Creates dataPM consultationsMCP tool
pm_consultations_convert_to_tenancy
Atomically mark a consultation as signed and create a linked tenancy.
Atomically mark a consultation as signed and create a linked tenancy. Requires lease_id (the lease that now gets managed) and typically owner_client_id (the landlord as a client). The new tenancy automatically inherits the consultation's brokerage/team assignment. This is the canonical "we've signed this landlord, start managing the lease" action. Cannot convert a declined consultation.
Parameters#
| Parameter | Type | Required | Description |
|---|---|---|---|
consultation_id | string | Yes | UUID of the consultation to convert · Format: UUID |
lease_id | string | Yes | UUID of the lease that will now be PM-managed (required) · Format: UUID |
owner_client_id | string | No | UUID of the landlord as a client (typically client_type=landlord) · Format: UUID |
management_fee_pct | number | No | Actual fee on signing (default: proposed_management_fee_pct from consultation, or 10.00) · Max: 100 · Min: 0 |
rent_collection_day | number | No | Day of month for rent collection (default: 1) · Max: 31 · Min: 1 |
notes | string | No | Initial notes on the new tenancy · Max length: 10000 |
Example prompts#
- "Marcus Bell signed the management agreement, convert his consultation and start managing the lease."
- "Mark the Nair consultation as signed and set rent collection for the first."
Safety#
Creates data. Creates a new record in your CRM and may trigger notifications or webhooks. Running it twice creates a duplicate, so Claude runs it once per request.