Proprietio

Your property portfolio, inside Claude and ChatGPT.

The Proprietio MCP connector lets an AI assistant read your properties, leases, accounting and maintenance, and act on work orders and messages, with the access you grant and nothing more.

PROTOCOL

Model Context Protocol

Streamable HTTP at https://mcp.proprietio.com/mcp. Works with any MCP client that supports OAuth.

SECURITY

OAuth 2.1 + PKCE

Tokens are bound to one person and one organization, limited to the scopes they approved.

SURFACE

26 tools

22 read-only tools and 4 that write: three on work orders, one that sends a message.

CONTROL

Revocable any time

Every connected app is listed in Proprietio under Profile → Connected apps, where it can be disconnected.

Quickstart

You need a Proprietio account. The connector is included from the Growth plan up, and available with the AI Starter add-on on the plans below it.

1. Add the connector in Claude

  1. Open claude.ai → Settings → Connectors
  2. Click Add custom connector
  3. Name: Proprietio · URL: https://mcp.proprietio.com/mcp
  4. Click Connect. Claude registers itself (dynamic client registration) and opens the Proprietio sign-in.
  5. Sign in with your Proprietio account and approve the access requested.

2. Or add it in ChatGPT

  1. In ChatGPT settings, open Apps & Connectors and create a connector (developer mode may be required on your plan)
  2. MCP server URL: https://mcp.proprietio.com/mcp, authentication: OAuth
  3. Sign in to Proprietio and approve the access requested

3. Ask a question

"Which residents are more than 30 days late, grouped by property?"

The assistant calls the Proprietio tools it needs, reads live data from your organization and answers from it.

Available tools

Each tool is described in JSON Schema and returned by the MCP tools/list call, with its annotations (readOnlyHint, destructiveHint, idempotentHint, openWorldHint).

Operations

ToolWhat it doesBehavior
proprietio_get_daily_briefPrioritized daily brief for a property or portfolio: delinquency, urgent and stale maintenance, vacancy, loss-to-lease, next actions.read
proprietio_get_command_centerKPI tiles, ranked property risk scorecards and a prioritized action queue.read
proprietio_get_owner_updateA copy-ready owner or investor update: NOI, occupancy, delinquency, maintenance risk, action plan.read
proprietio_get_risk_radarRanked property risk scorecards across delinquency, maintenance, leasing and revenue.read

Properties & leasing

ToolWhat it doesBehavior
proprietio_search_propertiesSearch the portfolio by address, owner or status.read
proprietio_get_propertyOne property with its units and details.read
proprietio_list_unitsUnits of a property.read
proprietio_get_leaseLease terms, charges and dates.read
proprietio_list_residentsResidents of a property or unit.read
proprietio_list_available_unitsUnits listed as available, cheapest first, by bedrooms and maximum rent.read
proprietio_suggest_tour_timesOpen 30-minute tour slots over the next few days. Books nothing.read

Accounting & reporting

ToolWhat it doesBehavior
proprietio_get_balance_sheetBalance sheet at a date.read
proprietio_get_income_statementIncome statement (P&L) for a period.read
proprietio_get_general_ledgerGeneral ledger entries, with filters.read
proprietio_get_noiNet operating income for a property or period.read
proprietio_get_delinquencyReceivables aging and delinquent residents.read
proprietio_get_rent_rollCurrent rent roll of a property.read

Maintenance

ToolWhat it doesBehavior
proprietio_search_work_ordersWork orders by status, property, vendor or date.read
proprietio_get_work_orderOne work order.read
proprietio_list_vendorsVendors available for assignment.read
proprietio_triage_issueClassify a problem described in plain words: urgency, likely trade, safe first steps. Creates no work order.read
proprietio_find_recurring_maintenance_issuesUnits with the same kind of problem three or more times in 90 days. Never resident details.read
proprietio_create_work_orderOpen a new work order.write
proprietio_update_work_orderChange status, notes or assignment.write
proprietio_close_work_orderMark a work order complete, with its resolution.write

Communications

ToolWhat it doesBehavior
proprietio_send_messageSend a message to a resident or vendor. A sent message cannot be taken back, so it is marked destructive and clients typically ask before calling it.sends

Authentication

The connector uses OAuth 2.1: authorization code with PKCE (S256 only) and dynamic client registration (RFC 7591), so compliant clients register themselves. The authorization server is https://api.proprietio.com.

Discovery

Endpoints

Scopes

Tokens

Access tokens are opaque and last one hour. Refresh tokens last 30 days and are replaced on every use. Authorization codes are single-use and expire after ten minutes.

Example prompts

Security & limits

How we handle data: privacy policy (the connector has its own section) · subprocessors.

Support & contact