propstack-mcp-server 1.0.0

package/LICENSE

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+MIT License
+
+Copyright (c) 2025 propstack-mcp-server contributors
+
+Permission is hereby granted, free of charge, to any person obtaining a copy
+of this software and associated documentation files (the "Software"), to deal
+in the Software without restriction, including without limitation the rights
+to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
+copies of the Software, and to permit persons to whom the Software is
+furnished to do so, subject to the following conditions:
+
+The above copyright notice and this permission notice shall be included in all
+copies or substantial portions of the Software.
+
+THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
+IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
+FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
+AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
+LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
+OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
+SOFTWARE.

package/README.md

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+# Propstack MCP Server
+
+Connect AI assistants (Claude, ChatGPT) to your Propstack real estate CRM.
+
+> **Verbinden Sie KI-Assistenten mit Ihrem Propstack-CRM** — Kontakte verwalten, Objekte durchsuchen, Deals pflegen, Besichtigungen planen und Suchprofile erstellen, alles per Sprache oder Chat.
+
+## What you can do / Was Sie damit machen koennen
+
+- **Contact management** — search, create, update, and tag contacts with GDPR tracking
+- **Property search & management** — filter by price, rooms, area, status; create and update listings
+- **Deal pipeline** — create deals, move through stages, track win/loss rates
+- **Buyer matching** — create search profiles from natural language ("3-Zimmer in Berlin, bis 400k, mit Balkon") and auto-match to new listings
+- **Task & calendar** — log call notes, set follow-up reminders, schedule viewings
+- **Email** — send templated emails linked to contacts and properties
+- **360-degree contact view** — get a complete briefing before every call
+- **Pipeline dashboards** — deal counts and values per stage, stale deal alerts
+- **Lead intake** — one-call workflow: dedup, create contact, log notes, create deal, set reminder
+- **Bulk export** — full data dumps for reporting, backup, or migration
+
+## Quick Start
+
+### 1. Set your API key
+
+```bash
+export PROPSTACK_API_KEY=your_api_key_here
+```
+
+### 2a. Claude Desktop
+
+Add to your Claude Desktop config (`claude_desktop_config.json`):
+
+```json
+{
+  "mcpServers": {
+    "propstack": {
+      "command": "npx",
+      "args": ["-y", "propstack-mcp-server"],
+      "env": {
+        "PROPSTACK_API_KEY": "your_api_key_here"
+      }
+    }
+  }
+}
+```
+
+### 2b. Claude Code (CLI)
+
+Add to your project's `.mcp.json`:
+
+```json
+{
+  "mcpServers": {
+    "propstack": {
+      "command": "npx",
+      "args": ["-y", "propstack-mcp-server"],
+      "env": {
+        "PROPSTACK_API_KEY": "your_api_key_here"
+      }
+    }
+  }
+}
+```
+
+### 2c. ChatGPT
+
+1. Go to **Settings > Connectors > Developer Mode**
+2. Add a new MCP connector
+3. Set the command to `npx -y propstack-mcp-server`
+4. Add environment variable `PROPSTACK_API_KEY`
+
+### 2d. Cursor IDE
+
+1. Open **Settings** (Ctrl+,) → search "MCP"
+2. Edit **MCP Servers** JSON, or add `mcp.json` in project root / `.cursor/`
+
+**Option A — local project** (after `npm run build`):
+
+```json
+{
+  "mcpServers": {
+    "propstack": {
+      "command": "node",
+      "args": ["./dist/index.js"],
+      "cwd": "C:/Users/you/path/to/propstack_mcp",
+      "env": {
+        "PROPSTACK_API_KEY": "your_api_key_here"
+      }
+    }
+  }
+}
+```
+
+Or use `.env` in project root — the server loads it automatically; you can omit the `env` block.
+
+**Option B — npx** (published package or `npx` from local):
+
+```json
+{
+  "mcpServers": {
+    "propstack": {
+      "command": "npx",
+      "args": ["-y", "propstack-mcp-server"],
+      "env": {
+        "PROPSTACK_API_KEY": "your_api_key_here"
+      }
+    }
+  }
+}
+```
+
+### 2e. Run directly
+
+```bash
+npm install propstack-mcp-server
+PROPSTACK_API_KEY=your_key npx propstack-mcp-server
+```
+
+## API Key / API-Schluessel
+
+Get your Propstack API key:
+
+1. Log in to [crm.propstack.de](https://crm.propstack.de)
+2. Go to **Verwaltung > API-Schluessel** (Administration > API Keys)
+3. Create or copy your V1 API key
+
+> **Hinweis:** Der API-Schluessel bestimmt die Berechtigungen. Stellen Sie sicher, dass Lese- und Schreibzugriff fuer die benoetigten Endpunkte aktiviert ist.
+
+## Available Tools (50)
+
+### Contacts (Kontakte)
+
+| Tool | Description |
+|---|---|
+| `search_contacts` | Search and filter contacts by name, email, phone, status, tags, broker, GDPR status |
+| `get_contact` | Get full details of a single contact with related data |
+| `create_contact` | Create a new contact (auto-dedup by email) |
+| `update_contact` | Update contact details, tags, GDPR status, broker assignment |
+| `delete_contact` | Soft-delete a contact (30-day recycle bin) |
+| `get_contact_sources` | List lead sources (ImmoScout24, Website, Empfehlung, etc.) |
+| `search_contacts_by_phone` | Look up a contact by phone number (formatting-insensitive) |
+
+### Properties (Objekte)
+
+| Tool | Description |
+|---|---|
+| `search_properties` | Search properties with 11 range filters, 17 sort fields |
+| `get_property` | Get full property details including media and custom fields |
+| `create_property` | Create a new property listing |
+| `update_property` | Update price, status, description, broker assignment |
+| `get_property_statuses` | List property statuses (Verfuegbar, Reserviert, Verkauft, etc.) |
+
+### Tasks (Aufgaben & Notizen)
+
+| Tool | Description |
+|---|---|
+| `create_task` | Create a note, to-do, appointment, or cancellation (polymorphic) |
+| `update_task` | Mark done, reschedule, update notes |
+| `get_task` | Get task details with linked contacts, properties, projects |
+
+### Deals (Pipeline)
+
+| Tool | Description |
+|---|---|
+| `search_deals` | Search deals by stage, pipeline, category, broker, feeling score |
+| `create_deal` | Link a contact to a property at a pipeline stage |
+| `update_deal` | Move deal through pipeline stages, update price/notes |
+
+### Search Profiles (Suchprofile)
+
+| Tool | Description |
+|---|---|
+| `list_search_profiles` | List what buyers/renters are looking for |
+| `create_search_profile` | Capture buyer criteria from natural language |
+| `update_search_profile` | Adjust budget, cities, room count, features |
+| `delete_search_profile` | Remove a search profile |
+
+### Projects (Projekte)
+
+| Tool | Description |
+|---|---|
+| `list_projects` | List development projects with unit counts |
+| `get_project` | Get project details with all units, media, documents |
+
+### Activities & Events (Aktivitaeten & Termine)
+
+| Tool | Description |
+|---|---|
+| `search_activities` | Full activity timeline for a contact, property, or project |
+| `list_events` | Calendar events — viewings, meetings, filtered by date/state |
+
+### Emails (E-Mails)
+
+| Tool | Description |
+|---|---|
+| `send_email` | Send email using a Propstack template (snippet) |
+| `update_email` | Mark read/archived, categorize, link to CRM records |
+
+### Documents (Dokumente)
+
+| Tool | Description |
+|---|---|
+| `list_documents` | List files attached to a property, project, or contact |
+| `upload_document` | Upload a document (base64 data URI) |
+
+### Relationships (Beziehungen)
+
+| Tool | Description |
+|---|---|
+| `create_ownership` | Link a contact as property owner (Eigentuemer) |
+| `create_partnership` | Link a contact as buyer, tenant, etc. (Kaeufer, Mieter) |
+
+### Lookups (Konfiguration)
+
+| Tool | Description |
+|---|---|
+| `list_pipelines` | Get deal pipelines with stages (IDs, names, positions) |
+| `get_pipeline` | Get a single pipeline with stage details |
+| `list_tags` | List tags/groups (Merkmale) — filter contacts by group IDs |
+| `create_tag` | Create a new tag for contacts, properties, or activities |
+| `list_activity_types` | List note/todo/event templates for create_task |
+| `list_contact_statuses` | List contact statuses for search/assign |
+| `list_reservation_reasons` | List deal cancellation reasons |
+| `list_custom_fields` | Discover custom field definitions (names, types, options) |
+| `list_users` | List all brokers/agents with contact info |
+| `list_teams` | List teams/departments with member assignments |
+| `list_locations` | List geographic areas (Geolagen) for location matching |
+
+### Smart Composites (Intelligente Workflows)
+
+| Tool | Description |
+|---|---|
+| `full_contact_360` | Complete contact dossier — info, search profiles, deals, activity |
+| `property_performance_report` | Days on market, inquiry count, pipeline breakdown, activity summary |
+| `pipeline_summary` | Deals per stage, total values, stale deals needing attention |
+| `smart_lead_intake` | Full lead workflow: dedup, create/update, log notes, deal, reminder |
+| `match_contacts_to_property` | Find buyers whose search profiles match a property |
+
+### Admin (Verwaltung)
+
+| Tool | Description |
+|---|---|
+| `list_webhooks` | List all configured webhook subscriptions |
+| `create_webhook` | Subscribe to CRM events (CLIENT_CREATED, PROPERTY_UPDATED, etc.) |
+| `delete_webhook` | Remove a webhook subscription |
+| `export_data` | Bulk export an entire data table as JSON |
+| `get_contact_favorites` | Get properties a contact has favorited |
+
+## Example Conversations / Beispiel-Konversationen
+
+### Morning Briefing / Morgen-Briefing
+
+> **You:** What's on my calendar today?
+>
+> **AI:** *calls `list_events` with today's date range* — You have 3 viewings scheduled...
+
+> **Du:** Gibt es neue Leads seit gestern?
+>
+> **KI:** *ruft `search_contacts` mit created_at_from=gestern auf* — 5 neue Kontakte...
+
+### Lead Intake / Leaderfassung
+
+> **You:** I just got off the phone with Maria Schmidt, +49 157 1234 5678. She's looking for a 3-room apartment in Berlin, budget 300-400k, must have a balcony. She found us on ImmoScout.
+>
+> **AI:** *calls `smart_lead_intake`* — Contact created (ID: 4521), call note logged, follow-up reminder set for tomorrow 9:00. Would you like me to create a search profile for her criteria?
+
+### Property Matching / Objekt-Matching
+
+> **Du:** Wir haben ein neues Listing: 3-Zimmer-Wohnung in Charlottenburg, 385.000 EUR. Wer kommt als Kaeufer in Frage?
+>
+> **KI:** *ruft `match_contacts_to_property` auf* — 12 passende Suchprofile gefunden. Top 3: Herr Weber (Score 95%), Frau Mueller (Score 88%), Herr Kim (Score 85%)...
+
+### Pipeline Review
+
+> **You:** How's our sales pipeline looking? Any stale deals?
+>
+> **AI:** *calls `pipeline_summary`* — 47 active deals, total value 12.3M EUR. 5 deals haven't been updated in 14+ days...
+
+### Pre-Call Briefing / Vor dem Anruf
+
+> **Du:** Gib mir alles ueber Kontakt 3847 — ich rufe gleich an.
+>
+> **KI:** *ruft `full_contact_360` auf* — Herr Weber, Rating 3 Sterne, sucht 3-Zimmer in Berlin/Potsdam bis 400k. 2 aktive Deals, letzte Aktivitaet vor 3 Tagen...
+
+## Development
+
+```bash
+git clone <repo-url>
+cd propstack-mcp-server
+npm install
+npm run build    # tsc → dist/
+npm start        # requires PROPSTACK_API_KEY
+```
+
+### Project Structure
+
+```
+src/
+  index.ts                 # Server entry point (stdio transport)
+  propstack-client.ts      # HTTP client with auth, retry, error handling
+  types/
+    propstack.ts           # TypeScript interfaces for all API responses
+  tools/
+    helpers.ts             # Shared formatting utilities
+    contacts.ts            # 7 contact tools
+    properties.ts          # 5 property tools
+    tasks.ts               # 3 task tools (polymorphic: note/todo/event/cancel)
+    deals.ts               # 3 deal pipeline tools
+    search-profiles.ts     # 4 search profile tools
+    projects.ts            # 2 project tools
+    activities.ts          # 2 activity/event tools
+    emails.ts              # 2 email tools
+    documents.ts           # 2 document tools
+    relationships.ts       # 2 relationship tools (ownership/partnership)
+    lookups.ts             # 8 lookup/config tools
+    composites.ts          # 5 smart composite tools
+    admin.ts               # 5 admin tools (webhooks, export, favorites)
+```
+
+## License
+
+MIT

package/dist/index.d.ts

@@ -0,0 +1,3 @@
+#!/usr/bin/env node
+import "dotenv/config";
+//# sourceMappingURL=index.d.ts.map

package/dist/index.d.ts.map

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+{"version":3,"file":"index.d.ts","sourceRoot":"","sources":["../src/index.ts"],"names":[],"mappings":";AAEA,OAAO,eAAe,CAAC"}

package/dist/index.js

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+#!/usr/bin/env node
+import "dotenv/config";
+import { McpServer } from "@modelcontextprotocol/sdk/server/mcp.js";
+import { StdioServerTransport } from "@modelcontextprotocol/sdk/server/stdio.js";
+import { PropstackClient } from "./propstack-client.js";
+import { registerContactTools } from "./tools/contacts.js";
+import { registerPropertyTools } from "./tools/properties.js";
+import { registerTaskTools } from "./tools/tasks.js";
+import { registerDealTools } from "./tools/deals.js";
+import { registerSearchProfileTools } from "./tools/search-profiles.js";
+import { registerProjectTools } from "./tools/projects.js";
+import { registerActivityTools } from "./tools/activities.js";
+import { registerEmailTools } from "./tools/emails.js";
+import { registerDocumentTools } from "./tools/documents.js";
+import { registerRelationshipTools } from "./tools/relationships.js";
+import { registerLookupTools } from "./tools/lookups.js";
+import { registerCompositeTools } from "./tools/composites.js";
+import { registerAdminTools } from "./tools/admin.js";
+const PROPSTACK_API_KEY = process.env["PROPSTACK_API_KEY"];
+if (!PROPSTACK_API_KEY) {
+    console.error("Error: PROPSTACK_API_KEY environment variable is required");
+    process.exit(1);
+}
+const client = new PropstackClient(PROPSTACK_API_KEY);
+const server = new McpServer({
+    name: "propstack-mcp-server",
+    version: "0.1.0",
+}, {
+    capabilities: {
+        tools: {},
+    },
+});
+registerContactTools(server, client);
+registerPropertyTools(server, client);
+registerTaskTools(server, client);
+registerDealTools(server, client);
+registerSearchProfileTools(server, client);
+registerProjectTools(server, client);
+registerActivityTools(server, client);
+registerEmailTools(server, client);
+registerDocumentTools(server, client);
+registerRelationshipTools(server, client);
+registerLookupTools(server, client);
+registerCompositeTools(server, client);
+registerAdminTools(server, client);
+async function main() {
+    const transport = new StdioServerTransport();
+    await server.connect(transport);
+    console.error("Propstack MCP server running on stdio");
+}
+main().catch((err) => {
+    console.error("Fatal:", err);
+    process.exit(1);
+});
+//# sourceMappingURL=index.js.map

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package/dist/propstack-client.d.ts

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+export type { PropstackPaginatedResponse } from "./types/propstack.js";
+export interface PropstackRequestOptions {
+    params?: Record<string, string | number | boolean | string[] | number[] | undefined>;
+    body?: unknown;
+}
+export declare class PropstackError extends Error {
+    readonly status: number;
+    readonly statusText: string;
+    readonly detail: string;
+    readonly path: string;
+    constructor(status: number, statusText: string, detail: string, path?: string);
+}
+export declare class PropstackClient {
+    private readonly apiKey;
+    private readonly baseUrl;
+    constructor(apiKey: string, baseUrl?: string);
+    get<T>(path: string, opts?: PropstackRequestOptions): Promise<T>;
+    post<T>(path: string, opts?: PropstackRequestOptions): Promise<T>;
+    put<T>(path: string, opts?: PropstackRequestOptions): Promise<T>;
+    delete<T>(path: string, opts?: PropstackRequestOptions): Promise<T>;
+    private buildUrl;
+    private request;
+}
+//# sourceMappingURL=propstack-client.d.ts.map

package/dist/propstack-client.d.ts.map

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package/dist/propstack-client.js

@@ -0,0 +1,99 @@
+const V1_BASE = "https://api.propstack.de/v1";
+const MAX_RETRIES = 3;
+const RETRY_BASE_MS = 1000;
+export class PropstackError extends Error {
+    status;
+    statusText;
+    detail;
+    path;
+    constructor(status, statusText, detail, path = "") {
+        super(`Propstack API ${status} ${statusText}: ${detail}`);
+        this.status = status;
+        this.statusText = statusText;
+        this.detail = detail;
+        this.path = path;
+        this.name = "PropstackError";
+    }
+}
+export class PropstackClient {
+    apiKey;
+    baseUrl;
+    constructor(apiKey, baseUrl = V1_BASE) {
+        this.apiKey = apiKey;
+        this.baseUrl = baseUrl;
+    }
+    async get(path, opts) {
+        return this.request("GET", path, opts);
+    }
+    async post(path, opts) {
+        return this.request("POST", path, opts);
+    }
+    async put(path, opts) {
+        return this.request("PUT", path, opts);
+    }
+    async delete(path, opts) {
+        return this.request("DELETE", path, opts);
+    }
+    buildUrl(path, params) {
+        const url = new URL(`${this.baseUrl}${path}`);
+        if (params) {
+            for (const [key, value] of Object.entries(params)) {
+                if (value === undefined)
+                    continue;
+                if (Array.isArray(value)) {
+                    for (const item of value) {
+                        url.searchParams.append(`${key}[]`, String(item));
+                    }
+                }
+                else {
+                    url.searchParams.set(key, String(value));
+                }
+            }
+        }
+        return url.toString();
+    }
+    async request(method, path, opts) {
+        const url = this.buildUrl(path, opts?.params);
+        const headers = {
+            "X-API-KEY": this.apiKey,
+            "Accept": "application/json",
+        };
+        const init = { method, headers };
+        if (opts?.body !== undefined && (method === "POST" || method === "PUT" || method === "PATCH")) {
+            headers["Content-Type"] = "application/json";
+            init.body = JSON.stringify(opts.body);
+        }
+        let lastError;
+        for (let attempt = 0; attempt <= MAX_RETRIES; attempt++) {
+            if (attempt > 0) {
+                const delay = RETRY_BASE_MS * 2 ** (attempt - 1);
+                await new Promise((resolve) => setTimeout(resolve, delay));
+            }
+            let res;
+            try {
+                res = await fetch(url, init);
+            }
+            catch (err) {
+                lastError = err instanceof Error ? err : new Error(String(err));
+                continue;
+            }
+            if (res.status === 429 && attempt < MAX_RETRIES) {
+                const retryAfter = res.headers.get("Retry-After");
+                if (retryAfter) {
+                    await new Promise((resolve) => setTimeout(resolve, Number(retryAfter) * 1000));
+                }
+                continue;
+            }
+            if (!res.ok) {
+                const body = await res.text();
+                throw new PropstackError(res.status, res.statusText, body, path);
+            }
+            if (res.status === 204) {
+                return undefined;
+            }
+            return (await res.json());
+        }
+        throw lastError ?? new Error(`Request to ${path} failed after ${MAX_RETRIES} retries`);
+    }
+}
+//# sourceMappingURL=propstack-client.js.map

package/dist/propstack-client.js.map

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package/dist/tools/activities.d.ts

@@ -0,0 +1,4 @@
+import type { McpServer } from "@modelcontextprotocol/sdk/server/mcp.js";
+import type { PropstackClient } from "../propstack-client.js";
+export declare function registerActivityTools(server: McpServer, client: PropstackClient): void;
+//# sourceMappingURL=activities.d.ts.map

package/dist/tools/activities.d.ts.map

@@ -0,0 +1 @@
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