Product › Platform › MCP & AI assistants
Ask your CRM anything — from the AI tools you already use
Connect any MCP-compatible assistant, such as Claude Desktop, Cursor or Claude.ai, to your RealtoCRM workspace. It works with your data under your permissions, and every request is logged.
MCP & AI assistants: what you get
- Secure connections. Create, rotate and revoke connections; secrets are shown once, and compatible tools can also connect with OAuth.
- Real work, not just search. Search and read leads, properties, deals and expiring rentals, visits, negotiations, tasks, token agreements, documents and analytics — and, where your role allows, create and update them.
- Your permissions, every call. Each request is checked against the connected person's live role, so a restricted role sees the same slice of data as on the dashboard.
- Audited. Every tool call, including denied ones, is written to System Activity.
- Confirmation for destructive actions. Tools that delete or cancel require an explicit confirmation.
- Scoped to your workspace. A connection can only ever reach its own company's data.
How it works
- Create a connection.
- Copy the secret once.
- Add it to your AI assistant.
- Ask questions and give instructions in plain language.
Where Realto AI helps
- Use your preferred assistant for questions like “Which leases end soon?” or “Summarise this month”.
- Realto AI inside the CRM keeps watching; MCP lets your own assistant work with the same data.
For your agents
Whatever your assistant creates, such as a task or a visit, shows up in the agent app like any other record. Explore the Realto agent app.
Plan availability: Part of the Marketing module — planned for the Pro and Enterprise plans (coming soon).