kpi-dealflow-mcp

MCP (Model Context Protocol) server for KPI DealFlow — connect Claude, Cursor, or any MCP-compatible AI assistant directly to your real estate pipeline.

What it does

Gives your AI agent four tools:

| Tool | Description | |------|-------------| | add_lead | Add a new prospect to your pipeline | | list_leads | List and filter leads by stage or temperature | | get_lead | Pull full details on a specific lead | | update_lead | Move a lead through the funnel or update notes |

Prerequisites

1. A KPI DealFlow account
2. An API key — generate one at Settings → API Access inside the app
3. Node.js 18 or newer

Setup

Claude Desktop (recommended)

Add this to your claude_desktop_config.json:

{
  "mcpServers": {
    "kpi-dealflow": {
      "command": "npx",
      "args": ["kpi-dealflow-mcp"],
      "env": {
        "KPIDEALFLOW_API_KEY": "kpid_your_key_here"
      }
    }
  }
}

Config file locations:

• macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
• Windows: %APPDATA%\Claude\claude_desktop_config.json

Restart Claude Desktop after saving.

Other MCP clients

Any client that supports stdio MCP servers works the same way — point it at npx kpi-dealflow-mcp with your KPIDEALFLOW_API_KEY env var set.

Run directly (for testing)

KPIDEALFLOW_API_KEY=kpid_your_key npx kpi-dealflow-mcp

Usage examples

Once connected, just talk to your agent:

"Add John Smith as a lead — he called in wanting to buy a 3-bed in Northampton, timeline is 90 days. Phone 413-555-1234."

"Who are my hot leads right now?"

"Move John Smith to Qualified Lead — we agreed to a buyer consultation Thursday."

"Show me all my Qualified Leads."

Environment variables

| Variable | Required | Default | Description | |----------|----------|---------|-------------| | KPIDEALFLOW_API_KEY | Yes | — | Your API key from kpidealflow.com/settings | | KPIDEALFLOW_BASE_URL | No | https://kpidealflow.com | Override for self-hosted or staging |

License

MIT