# Prompt library

> Thirteen built-in MCP prompts plus the best plain-English asks for your CRM.

<!-- Source: https://docs.actuallycare.com/prompts -->

Once Claude is connected to ActuallyCare (five-minute setup: [quickstart](/mcp/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](/prompts/daily_summary) | Monday morning, coffee in hand — "what does today look like?" |
| [hot_leads_followup](/prompts/hot_leads_followup) | You're worried leads are going cold and want a follow-up plan |
| [find_client](/prompts/find_client) | You half-remember a name, or only have a phone number |
| [client_portfolio](/prompts/client_portfolio) | You're about to call a client and want their full history first |
| [lead_qualification](/prompts/lead_qualification) | A brand-new lead just came in and you want to qualify them properly |
| [update_lead_status](/prompts/update_lead_status) | A lead just moved forward — or stalled — in your pipeline |
| [create_escrow](/prompts/create_escrow) | You just opened escrow and want it in the system without missing a field |
| [escrow_status_check](/prompts/escrow_status_check) | Someone asks "where are we on the Smith deal?" |
| [closing_checklist](/prompts/closing_checklist) | Closing is a week out and you want nothing slipping through |
| [document_request](/prompts/document_request) | An escrow is missing paperwork and you need to chase it down |
| [schedule_showing](/prompts/schedule_showing) | A buyer wants to see a property |
| [commission_report](/prompts/commission_report) | You want to know what's pending and what's been paid |
| [market_snapshot](/prompts/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?](/agents/what-can-i-ask) And if you're wondering what Claude can and can't do with your data, read [Permissions and safety](/agents/permissions-and-safety).