Read-onlyDeadlines & transaction trackingMCP tool
get_escrow_checklist
Get a transaction checklist tailored to your representation type (buyer, seller, or dual agency).
Get a transaction checklist tailored to your representation type (buyer, seller, or dual agency). Use at contract acceptance to see what's ahead, or mid-transaction to check what's still open. Returns common transaction tasks with suggested due dates calculated from acceptance and closing dates based on standard CAR contract timelines. This is a general reference checklist — not a comprehensive legal compliance tool. Your broker or transaction coordinator can advise on the specific tasks and disclosures required for each transaction.
Parameters#
| Parameter | Type | Required | Description |
|---|---|---|---|
representation_type | enum | No | Who you represent determines the checklist. buyer=BRBC tasks, seller=listing/disclosure tasks, dual=both sets. Default: buyer. · One of: buyer, seller, dual |
escrow_id | string | No | Escrow UUID to get dates from. If provided, acceptance_date and closing_date are read from the escrow record. · Format: UUID |
acceptance_date | string | No | Contract acceptance date for calculating task due dates. Required if escrow_id not provided. (Format: YYYY-MM-DD) · Format: Date (YYYY-MM-DD) |
closing_date | string | No | Expected closing date. Required if escrow_id not provided. (Format: YYYY-MM-DD) · Format: Date (YYYY-MM-DD) |
Example prompts#
- "Build me a buyer side checklist for the Garcias escrow on 412 Birchwood Ln."
- "We listed 88 Marlowe Ct, acceptance June 3, closing July 6, what seller tasks are due?"
Safety#
Read-only. This tool never changes your data — it only looks things up. Safe to run anytime.