Propstack MCP

List all available contact/lead sources in Propstack. Returns the list of sources like "Immobilienscout 24", "Website", "Empfehlung", etc. with their IDs. Use this tool to look up valid source IDs before creating or updating contacts with client_source_id.

Get a single deal pipeline by ID with its stages. Returns the pipeline with all stages in order. Use this when you already know which pipeline you need and want its stage details.

Get full details of a single project by ID. Returns the complete project with all units, images, floorplans, documents, and links. Use this tool to: - See how a project is performing (unit statuses) - Check how many units are still available vs. sold/reserved - View project media and documents - Get unit-level details (prices, sizes, statuses)

Get full details of a single property by ID. Use this tool to: - View complete property information for an exposé - Check images, floorplans, documents, and links - See custom fields, broker assignment, and project - Get multilingual texts (use locale parameter) Always fetches with new=1 (extra fields) and expand=1 (custom fields).

List all available property statuses in Propstack. Returns statuses like "Verfügbar", "Reserviert", "Verkauft" with their IDs, colors, and sort positions. Use this tool to look up valid status IDs before: - Filtering properties by status in search_properties - Setting a property's status in create_property or update_property

Get full details of a single task by ID. Returns the task with all linked entities expanded (contacts, properties, projects, viewings) by default. Use this tool to: - View full context of an activity before acting on it - Check linked contacts and properties - See appointment details (time, location, state) - Check if a to-do has been completed

List all activity/task types in Propstack. These are templates for creating notes, todos (reminders), events, and messages. Each has an id, name, and category. Use these IDs when creating tasks: - category "for_notes" → note_type_id in create_task - category "for_reminders" → todo_type_id (when is_reminder: true) - category "for_events" → event_type_id (when is_event: true) - category "message" → snippet_id for email templates Categories map to search_activities filter: for_notes→note, for_reminders→reminder, for_events→event, message→message.

List contact statuses (Kontaktstatus) in Propstack. Use these IDs for search_contacts (status param) and create_contact/update_contact (client_status_id). E.g. "Lead", "Kunde", "Archiviert".

List custom field definitions for an entity type in Propstack. IMPORTANT: Call this tool to discover what custom fields exist before reading or writing custom field values on contacts, properties, etc. Returns field groups, each containing field definitions with: - name: The API key to use (e.g. "cf_budget_range") - pretty_name: Human-readable label (e.g. "Budget Range") - type: Field type (String, Dropdown, Number, Date, etc.) - options: Available values for Dropdown fields To READ custom fields: use expand=true on search or get tools. To WRITE custom fields: use partial_custom_fields: {"c…

List documents attached to a property, project, or contact. Documents include floor plans (Grundrisse), exposés, contracts, photos, and any other uploaded files. Use this tool to: - See all documents for a property ("Where's the Grundriss?") - List a contact's uploaded files - Find exposés or contracts for a project - Check what's already been uploaded before adding more Filter by exactly one of property_id, project_id, or client_id.

List calendar events (Termine) in Propstack. Events are appointments like property viewings, client meetings, notary appointments, etc. Use this tool to: - See what's scheduled this week (starts_at_after/starts_at_before) - List upcoming viewings for a broker (broker=ID) - Find cancelled appointments (state="cancelled") - Check recurring events - Filter by contact (client=ID) or property (property=ID) - Answer "what viewings are scheduled this week?" Event states: - neutral: Scheduled, not yet happened - took_place: Completed - cancelled: Was cancelled

List geographic areas/districts (Geolagen) in Propstack. Returns location IDs and names used for property and search profile location matching. Use location IDs when creating search profiles or filtering properties by area.

List all deal pipelines and their stages in Propstack. Returns each pipeline with its ordered stages, including stage IDs, names, positions, colors, and chance percentages. You NEED stage IDs from this tool to create or move deals. Call this before using create_deal or update_deal if you don't know the stage IDs. Typical pipelines: Sales (Verkauf), Acquisition (Akquise), Rental (Vermietung). Typical stages: Anfrage → Besichtigung → Reserviert → Notartermin → Verkauft.

List development projects in Propstack. A project is a "super-object" that groups multiple property units (e.g. a new-build apartment complex with 20 units). Use this tool to: - See all active development projects - Get an overview of unit counts and statuses - Find a project by name before drilling into its units Use expand=true to include custom fields in the response.

List all images and floor plans of a property, in portal order. Returns each image's ID, title, position, floorplan/private flags and URL. Use the IDs with update_image. Image URLs are signed and may expire after a while; fetch them again rather than storing them.

List deal cancellation reasons (Reservierungsgründe/Absagegründe). Use when creating deal cancellations (create_task with reservation_reason_id) or filtering lost deals (search_deals reservation_reason_ids).

List search profiles (Suchprofile) in Propstack. A search profile captures what a buyer or renter is looking for — cities, price range, room count, features, etc. Every search profile belongs to a contact. Use this tool to: - See what a specific contact is looking for (filter by client) - List all active search profiles - Review criteria before matching properties Filter by contact ID to answer "What is this buyer looking for?"

List all tags/labels (Merkmale/Gruppen) in Propstack. Use these IDs to filter contacts (search_contacts group param) or assign tags (create_contact/update_contact group_ids). Filter by entity to get tags for contacts, properties, or activities. Entity: for_clients (default), for_properties, for_activities. Returns flat list: **Name** (ID: 123). Use super_groups param to optionally try hierarchical view via /super_groups.

List all teams/departments in Propstack. Returns teams with their broker member assignments. Use for team-level filtering and to understand the organizational structure.

List all brokers/agents (Nutzer) in the Propstack account. Returns team members with their IDs, names, email, phone, position, team, and department assignments. You need broker IDs for: - Assigning contacts or properties to a broker - Filtering by broker in search tools - Setting the sender for emails (send_email broker_id) - Assigning tasks and events

List all configured webhooks in Propstack. Returns each webhook with its URL, subscribed events, active status, and HMAC secret. Use to review existing automation triggers.

Find contacts whose search profiles match a property. Returns a ranked list with match scores. Use when a new listing comes in to find potential buyers/renters: "Who should I send this new listing to?" Logic: 1. Fetches the property details (type, price, rooms, space, city, features) 2. Fetches active search profiles (paginates, capped by max_profiles) 3. Scores each profile against the property on: marketing type, city, price range, room count, living space, property type, and features 4. Returns top 20 matches sorted by score with match/mismatch details

Reverse matching: find properties that fit a contact's search profiles. The counterpart to match_contacts_to_property. Use it for "Which of our listings fit Herr Weber?" or before calling a buyer. Logic: 1. Loads the contact's active search profiles (or one specific profile) 2. Pre-filters properties via the API on marketing type, price/rent, rooms and living space (single property type too, when the profile names exactly one) 3. Scores every candidate on type, city, price/rent, rooms, space, property type and features (balcony, lift, garden, kitchen, cellar, rented) 4. Returns t…

Pipeline overview — deals per stage, total values, and stale deals needing attention. Fetches all deal pipelines and deals, then aggregates: - Deal count per stage - Total value per stage (from deal price or property price) - Stale deals: deals with no update in 14+ days Filter by pipeline_id and/or broker_id. Use when asked: "How's the pipeline looking?" or "Give me a sales overview."

Performance report for a property — days on market, inquiry count, pipeline breakdown, and activity summary. Combines 3 API calls in parallel: - Full property details (with custom fields) - All deals/inquiries for this property - Activity feed (last 50 interactions) Calculates: days on market, total inquiries, deals by stage/category, and recent activity breakdown by type. Use when asked: "How is the Friedrichstr property doing?"

Search the activity feed/timeline in Propstack. Activities are the read-only feed of everything that happened: emails sent, notes logged, tasks created, events scheduled, cancellations, GDPR policy changes, etc. Use this tool to: - View the full interaction history for a contact (client_id) - See all activity on a property (property_id) - Track what a broker has been doing (broker_id) - Filter by activity type to find specific interactions - Answer "what happened with this contact/property this week?" Activity types: - message: Emails sent/received - note: Call notes, comments - reminder: T…

Search and filter contacts in Propstack CRM. Use this tool to: - Find contacts by name, email, or phone number - List recent leads (sort by created_at desc) - Find uncontacted leads (last_contact_at is null) - Filter by broker assignment, status, tags, or GDPR status - Search across all contact fields with 'q' parameter The 'q' parameter searches across: first name, last name, all emails, all addresses, and all phone numbers. Phone search ('phone_number') ignores formatting — both 015712345678 and 0157-123-456-78 will match. Returns paginated results. Use expand=true for full details inclu…

Look up a contact by phone number. This is the go-to tool for voice agent caller identification. When a call comes in, use this tool with the caller's phone number to instantly find the matching contact. Phone matching ignores formatting — all of these find the same contact: 015712345678, 0157-123-456-78, +49 157 12345678 Returns the matching contact(s) with key details. If no match is found, the caller is unknown and you should create a new contact.

Search and filter deals (contact↔property relationships) in Propstack. Use this tool to: - Show all deals in a specific pipeline stage - Find deals for a contact or property - Track deal pipeline progress for a project - Find lost deals and cancellation reasons - Filter by broker, team, feeling (cold/warm/hot) A "deal" represents an interested contact linked to a property at a specific stage in a sales/rental pipeline (e.g. Anfrage → Besichtigung → Reserviert → Notartermin → Verkauft). Use include="client,property" to get expanded contact and property details in one request. Common queries…

Search and filter properties (Objekte) in Propstack CRM. Use this tool to: - Find properties by address, ID, or exposé ID (use 'q' for fulltext) - Filter by status, type, marketing type, or project - Find properties in a price/rent range - List properties by size, rooms, or construction year - Filter by custom fields via the 'custom_filters' object (see below) The 'q' parameter searches: unit_id, street, zip code, city, district, exposé ID. Range filter pattern: 11 numeric fields each have _from and _to variants. For example, price_from=200000 & price_to=400000 finds properties priced 200–4…

Send an email using a Propstack email template (snippet). Propstack sends emails through connected broker email accounts. The broker_id determines which account sends the email. The snippet_id selects the email template to use. Use this tool to: - Send an exposé to an interested contact - Send a follow-up email after a viewing - Send a confirmation or rejection to a lead Link the email to contacts, properties, and projects so it appears in the correct CRM activity feeds. Important: - broker_id must be a broker with a connected email account - snippet_id is the email template ID — the templ…

Complete lead intake workflow — dedup check, create/update contact, log notes, create deal if specific property, and set follow-up reminder. Perfect for post-call processing from a voice agent. Handles the entire intake in one tool call: 1. If phone or email provided → search for existing contact (dedup) 2. If found → update contact; if not → create new contact 3. If notes provided → log as a note task 4. If property_id provided → create deal at first pipeline stage 5. Create follow-up reminder for broker (due tomorrow 9am) Returns what was done: created vs updated, IDs of all created recor…

Update an existing contact in Propstack CRM. Use this tool to: - Update contact details after a call - Change broker assignment - Add or remove tags (Merkmale) - Update GDPR status - Change contact rating or status Tag management options: - group_ids: replaces ALL tags with this list - add_group_ids: adds tags without removing existing ones - sub_group_ids: removes specific tags Only provide the fields you want to change.

Update an existing deal in Propstack. Use this tool to: - Move a deal to the next pipeline stage (change deal_stage_id) - Update expected/agreed price - Add or update notes - Change broker assignment - Update feeling score after contact - Record cancellation reason Only provide the fields you want to change.

Update an email in Propstack. Use this tool to: - Mark an email as read or unread - Archive an email - Categorize an email (set message_category_id) - Link an email to contacts, properties, or projects Only provide the fields you want to change.

Update an image's title or portal visibility. Use list_property_images to find image IDs. Titles can be set per language with title_de / title_en. Only provide the fields you want to change.

Update an existing property in Propstack CRM. Use this tool to: - Update the price or rent - Change property status (e.g. mark as reserved or sold) - Edit description texts - Assign to a different broker or project - Update custom fields Only provide the fields you want to change. Use get_property_statuses to look up valid status IDs.

Update an existing search profile in Propstack. Use this tool to: - Expand or narrow budget ("increase max price to 450k") - Add or change cities ("also look in Potsdam") - Adjust room count or space requirements - Toggle feature requirements (add/remove balcony, lift, etc.) - Activate or deactivate the profile Only provide the fields you want to change.

Update an existing task in Propstack. Use this tool to: - Mark a to-do as done - Reschedule an appointment (change starts_at/ends_at) - Add notes to an existing task (update body) - Change broker assignment - Update event state (took_place, cancelled) - Link additional contacts or properties Only provide the fields you want to change.

Upload a document to a property, project, or contact in Propstack. The doc field must be a base64 data URI, e.g.: "data:application/pdf;base64,JVBERi0xLjQ..." "data:image/png;base64,iVBORw0KGgo..." Attach to exactly one entity: property_id, project_id, or client_id. Use the boolean flags to classify the document: - is_floorplan: Mark as a floor plan (Grundriss) - is_exposee: Mark as an exposé document - is_private: Hide from public/portal views - on_landing_page: Show on the property landing page

Upload an image to a property or project in Propstack. The photo must be a base64 data URI, e.g. "data:image/jpeg;base64,/9j/4AAQ...". Attach to exactly one of property_id or project_id. is_private: false (default) = the image is published to portals; true = kept internal. The title is shown as caption and used in the file name. For AI-staged or edited images (virtual staging), say so in the title, e.g. "Wohnzimmer (virtuell möbliert)"; German law requires the label.