Build an AI Lead Qualification Agent

{
  "mcpServers": {
    "sanka": {
      "url": "https://mcp.sanka.com/mcp?apiKey=sk_live_YOUR_KEY"
    }
  }
}

Build a lead qualification workflow:

1. Create a contact for the lead email I provide
2. Enrich the company domain with firmographic data
3. Score the company against this ICP:
   - Industry: B2B SaaS or Technology
   - Employee count: 50-500
   - Region: North America or Europe
   - Funding: Series A or later
4. If score >= 70, create a deal with priority "High"
5. If score 50-69, create a deal with priority "Medium"
6. If score < 50, just save the contact (no deal)
7. Return the results with reasoning

Test with: alex@cloudmetrics.com

Lead Qualification Results
==========================

Contact: Alex Chen (alex@cloudmetrics.com)
Company: CloudMetrics Inc.

Enrichment Data:
- Industry: B2B SaaS (Analytics)
- Employees: 180
- HQ: San Francisco, CA
- Funding: Series B ($24M)
- Tech Stack: AWS, Segment, Salesforce

ICP Score: 92/100
- Industry match: +25 (B2B SaaS)
- Employee fit: +25 (180 in target range)
- Region match: +20 (North America)
- Funding stage: +22 (Series B)

Action: Created deal "CloudMetrics - Inbound Evaluation"
- Priority: High
- Stage: Qualification
- Assigned to: Available SDR

Reasoning: Strong ICP fit across all dimensions. Recent Series B
suggests active growth phase with budget for new tooling.

pip install sanka-sdk

from sanka import Sanka

client = Sanka(api_key="sk_live_...")

def qualify_lead(email: str, icp_criteria: dict) -> dict:
    """
    Qualify an inbound lead: enrich, score, and route.

    Args:
        email: Lead's email address
        icp_criteria: Dict with industry, employee_range, regions, min_funding

    Returns:
        Qualification result with score, reasoning, and created records
    """
    # Extract domain from email
    domain = email.split("@")[1]

    # Step 1: Create or find the contact
    contact = client.contacts.create({
        "email": email,
        "source": "inbound_form"
    })

    # Step 2: Enrich the company
    enrichment = client.ai.enrich({
        "type": "company",
        "domain": domain
    })

    company_data = enrichment.get("data", {})

    # Step 3: Score against ICP
    score_result = client.ai.score({
        "type": "company",
        "record_id": contact.get("company_id"),
        "criteria": icp_criteria
    })

    score = score_result.get("score", 0)
    band = score_result.get("band", "low")
    reasons = score_result.get("reasons", [])

    # Step 4: Route based on score
    result = {
        "contact_id": contact.get("id"),
        "email": email,
        "company": company_data.get("name"),
        "enrichment": company_data,
        "score": score,
        "band": band,
        "reasons": reasons
    }

    if score >= 70:
        # High priority - create deal and assign
        deal = client.deals.create({
            "name": f"{company_data.get('name', domain)} - Inbound Evaluation",
            "contact_id": contact.get("id"),
            "stage": "qualification",
            "priority": "high",
            "source": "inbound_form",
            "score": score
        })
        result["deal_id"] = deal.get("id")
        result["action"] = "deal_created_high_priority"

    elif score >= 50:
        # Medium priority - create deal for nurture
        deal = client.deals.create({
            "name": f"{company_data.get('name', domain)} - Inbound",
            "contact_id": contact.get("id"),
            "stage": "qualification",
            "priority": "medium",
            "source": "inbound_form",
            "score": score
        })
        result["deal_id"] = deal.get("id")
        result["action"] = "deal_created_medium_priority"

    else:
        # Low score - save contact only
        result["action"] = "contact_saved_no_deal"

    return result


# Example usage
if __name__ == "__main__":
    icp = {
        "industries": ["B2B SaaS", "Technology", "Software"],
        "employee_range": [50, 500],
        "regions": ["North America", "Europe"],
        "min_funding_stage": "Series A"
    }

    result = qualify_lead("alex@cloudmetrics.com", icp)

    print(f"Lead: {result['email']}")
    print(f"Company: {result['company']}")
    print(f"Score: {result['score']}/100 ({result['band']})")
    print(f"Action: {result['action']}")
    if result.get("deal_id"):
        print(f"Deal ID: {result['deal_id']}")

from flask import Flask, request, jsonify

app = Flask(__name__)

@app.route("/webhook/lead", methods=["POST"])
def handle_lead():
    """Webhook endpoint for new leads from forms or CRM."""
    data = request.json
    email = data.get("email")

    if not email:
        return jsonify({"error": "email required"}), 400

    # Use your ICP criteria
    icp = {
        "industries": ["B2B SaaS", "Technology"],
        "employee_range": [50, 500],
        "regions": ["North America", "Europe"],
        "min_funding_stage": "Series A"
    }

    result = qualify_lead(email, icp)

    # Optional: send Slack notification for high-priority leads
    if result["score"] >= 70:
        notify_slack(result)

    return jsonify(result)

if __name__ == "__main__":
    app.run(port=5000)