Bring real-time portfolio data and actions — properties, leases, accounting, maintenance — directly into your AI assistant of choice.
Built on Anthropic's Model Context Protocol. Works with any compliant AI client.
Multi-tenant, scope-bound tokens. Every call is audited and isolated by organization.
Properties, accounting, maintenance, communications — read and write actions across the portfolio.
Edge-routed. Multi-AZ backend. Built for live agent conversations.
Connect Proprietio to your AI assistant in three steps.
Proprietiohttps://mcp.proprietio.com/mcphttps://mcp.proprietio.com/mcp"Search my Texas properties and show me the delinquency rate
grouped by property."Your assistant will call the Proprietio MCP, fetch live data from your account, and respond with a grounded answer — including property names, balances, and aging buckets.
All 18 tools are listed below with their behavioral annotations. Each is documented in JSON Schema and returned by the MCP tools/list call.
| Tool | What it does | Behavior |
|---|---|---|
proprietio_search_properties | Search portfolio by city, state, owner, or unit count. | read |
proprietio_get_property | Full property record incl. units and active leases. | read |
proprietio_list_units | Units for a property with occupancy and rent. | read |
proprietio_get_lease | Lease detail: tenant, term, rent, attachments. | read |
proprietio_list_residents | Residents of a property or unit. | read |
| Tool | What it does | Behavior |
|---|---|---|
proprietio_get_rent_roll | Rent roll snapshot at a given date. | read |
proprietio_get_delinquency | Delinquency aging (0-30, 31-60, 61-90, 90+). | read |
proprietio_get_income_statement | P&L for a date range (accrual basis). | read |
proprietio_get_balance_sheet | Balance sheet as of a date. | read |
proprietio_get_general_ledger | GL entries filtered by account/date. | read |
proprietio_get_noi | Net operating income for a period. | read |
| Tool | What it does | Behavior |
|---|---|---|
proprietio_search_work_orders | Filter work orders by status, priority, age, property. | read |
proprietio_get_work_order | Single work order incl. timeline and notes. | read |
proprietio_create_work_order | Create a new work order. | write |
proprietio_update_work_order | Update status, priority, assignee. | write |
proprietio_close_work_order | Mark complete with resolution notes. | write |
proprietio_list_vendors | List approved vendors by trade. | read |
| Tool | What it does | Behavior |
|---|---|---|
proprietio_send_message | Send a message to a tenant or vendor. | external |
The Proprietio MCP server uses OAuth 2.0 Authorization Code + PKCE (S256) with Dynamic Client Registration (DCR, RFC 7591). Compliant clients (Claude.ai, ChatGPT Apps, Copilot Studio) register automatically.
GET /.well-known/oauth-authorization-server — issuer metadata (RFC 8414)GET /.well-known/oauth-protected-resource — resource metadata (RFC 9728)properties:read — search and read properties, units, leasestenants:read — read residents and tenant detailsaccounting:read — rent roll, delinquency, P&L, NOI, GLmaintenance:read — work orders and vendorsmaintenance:write — create / update / close work orderscommunications:write — send messages to tenants and vendorsTokens are JWT signed with RS256. Access tokens TTL: 1 hour. Refresh tokens: 30 days, rotating.
ApiAccessLog) — every tool call recorded with org, tool, latency, statusRetry-After + X-RateLimit-* headers (RFC 6585)See the Privacy Policy for full details on data handling.