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propstack-mcp-server

v1.0.2

Published

MCP server for Propstack real estate CRM — connect AI assistants to your Propstack data

Readme

Propstack MCP Server

Connect AI assistants (Claude, ChatGPT) to your Propstack real estate CRM.

Verbinden Sie KI-Assistenten mit Ihrem Propstack-CRM — Kontakte verwalten, Objekte durchsuchen, Deals pflegen, Besichtigungen planen und Suchprofile erstellen, alles per Sprache oder Chat.

What you can do / Was Sie damit machen koennen

  • Contact management — search, create, update, and tag contacts with GDPR tracking
  • Property search & management — filter by price, rooms, area, status; create and update listings
  • Deal pipeline — create deals, move through stages, track win/loss rates
  • Buyer matching — create search profiles from natural language ("3-Zimmer in Berlin, bis 400k, mit Balkon") and auto-match to new listings
  • Task & calendar — log call notes, set follow-up reminders, schedule viewings
  • Email — send templated emails linked to contacts and properties
  • 360-degree contact view — get a complete briefing before every call
  • Pipeline dashboards — deal counts and values per stage, stale deal alerts
  • Lead intake — one-call workflow: dedup, create contact, log notes, create deal, set reminder
  • Bulk export — full data dumps for reporting, backup, or migration

Quick Start

1. Set your API key

export PROPSTACK_API_KEY=your_api_key_here

2a. Claude Desktop

Add to your Claude Desktop config (claude_desktop_config.json):

{
  "mcpServers": {
    "propstack": {
      "command": "npx",
      "args": ["-y", "propstack-mcp-server"],
      "env": {
        "PROPSTACK_API_KEY": "your_api_key_here"
      }
    }
  }
}

2b. Claude Code (CLI)

Add to your project's .mcp.json:

{
  "mcpServers": {
    "propstack": {
      "command": "npx",
      "args": ["-y", "propstack-mcp-server"],
      "env": {
        "PROPSTACK_API_KEY": "your_api_key_here"
      }
    }
  }
}

2c. ChatGPT

  1. Go to Settings > Connectors > Developer Mode
  2. Add a new MCP connector
  3. Set the command to npx -y propstack-mcp-server
  4. Add environment variable PROPSTACK_API_KEY

2d. Cursor IDE

  1. Open Settings (Ctrl+,) → search "MCP"
  2. Edit MCP Servers JSON, or add mcp.json in project root / .cursor/

Option A — local project (after npm run build):

{
  "mcpServers": {
    "propstack": {
      "command": "node",
      "args": ["./dist/index.js"],
      "cwd": "C:/Users/you/path/to/propstack_mcp",
      "env": {
        "PROPSTACK_API_KEY": "your_api_key_here"
      }
    }
  }
}

Or use .env in project root — the server loads it automatically; you can omit the env block.

Option B — npx (published package or npx from local):

{
  "mcpServers": {
    "propstack": {
      "command": "npx",
      "args": ["-y", "propstack-mcp-server"],
      "env": {
        "PROPSTACK_API_KEY": "your_api_key_here"
      }
    }
  }
}

2e. Run directly

npm install propstack-mcp-server
PROPSTACK_API_KEY=your_key npx propstack-mcp-server

API Key / API-Schluessel

Get your Propstack API key:

  1. Log in to crm.propstack.de
  2. Go to Verwaltung > API-Schluessel (Administration > API Keys)
  3. Create or copy your V1 API key

Hinweis: Der API-Schluessel bestimmt die Berechtigungen. Stellen Sie sicher, dass Lese- und Schreibzugriff fuer die benoetigten Endpunkte aktiviert ist.

Available Tools (50)

Contacts (Kontakte)

| Tool | Description | |---|---| | search_contacts | Search and filter contacts by name, email, phone, status, tags, broker, GDPR status | | get_contact | Get full details of a single contact with related data | | create_contact | Create a new contact (auto-dedup by email) | | update_contact | Update contact details, tags, GDPR status, broker assignment | | delete_contact | Soft-delete a contact (30-day recycle bin) | | get_contact_sources | List lead sources (ImmoScout24, Website, Empfehlung, etc.) | | search_contacts_by_phone | Look up a contact by phone number (formatting-insensitive) |

Properties (Objekte)

| Tool | Description | |---|---| | search_properties | Search properties with 11 range filters, 17 sort fields | | get_property | Get full property details including media and custom fields | | create_property | Create a new property listing | | update_property | Update price, status, description, broker assignment | | get_property_statuses | List property statuses (Verfuegbar, Reserviert, Verkauft, etc.) |

Tasks (Aufgaben & Notizen)

| Tool | Description | |---|---| | create_task | Create a note, to-do, appointment, or cancellation (polymorphic) | | update_task | Mark done, reschedule, update notes | | get_task | Get task details with linked contacts, properties, projects |

Deals (Pipeline)

| Tool | Description | |---|---| | search_deals | Search deals by stage, pipeline, category, broker, feeling score | | create_deal | Link a contact to a property at a pipeline stage | | update_deal | Move deal through pipeline stages, update price/notes |

Search Profiles (Suchprofile)

| Tool | Description | |---|---| | list_search_profiles | List what buyers/renters are looking for | | create_search_profile | Capture buyer criteria from natural language | | update_search_profile | Adjust budget, cities, room count, features | | delete_search_profile | Remove a search profile |

Projects (Projekte)

| Tool | Description | |---|---| | list_projects | List development projects with unit counts | | get_project | Get project details with all units, media, documents |

Activities & Events (Aktivitaeten & Termine)

| Tool | Description | |---|---| | search_activities | Full activity timeline for a contact, property, or project | | list_events | Calendar events — viewings, meetings, filtered by date/state |

Emails (E-Mails)

| Tool | Description | |---|---| | send_email | Send email using a Propstack template (snippet) | | update_email | Mark read/archived, categorize, link to CRM records |

Documents (Dokumente)

| Tool | Description | |---|---| | list_documents | List files attached to a property, project, or contact | | upload_document | Upload a document (base64 data URI) |

Relationships (Beziehungen)

| Tool | Description | |---|---| | create_ownership | Link a contact as property owner (Eigentuemer) | | create_partnership | Link a contact as buyer, tenant, etc. (Kaeufer, Mieter) |

Lookups (Konfiguration)

| Tool | Description | |---|---| | list_pipelines | Get deal pipelines with stages (IDs, names, positions) | | get_pipeline | Get a single pipeline with stage details | | list_tags | List tags/groups (Merkmale) — filter contacts by group IDs | | create_tag | Create a new tag for contacts, properties, or activities | | list_activity_types | List note/todo/event templates for create_task | | list_contact_statuses | List contact statuses for search/assign | | list_reservation_reasons | List deal cancellation reasons | | list_custom_fields | Discover custom field definitions (names, types, options) | | list_users | List all brokers/agents with contact info | | list_teams | List teams/departments with member assignments | | list_locations | List geographic areas (Geolagen) for location matching |

Smart Composites (Intelligente Workflows)

| Tool | Description | |---|---| | full_contact_360 | Complete contact dossier — info, search profiles, deals, activity | | property_performance_report | Days on market, inquiry count, pipeline breakdown, activity summary | | pipeline_summary | Deals per stage, total values, stale deals needing attention | | smart_lead_intake | Full lead workflow: dedup, create/update, log notes, deal, reminder | | match_contacts_to_property | Find buyers whose search profiles match a property |

Admin (Verwaltung)

| Tool | Description | |---|---| | list_webhooks | List all configured webhook subscriptions | | create_webhook | Subscribe to CRM events (CLIENT_CREATED, PROPERTY_UPDATED, etc.) | | delete_webhook | Remove a webhook subscription | | export_data | Bulk export an entire data table as JSON | | get_contact_favorites | Get properties a contact has favorited |

Example Conversations / Beispiel-Konversationen

Morning Briefing / Morgen-Briefing

You: What's on my calendar today?

AI: calls list_events with today's date range — You have 3 viewings scheduled...

Du: Gibt es neue Leads seit gestern?

KI: ruft search_contacts mit created_at_from=gestern auf — 5 neue Kontakte...

Lead Intake / Leaderfassung

You: I just got off the phone with Maria Schmidt, +49 157 1234 5678. She's looking for a 3-room apartment in Berlin, budget 300-400k, must have a balcony. She found us on ImmoScout.

AI: calls smart_lead_intake — Contact created (ID: 4521), call note logged, follow-up reminder set for tomorrow 9:00. Would you like me to create a search profile for her criteria?

Property Matching / Objekt-Matching

Du: Wir haben ein neues Listing: 3-Zimmer-Wohnung in Charlottenburg, 385.000 EUR. Wer kommt als Kaeufer in Frage?

KI: ruft match_contacts_to_property auf — 12 passende Suchprofile gefunden. Top 3: Herr Weber (Score 95%), Frau Mueller (Score 88%), Herr Kim (Score 85%)...

Pipeline Review

You: How's our sales pipeline looking? Any stale deals?

AI: calls pipeline_summary — 47 active deals, total value 12.3M EUR. 5 deals haven't been updated in 14+ days...

Pre-Call Briefing / Vor dem Anruf

Du: Gib mir alles ueber Kontakt 3847 — ich rufe gleich an.

KI: ruft full_contact_360 auf — Herr Weber, Rating 3 Sterne, sucht 3-Zimmer in Berlin/Potsdam bis 400k. 2 aktive Deals, letzte Aktivitaet vor 3 Tagen...

Development

git clone <repo-url>
cd propstack-mcp-server
npm install
npm run build    # tsc → dist/
npm start        # requires PROPSTACK_API_KEY

Project Structure

src/
  index.ts                 # Server entry point (stdio transport)
  propstack-client.ts      # HTTP client with auth, retry, error handling
  types/
    propstack.ts           # TypeScript interfaces for all API responses
  tools/
    helpers.ts             # Shared formatting utilities
    contacts.ts            # 7 contact tools
    properties.ts          # 5 property tools
    tasks.ts               # 3 task tools (polymorphic: note/todo/event/cancel)
    deals.ts               # 3 deal pipeline tools
    search-profiles.ts     # 4 search profile tools
    projects.ts            # 2 project tools
    activities.ts          # 2 activity/event tools
    emails.ts              # 2 email tools
    documents.ts           # 2 document tools
    relationships.ts       # 2 relationship tools (ownership/partnership)
    lookups.ts             # 8 lookup/config tools
    composites.ts          # 5 smart composite tools
    admin.ts               # 5 admin tools (webhooks, export, favorites)

License

MIT