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Read-onlyPM consultationsMCP tool

pm_consultations_list

Search property-management (PM) consultations — the funnel for turning landlord contacts into management clients.

Search property-management (PM) consultations — the funnel for turning landlord contacts into management clients. Returns id, landlord_contact_id, stage, proposed_management_fee_pct, estimated_monthly_revenue, close_probability, next_meeting_at. Filter by stage to find consultations at a specific funnel step (e.g. stage='proposal_sent' for "who am I waiting on?").

Parameters#

ParameterTypeRequiredDescription
querystringNoFree-text search (reserved)
stageenumNoFilter by funnel stage · One of: initial_inquiry, property_walkthrough, proposal_sent, contract_negotiation, signed, declined, stalled
landlord_contact_idstringNoFilter to consultations with a specific landlord · Format: UUID
limitnumberNoMaximum results (default: 25, max: 500) · Max: 500 · Min: 1
offsetnumberNoSkip N results for pagination (default: 0) · Min: 0

Example prompts#

  • "Which landlords have I sent management proposals to and not heard back from?"
  • "List my property management consultations currently in contract negotiation."

Safety#

Read-only. This tool never changes your data — it only looks things up. Safe to run anytime.