# DealMachine MCP

> DealMachine gives your AI agent full access to real estate investor data. It lets you manage leads, research property ownership and equity, and track direct mail campaigns all from natural conversation. You can list specific leads, search properties by address, or check a lead's complete history—all without opening the CRM interface.

## Overview
- **Category:** real-estate
- **Price:** Free
- **Tags:** property-data, real-estate-investing, direct-mail, lead-tracking, property-research, crm

## Description

This MCP connects your AI agent directly to DealMachine, turning complex real estate data into simple conversations. Instead of logging into a web portal and clicking through dozens of tabs, you just talk to your agent. You can ask it to pull up details on a specific property, instantly getting ownership records and estimated equity. Need to know about marketing? Just ask for an overview of active direct mail campaigns. Because this MCP is hosted on Vinkius, you connect once from any compatible client—Claude, Cursor, or Windsurf—and get access to the entire DealMachine API in one place. It's built to help investors and wholesalers manage leads, research property data, and coordinate team efforts using plain language commands.

## Tools

### add_new_lead
Adds a new real estate lead to your CRM, automatically starting the process of resolving property details and owner identification.

### get_account_details
Retrieves metadata about your DealMachine account, including plan limits and credit balance information.

### get_lead_details
Pulls detailed information for a specific real estate lead, covering owner contacts and marketing history.

### get_property_details
Resolves technical property data like estimated equity, mortgage records, deed history, and full owner metadata.

### list_marketing_campaigns
Provides summaries for all direct mail and marketing campaigns, including send dates and recipient counts.

### list_real_estate_leads
Retrieves a list of all your real estate leads, showing property addresses, owner names, and current status.

### list_tracked_properties
Provides a list of all properties currently tracked in the system with their address data and internal IDs.

### list_lead_tags
Lists all available tags used to categorize and filter your leads and properties.

### list_driving_teams
Returns a list of teams, active drivers, and their roles within your DealMachine workspace.

### search_leads_by_address
Searches for leads by matching property addresses or owner names, ignoring case.

## Prompt Examples

**Prompt:** 
```
List my recent real estate leads.
```

**Response:** 
```
I've found 5 recent leads, including '123 Maple St' and '456 Oak Ave'. Would you like to see the ownership details for '123 Maple St'?
```

**Prompt:** 
```
Show me the details for property '123 Maple St'.
```

**Response:** 
```
Property '123 Maple St' is owned by 'John Doe'. It has an estimated equity of 65% and no active mortgage reported in public records. Should I check if they are part of any marketing campaign?
```

**Prompt:** 
```
What marketing campaigns are currently running?
```

**Response:** 
```
You have 2 active direct mail campaigns: 'Probate List June' and 'High Equity - South Side'. A total of 1,200 postcards were sent this week. Would you like a list of leads that responded?
```

## Capabilities

### Add New Leads
The agent can take a physical address and automatically add it as a new lead into your CRM.

### Retrieve Lead History
You get full background data on any specific lead, including contact details and every marketing action taken against them.

### Research Property Metrics
The agent accesses detailed property records, delivering estimated equity values, mortgage status, and deed history for a given address.

### List All Leads
You can pull up an entire list of your current real estate leads, including their addresses, owner names, and lead status.

### Analyze Marketing Campaigns
The agent provides summaries for all active direct mail campaigns, noting send dates and total recipients.

## Use Cases

### Qualifying a Hot Lead Mid-Walkthrough
You spot an address that looks promising. Instead of jotting it down to check later, you tell your agent: 'What's the equity and who owns 456 Pine Way?' The agent immediately calls `get_property_details`, giving you ownership data and estimated equity right then.

### Auditing a Campaign Launch
Your team just sent out a major round of postcards. You ask the agent to 'Show me all active marketing campaigns.' It runs `list_marketing_campaigns`, confirming you hit your target count and seeing the send dates.

### Onboarding New Leads
You meet a potential client at an open house. You tell your agent to 'Add this address as a new lead.' It runs `add_new_lead`, immediately starting the background process for property data resolution.

### Checking Team Scope
Before planning a field day, you ask the agent to list all available teams. It uses `list_driving_teams` and provides an accurate roster of members and their roles so everyone knows who's assigned where.

## Benefits

- Stop juggling tabs. Instead of opening multiple screens to check ownership and equity, you ask your agent for `get_property_details` and get the full report in one go.
- Improve lead capture speed. When you find a potential property, use `add_new_lead` right away, initiating data resolution without manual form filling.
- Keep track of everything done to a lead. Use `get_lead_details` to pull up not only the owner's info but also the entire history of marketing actions taken.
- Stay on top of outreach efforts. Run `list_marketing_campaigns` to see exactly what direct mail went out, who received it, and when.
- Coordinate your team effortlessly. Use `list_driving_teams` to get a roster of members and roles without navigating the internal admin dashboards.

## How It Works

The bottom line is you get real estate intelligence without touching a dashboard.

1. Connect the DealMachine MCP to your AI client. You'll need your API Key from your account settings.
2. Give your agent a natural language command, like 'Check the equity for 123 Main St.'
3. Your agent calls the necessary tools and returns the property details, owner information, or lead list directly in the chat.

## Frequently Asked Questions

**How do I find out the owner of a property using get_property_details?**
The agent resolves technical data and returns detailed owner metadata, including full name and contact information. This function is perfect for verifying ownership before making an offer.

**What does list_real_estate_leads do?**
`list_real_estate_leads` pulls a comprehensive list of all leads in your account, showing their addresses and current lead status. This is the best place to start if you just want an overview of your entire pipeline.

**Can I add a new property using add_new_lead?**
Yes. You use `add_new_lead` by providing a property address. The agent then starts the process of resolving that property's data and identifying its owner, saving you initial setup time.

**How do I see what marketing campaigns ran?**
You ask the agent to list all active direct mail campaigns. It runs `list_marketing_campaigns` and provides summaries detailing send dates and total recipient counts for easy oversight.

**How do I check my plan limits using get_account_details?**
It returns your account metadata, including your current subscription plan and remaining credit balance. This lets you monitor if you are approaching any API usage caps.

**Does search_leads_by_address require an exact match for a lead's owner?**
No, it uses partial case-insensitive matching against property addresses and owner names. This helps find leads even if you don't have the full name or address.

**What is the benefit of running list_lead_tags before I research a lead?**
This tool pulls all available tag names and identifiers used in your CRM. You can use these tags to categorize or filter leads for more targeted follow-up actions.

**How do I see the team structure using list_driving_teams?**
The function lists every team, active driver, and their defined roles within your DealMachine account. This is key for coordinating research across different members.

**How do I get a DealMachine API Key?**
Log in to your DealMachine account, navigate to **Settings > API**, and you can generate or retrieve your API Key from that section.

**Can the agent create new leads?**
Yes, you can use the add_new_lead tool to add a property address directly to your DealMachine CRM via the agent.

**Does the integration show property equity?**
Yes, when retrieving property details, the agent can provide information on owner equity and other public records data available in your plan.