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MCP tool reference

Every tool the ActuallyCare MCP server exposes to Claude — 232 tools across 38 categories.

When you connect Claude to ActuallyCare, it can use 232 tools across 38 categories — everything from looking up an escrow to drafting a review request. This reference documents every one of them.

You don't need to memorize tool names. Just ask Claude in plain English — it picks the right tool. To keep conversations fast, Claude sees a short list of the most-used tools up front and finds the rest on demand, so don't worry if a tool here doesn't appear in Claude's tool list: it can still use it.

A note on wording: each tool's description below is the literal instruction text Claude reads when deciding how to use the tool. Some of it is written to Claude ("Do NOT ask for missing fields…") rather than to you — we publish it verbatim so you can see exactly what Claude is told.

Machine-readable index: tools.json

Categories

Agent brokerage history2Look up which brokerage an agent was at on a given date, from California DRE public records.Appointments10Create, search, update, and cancel appointments — including today's schedule and appointment stats.Bulk operations19Bulk archive, restore, and delete across core entities, plus bulk lead status updates.Clients11Manage the people you represent — create, update, search, archive, and sync client records.Commission ledger4Track agent commission payouts per escrow — list, inspect, and update ledger entries from pending through paid.Communication drafts3Draft emails, text messages, and call scripts for your review — nothing is sent until you approve it.Composite workflows3One-call shortcuts that combine several steps, like creating an escrow together with its client records.Contacts8Your wider address book — everyone you know, whether or not they are a client yet.Deadlines & transaction tracking7Contingency deadlines, alerts, escrow checklists, call logging, follow-up reminders, and open-house logging.Deals (vendor pipeline)8Track vendor deals through the vendor sales pipeline — create, update, stats, and lifecycle operations.Documents2Read AI risk-analysis results for documents uploaded to a transaction.DRE license lookup1Look up a California DRE real-estate license via the official DRE API.Engagements (vendor pipeline)8Track vendor engagements and interactions — create, update, stats, and lifecycle operations.Entity links3Create, list, and remove relationships between any two records — link contacts to escrows, leads to listings, and more.Escrows9Your transactions from contract to close — create, search, update, and manage escrows.Financial calculators4Pure calculators: seller net sheet, buyer closing costs, mortgage payment, and commission split.Geographic boundaries1Search regional, neighborhood, and subdivision boundaries by place name.Habits5Personal habit trackers — create daily, weekly, or monthly habits, log completions, and review streaks.Landing pages7Manage open-house sign-in pages and marketing landing pages, with guardrails enforced server-side.Leads9Capture, qualify, update, and convert leads into clients.Leases5Lease record management for the property-management vertical.Listings9Your property inventory — create, search, update, and manage listings.Open houses8Schedule and manage open-house events and their visitor records.Partners (vendor pipeline)8Manage vendor-partner relationships — create, update, stats, and lifecycle operations.Pipelines15Config-driven pipeline engine: overview, record management, stage moves, and batch stage operations.P&L statements2Analyze an uploaded profit-and-loss statement and predict expense categories.PM consultations4Manage property-management consultation requests from prospective landlord clients.Prospects (vendor pipeline)8Top-of-funnel vendor prospecting — create, update, stats, and lifecycle operations.Referrals8Agent-to-agent referrals — create, update, stats, and lifecycle operations.Rental applications4Receive and process rental applications for the property-management vertical.Reporting & insights7Production reports, lead-source ROI, anniversaries, hot-lead lists, buyer matching, and close-probability estimates.Review requests3Find clients from recently closed escrows, draft a review request email, and send it after your explicit confirmation.Showings8Schedule, track, and log property showings, including buyer feedback.Dashboard & stats2At-a-glance counters for your CRM — answers to "how many X do I have?" questions.Tenancies7Manage tenancy records, including delinquency lookups, for the property-management vertical.Utilities2Helper lookups used before other operations: verified address lookup and parcel/APN lookup.Verticals & roles4Read-only discovery of platform verticals and role definitions.Websites4Agent personal website edit-publish-revert cycle, with Fair Housing, DRE, and IDX guardrails enforced server-side.