Prompt library
Thirteen built-in MCP prompts plus the best plain-English asks for your CRM.
Once Claude is connected to ActuallyCare (five-minute setup: quickstart), there are two ways to get things done. Pick a ready-made prompt from Claude's menu, or skip the menu and ask in your own words. Both work. This page covers both.
Built-in prompts#
The ActuallyCare MCP server ships 13 ready-made prompts. On claude.ai and in the Claude apps, they show up in Claude's prompt menu — in a chat, look behind the + or sliders icon near the message box. Each one is a guided starting point that already knows which tools to call and what to ask you for.
What you should see: the ActuallyCare prompts listed by name — daily_summary, find_client, and the rest of the table below.
The menu is optional. If you don't see it, just ask in your own words — same result.
| Prompt | Reach for it when... |
|---|---|
| daily_summary | Monday morning, coffee in hand — "what does today look like?" |
| hot_leads_followup | You're worried leads are going cold and want a follow-up plan |
| find_client | You half-remember a name, or only have a phone number |
| client_portfolio | You're about to call a client and want their full history first |
| lead_qualification | A brand-new lead just came in and you want to qualify them properly |
| update_lead_status | A lead just moved forward — or stalled — in your pipeline |
| create_escrow | You just opened escrow and want it in the system without missing a field |
| escrow_status_check | Someone asks "where are we on the Smith deal?" |
| closing_checklist | Closing is a week out and you want nothing slipping through |
| document_request | An escrow is missing paperwork and you need to chase it down |
| schedule_showing | A buyer wants to see a property |
| commission_report | You want to know what's pending and what's been paid |
| market_snapshot | You're prepping a listing presentation and need current numbers |
What a daily_summary response looks like#
Here's a realistic example of the kind of answer daily_summary produces — your data will differ, but the shape is the same:
Good morning! Here's your briefing for January 18, 2026:
Today's Schedule (3 appointments):
- 10:00 AM - Showing at 123 Oak St with Sarah Johnson
- 2:00 PM - Listing presentation at 456 Pine Ave
- 4:30 PM - Buyer consultation with Michael Chen
Tasks Due Today (2):
- Follow up with lender on Johnson escrow
- Submit disclosure package for Pine Ave listing
Overdue Tasks (1):
- Call Maria Rodriguez re: offer feedback (due 2 days ago)
Hot Leads to Contact (3):
- David Kim - Last contacted 8 days ago (buyer, $800K budget)
- Jennifer Lee - Requested showing, no response yet
- Robert Taylor - Pre-approved, looking in Beverly Hills
Escrow Updates:
- 789 Maple Dr: Appraisal scheduled for tomorrow
- 321 Elm St: Contingency removal due in 3 days
Quick Stats:
- Active escrows: 4
- Pipeline value: $3.2M
- Projected closings this month: 2
Would you like me to expand on any of these items?
Or just ask#
You never need the menu. Claude understands plain English and finds the right tools on its own — the built-in prompts are shortcuts, not requirements. Some of the best asks, grouped by mood:
Morning#
- "What's my day look like?"
- "Anything urgent I should handle before my 10 a.m.?"
Money#
- "What commissions are pending this quarter, and what's already been paid?"
- "What's my active pipeline worth right now?"
People#
- "Who haven't I talked to in 30 days?"
- "Pull up everything we have on the Hendersons before I call them."
- "Which of my leads are going cold?"
Transactions#
- "Which escrows close this month, and is anything blocking them?"
- "What deadlines are coming up on the Maple Drive escrow?"
- "Draft a status update email for my seller on Pine Avenue."
For a much longer list of ideas, see What can I ask? And if you're wondering what Claude can and can't do with your data, read Permissions and safety.