Propstack

Showing 25 of 57 from the live probe.

• Search Contacts

  Search and filter contacts in Propstack CRM. Use this tool to: - Find contacts by name, email, or phone number - List recent leads (sort by created_at desc) - Find uncontacted leads (last_contact_at is null) - Filter by broker assignment, status, tags, or GDPR status - Search across all contact fields with 'q' parameter The 'q' parameter searches across: first name, last name, all emails, all addresses, and all phone numbers. Phone search ('phone_number') ignores formatting — both 01571234567

• Get Contact

  Get full details of a single contact by ID. Use this tool to: - View complete contact information before a call - Check relationships, documents, and owned properties - See sub-contacts (e.g. family members at same address) Use 'include' to load related data in one request.

• Create Contact

  Create a new contact in Propstack CRM. Use this tool to: - Register a new lead after a phone call - Create a contact from a web form submission - Add a new property owner Auto-upserts: if a contact with the same email or old_crm_id already exists, it will be updated instead of creating a duplicate. Use get_contact_sources first to find valid source IDs.

• Delete Contact

  Delete a contact from Propstack CRM (soft delete). The contact is moved to a 30-day recycle bin and can be restored. Use this tool for: - GDPR deletion requests (Art. 17 DSGVO) - Removing duplicate contacts - Cleaning up test data

• Get Contact Sources

  List all available contact/lead sources in Propstack. Returns the list of sources like "Immobilienscout 24", "Website", "Empfehlung", etc. with their IDs. Use this tool to look up valid source IDs before creating or updating contacts with client_source_id.

• Search Contacts By Phone

  Look up a contact by phone number. This is the go-to tool for voice agent caller identification. When a call comes in, use this tool with the caller's phone number to instantly find the matching contact. Phone matching ignores formatting — all of these find the same contact: 015712345678, 0157-123-456-78, +49 157 12345678 Returns the matching contact(s) with key details. If no match is found, the caller is unknown and you should create a new contact.

• Search Properties

  Search and filter properties (Objekte) in Propstack CRM. Use this tool to: - Find properties by address, ID, or exposé ID (use 'q' for fulltext) - Filter by status, type, marketing type, or project - Find properties in a price/rent range - List properties by size, rooms, or construction year - Filter by custom fields with cf_ prefix parameters The 'q' parameter searches: unit_id, street, zip code, city, district, exposé ID. Range filter pattern: 11 numeric fields each have _from and _to varia

• Get Property

  Get full details of a single property by ID. Use this tool to: - View complete property information for an exposé - Check images, floorplans, documents, and links - See custom fields, broker assignment, and project - Get multilingual texts (use locale parameter) Always fetches with new=1 (extra fields) and expand=1 (custom fields).

• Create Property

  Create a new property (Objekt) in Propstack CRM. Use this tool to: - List a new property from an acquisition call - Create a listing from an owner inquiry - Add a property to a project Use get_property_statuses to look up valid status IDs. Use the relationships_attributes array to link an owner contact on creation. rs_type values: APARTMENT, HOUSE, TRADE_SITE, GARAGE, SHORT_TERM_ACCOMODATION, OFFICE, GASTRONOMY, INDUSTRY, STORE, SPECIAL_PURPOSE, INVESTMENT. rs_category provides sub-types (e.

• Update Property

  Update an existing property in Propstack CRM. Use this tool to: - Update the price or rent - Change property status (e.g. mark as reserved or sold) - Edit description texts - Assign to a different broker or project - Update custom fields Only provide the fields you want to change. Use get_property_statuses to look up valid status IDs.

• Update Property Energy

  Update Energieausweis (energy certificate) fields of a property. Specialized tool for all energy certificate fields. Use update_property for basic fields (price, address, rooms etc.).

• Update Property Equipment

  Update Ausstattung (equipment/amenities) of a property. Specialized tool for all boolean amenity fields. Use update_property for basic fields (price, address, rooms etc.).

• Update Property Details

  Update additional property details: condition, areas, parking, financial fields, dates. Specialized tool for fields not in update_property, update_property_energy or update_property_equipment.

• Get Property Statuses

  List all available property statuses in Propstack. Returns statuses like "Verfügbar", "Reserviert", "Verkauft" with their IDs, colors, and sort positions. Use this tool to look up valid status IDs before: - Filtering properties by status in search_properties - Setting a property's status in create_property or update_property

• Create Task

  Create a task (note, to-do, appointment, or cancellation) in Propstack. This is the central write endpoint for ALL activity types. The mode is determined by which flags you set: MODE 1 — Note (Notiz): Just provide title + body. No special flags needed. Example: log a call note after a conversation. MODE 2 — To-do (Aufgabe): Set is_reminder: true + due_date. Example: "remind me to call Herr Müller back tomorrow" MODE 3 — Appointment (Termin): Set is_event: true + starts_at + ends_at

• Update Task

  Update an existing task in Propstack. Use this tool to: - Mark a to-do as done - Reschedule an appointment (change starts_at/ends_at) - Add notes to an existing task (update body) - Change broker assignment - Update event state (took_place, cancelled) - Link additional contacts or properties Only provide the fields you want to change.

• Get Task

  Get full details of a single task by ID. Returns the task with all linked entities expanded (contacts, properties, projects, viewings) by default. Use this tool to: - View full context of an activity before acting on it - Check linked contacts and properties - See appointment details (time, location, state) - Check if a to-do has been completed

• Search Deals

  Search and filter deals (contact↔property relationships) in Propstack. Use this tool to: - Show all deals in a specific pipeline stage - Find deals for a contact or property - Track deal pipeline progress for a project - Find lost deals and cancellation reasons - Filter by broker, team, feeling (cold/warm/hot) A "deal" represents an interested contact linked to a property at a specific stage in a sales/rental pipeline (e.g. Anfrage → Besichtigung → Reserviert → Notartermin → Verkauft). Use in

• Create Deal

  Create a deal linking an interested contact to a property in Propstack. A deal represents a contact's interest in a property and tracks it through pipeline stages (e.g. Anfrage → Besichtigung → Reserviert → Notartermin → Verkauft). Use this tool after: - A viewing to formalize interest - A contact inquiry about a property - Moving a lead into the sales pipeline Requires client_id, property_id, and deal_stage_id. Use list_pipelines or get_pipeline to find valid pipeline and stage IDs.

• Update Deal

  Update an existing deal in Propstack. Use this tool to: - Move a deal to the next pipeline stage (change deal_stage_id) - Update expected/agreed price - Add or update notes - Change broker assignment - Update feeling score after contact - Record cancellation reason Only provide the fields you want to change.

• List Search Profiles

  List search profiles (Suchprofile) in Propstack. A search profile captures what a buyer or renter is looking for — cities, price range, room count, features, etc. Every search profile belongs to a contact. Use this tool to: - See what a specific contact is looking for (filter by client) - List all active search profiles - Review criteria before matching properties Filter by contact ID to answer "What is this buyer looking for?"

• Create Search Profile

  Create a search profile (Suchprofil) for a contact in Propstack. This is THE killer feature for an AI real estate assistant. When a buyer or renter describes what they're looking for in natural language, map it to structured search criteria: Example conversation: "Herr Weber sucht eine 3-Zimmer-Wohnung in Berlin oder Potsdam, Budget 300.000–400.000 €, muss einen Balkon haben" → client_id: <Herr Weber's ID> marketing_type: "BUY" rs_types: ["APARTMENT"] cities: ["Berlin", "Potsdam

• Update Search Profile

  Update an existing search profile in Propstack. Use this tool to: - Expand or narrow budget ("increase max price to 450k") - Add or change cities ("also look in Potsdam") - Adjust room count or space requirements - Toggle feature requirements (add/remove balcony, lift, etc.) - Activate or deactivate the profile Only provide the fields you want to change.

• Delete Search Profile

  Delete a search profile from Propstack. Use this tool when: - A contact has found a property and is no longer searching - The search profile was created in error - A contact explicitly asks to stop receiving matching notifications

• List Projects

  List development projects in Propstack. A project is a "super-object" that groups multiple property units (e.g. a new-build apartment complex with 20 units). Use this tool to: - See all active development projects - Get an overview of unit counts and statuses - Find a project by name before drilling into its units Use expand=true to include custom fields in the response.