Look up a tenant, their balance and lease
ReadFinds a tenant by name or unit and returns their current balance, lease dates and contact details from your API.
Example request
What is the balance on unit 12C and when does the lease end?
Actions
Nine templates,
three confirmation levels
Every template maps to your own endpoints during onboarding. The confirmation level decides what the user sees before anything runs, and there is no setting that turns confirmation off.
Planned templates. Illustrative until a design partner API is connected.
Read
Looks things up. Nothing changes.
Write
Changes one record after the user sees a preview and taps Confirm.
Sensitive
Reaches many people or records. The user types a confirmation word first.
Leasing
Find vacant units matching criteria
ReadSearches units by building, size, rent range and readiness date. Never filters by any protected characteristic.
Example request
Which two bedroom units in Maple Court are vacant this month?
Draft a lease renewal notice
WriteDrafts a renewal notice from your template and the lease record, saves it as a draft and shows it for review before anything is sent.
Example request
Draft a renewal notice for the tenant in 8A with a three percent increase.
Maintenance
Create a maintenance request
WriteCreates a work order with unit, category, priority and description. The preview shows every value before it is saved.
Example request
Create a work order for the leaking tap in unit 4B.
Assign a vendor to a work order
WriteAssigns a vendor from your approved list to an open work order and records who made the change.
Example request
Assign Northside Plumbing to work order 1042.
Schedule an inspection
WriteBooks an inspection for a unit or building on a date the user confirms.
Example request
Schedule a move out inspection for 3C next Tuesday morning.
Accounting
Summarize an owner statement
ReadReads an owner statement for a period and summarizes income, expenses and net in plain language, with every figure cited.
Example request
Summarize the August statement for the Harbor View owner.
Communication
Draft and send a rent reminder
SensitiveDrafts a reminder to one tenant or every tenant in a building. Sending to a group needs a typed confirmation.
Example request
Remind tenants in Building 2 that rent is due Friday.
Log a call note against a tenant
WriteAdds a dated note to the tenant record after the user confirms the wording.
Example request
Log that Ms Adeyemi called about the broken intercom.
First release
Three writes,
done properly
The first release is scoped to grounded answers plus three write actions: create a work order, schedule an inspection and send a rent reminder. The rest of the catalog follows once those three are verified with design partners.
Not in the first release
- Bulk destructive actions
- Eviction workflows
- Tenant screening decisions
- Legal advice of any kind
The assistant never filters, ranks or describes units or applicants by protected characteristics and refuses steering requests.
Optional
Your catalog
as a hosted MCP server
Each workspace can expose its allowlisted tools as a hosted MCP server, so the same catalog, labels and confirmation rules work with other agent surfaces later without a second integration.
Second vertical
Logistics and transport
management software
Once the property vertical is proven, the same core (grounded answers, labeled actions, scoped tokens, confirmation, audit log and evaluation) is reused for logistics and transport management platforms with their own templates and policy tests.