Creates dataPM consultationsMCP tool
pm_consultations_create
Start a PM consultation — a new conversation with a landlord about potentially handing over property management.
Start a PM consultation — a new conversation with a landlord about potentially handing over property management. Defaults stage='initial_inquiry'. Add property_listing_ids if the landlord has specific properties under discussion. Set estimated_monthly_revenue + close_probability to surface weighted pipeline value in stats.
Parameters#
| Parameter | Type | Required | Description |
|---|---|---|---|
landlord_contact_id | string | Yes | UUID of the landlord contact (required) · Format: UUID |
property_listing_ids | array of strings | No | UUIDs of listings the landlord is considering for PM · Format: UUID |
stage | enum | No | Initial stage (default: initial_inquiry) · One of: initial_inquiry, property_walkthrough, proposal_sent, contract_negotiation, signed, declined, stalled |
proposed_management_fee_pct | number | No | Proposed monthly management fee percentage (0-100) · Max: 100 · Min: 0 |
proposed_leasing_fee_months | number | No | Months of rent charged as leasing fee when placing a new tenant · Min: 0 |
estimated_monthly_revenue | number | No | Estimated recurring monthly revenue if signed · Min: 0 |
close_probability | number | No | Probability of closing (0-100, used for weighted pipeline stats) · Max: 100 · Min: 0 |
stage_notes | string | No | Notes about the current stage (discussion points, next steps, objections) · Max length: 10000 |
Example prompts#
- "Start a management consultation with landlord Priya Nair for her duplex on Birchwood Ln."
- "Open a PM consultation with the Garcias, 8 percent fee, around 600 monthly revenue."
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.