Glossary

Every technical word you'll bump into across these docs, defined in plain English. You don't need to memorize any of this — it's here for the moment a term makes you pause.

Connecting Claude#

MCP#

Short for Model Context Protocol — a shared standard that lets AI assistants like Claude plug into other software, the way a universal lockbox standard lets any agent open any listing. You never have to touch MCP directly; it's the plumbing behind the connection.

Connector#

The link you add in Claude's settings that joins Claude to ActuallyCare. Think of it as saving a trusted contact in your phone: once it's added, Claude knows how to reach your CRM.

URL#

A web address, like www.actuallycare.com. When a form asks for a URL, paste the full address exactly — every letter, dot, and slash matters.

OAuth#

The secure handshake used when you connect: you log into ActuallyCare yourself and approve access, so Claude never sees or stores your password. It's like giving a showing service a lockbox code you can change anytime, instead of handing over your personal house key.

Consent screen#

The approval page — titled "Grant Claude access to ActuallyCare" — that appears when you connect. It lists exactly what Claude will be allowed to do, and nothing is shared until you say yes. Details on the permissions and safety page.

Token#

A temporary digital pass Claude uses to prove it's allowed into your account. Like a day pass at a gated community, it expires (after 24 hours) and renews itself automatically, so you're not asked to re-approve.

Working with your data#

CRM#

Customer relationship management software — the system that holds your clients, leads, escrows, listings, and appointments. ActuallyCare is your CRM.

Tool#

One specific action Claude can take in your CRM, like "look up a client" or "list my escrows." There are tools covering every part of the CRM — the full list is in the tools reference.

Prompt (built-in)#

A ready-made conversation starter you can pick from a menu in Claude (behind the + or sliders icon near the message box) instead of typing from scratch — like a daily summary or a commission report. Browse them all at prompts.

Draft#

Words Claude writes for you — an email, a text, a call script — that go nowhere until you approve them. Claude holds the pen; you hold the send button.

Archive vs delete#

Archiving tucks a record out of sight but keeps it, like moving a closed file to the storage room — you can restore it later. Deleting actually removes it, which is why Claude always asks you to confirm before deleting anything.

Developer words you might bump into#

API#

A doorway that lets one piece of software talk to another. Developers use ActuallyCare's API to build custom integrations — as an agent using Claude, you'll never need it.

API key#

A long secret code that lets a program through that doorway — an API key is like a gate code for software. Your Claude connection doesn't use one; you log in with your normal account instead.

Webhook#

A way for ActuallyCare to notify other software the instant something happens — like an automatic text alert when a showing is requested, except the "text" goes to another program.

Machine-readable#

Formatted for software to read rather than people — tidy and structured instead of pretty. Some pages on this site have machine-readable versions so other programs (and AIs) can use them.

Raw Markdown#

The plain-text version of a page, with simple symbols standing in for formatting (like **asterisks** for bold). It's handy when you want to copy a whole docs page into a chat with Claude without the styling getting in the way.