MCP server & API

claude mcp add --transport http proplane https://proplane.ai/api/mcp

curl -X POST https://proplane.ai/api/mcp \
  -H "Authorization: Bearer <OAuth access token>" \
  -H "Content-Type: application/json" \
  -d '{"jsonrpc":"2.0","id":1,"method":"tools/list"}'

• find_records

  Fuzzy-search the current landlord's residents, applications, vendors, properties, services, and leases by name, email, address, title, or unit, and return matching record ids with display labels.

• get_application_details

  Get one of the current landlord's applications in detail: applicant name/email, stage, bucket, desired lease dates and term, room choice, derived screening status, and Checkr check status if one was run.

• get_automation_settings

  Read the landlord's payment-reminder automation settings: pre-due reminder days, same-day and overdue-daily reminders, late-fee notice timing, and schedule visibility, plus a human-readable cadence summary.

• get_dashboard_summary

  One-call portfolio overview for the current landlord: rent-roll and delinquency totals, property counts by status, open/scheduled services, pending applications, unread inbox threads, and calendar events in the next 7 days.

• get_inspection

  Read a residency inspection and its move-in baseline.

• get_listing_creation_checklist

  Read the step-by-step checklist for building a quality listing through chat: required fields, recommended copy, photo handling, and when to call create_listing_draft.

• get_listing_media_inventory

  Read room, bathroom, and shared-space ids and photo counts for a listing so you can place uploaded images in the correct slots.

• get_manager_profile

  Get the current landlord's own account profile: name, email, subscription plan and property count vs.

• get_overdue_charges

  List the current landlord's overdue charges (past due and unpaid): tenants who are late on rent or other charges.

• get_property_details

  Get one of the current landlord's properties in detail: title, address, zip, neighborhood, beds/baths, rent, lifecycle status, per-room name/rent/availability/move-in date, and which resident payment methods the listing accepts.

• get_property_links

  Listing, tour, apply, and message links for one of the landlord's LIVE listings, ready to paste into a text reply, inbox reply, or message.

• get_thread_messages

  Read one of the current landlord's inbox threads in full: subject, sender, folder, date, the original message body, and any reply messages.

• list_applications

  List the current landlord's rental applications with applicant name, email, property, stage, status (pending/approved/rejected), and background-screening status (pending_review/passed/flagged/not_applicable).

• list_calendar_events

  List the current landlord's calendar entries: schedule records, confirmed events/tours (type planned_event), and tour requests (type tour_inquiry, with status).

• list_charges

  List the current landlord's household charges (rent, deposits, fees, and other charges), optionally filtered by status or resident.

• list_co_managers

  List the co-managers linked to the current landlord's workspace - accepted account links plus legacy pro-relationship links - with name, email, link direction, and assigned property ids.

• list_documents

  List documents in the current landlord's Document Library (the Documents -> Library tab): display name, category (lease/insurance/tax/notice/invoice/inspection/photo/other), what the document is filed against (property, lease, resident, vendor, or service), who it is shared with, expiry date, and signature status.

• list_inbox_threads

  List the current landlord's message inbox threads (subject, sender, preview, folder, unread flag), optionally filtered by folder (inbox/sent/trash), unread state, or a search string over subject/sender/preview.

• list_inspections

  List visible residency inspection reports and placements, with how many photos each side has added.

• list_lease_sections

  List the sections in one of the landlord's generated HTML leases, including whether each section is editable.

• list_leases

  List the current landlord's leases with their status (Draft, Manager Review, Resident Signature Pending, Manager Signature Pending, Fully Signed, Voided), resident, property, and lease dates.

• list_open_tour_slots

  List the tour times currently open for a property, with the host for each.

• list_promotions

  List the current landlord's marketing promotions from the Promotion page (AI flyer/social campaigns) with id, title, property, status (draft/generated), flyer template, and whether each carries a generated flyer image and/or marketing text.

• list_properties

  List the current landlord's own properties/listings with title, address, unit, beds/baths, rent, and lifecycle status (pending, live, review, request_change, unlisted, rejected).

• list_property_lease_template_sections

  List editable sections of a property's lease template (long-term or short-term) while the manager is in the Lease modal.

• list_residents

  List the current landlord's active residents (approved applicants) with name, email, property, room, and monthly rent.

• list_scheduled_messages

  List the current landlord's scheduled outbound messages (send time, status, subject, recipient).

• list_service_requests

  List the current landlord's resident add-on service requests (e.g.

• list_sms_conversations

  Find work-number text conversations from Communication, including potential tenants who have never applied or created an account.

• list_tour_inquiries

  List tour requests submitted by prospective tenants for the current landlord's properties: guest name/email, requested time windows, property, and status (pending/accepted/declined).

• list_vendors

  List the current landlord's vendors (contractors/service providers) with name, trade, contact info, active status, and the properties they cover.

• list_work_order_bids

  List the vendor bids submitted on one of the landlord's services (from list_work_orders): vendor name, labor amount, materials, proposed time, note, and status.

• list_work_orders

  List the current landlord's maintenance services with their human service reference, status, priority, property/unit, resident, scheduled date, cost, assigned vendor, bidding state, and vendor-marked-done/paid automation status.

• listing_syndication_status

  Read-only: whether one of the current landlord's properties is opted into the Zillow Rental Network (Zillow, Trulia, HotPads) feed, and the feed's current answer for it (sent / live / rejected, with reasons).

• portfolio_import_status

  Get the status of one portfolio (spreadsheet / rent-roll) import the manager already uploaded at /portal/properties/import: how many properties, rooms, residents, charges, and tasks it will create, and which residents still have unanswered questions (a missing lease end date, rent, or contact info) before it can be created.

• preview_utility_allocation

  Compute an actual approved utility bill allocation using dated placements.

• review_inspection_deposit

  Compare a photographed move-out inspection to its move-in baseline and review manager-proposed deductions against approved bills.

• run_financial_report

  Run a financial report over the current landlord's books and return its computed columns, rows, and totals.

• suggest_bank_statement_matches

  Suggest owner-scoped income/expense matches for an imported bank statement by signed amount and dates within three days.

• suggest_vendors_for_work_order

  Suggest a ranked shortlist of candidate vendors for one of the landlord's services, based on trade/category match, property coverage, and fairness (least-recently-assigned first).

• accept_bid

  Accept a vendor's submitted bid on one of the landlord's services: assigns that vendor at the bid's stored amount, declines every other submitted bid, withdraws outstanding offers, closes bidding, and notifies the winning and declined vendors.

• accept_tour_inquiry

  Accept a pending tour request (id from list_tour_inquiries), putting the tour on the calendar and clearing competing requests for the same slot.

• add_vendor

  Add a new vendor (contractor / service provider) to the landlord's vendor directory with a name, trade, and optional contact details.

• allocate_utility_bill

  Create utility charges from a reviewed actual bill and occupancy allocation.

• amend_lease

  Change a fully signed lease's move-out (end) date - extend, renew, or shorten it.

• apply_listing_photos

  Place uploaded listing photos into the correct house gallery, room, bathroom, or shared-space slots on an open listing.

• approve_and_pay_work_order

  Approve a finished service and pay the vendor: completes it, logs expenses, marks the vendor paid, and transfers the labor cost to the vendor's connected Stripe bank account.

• approve_manager_bill

  Approve a pending accounts-payable bill so it can be paid.

• approve_owner_distribution

  Approve a draft owner distribution statement.

• assign_vendor

  Assign one of the landlord's vendors to a service (or reassign from the current vendor).

• book_tour

  Book a tour on the landlord's calendar at a specific open time, without needing an existing tour request.

• cancel_calendar_event

  Cancel (delete) one of the current landlord's confirmed calendar events.

• cancel_scheduled_message

  Cancel one of the landlord's own not-yet-sent scheduled messages so it never goes out.

• cancel_scheduled_reminder

  Cancel one upcoming automatic payment reminder for a specific charge (e.g.

• cancel_tour

  Cancel a booked tour and notify the guest by email.

• complete_work_order

  Mark one of the landlord's services completed and log its labor/materials costs as expense entries for reports.

• confirm_tour_inquiry

  Confirm a pending tour request into a booked tour at the given open slot and notify the guest.

• copy_listing_photos

  Copy uploaded listing photos and videos from one of the landlord's properties to another (house gallery, room photos, bathroom and shared-space photos, floor plans, and house video).

• create_calendar_event

  Create a calendar event (inspection, meeting, blocked time, …) on the current landlord's calendar with a title, start/end time, and optional property (id from list_properties), attendee, and notes.

• create_charge

  Create a new pending charge (rent, deposit, fee, etc.) for one of the landlord's approved residents.

• create_lease_draft

  Start a new lease draft for one of the landlord's own residents (also used for renewals).

• create_listing_draft

  Create a rich property listing DRAFT from facts gathered in chat (address, rent, beds/baths, description, amenities, and housePhotoUrls from uploaded images).

• create_manager_bill

  Create a new accounts-payable bill (an unpaid obligation owed to a vendor).

• create_manager_budget

  Create a budget for a property/fiscal-year/category (integer cents).

• create_owner_distribution

  Create a draft owner distribution statement for a property and period.

• create_promotion

  Create a marketing promotion and generate its printable flyer copy for the landlord.

• create_property

  Create a minimal property stub from basic facts only (no photos or rich marketing copy).

• create_work_order

  Create a new maintenance service in the landlord's queue (manager-initiated, starts in the open bucket, no vendor assigned).

• decide_service_request

  Approve or deny one of the landlord's pending add-on service requests (parking, storage, cleaning, equipment rentals - the Services -> Requests tab).

• delete_charge

  Permanently delete one of the landlord's charges and its ledger entries.

• delete_promotion

  Permanently delete one of the landlord's promotions, including its generated flyer and text copies.

• dispose_inspection_deposit

  Finalize explicitly manager-reviewed deposit deductions backed by a photographed move-out inspection and approved bills.

• dispose_security_deposit

  Dispose a held security deposit at move-out.

• file_inspection_photo

  File a photo uploaded by this caller into their assigned-room inspection.

• generate_promotion_flyer

  Generate printable flyer copy for an existing promotion (promotionId from list_promotions or create_promotion) and mark it generated so it appears under Promotions → Image.

• invite_vendor

  Email a vendor from the directory an invite link to create their own PropLane vendor portal account.

• mark_charge_paid

  Record that a resident paid one of the landlord's charges outside PropLane (cash or check).

• offer_to_vendors

  Invite one or more of the landlord's vendors to bid on a service: creates an offer per vendor, emails each an invitation with the service details, notifies their PropLane inbox, and opens bidding.

• open_inspection

  Open the move-in or move-out photo report for an approved residency, creating it if it does not exist yet.

• order_background_check

  Order a paid background/screening check (Checkr or Certn) for one of the landlord's applicants.

• propose_lease_section_edit

  Propose a text-only edit to one editable section of a lease in manager review.

• propose_property_lease_template_section_edit

  Propose a text edit to one section of a property lease template (PropLane default long-term or short-term).

• reconcile_bank_statement_line

  Reconcile a bank statement line: mark it cleared and/or match it to a ledger entry.

• record_bill_payment

  Mark an approved accounts-payable bill as paid: creates the expense entry and posts the cash-out GL entry (DR accounts payable / CR operating cash).

• record_expense

  Record a manual expense entry in the landlord's books (same bookkeeping as the Financials page).

• record_income

  Record a manual income entry in the landlord's books (rent collected outside PropLane, fees, other income - same bookkeeping as the Financials page).

• record_move_out

  Record a resident's move-out date on their application record (bookkeeping only).

• reply_to_sms_conversation

  Propose a text to an existing Communication work-number conversation, including phone-only potential tenants.

• reply_to_thread

  Reply to an existing inbox conversation: the reply is appended to the landlord's thread and delivered to the other person.

• reschedule_reminder

  Move one upcoming automatic payment reminder for a specific charge to a new send time.

• reschedule_tour

  Move a booked tour to a new time and email the guest the new time.

• restore_scheduled_reminder

  Turn a cancelled automatic payment reminder back on for one charge (the inverse of cancel_scheduled_reminder).

• revoke_resident_access

  Platform administrators only: permanently remove a resident's portal sign-in access.

• save_inspection_observations

  Save only the caller's explicitly provided inspection notes.

• schedule_message

  Schedule a message from the landlord to one connected recipient (resident, co-manager, or vendor) to be delivered at a future date/time instead of immediately.

• schedule_vendor_visit

  Schedule (or reschedule) the assigned vendor's service visit on one of the landlord's services and notify the vendor (email + PropLane inbox).

• send_lease_for_signature

  Send a prepared lease to its resident for electronic signature: moves the lease to the resident's signing queue and notifies them in their portal inbox and by email.

• send_message

  Send a message from the landlord to specific recipients by email and/or to all of their current residents at once.

• send_rent_reminder

  Send a confirmed payment reminder to residents with overdue charges.

• send_resident_welcome

  Send the resident welcome / account-setup email (with their PropLane ID and portal signup link) for an approved application.

• send_work_order_reminder

  Send the assigned vendor a reminder about one of the landlord's services (email + PropLane inbox), restating the service and its visit details.

• set_resident_approval

  Turn a resident's portal access on or off by setting their application-approved flag.

• share_property_link

  Email a prospect an apply link, tour-scheduling link, or full listing details for one of the landlord's LIVE listings.

• update_application_bucket

  Move one of the landlord's applications between the pending, approved, and rejected buckets.

• update_automation_settings

  Change the landlord's default payment-reminder automation: pick a preset (basics, standard, gentle, minimal), customize pre-due days, same-day and daily overdue reminders, late-fee notice timing, and schedule visibility.

• update_charge

  Update the amount, due date, or title of one of the landlord's existing unpaid charges.

• update_lease_draft

  Update the unit or notes on one of the landlord's existing lease drafts (use list_leases to find the lease id).

• update_lease_packet

  Update an in-review lease packet on the Leases page: change rent, utilities, deposit, move-in fee, lease dates, term, room, stay type (standard vs short-term), unit label, or notes.

• update_listing_draft

  Update an existing listing draft (status draft) with more photos, copy, or pricing from chat.

• update_manager_availability

  Add or remove the current landlord's tour-availability slots for one date and time window, either portfolio-wide or for a single property (propertyId from list_properties).

• update_manager_budget

  Update an existing budget for a property/fiscal-year/category (upsert on the same key).

• update_promotion

  Rename one of the landlord's promotions and/or change its status (draft/generated).

• update_property

  Update one of the current landlord's properties: monthly rent, beds, baths, description, or toggle a listing between live and unlisted.

• update_property_lease_config

  Update per-property lease document settings for a listing: PropLane standard lease (axis_default), custom manager terms addendum (custom_comments + customLeaseTerms), or a manager-uploaded PDF template (custom_format + leaseTemplateDocUrl).

• update_room_rent

  Set the monthly rent for ONE room on a by-room listing (e.g.

• update_thread

  Mark one of the landlord's own inbox threads read or unread, move it to trash (archive), or restore it from trash to its previous folder.

• update_vendor

  Update a vendor's trade, active status, notes, or phone in the landlord's vendor directory.

• void_lease

  Permanently void a lease so it can no longer be signed or enforced.

# 1. Propose the action. Nothing changes yet.
POST /api/v1/tools/send_rent_reminder
{ "chargeIds": ["charge_id_from_get_overdue_charges"] }

202 Accepted
{
  "status": "awaiting_confirmation",
  "actionId": "9c1f…",
  "expiresInSeconds": 900,
  "preview": {
    "title": "Send rent reminder",
    "confirmLabel": "Send reminder",
    "fields": [{ "label": "To", "value": "Sam Ortiz" }]
  }
}

# 2. A signed-in manager reviews and approves it in PropLane’s AI drafts.
# The API key cannot execute or approve the proposal.

# Every tool the key can reach, with JSON Schema
GET  /api/v1/tools

# Call one. The body IS the tool's input object.
POST /api/v1/tools/get_overdue_charges
{}