Copy for AI

Every escrow, client, lead, appointment, listing, and contact in ActuallyCare has a Copy for AI action — in the ⋮ menu on dashboard cards, list rows, and table rows, and in the ⋯ menu on detail pages. One click puts a clean, AI-ready summary of that record on your clipboard, formatted so you can paste it straight into Claude, ChatGPT, or any assistant you use.

What gets copied#

The copied text has two parts:

A snapshot. A markdown table of the record's key fields — status, dates, prices, and so on — stamped with the date it was copied. Detail pages copy a fuller version than cards: more fields, and on escrows the buyer and seller roster too. Any AI (and any human) can read it as-is.

A live reference. A short footer that tells a connected AI where the record lives: the ActuallyCare MCP server address, the record's ID, and which tool fetches it. If your AI is connected to ActuallyCare, it can ignore the snapshot and pull the current version of the record on demand — so your conversation stays accurate even as the deal moves.

A trimmed example of what lands on your clipboard:

# Escrow — 123 Main St, Bakersfield
 
_Snapshot from ActuallyCare CRM, copied 2026-07-24. Fields the platform
excludes for fair-housing compliance are intentionally absent._
 
| Field | Value |
| --- | --- |
| Status | active |
| Purchase price | $485,000 |
| Closing date | 2026-08-12 |
 
## Parties
| Role | Name | Email |
| --- | --- | --- |
| Buyer (primary) | Jane Doe | [email protected] |
 
## Live access via MCP
- Server: https://mcp.actuallycare.com/mcp (OAuth)
- Record: escrow `5f3c0000-…`
- Call the `escrows_get` tool with `escrow_id` set to the record ID above.

With a connected AI vs. without#

Connected (Claude today): if you've linked Claude to ActuallyCare — see the quickstart — the footer is the useful half. Claude reads the record ID, calls the named tool, and works from live CRM data. You can paste just the stub of a copy into an ongoing conversation and say "pull this one up."

Not connected (ChatGPT and others, for now): the snapshot is the useful half. It's a point-in-time copy, so treat it like a printout — accurate when copied, stale after things change. The copied date in the first line tells your AI exactly how fresh it is.

Because the connection uses OAuth under your own ActuallyCare login, there are no API keys to copy or paste, ever — and a connected AI can only see what your account can see.

What is deliberately left out#

Copy for AI is a compliance surface, not a raw export. The platform builds the text server-side and strips three categories before anything reaches your clipboard:

• Fair-housing and personal fields. Protected characteristics (and adjacent fields like birthdays) are removed from every copy, the same data-layer rule ActuallyCare applies to its own AI.
• MLS-licensed listing data. If a listing came from an MLS feed, its licensed content — address, price, remarks, photos — cannot be provided to outside services under IDX rules. Those copies contain only your own record identifiers plus the live-access footer.
• People who opted out. A contact, client, or lead who opted out of AI processing can't be copied at all, and an opted-out party on an escrow is left off the roster — the copy notes how many people are excluded so your AI knows the list is incomplete.

If a field you expected is missing from a copy, this list is almost always why.

One thing to keep in mind#

Pasting into an outside AI shares that text with the AI's provider, under their data terms — same as pasting into any website. ActuallyCare strips what the law and your MLS license require, but choosing where to paste is up to you. If your brokerage has switched AI features off, the button politely refuses instead of copying.