Documentation

MCP Server

Connect AI agents to your Propstreet data using the Model Context Protocol.

The Propstreet MCP server lets AI assistants (Claude, Cursor, Windsurf, etc.) read and write your contacts, companies, links, properties, projects, and prospects directly. It uses the same data and permissions as the REST API, exposed over the Model Context Protocol standard.

Quick Reference

Property Value
Endpoint https://app.propstreet.com/mcp
Transport Streamable HTTP (stateless)
Auth Bearer token (api:public scope)
Rate Limiting Same as REST API, varies by token type (see Limits)
Discovery GET /.well-known/oauth-protected-resource

How It Works 

Your AI Agent  ──MCP protocol──▶  Propstreet MCP Server
                                        │
                                  Same services & tenant
                                  isolation as REST API
                                        │
                                  Your contacts, companies,
                                  links, properties,
                                  projects & prospects

The MCP server is a thin layer over the same service layer that powers the REST API. Everything you can do via MCP respects the same permissions, rate limits, and data isolation as regular API calls.

Connecting Your AI Agent

Option 1: OAuth Auto-Connect (supported clients)

Many MCP clients support OAuth discovery + Dynamic Client Registration (DCR). Point your client at:

https://app.propstreet.com/mcp

If the client supports this flow, it will:

  1. Discover auth endpoints via /.well-known/oauth-protected-resource
  2. Register itself automatically (Dynamic Client Registration)
  3. Redirect you to Propstreet to approve access
  4. Start making tool calls

Claude (Web/Desktop)

Add the connector via Settings → Connectors and use:

  • URL: https://app.propstreet.com/mcp

[!note] For remote servers, Claude Desktop uses the Connectors UI. Remote MCP entries in claude_desktop_config.json are ignored.

Cursor / Windsurf

Add an MCP server with:

  • Type: Streamable HTTP
  • URL: https://app.propstreet.com/mcp

The editor will prompt you to authenticate on first use.

Option 2: Personal Access Token

For quick testing or scripts, use a PAT:

  1. Generate a token at Settings → Personal Settings → Personal Access Tokens
  2. Configure your MCP client with a Bearer token header

Claude Code (CLI) 

claude mcp add --transport http propstreet \
  https://app.propstreet.com/mcp \
  --header "Authorization: Bearer YOUR_PAT_TOKEN"

[!note] In Claude Code CLI, remote Streamable HTTP servers use --transport http.

curl (manual testing) 

curl -X POST https://app.propstreet.com/mcp \
  -H "Content-Type: application/json" \
  -H "Accept: application/json, text/event-stream" \
  -H "Authorization: Bearer YOUR_PAT_TOKEN" \
  -d '{"jsonrpc":"2.0","id":1,"method":"initialize","params":{"protocolVersion":"2024-11-05","capabilities":{},"clientInfo":{"name":"test","version":"1.0.0"}}}'

[!warning] PATs have lower rate limits than OAuth clients. For production use, set up a Bot User with Client Credentials. See the Authentication Guide and Limits for details.

Option 3: Bot User + Client Credentials

For production integrations:

  1. Create a Bot User and OAuth Client at Settings → Company Settings → Client Registrations
  2. Obtain an access token via Client Credentials flow (see Authentication Guide)
  3. Use the access token as a Bearer token in your MCP client configuration

Available Tools

Once connected, your AI agent can use up to 65 tools. Visibility is role-scoped: 29 tools are common to all accounts; broker accounts add 26 project, prospect, room, and teaser tools; counterparty accounts add up to 10 mandate, offer, and pre-market-teaser tools, depending on verification and visible invitations. Cross-role accounts see the union.

Discovery

Tool Description
find Exact field-based search (field:value) across contacts, companies, and (broker) projects
search_network Semantic search across the user's Network — contacts and companies, ranked by embedding similarity
search_properties Spatial + asset-type search across properties the caller owns (tenant-scoped, not market comparables)
search_projects (broker) Spatial + filter search across projects, including linked-property attributes
search_mandates (investor) Spatial + filter search across investment strategies

Contacts

Tool Description
list_contacts List contacts with optional country and tag filters
get_contact Get by smart ID (ID, email, name, or external ref)
create_contact Create with name, email, phone, tags, language, company
update_contact Partial update (name, email, phone, tags, language)
delete_contact Permanently delete (cannot be undone). Use preview=true for dry run

Companies

Tool Description
list_companies List companies with optional country and tag filters
get_company Get by smart ID (ID, name, or external ref)
create_company Create with name, country, domain, tags, strategy
update_company Partial update (name, country, homepage URL, domain, tags, strategy)
delete_company Permanently delete (cannot be undone). Use preview=true for dry run

Links

Tool Description
create_link Create or reuse a contact-company relationship using smart contact/company refs
delete_link Remove a contact-company relationship with optional preview=true dry run

Properties

Tool Description
list_properties List properties with optional country and asset-type filters
get_property Get by smart ID (ID or name)
create_property Create a property with description, location, tenure, and idempotency support
update_property Partial update (name, description, country, locality, coordinates, tenure)
delete_property Permanently delete (cannot be undone). Use preview=true for dry run

Files

Uploaded documents and images, scoped to what the caller can access.

Tool Description
search_files Semantic search over uploaded documents and images; optional projectRef / prospectRef / roomRef / offerRef narrow the scope
list_files List uploaded documents (newest first) within an optional scope, without searching their contents

Projects (broker)

Sell-side deals — open a project, add prospects, track stage, close on outcome.

Tool Description
list_projects List with status/stage/teaser filters
get_project Get by smart ID (ID, name, or external ref)
create_project Create project with optional smart price and count
update_project Update name, mandate notes, or smart price
close_project Close as sold/withdrawn with smart deal fields
delete_project Permanently delete (cannot be undone). Use preview=true for dry run

Prospects (broker)

The shortlist of contacts and companies a broker is courting on a project.

Tool Description
list_prospects List prospects on a project with pipeline stage filters
get_prospect Get prospect by smart ID within smart project scope
add_prospect Add contacts/companies via smart identifiers (max 100)
update_prospect Update owner, room-access expiry, tags, or external refs
remove_prospect Remove prospect-list entry with optional preview=true
classify_prospects Classify one or many prospects by pipeline stage (optional note)
set_prospect_contact_person Designate a contact person on a company-only prospect
list_prospect_projects List projects where a contact or company is a prospect

Rooms (broker)

Case Rooms — the secure workspaces a broker opens for external participants (Case Rooms and Seller Portals), with document folders, access requests, reports, and — on Case Rooms — the per-prospect Q&A desk.

Tool Description
list_rooms List the broker's rooms (Case Rooms + Seller Portals) on a project, with open-question counts
get_room Room context in one shot — members, folders/files, access requests, reports, engagement, and a Q&A rollup
create_room Open a new Case Room on a project
list_questions List a room's Q&A threads (subject, status, category, priority, assignee, prospect), with optional filters
get_question Read one Q&A thread in full — every post, including internal drafts not yet released to the prospect
draft_answer Write an internal draft answer on a thread — never sent to the prospect; a broker reviews and releases it
update_question Triage a thread — set category and/or priority, or route it to a team member

Teasers (broker)

Curated, anonymised views of a project or its post-NDA Case Rooms. See the Teasers guide for the field model and lifecycle.

Tool Description
get_project_teaser Read the broker-authored teaser for a project — stage, timestamps, per-field display
update_project_teaser Update a project teaser — set or clear fields, with optional ifMatchEtag concurrency
get_room_teaser Read the broker-authored per-room teaser inside a Case Room
update_room_teaser Update a room teaser — set or clear fields, with optional ifMatchEtag concurrency

Mandates (investor)

The investor's acquisition criteria — target geography, asset types, ticket size. Used to match incoming offers.

Tool Description
list_mandates List the caller's mandates
get_mandate Get by smart ID (ID, name, or external ref)
create_mandate Create a mandate with target geography, asset types, ticket size, and idempotency
update_mandate Partial update via set / clear patch semantics
delete_mandate Permanently delete (cannot be undone). Use preview=true for dry run

Offers (counterparty)

Read-only inbox of visible offers for the caller: broker-shared buying opportunities, pending invitations, and accepted Seller Portal offers where the caller is the seller. list_offers rows include category (buying, invitation, selling) plus lifecycle status so agents do not need to infer the workflow from missing fields.

Tool Description
list_offers List offers with optional category and status filters
get_offer Get an offer by smart ID — lifecycle detail, or a pending invitation envelope before acceptance

Property Teasers (investor)

The investor-authored pre-market teaser on a property the caller owns — what brokers see before a property goes to market. See the Teasers guide.

Tool Description
get_property_teaser Read the pre-market teaser on a property, or a status code when none exists yet
update_property_teaser Update the pre-market teaser — set or clear fields, with optional ifMatchEtag concurrency

Activities

Tool Description
log_activity Log a note, meeting, call, email, or news against a contact, company, prospect, or offer (mutually-exclusive scope axes: networkRef, projectRef+prospectRef, or offerRef)
list_activities Read activities (notes, meetings, calls, emails, audit events) across contacts, companies, projects, prospects, and offers
update_activity Archive, unarchive, or supersede a note previously recorded with log_activity (only note rows are mutable)

Profile

Tool Description
get_me The caller's identity, capability statuses (broker/investor: active/pending/inactive), and team membership
update_me Update the caller's own user profile (name, job title, languages, theme) — for onboarding and business-card edits
update_team Update the caller's primary team profile. Requires team-admin; investor-values fields are atomic

Tags

Tool Description
list_tags List distinct tags across contacts/companies

Preview Mode (Destructive Tools)

All destructive tools (delete_contact, delete_company, delete_project, remove_prospect, close_project) accept preview=true. When set, the tool returns an impact summary (linked prospects, activity count, blockers) without executing the action.

Prompts (Guided Workflows)

The MCP server includes pre-built prompts that guide your AI agent through common multi-step workflows:

Prompt Description
prospect_review Review all prospects on a project with pipeline analysis
pipeline_summary Overview of pipeline health across all active projects
reconcile_contacts Compare Propstreet contacts against external CRM data

Use these as slash commands in your AI client (e.g., /prospect_review in Claude).

Resources

The server exposes a domain guide resource that MCP clients can read on connection:

Resource Description
propstreet://api/schema Domain terminology, classifications, search operators

This helps the agent understand Propstreet concepts (projects, prospects, pipeline stages, etc.) before making tool calls.

Example Conversations

Once connected, you can ask your AI agent things like:

  • "Show me all contacts tagged 'investor' that were updated this month"
  • "Create a new project called 'Oslo Office Portfolio' with exclusive mandate"
  • "Create a property called 'Antwerp Logistics Park' with country BE and locality Antwerp"
  • "Add these 5 contacts as prospects to project 123"
  • "What's the pipeline status across all my active projects?"
  • "Find companies focused on logistics real estate in Sweden"
  • "Show me all properties in Sweden and clear the coordinates on property 123"
  • "Log a meeting note on contact 456 about the Q1 pipeline review"

Troubleshooting

"Unauthorized" or 401 errors

  • Verify your token is valid and not expired
  • Ensure the token has api:public scope
  • PATs expire after 30 days — regenerate if needed

"Forbidden" or 403 errors

  • Your account may lack the required permissions
  • Contact your organization admin to verify your role

Rate limit errors (429)

  • See Limits for current rate limits by token type

Tools not appearing

  • Ensure the MCP endpoint URL is exactly https://app.propstreet.com/mcp
  • Check that your client supports Streamable HTTP transport
  • Try disconnecting and reconnecting the MCP server

Safety reminder

  • Only connect AI clients to MCP servers you trust
  • Review requested OAuth scopes before approving access
  • Keep only the tools enabled that your workflow requires
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