, billing, and settings reads: on every plan.
- Ads tools: Professional and Agency.
- Review reply drafts and review tools: Professional and Agency.
- Inbox and conversation tools and AI employee tools: plans that include conversations.
- Calendar tools: plans that include the calendar.
- Phone tools including the power dialer: plans that include phone features.
- AI employees and AI drafting need a plan that includes AI: Professional or Agency. Website-only plans do not include AI replies.
The connection is read-mostly. Writes are limited to safe, reversible actions: drafts, notes, and organizing the inbox. Anything that goes live, like publishing a site, launching an ad, sending a campaign, or posting a review reply, is prepared by the assistant and approved by a human in LeedAgent. You can revoke a connection at any time from the same settings area.