Client Keeper Real Estate CRM

List the user's Power Texting drafts (SMS templates waiting to be sent from their phone), newest first.

list_power_text_drafts

List past Power Texting sessions — who the user power texted from their phone, when, and per-person sent/skipped status.

list_power_text_sessions

List contact groups, split into `owned_groups` (the caller's own) and `shared_groups` (groups other users shared with the caller, each carrying `shared_by` and `access_level`). A group appears in exactly one of the two lists. Pass group_id for one group's details with its member contacts, owned or shared.

list_groups

Log an activity event (lead registration, property view, favorite, saved search, tour request, inquiry...) for a person. Client Keeper resolves the person by contact id or email — creates the contact if new (created=true, matched_by=null), or appends to the existing contact's timeline (created=false, matched_by='id'|'email'). Phone is never used to match: it is not a reliable identity.

log_event

Create, update, or cancel a calendar event. Cancel sets its status to cancelled; it does not delete the event.

manage_event

Create, rename, add contacts to, or remove contacts from a contact group.

manage_group

Create/update transactions, link contacts, add/remove tags, or create/rename/recolor transaction pipeline columns.

manage_transaction

Get a contact's details, relationships, notes, property records, follow-ups, the groups it belongs to, its open linked to-dos, and optionally recent activity. Resolves contacts another user shared with the caller too; those come back flagged `shared` with `shared_by` and `access_level`.

get_contact

Get one transaction with its pipeline column name, linked contacts, tags, and available pipeline columns.

get_transaction

Read the tenant's activity-event log (newest first) with cursor pagination — the sync surface for connected apps.

get_events_feed

Schedule a follow-up reminder for a contact. One-time unless a frequency is given.

create_followup

Search property records across all contacts: buyers' saved home-search criteria (kind buyer_search — "who is looking for a 3-bed in Bentonville under $400k", or match buyers to a listing by passing its price as min_price and max_price, plus listing_bedrooms, listing_bathrooms and listing_city), properties contacts are selling (listing), or past closed sales (closed). Filter by location, price range, bedrooms and bathrooms. Returns the owning contact's id and name with each record.

search_properties

Search or list CRM contacts, leads, follow-ups, to-dos, notes, events, or transactions filtered by text, status, type, lead fields, dates or group. Returns up to `limit` records (max 100) starting at `offset`, with the total number of matches where available. To-dos include their linked contacts; contact_id lists one contact's to-dos. Leads include lead_source.

search_crm

Show one transaction's closing timeline: days to close, the close date, the parties and their roles, with buttons to add a dated to-do or hand the dates to the user's calendar. Use when the user asks when a deal closes or what is left before closing.

show_closing_timeline

Show an interactive contact card: details, groups, call/text/email links, next follow-up, open to-dos, latest notes, properties and recent activity, with buttons to add a note, a to-do or a follow-up. Use when the user asks to see, open or pull up a contact.

show_contact

Show buyers whose saved home-search criteria match a listing (pass listing: price, bedrooms, bathrooms, city) or a set of filters, as selectable cards with budget, beds/baths, locations and the reasons each one matched. Use for "who would want this listing" or "who is looking in Bentonville under $400k". The user can select buyers on the card and send them back to the conversation for a Power Text draft.

show_buyer_matches

Show a one-at-a-time triage of contacts the user hasn't opened recently: draft a text, schedule a follow-up, or skip. Use when the user wants to reconnect with people, clean up neglected contacts, or asks who they have lost touch with.

show_stale_contacts

Show a contact's housiversary card: the home, years owned, days until the anniversary and an editable message, with buttons to save it as a Power Text draft, add a to-do on the day, or ask for a rewrite. Use when the user asks about a client's home anniversary.

show_housiversary

Show the Power Text composer: a message template with merge fields, a live per-recipient preview and the recipient list, saved as a draft. It never sends texts — the user sends from the Client Keeper mobile app under Power Texting → Drafts. Use when the user wants to text several contacts or a group.

show_power_text_composer

Show the business snapshot: tiles with today's counts of contacts, leads, follow-ups, to-dos, groups, upcoming events and transactions, with overdue items highlighted. Current totals only — there is no history or trend. Use when the user asks how their business or CRM is doing.

show_snapshot

Show the follow-up planner: overdue follow-ups, then a day-by-day view of the coming days, with buttons to complete or reschedule each one and to spread the overdue ones evenly across the next weekdays. Use when the user wants to plan, catch up on or reschedule follow-ups.

show_followup_planner

Show the lead inbox: leads with status, priority, source and latest activity, with inline controls to change status or priority and schedule a first touch. Use when the user asks about new leads, their pipeline, or who to call first.

show_lead_inbox

Show an editable new-contact form pre-filled with the given fields, such as details taken from a pasted email signature, business card photo or message. Checks for likely duplicates and lets the user pick a group and a first follow-up date. Does not save anything; the contact is created only when the user presses Save on the card.

show_contact_form

Show the transaction pipeline board: every pipeline column with its deals, deal count and total price, and a "Move to" control on each card. Use when the user asks about their pipeline, deals under contract, or wants to move a deal to another stage.

show_pipeline

Show a meeting debrief for approval: the given note, to-dos, next follow-up and contact updates drawn from call or meeting notes, each editable and individually toggleable. Does not save anything; the selected records are written only when the user presses Save selected on the card.

show_debrief

Show the interactive Today board: overdue and due-today to-dos, follow-ups due, and upcoming birthdays and housiversaries, with buttons to complete or reschedule. Use when the user asks what is on their plate, what is due, or who to reach out to.

show_today

Update a contact's profile fields, including full email/phone list replacement, birthday set/clear, and whether they are included in Power Texting.

update_contact

Edit, complete, or reschedule a follow-up.

update_followup

Update lead status, score, priority, lead flag, and full-replace descriptive lead tags.

update_lead

Edit, complete, or reopen a to-do. When editing, contact_ids replaces the contacts the to-do is linked to.

update_todo