# kvCORE MCP

> kvCORE MCP lets your AI client handle the entire life cycle of real estate business operations. Search for specific contacts, pull full property listing metadata, audit agent follow-up tasks, and log detailed lead activities—all through natural conversation. It connects all your core CRM data into one conversational flow.

## Overview
- **Category:** real-estate
- **Price:** Free
- **Tags:** crm, lead-management, property-listings, real-estate-tech, marketing-automation, contact-tracking

## Description

Need to keep track of leads, properties, and follow-ups without opening five different tabs? This MCP connects your AI agent directly to kvCORE, the central platform for real estate professionals. You can ask it questions like, 'What did Alice Williams view last week?' or 'Pull all 3-bedroom listings under $500k.' It pulls together detailed lead information, property metadata, and even tells you what tasks agents have pending today. Because this MCP is housed on Vinkius, your agent gets access to kvCORE's full suite of tools alongside thousands of others, letting you work with all your industry data from a single chat window.

## Tools

### list_agent_tasks
Provides a list of follow-up tasks or reminders assigned to the agent.

### get_agent_profile
Fetches your current personal agent profile and high-level account settings.

### update_lead_info
Changes a lead's status, phone number, or other key data points by providing the necessary information in JSON format.

### list_lead_activity
Shows a chronological list of recent interactions and actions taken regarding a specific lead.

### create_lead_note
Adds a private, time-stamped note directly to an existing lead's profile for later reference.

### search_kvcore_leads
Find basic contact information and IDs for specific leads within kvCORE.

### get_lead_details
Retrieves the full, detailed profile data for one specified lead.

### list_property_listings
Generates a list of all currently active property listings in your database.

### get_listing_details
Pulls detailed metadata, including features and pricing, for one specific listed property.

### list_marketing_campaigns
Displays a summary of all active marketing campaigns and automated sequences.

## Prompt Examples

**Prompt:** 
```
Search for a lead named 'Alice' in my kvCORE
```

**Response:** 
```
I've found one lead matching 'Alice': Alice Williams (Email: alice@example.com). She is currently in the 'Prospect' status. Would you like to see her recent property views?
```

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

**Response:** 
```
Retrieved listing details for 123 Maple St. It's a 3-bed, 2-bath home listed at $450,000. It has been on the market for 15 days. Would you like to see the full description?
```

**Prompt:** 
```
List my tasks for today
```

**Response:** 
```
You have 5 follow-up tasks for today, including calling John Doe about the new listing and sending a contract to Jane Smith. Which one would you like to mark as complete?
```

## Capabilities

### Track and Update Leads
Search for leads by name or ID and update their status or add specific notes to the profile.

### Retrieve Property Data
List active properties on the market or pull deep metadata (like features, price, and beds/baths) for a single listing address.

### Audit Agent Workflows
Review pending tasks, check recent lead activity logs, or fetch general account details to keep everyone accountable.

### Monitor Marketing Efforts
List and monitor which smart marketing campaigns are running and what automated sequences are scheduled for leads.

### Add Contextual Notes
Write a quick note to a lead's profile—like 'Called today, needs follow-up on financing'—without opening the CRM app.

## Use Cases

### Following up after a showing
A client is interested in 123 Maple St. The agent asks the AI agent, 'Pull the details for this listing and check if the client has viewed any similar properties.' The agent runs `get_listing_details` and then checks `list_lead_activity`, providing a complete picture instantly.

### Auditing team performance
A manager needs to know why John Doe hasn't called Jane Smith. They ask the agent, 'What are my top 3 outstanding tasks for this week?' The agent runs `list_agent_tasks`, giving the manager a clear list of pending actions.

### Updating contact information
After talking to a prospect, the agent needs to change their status and add notes. They simply ask the AI agent to 'Move this lead to the negotiation stage and note that we discussed financing.' The agent runs `update_lead_info` and `create_lead_note`.

### Researching a new neighborhood
A potential buyer wants to know about local properties. They ask the AI agent, 'Show me all active listings in this zip code.' The agent runs `list_property_listings`, giving immediate access to available inventory.

## Benefits

- Stop switching between spreadsheets and the CRM. You can ask your agent to search for leads using `search_kvcore_leads` and then immediately pull up their full history via `list_lead_activity`, all without leaving your conversation window.
- Never lose track of a follow-up again. Use `list_agent_tasks` to see exactly what needs attention, or use `create_lead_note` to record a quick thought right after a call, keeping the client context fresh for everyone.
- Get deep property intelligence instantly. Instead of browsing listing pages, ask your agent to run `get_listing_details` and get key metadata—like square footage or tax history—right in the chat.
- Maintain clean data without manual input. If a lead's status changes, you can use `update_lead_info` to correct it immediately, ensuring all records are accurate before your next call.
- Get an immediate overview of the entire business health by running `list_marketing_campaigns` and checking which automated sequences are currently active.

## How It Works

The bottom line is that you talk to your agent like you're talking to a coworker who already has access to all your client files and property databases.

1. First, subscribe to this MCP and connect your API key in the configuration panel.
2. Next, your AI agent uses natural language to identify what data you need—for example, 'Find my tasks for today' or 'Show me details on 123 Oak St.'
3. Finally, the MCP runs the necessary tool calls within kvCORE and delivers a concise summary of the required lead data, listing metadata, or task list directly in your chat.

## Frequently Asked Questions

**How does kvCORE MCP help me track property details?**
You use the `get_listing_details` tool to pull deep metadata for any specific listing. This gives you details like square footage, year built, and tax records without visiting the main website.

**Can I update a lead's status using kvCORE MCP?**
Yes, you use the `update_lead_info` tool. You just need to provide the new data—like 'status: Negotiation'—and the agent handles writing it back to your core CRM.

**Does kvCORE MCP only handle leads?**
No, it manages more than that. It also tracks active properties using `list_property_listings` and helps you monitor automated marketing campaigns via `list_marketing_campaigns`.

**What if I need to write a note about a lead?**
You use the dedicated `create_lead_note` tool. This adds your private comments directly to the client's file, ensuring everyone on the team sees it later.

**Can kvCORE MCP list my tasks for today?**
Yes, running `list_agent_tasks` pulls up all pending follow-up items and reminders assigned to your profile right in the chat. It's great for daily planning.

**Where do I find my kvCORE API Key?**
Log in to your kvCORE dashboard, navigate to the **Marketplace** or **API** settings section to generate a token.

**Can I update lead status with this server?**
Yes, use the `update_lead_info` tool and provide the fields you want to modify in a JSON string.

**Does this support MLS searches?**
The `list_property_listings` tool retrieves properties available within your kvCORE integrated MLS data.