# Urbanise MCP > Urbanise connects your building management data—occupants, financials, assets, and maintenance—to any AI client. It lets you query property records, schedule facility tasks, and check budgets using natural conversation instead of logging into multiple portals. ## Overview - **Category:** erp-operations - **Price:** Free - **Tags:** strata-management, facility-management, building-operations, community-portal, financial-reporting ## Description Listen up. You connect your building management stuff—the financials, who lives there, what equipment you got—right into your AI client using the Urbanise MCP Server. It lets you ask about property records or check budgets using plain talk instead of having to log in through a dozen different portals. This thing’s built for site managers and people running complex properties. When your agent runs tools exposed by this server, it handles everything from checking basic account details with `get_client_profile` to verifying the entire API connection status using `check_api_health`. You'll get a full list of every major development or strata plan you manage when you run `list_property_plans`. To know who owns what, your agent pulls up the current directory of occupants associated with specific properties by calling `list_property_occupants`. For facilities management, it’s straightforward. You can schedule a detailed maintenance job—giving it a title and description—with `create_maintenance_job`. Need to see what's already on the books? `list_maintenance_jobs` gives you an inventory of all existing or completed facility tasks. Handling the money side is where this server earns its keep. When you run `list_financial_data`, your agent pulls up specific ledger entries and current billing information for any property. To check limits, it hits `list_property_budgets`, showing you defined budget caps for a given development plan. You also get access to the structure of reporting by running `list_accounting_ledgers` to see every available chart of accounts used in budgeting. If you're keeping tabs on service providers, `list_managed_suppliers` gives you a directory of approved vendors and service companies for the property. It’s also got your physical assets covered. When you need an inventory check, `list_facility_assets` gets you a complete list of every piece of infrastructure equipment or physical asset managed on site. It wraps up by letting you review all active event webhooks set up within the system using `list_configured_webhooks`. ## Tools ### check_api_health Verifies if the Urbanise API connection is active and working. ### create_maintenance_job Schedules a new facility maintenance task by providing a title and description. ### get_client_profile Retrieves basic authenticated details for the connected user or client. ### list_facility_assets Gets an inventory list of all infrastructure equipment and assets managed by the property. ### list_property_budgets Retrieves the defined budget limits for specific development plans. ### list_financial_data Retrieves specific ledger entries and current billing information for a property. ### list_maintenance_jobs Lists all existing, active, or completed facility maintenance tasks. ### list_accounting_ledgers Lists all available charts of accounts used in property budgeting and reporting. ### list_property_occupants Gets a list of all current residents and owners within the property plan. ### list_property_plans Lists every major development or strata plan managed in your account. ### list_managed_suppliers Provides a directory of service providers and suppliers associated with the property plans. ### list_configured_webhooks Shows a list of active event webhooks set up within the system. ## Prompt Examples **Prompt:** ``` List all property plans managed in my Urbanise account. ``` **Response:** ``` I've retrieved your property plans. You have 5 active plans including 'Sunset Heights', 'Business Park Tower', and 'Central Strata'. Which one would you like to inspect? ``` **Prompt:** ``` Show me all active maintenance jobs for 'Sunset Heights'. ``` **Response:** ``` I've fetched the maintenance list. There are 3 active jobs for 'Sunset Heights': 'Elevator Inspection', 'Pool Cleaning', and 'HVAC Filter Change'. Shall I check the status of any specific task? ``` **Prompt:** ``` Create a maintenance job: 'Fix leaking pipe in Room 402'. ``` **Response:** ``` Success! The maintenance job 'Fix leaking pipe in Room 402' has been created in the FM module with ID JOB-10293. I'll let you know once a supplier is assigned. ``` ## Capabilities ### List all managed property plans Gets a full list of every development or strata plan you manage. ### Query resident and owner lists Retrieves the current directory of occupants associated with specific properties. ### Schedule new maintenance tasks Creates a detailed maintenance job, including title and description, in the facility management module. ### Retrieve financial ledger data Queries billing information, account ledgers, and property budget status for review. ### Track building assets Lists all registered infrastructure equipment or physical assets within the managed site. ### Get list of service suppliers Provides a directory of approved vendors and service providers for the property. ## Use Cases ### Responding to an emergency maintenance call A resident reports a pipe leak. You prompt the agent: 'Schedule job for Room 402.' The agent uses `create_maintenance_job` and automatically references the asset list via `list_facility_assets` to ensure you assign the right type of contractor. ### Quarterly financial audit prep You need a snapshot of who owns what. You run `list_property_occupants`, then follow up with `list_financial_data` to correlate current residents against their specific billing records, saving hours of manual data merging. ### Vendor contract review A new HVAC unit needs tracking. You check the existing assets using `list_facility_assets`, then use `list_managed_suppliers` to confirm which vendor is approved for that specific type of service, ensuring compliance. ### Planning a community meeting Before the board meeting, you need attendance numbers and budget status. You run `list_property_occupants` for current members, then check `list_property_budgets` to confirm if any large spending items are due this quarter. ## Benefits - Stop switching between dashboards. Use `list_property_occupants` to pull resident lists and then immediately use `create_maintenance_job` for a related service call—all in one conversation. - Get immediate financial answers. Instead of navigating the accounting portal, simply prompt the agent to run `list_financial_data` to check ledger balances or billing history. - Track physical assets effortlessly. Running `list_facility_assets` gives you an inventory list; then, if a unit fails, you can instantly schedule a fix using `create_maintenance_job`. - Centralize vendor management. Use `list_managed_suppliers` to keep track of approved contractors, and cross-reference them with the budget limits shown by `list_property_budgets` before hiring. - Know your scope immediately. Run `list_property_plans` to understand which properties are included in a task, preventing accidental data lookups on wrong developments. ## How It Works The bottom line is you manage complex building operations by speaking to your AI client instead of clicking through multiple dashboards. 1. Subscribe to the server and input your Urbanise Region, Client ID, and Access Token. 2. Use your AI client (e.g., Cursor) to prompt a specific action, like 'List all property plans'. 3. The agent calls the relevant tool, processes the data, and returns a clean summary directly in your conversation. ## Frequently Asked Questions **How do I find out what properties Urbanise manages using list_property_plans?** You run the `list_property_plans` tool. It returns a clean, current list of all development plans you have access to, giving you an immediate scope overview. **Can I use list_financial_data to check billing info?** Yes. `list_financial_data` is the tool for querying ledger entries and current billing records. It lets you see if a specific property plan has outstanding charges. **What's the difference between list_facility_assets and list_property_plans?** `list_property_plans` shows the large development areas (the 'what'). `list_facility_assets` tracks the specific, movable equipment *inside* those developments (the 'stuff'). **Do I need to list_managed_suppliers before scheduling a job?** No. You can use `create_maintenance_job` immediately. However, running `list_managed_suppliers` beforehand helps you confirm which vendors are approved for the repair. **When I run `get_client_profile`, what details does the agent retrieve about my account?** The tool pulls your authenticated client credentials. It confirms your connection status and provides basic administrative identifiers, ensuring your AI agent has permission to perform actions on your property portfolio. **If I need external systems updated after a job, how do I manage them using `list_configured_webhooks`?** You must use the webhook tools for that. This allows you to see which events—like a new occupant or maintenance task—are already set up to trigger outside of Urbanise into other services. **When checking active tasks with `list_maintenance_jobs`, what format are completed or failed jobs returned in?** The listing includes status fields. You'll see designated flags for 'Status' and 'Completion Date.' This lets you filter out closed tasks from the list of currently running facility maintenance items. **What information does `list_accounting_ledgers` provide about property finances?** It returns your full chart of accounts. This is a master list showing every defined financial category, which helps you understand the structure necessary before querying specific budgets or ledger entries. **Can I create a new maintenance job for a property via AI?** Yes! Use the `create_maintenance_job` tool and provide a title and description. This will instantly register a new task in the Facility Management (FM) module. **How do I see all residents living in a specific property plan?** Run the `list_property_occupants` query. Your agent will retrieve the complete list of owners and residents across your managed property plans. **Is it possible to check the remaining budget for a building via AI?** Absolutely. Use the `list_property_budgets` query to retrieve the current budget definitions and allocations for your managed properties.