# ActuallyCare Docs

> Documentation for ActuallyCare, a real estate CRM with first-class AI access: an MCP server for Claude (232 tools), a REST API, and webhooks. Every page on this site is also available as raw Markdown — append `.md` to any page URL.

Key machine-readable surfaces:

- [tools.json](https://docs.actuallycare.com/tools.json): full MCP tool index — names, descriptions, JSON schemas, safety annotations
- [llms-full.txt](https://docs.actuallycare.com/llms-full.txt): every documentation page concatenated into one file
- [llms-mcp.txt](https://docs.actuallycare.com/llms-mcp.txt): sectioned variant — connecting Claude/MCP clients (agent guides, MCP setup, concepts)
- [llms-api.txt](https://docs.actuallycare.com/llms-api.txt): sectioned variant — the REST API (quickstart, auth, reference, guides)
- [llms-tools.txt](https://docs.actuallycare.com/llms-tools.txt): sectioned variant — every MCP tool page
- [OpenAPI spec](https://api.actuallycare.com/v1/openapi.json): REST API specification

## For real estate agents

- [For real estate agents](https://docs.actuallycare.com/agents.md): Connect Claude to your ActuallyCare CRM and talk to it like a colleague — no code, no terminal, no IT department.
- [Glossary](https://docs.actuallycare.com/agents/glossary.md): Plain-English definitions of the technical terms you'll meet in these docs, with real-estate analogies.
- [Permissions and safety](https://docs.actuallycare.com/agents/permissions-and-safety.md): Exactly what Claude can and can't do in your ActuallyCare CRM, what you approved on the consent screen, and how to disconnect at any time.
- [Troubleshooting](https://docs.actuallycare.com/agents/troubleshooting.md): Plain-English fixes for the most common Claude-to-ActuallyCare connection problems, with what you should see when each fix works.
- [What can I ask?](https://docs.actuallycare.com/agents/what-can-i-ask.md): Real examples of what to ask Claude once it's connected to your ActuallyCare CRM, organized by the moments of an agent's day.
- [Connect Claude Code](https://docs.actuallycare.com/mcp/claude-code.md): Add the ActuallyCare MCP server to Claude Code.
- [Connect Claude Desktop](https://docs.actuallycare.com/mcp/claude-desktop.md): Set up the connector in the Claude Desktop app.
- [Connect Claude on your phone](https://docs.actuallycare.com/mcp/claude-mobile.md): Use your CRM connector from the Claude mobile app.
- [Connect Claude.ai (web)](https://docs.actuallycare.com/mcp/claude-web.md): Set up the connector on claude.ai in your browser.
- [Connect Claude in 5 minutes](https://docs.actuallycare.com/mcp/quickstart.md): Link Claude to your ActuallyCare CRM, step by step.

## REST API

- [REST API quickstart](https://docs.actuallycare.com/api.md): Get an ActuallyCare API key and make your first authenticated request in about two minutes.
- [Authentication](https://docs.actuallycare.com/api/authentication.md): API keys and JWT bearer tokens for the ActuallyCare REST API, plus how 401 differs from 403.
- [Errors](https://docs.actuallycare.com/api/errors.md): The ActuallyCare error envelope, HTTP status codes, and when (and when not) to retry.
- [Pagination](https://docs.actuallycare.com/api/pagination.md): Page through list endpoints with the page and limit query parameters.
- [Rate limits](https://docs.actuallycare.com/api/rate-limits.md): Request limits for the REST API and MCP server, and how to handle a 429 cleanly.
- [Versioning & deprecation](https://docs.actuallycare.com/api/versioning.md): How the ActuallyCare REST API is versioned, what counts as a breaking change, and how deprecations are communicated.

## API endpoint reference

- [Endpoint reference](https://docs.actuallycare.com/api/reference.md): Every REST endpoint on api.actuallycare.com — 64 operations across 10 resource groups.
- [API Keys API](https://docs.actuallycare.com/api/reference/api-keys.md): REST endpoints for api keys — request and response reference with examples.
- [Appointments API](https://docs.actuallycare.com/api/reference/appointments.md): REST endpoints for appointments — request and response reference with examples.
- [Authentication API](https://docs.actuallycare.com/api/reference/authentication.md): REST endpoints for authentication — request and response reference with examples.
- [Billing API](https://docs.actuallycare.com/api/reference/billing.md): REST endpoints for billing — request and response reference with examples.
- [Clients API](https://docs.actuallycare.com/api/reference/clients.md): REST endpoints for clients — request and response reference with examples.
- [Contacts API](https://docs.actuallycare.com/api/reference/contacts.md): REST endpoints for contacts — request and response reference with examples.
- [Escrows API](https://docs.actuallycare.com/api/reference/escrows.md): REST endpoints for escrows — request and response reference with examples.
- [Leads API](https://docs.actuallycare.com/api/reference/leads.md): REST endpoints for leads — request and response reference with examples.
- [Listings API](https://docs.actuallycare.com/api/reference/listings.md): REST endpoints for listings — request and response reference with examples.
- [Webhooks API](https://docs.actuallycare.com/api/reference/webhooks.md): REST endpoints for webhooks — request and response reference with examples.

## Concepts

- [Concepts](https://docs.actuallycare.com/concepts.md): How ActuallyCare's integration surface fits together: API vs MCP, authentication, the data model, and webhooks.
- [API vs MCP](https://docs.actuallycare.com/concepts/api-vs-mcp.md): Two ways to integrate - when to use which, and how to combine them.
- [Authentication model](https://docs.actuallycare.com/concepts/authentication.md): How OAuth, API keys, and JWTs fit together across the platform.
- [Data model](https://docs.actuallycare.com/concepts/data-model.md): The entities behind your CRM and how they relate.
- [Webhooks](https://docs.actuallycare.com/concepts/webhooks.md): Event-driven integration: catalog, signatures, retries.

## Guides

- [Guides](https://docs.actuallycare.com/guides.md): Hands-on tutorials: build an integration, set up webhooks, and import your data.
- [Build a custom integration](https://docs.actuallycare.com/guides/build-custom-integration.md): An end-to-end tutorial: API key, client module, paginated lead sync, and a verified webhook receiver.
- [Bulk import your data](https://docs.actuallycare.com/guides/bulk-import.md): Bring clients and leads in from your old CRM with a rate-limit-aware import script.
- [Set up webhooks](https://docs.actuallycare.com/guides/webhook-setup.md): Register a webhook, verify signatures, and process events reliably.

## MCP

- [MCP overview](https://docs.actuallycare.com/mcp.md): What the ActuallyCare MCP server exposes, how Claude connects to it, and where to start.
- [Build a custom MCP app](https://docs.actuallycare.com/mcp/custom-apps.md): Connect your own application to the ActuallyCare MCP server with the TypeScript SDK, choose an auth method, and drive the tools with the Anthropic API.

## Built-in MCP prompts

- [Prompt library](https://docs.actuallycare.com/prompts.md): Thirteen built-in MCP prompts plus the best plain-English asks for your CRM.
- [client_portfolio](https://docs.actuallycare.com/prompts/client_portfolio.md): Get complete portfolio and history for a client
- [closing_checklist](https://docs.actuallycare.com/prompts/closing_checklist.md): Generate pre-closing verification checklist for an escrow
- [commission_report](https://docs.actuallycare.com/prompts/commission_report.md): Generate a commission report with pending and paid amounts
- [create_escrow](https://docs.actuallycare.com/prompts/create_escrow.md): Guided workflow for creating a new escrow transaction
- [daily_summary](https://docs.actuallycare.com/prompts/daily_summary.md): Generate a summary of today's activities, tasks, and appointments
- [document_request](https://docs.actuallycare.com/prompts/document_request.md): Generate document request for an escrow
- [escrow_status_check](https://docs.actuallycare.com/prompts/escrow_status_check.md): Check the status of an escrow and its pending tasks
- [find_client](https://docs.actuallycare.com/prompts/find_client.md): Smart client lookup by name, email, or phone number
- [hot_leads_followup](https://docs.actuallycare.com/prompts/hot_leads_followup.md): Get a list of hot leads that need follow-up with suggested actions
- [lead_qualification](https://docs.actuallycare.com/prompts/lead_qualification.md): Guided lead qualification questionnaire
- [market_snapshot](https://docs.actuallycare.com/prompts/market_snapshot.md): Current real estate market statistics
- [schedule_showing](https://docs.actuallycare.com/prompts/schedule_showing.md): Schedule a property showing appointment
- [update_lead_status](https://docs.actuallycare.com/prompts/update_lead_status.md): Update the status of a lead in the pipeline

## For AI agents

- [For AI agents](https://docs.actuallycare.com/ai.md): Machine-readable docs: llms.txt, raw Markdown mirrors, tools.json, and the OpenAPI spec.
- [Integration cheat sheet](https://docs.actuallycare.com/ai/cheat-sheet.md): Everything an agent needs to start calling ActuallyCare, in one page: base URL, auth, one working request, and the MCP connect URL.

## Blog

- [Blog](https://docs.actuallycare.com/blog.md): Notes on follow-up, AI, and building a CRM that actually cares.
- [Introducing ActuallyCare - Client Relationship Management for Real Estate](https://docs.actuallycare.com/blog/introducing-actuallycare.md): Announcing ActuallyCare, a platform built to help real estate professionals never lose track of a client again.
- [Using AI to Manage Your Client Relationships](https://docs.actuallycare.com/blog/mcp-integration-guide.md): How connecting Claude to ActuallyCare through MCP changes the way you interact with your client database.
- [The Real Estate Agent's Biggest Missed Opportunity](https://docs.actuallycare.com/blog/why-follow-up-matters.md): Most agents chase new leads while their sphere of influence — the source of most referrals — goes quiet. The math says that's backwards.

## MCP tool reference

232 tools across 38 categories. Every tool has a page at /tools/<category>/<tool_name> (append .md for raw Markdown). Category indexes:

- [Agent brokerage history](https://docs.actuallycare.com/tools/agent-brokerage-history.md): Look up which brokerage an agent was at on a given date, from California DRE public records.
- [Appointments](https://docs.actuallycare.com/tools/appointments.md): Create, search, update, and cancel appointments — including today's schedule and appointment stats.
- [Bulk operations](https://docs.actuallycare.com/tools/bulk-operations.md): Bulk archive, restore, and delete across core entities, plus bulk lead status updates.
- [Clients](https://docs.actuallycare.com/tools/clients.md): Manage the people you represent — create, update, search, archive, and sync client records.
- [Commission ledger](https://docs.actuallycare.com/tools/commission-ledger.md): Track agent commission payouts per escrow — list, inspect, and update ledger entries from pending through paid.
- [Communication drafts](https://docs.actuallycare.com/tools/communication.md): Draft emails, text messages, and call scripts for your review — nothing is sent until you approve it.
- [Composite workflows](https://docs.actuallycare.com/tools/composite.md): One-call shortcuts that combine several steps, like creating an escrow together with its client records.
- [Contacts](https://docs.actuallycare.com/tools/contacts.md): Your wider address book — everyone you know, whether or not they are a client yet.
- [Deadlines & transaction tracking](https://docs.actuallycare.com/tools/deadline.md): Contingency deadlines, alerts, escrow checklists, call logging, follow-up reminders, and open-house logging.
- [Deals (vendor pipeline)](https://docs.actuallycare.com/tools/deals.md): Track vendor deals through the vendor sales pipeline — create, update, stats, and lifecycle operations.
- [Documents](https://docs.actuallycare.com/tools/documents.md): Read AI risk-analysis results for documents uploaded to a transaction.
- [DRE license lookup](https://docs.actuallycare.com/tools/dre-license.md): Look up a California DRE real-estate license via the official DRE API.
- [Engagements (vendor pipeline)](https://docs.actuallycare.com/tools/engagements.md): Track vendor engagements and interactions — create, update, stats, and lifecycle operations.
- [Entity links](https://docs.actuallycare.com/tools/entity-links.md): Create, list, and remove relationships between any two records — link contacts to escrows, leads to listings, and more.
- [Escrows](https://docs.actuallycare.com/tools/escrows.md): Your transactions from contract to close — create, search, update, and manage escrows.
- [Financial calculators](https://docs.actuallycare.com/tools/financial.md): Pure calculators: seller net sheet, buyer closing costs, mortgage payment, and commission split.
- [Geographic boundaries](https://docs.actuallycare.com/tools/geo-boundaries.md): Search regional, neighborhood, and subdivision boundaries by place name.
- [Habits](https://docs.actuallycare.com/tools/habits.md): Personal habit trackers — create daily, weekly, or monthly habits, log completions, and review streaks.
- [Landing pages](https://docs.actuallycare.com/tools/landing-pages.md): Manage open-house sign-in pages and marketing landing pages, with guardrails enforced server-side.
- [Leads](https://docs.actuallycare.com/tools/leads.md): Capture, qualify, update, and convert leads into clients.
- [Leases](https://docs.actuallycare.com/tools/leases.md): Lease record management for the property-management vertical.
- [Listings](https://docs.actuallycare.com/tools/listings.md): Your property inventory — create, search, update, and manage listings.
- [Open houses](https://docs.actuallycare.com/tools/open-houses.md): Schedule and manage open-house events and their visitor records.
- [Partners (vendor pipeline)](https://docs.actuallycare.com/tools/partners.md): Manage vendor-partner relationships — create, update, stats, and lifecycle operations.
- [Pipelines](https://docs.actuallycare.com/tools/pipelines.md): Config-driven pipeline engine: overview, record management, stage moves, and batch stage operations.
- [P&L statements](https://docs.actuallycare.com/tools/pl-statements.md): Analyze an uploaded profit-and-loss statement and predict expense categories.
- [PM consultations](https://docs.actuallycare.com/tools/pm-consultations.md): Manage property-management consultation requests from prospective landlord clients.
- [Prospects (vendor pipeline)](https://docs.actuallycare.com/tools/prospects.md): Top-of-funnel vendor prospecting — create, update, stats, and lifecycle operations.
- [Referrals](https://docs.actuallycare.com/tools/referrals.md): Agent-to-agent referrals — create, update, stats, and lifecycle operations.
- [Rental applications](https://docs.actuallycare.com/tools/rental-applications.md): Receive and process rental applications for the property-management vertical.
- [Reporting & insights](https://docs.actuallycare.com/tools/reporting.md): Production reports, lead-source ROI, anniversaries, hot-lead lists, buyer matching, and close-probability estimates.
- [Review requests](https://docs.actuallycare.com/tools/review-requests.md): Find clients from recently closed escrows, draft a review request email, and send it after your explicit confirmation.
- [Showings](https://docs.actuallycare.com/tools/showings.md): Schedule, track, and log property showings, including buyer feedback.
- [Dashboard & stats](https://docs.actuallycare.com/tools/stats.md): At-a-glance counters for your CRM — answers to "how many X do I have?" questions.
- [Tenancies](https://docs.actuallycare.com/tools/tenancies.md): Manage tenancy records, including delinquency lookups, for the property-management vertical.
- [Utilities](https://docs.actuallycare.com/tools/utility.md): Helper lookups used before other operations: verified address lookup and parcel/APN lookup.
- [Verticals & roles](https://docs.actuallycare.com/tools/verticals.md): Read-only discovery of platform verticals and role definitions.
- [Websites](https://docs.actuallycare.com/tools/websites.md): Agent personal website edit-publish-revert cycle, with Fair Housing, DRE, and IDX guardrails enforced server-side.