# Leadbase documentation

> Leadbase documentation

## Agent setup

Leadbase brings company, people and web research into your AI chat. Ask for the result you need: contact details, company profiles, open jobs, public social posts or a whole researched list. Leadbase selects the tools, researches missing information and returns structured results with sources.

### What you can do after connecting

- Find the LinkedIn profile and business contact details of a person from their name and company.
- Find a company’s open jobs or recent public posts, with links and dates.
- Research the official careers pages for a list of companies and return one URL per company with supporting sources.

When helping a user connect, briefly explain the relevant possibilities above and offer two or three concrete starter requests in their language. Use the native MCP connection below and user-approved OAuth. Verify the discovered tools with a read-only call such as billing_get; report connection status accurately. Once connected, offer a next step that fits the user’s goal. Setup alone does not authorize paid research.

MCP: https://www.leadbase.io/api/mcp (Streamable HTTP, OAuth)

- [MCP setup](https://leadbase.io/docs/settings/mcp.md)
- [Tools](https://leadbase.io/tools)
- [OpenAPI](https://www.leadbase.io/api/v1/openapi.json)

- [Leadbase documentation](https://leadbase.io/docs): Research companies, contacts and the web in editable sheets through the app, API and MCP. ([Markdown](https://leadbase.io/docs.md))
- [Get your first result](https://leadbase.io/docs/getting-started): Run a tool in the Catalog, inspect Activity and connect your application. ([Markdown](https://leadbase.io/docs/getting-started.md))
- [Import CSV and Excel data](https://leadbase.io/docs/getting-started/import-data): Preview a file in New Sheet, then start a dedicated AI import chat. ([Markdown](https://leadbase.io/docs/getting-started/import-data.md))
- [Find the right tool](https://leadbase.io/docs/catalog): Browse available tools by task, inspect inputs and choose direct execution or research. ([Markdown](https://leadbase.io/docs/catalog.md))
- [Practical research examples](https://leadbase.io/docs/catalog/examples): Copy focused questions, select output types and test a representative sample. ([Markdown](https://leadbase.io/docs/catalog/examples.md))
- [Sheets and data](https://leadbase.io/docs/tables): Build collaborative, structured workspaces around your data. ([Markdown](https://leadbase.io/docs/tables.md))
- [Columns](https://leadbase.io/docs/tables/columns): Choose a type that keeps every value usable and consistent. ([Markdown](https://leadbase.io/docs/tables/columns.md))
- [Edit, filter, and sort a Sheet](https://leadbase.io/docs/tables/edit-filter-and-sort): Edit shared data and use saved views for filters, sorting and visible columns. ([Markdown](https://leadbase.io/docs/tables/edit-filter-and-sort.md))
- [Find Sheets and use workspace search](https://leadbase.io/docs/tables/find-and-search): Locate accessible Sheets through the sidebar, collections and workspace search. ([Markdown](https://leadbase.io/docs/tables/find-and-search.md))
- [Folders](https://leadbase.io/docs/tables/folders): Keep Sheets organized without losing their access model. ([Markdown](https://leadbase.io/docs/tables/folders.md))
- [Sharing a Sheet](https://leadbase.io/docs/tables/sharing): Give people access to one Sheet without duplicating its data. ([Markdown](https://leadbase.io/docs/tables/sharing.md))
- [Review history and recover a version](https://leadbase.io/docs/tables/history-and-recovery): Inspect a prior Sheet revision, name important milestones, and restore deliberately. ([Markdown](https://leadbase.io/docs/tables/history-and-recovery.md))
- [Export or duplicate a Sheet](https://leadbase.io/docs/tables/export-and-duplicate): Create a CSV handoff or a separate working copy while keeping the original source clear. ([Markdown](https://leadbase.io/docs/tables/export-and-duplicate.md))
- [Templates](https://leadbase.io/docs/templates): Reuse a proven Sheet structure without copying a live working Sheet by hand. ([Markdown](https://leadbase.io/docs/templates.md))
- [Use and maintain templates](https://leadbase.io/docs/templates/use-templates): Create a new Sheet from a template and keep reusable structures trustworthy. ([Markdown](https://leadbase.io/docs/templates/use-templates.md))
- [Research and enrichment](https://leadbase.io/docs/enrichment): Build a new list, enrich existing sheet rows or submit typed research in batches. ([Markdown](https://leadbase.io/docs/enrichment.md))
- [Typed enrichment](https://leadbase.io/docs/enrichment/enrich-contacts): Provide known facts and a question; get a typed answer, explanation and sources. ([Markdown](https://leadbase.io/docs/enrichment/enrich-contacts.md))
- [Find companies and people](https://leadbase.io/docs/enrichment/prospects): Discover prospects with structured filters and paginate without treating candidates as verified matches. ([Markdown](https://leadbase.io/docs/enrichment/prospects.md))
- [Find contact details](https://leadbase.io/docs/enrichment/contact-data): Find work email addresses and direct phone numbers using an identifiable professional profile. ([Markdown](https://leadbase.io/docs/enrichment/contact-data.md))
- [Automation](https://leadbase.io/docs/automations): Review and manage scheduled enrichment work. ([Markdown](https://leadbase.io/docs/automations.md))
- [Scheduled enrichment](https://leadbase.io/docs/automations/scheduled-jobs): Repeat a column research task and inspect each run, cost and next execution. ([Markdown](https://leadbase.io/docs/automations/scheduled-jobs.md))
- [Activity, results and evidence](https://leadbase.io/docs/activity): Track running jobs, distinguish no-result from failure and inspect settled credits. ([Markdown](https://leadbase.io/docs/activity.md))
- [API reference and execution](https://leadbase.io/docs/api): Use the live OpenAPI contract, execute operations and recover interrupted requests. ([Markdown](https://leadbase.io/docs/api.md))
- [API keys and OAuth](https://leadbase.io/docs/api/authentication): Create workspace-scoped API keys or authorize a compatible client with OAuth. ([Markdown](https://leadbase.io/docs/api/authentication.md))
- [Bulk enrichment and retrieval](https://leadbase.io/docs/api/bulk): Research many email addresses, phone numbers or other fields through one typed batch endpoint. ([Markdown](https://leadbase.io/docs/api/bulk.md))
- [Sheets through API and MCP](https://leadbase.io/docs/api/sheets): Create research lists, enrich existing rows and work with saved sheets using shared operation contracts. ([Markdown](https://leadbase.io/docs/api/sheets.md))
- [Guide for AI agents](https://leadbase.io/docs/assistant): Choose the current MCP research tools, keep results in sheets and report evidence and costs accurately. ([Markdown](https://leadbase.io/docs/assistant.md))
- [Use the assistant](https://leadbase.io/docs/assistant/basics): Turn a request into researched contacts, updated Sheets and answers you can check. ([Markdown](https://leadbase.io/docs/assistant/basics.md))
- [Find and manage saved chats](https://leadbase.io/docs/assistant/chat-history): Reopen a conversation, rename it and distinguish chat history from research Activity. ([Markdown](https://leadbase.io/docs/assistant/chat-history.md))
- [Assistant actions and access](https://leadbase.io/docs/assistant/approvals-and-safety): Understand execution, questions, and how to review changes. ([Markdown](https://leadbase.io/docs/assistant/approvals-and-safety.md))
- [Credits and research costs](https://leadbase.io/docs/credits): Understand shared budgets, estimates, reservations and settled job costs. ([Markdown](https://leadbase.io/docs/credits.md))
- [Account and team](https://leadbase.io/docs/account): Manage your account and workspace membership. ([Markdown](https://leadbase.io/docs/account.md))
- [Sign in to Leadbase](https://leadbase.io/docs/account/login): Access your Leadbase account and resolve common sign-in issues. ([Markdown](https://leadbase.io/docs/account/login.md))
- [Profile](https://leadbase.io/docs/account/profile): Update the personal information shown to your workspace. ([Markdown](https://leadbase.io/docs/account/profile.md))
- [Invite members](https://leadbase.io/docs/account/invite-team): Add teammates to the intended workspace and choose their role. ([Markdown](https://leadbase.io/docs/account/invite-team.md))
- [Roles and access](https://leadbase.io/docs/account/roles): Understand workspace membership, billing authority and integration scopes. ([Markdown](https://leadbase.io/docs/account/roles.md))
- [Workspace settings](https://leadbase.io/docs/settings): Find account, connection and billing controls for your workspace. ([Markdown](https://leadbase.io/docs/settings.md))
- [Connect an MCP client](https://leadbase.io/docs/settings/mcp): Use Leadbase from a compatible AI client with native OAuth and typed tools. ([Markdown](https://leadbase.io/docs/settings/mcp.md))
- [Billing settings](https://leadbase.io/docs/settings/billing): Manage your plan, credits and invoices for the selected workspace. ([Markdown](https://leadbase.io/docs/settings/billing.md))
- [Restore archived Sheets and folders](https://leadbase.io/docs/settings/archive): Recover archived content before its 30-day permanent-deletion deadline. ([Markdown](https://leadbase.io/docs/settings/archive.md))
- [Help and support](https://leadbase.io/docs/support): Find the right guide or send a reproducible issue with job identifiers. ([Markdown](https://leadbase.io/docs/support.md))
- [Troubleshoot a request](https://leadbase.io/docs/support/troubleshooting): Diagnose missing answers, running jobs, authorization errors and uncertain billing. ([Markdown](https://leadbase.io/docs/support/troubleshooting.md))
- [Get help in the workspace](https://leadbase.io/docs/support/in-app-support): Start from Help and provide enough context for a useful response. ([Markdown](https://leadbase.io/docs/support/in-app-support.md))

## Resources

- [Full public knowledge catalog](https://leadbase.io/llms-full.txt)