Integration · CRM & sales

Connect Claude & ChatGPT to kvCORE

Ask your AI to add a new lead, log a call or see which listings a client has looked at, and it works in kvCORE (BoldTrail). It can create and update contacts, add notes and tags, schedule call reminders and send a contact an email or text. It can also list your agents, teams, their tasks and your manual listings.

Connect kvCORE (BoldTrail) free

Free plan, no credit card. Takes about a minute.

Try asking

“Add a buyer lead: Emma Clark, [email protected], 555-0142, source open house.”
The AI creates the contact with name, email, cell phone, deal type and source.
“Which listings has contact 48213 looked at?”
It lists the property listings the contact has viewed, and their saved search alerts if you ask.
“Log my call with contact 48213: wants 3 bedrooms under 400k.”
It logs the call on the contact with your notes.

What your AI can do

Contacts and leads

Create and update contacts with status, rating, deal type, price and bed and bath preferences, and add notes and tags.

Calls, texts and emails

Log calls, schedule call reminders, list logged calls, and send a contact an email or text message.

Listings, agents and teams

See listings a contact viewed and their search alerts, read manual listings, and list agents, teams and tasks.

“Remind me to call lead 48213 on Tuesday at 10.”
It schedules a call reminder for the lead with the date, time and a note.
“Text contact 48213 that the showing is confirmed for 4 pm.”
It sends the text message to the contact. It goes out right away.
“What tasks does Mike have open?”
It finds Mike in your list of agents and lists his tasks.

96 tools for kvCORE (BoldTrail)

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

add_contact_noteVisible to othersAdd a note to a contact by `contact_id` with `title`, `details` and optionally `date`.
add_contact_tagsVisible to othersAdd one or more `tags` to a contact by `contact_id`.
add_contact_to_a_transactionChanges dataCreate a new contact. API summary: Add Contact to a Transaction.
add_user_to_a_transactionChanges dataCreate a new user. API summary: Add User to a Transaction.
archive_contactVisible to othersArchive a contact. Has effects visible outside this system. API summary: Archive Contact.
create_contactChanges dataCreate a new contact with `first_name`, `last_name`, `email`, `cell_phone_1`, `deal_type`, `source` and optionally `assigned_agent_id`.
create_contact_searchalertChanges dataCreate a new searchalert for a contact. Required: body. API summary: Add Search Alert to Contact.
create_manuallistingChanges dataCreate a new manuallisting. Required: body. API summary: Add Manual Listing.
create_officeChanges dataCreate a new office. API summary: Create Office.
create_office_userChanges dataCreate a new user for a office. API summary: Add User to Office.
create_paymentChanges dataCreate a new payment. API summary: Create a Transaction.
create_teamChanges dataCreate a new team. API summary: Create Team.
create_team_userChanges dataCreate a new user for a team. API summary: Add User to Team.
create_testimonialChanges dataCreate a new testimonial. API summary: Create Testimonial.
create_upcoming_deletedChanges dataCreate a new upcoming deleted. API summary: Set Future User Deletion Date.
create_userChanges dataCreate a new user. API summary: Create User.
create_user_languageChanges dataCreate a new user language. API summary: Update User Spoken Languages.
delete_a_contact_from_transactionDeletesPermanently delete a contact by transaction contact id. Destructive action; may require approval. API summary: Delete a Contact From Transaction.
delete_a_user_from_transactionDeletesPermanently delete a user by transaction user id. Destructive action; may require approval. API summary: Delete a User From Transaction.
delete_contactDeletesPermanently delete a contact by contact id. Destructive action; may require approval. API summary: Remove Contact.
delete_contact_searchalertDeletesPermanently delete a searchalert by search alert number. Destructive action; may require approval. API summary: Delete Contact Search Alert.
delete_contact_tagsMoves moneyPermanently delete a tag by contact id. Financial or irreversible action; may require approval. API summary: Remove Tags from Contact.
delete_deletesMoves moneyPermanently delete a delete. Financial or irreversible action; may require approval. API summary: Delete Contacts.
delete_manuallistingDeletesPermanently delete a manuallisting by manual listing id. Destructive action; may require approval. API summary: Remove Manual Listing.
delete_officeDeletesPermanently delete a office by office id. Destructive action; may require approval. API summary: Remove Office.
delete_office_userDeletesPermanently delete a user by user id. Destructive action; may require approval. API summary: Remove User from Office.
delete_paymentDeletesPermanently delete a payment by payment id. Destructive action; may require approval. API summary: Delete a Transaction.
delete_teamDeletesPermanently delete a team by team id. Destructive action; may require approval. API summary: Remove Team.
delete_team_userDeletesPermanently delete a user by user id. Destructive action; may require approval. API summary: Remove User from Team.
delete_testimonialDeletesPermanently delete a testimonial by testimonial id. Destructive action; may require approval. API summary: Delete Testimonial.
delete_userDeletesPermanently delete a user by user id. Destructive action; may require approval. API summary: Remove User.
delete_user_languagesMoves moneyPermanently delete a user language. Financial or irreversible action; may require approval. API summary: Delete User Spoken Language.
get_a_list_of_contacts_transactions_relationshipsList contacts. API summary: Get a list of Contacts/Transactions Relationships.
get_a_specific_contact_transaction_relationshipGet one contact by transaction contact id. API summary: Get a specific Contact/Transaction Relationship.
get_a_specific_user_transaction_relationshipGet one user by transaction user id. API summary: Get a specific User/Transaction relationship.
get_callGet one call by action id. API summary: Get Call Details.
get_contactGet one contact by `contact_id`, including name, email, phones, status, deal type and assigned agent.
get_list_of_user_transaction_relationshipsList users. API summary: Get list of User/Transaction relationships.
get_manual_listingGet one manual listing by `manual_listing_id`.
get_messageGet one message by action id. API summary: Get Note Details.
get_officeGet one office by office id. API summary: Get Office Details.
get_paymentGet one payment by payment id. API summary: Get a Transaction.
get_teamGet one team by team id. API summary: Get Team Details.
get_testimonialGet one testimonial by testimonial id. API summary: Get Testimonial.
get_userGet one agent or user by `user_id`.
get_user_languageGet one user language by user id. API summary: Get All User Spoken Languages.
get_user_listList users. API summary: Get User List.
list_accountsList accounts. API summary: Get Accounts List.
list_agent_successesList agent successes. API summary: Get Agent Success Course Status.
list_allsList alls. API summary: Get Users on Vacation.
list_callsList calls. API summary: Get User Calls.
list_contact_callsList the calls logged on a contact by `contact_id`.
list_contact_listing_viewsList the property listings a contact has viewed, by `contact_id`.
list_contact_marketreportsList marketreports for a contact. API summary: Get Market Reports.
list_contact_notesList the notes logged on a contact by `contact_id`.
list_contact_search_alertsList a contact's saved property search alerts by `contact_id`.
list_contact_tagsList the tags on a contact by `contact_id`.
list_contactsList contacts (leads and clients) in kvCORE. This call takes no search filters, so it returns the default first page; use a contact's ID with get_contact when you have it.
list_contacts_2List contacts. API summary: Get All Contacts From Open House.
list_entitiesList entities. API summary: Get Entities.
list_languagesList languages. API summary: Get All Languages.
list_manual_listingsList the property listings that were added manually (not from the MLS).
list_officesList offices. API summary: Get Office List.
list_openhousesList openhouses. API summary: Get All Open Houses.
list_paymentsList payments. API summary: Get Transaction List.
list_propertytypesList propertytypes. API summary: Get Manual Listing Property Types.
list_searchalert_resultsList results for a searchalert. API summary: Get Search Alert Recent Results.
list_teamsList the teams on your kvCORE account.
list_upcoming_deletedsList upcoming deleteds. API summary: Get Users to be deleted in the future.
list_user_entitiesList entities for a user. API summary: Get Entities.
list_user_extsList exts for a user. API summary: Get User Extended Details.
list_user_pipelinesList pipelines for a user. API summary: Get User Pipeline.
list_user_tasksList an agent's tasks by `user_id`.
list_user_vacationsList vacations for a user. API summary: Get Vacation Information.
list_user_websitesList websites for a user. API summary: Get User Website.
list_usersList the agents and other users on your kvCORE account. Use this to find an agent's ID.
list_website_testimonialsList testimonials for a website. API summary: Get All Testimonials.
log_contact_callVisible to othersLog a phone call on a contact by `contact_id` with call `notes` and optionally a `recording_url`.
schedule_callChanges dataSchedule a call reminder for a lead with `lead_id`, `reminder_date`, `reminder_time` and a `note`; can repeat.
send_contact_emailVisible to othersSend an email to a contact by `contact_id` with `subject` and `message`. The email is sent right away.
send_contact_textVisible to othersSend a text message (SMS) to a contact by `contact_id` with `message`. The text is sent right away.
submit_campaignDeletesRefresh a campaign. Destructive action; may require approval. API summary: Refresh Campaigns.
submit_templateDeletesRefresh a template. Destructive action; may require approval. API summary: Refresh Templates.
update_callChanges dataUpdate an existing call identified by action id. API summary: Update a Call.
update_contactChanges dataUpdate a contact by `contact_id`: name, emails, phones, address, status, rating, deal type, price and bed/bath preferences, or assigned agent. Only the fields you pass change.
update_contact_searchalertChanges dataUpdate an existing searchalert identified by search alert number. API summary: Update Contact Search Alert.
update_contactsMoves moneyUpdate an existing contact. Financial or irreversible action; may require approval. API summary: Transfer Contact.
update_manuallistingChanges dataUpdate an existing manuallisting identified by manual listing id. API summary: Update Manual Listing.
update_messageChanges dataUpdate an existing message identified by action id. API summary: Update a Note.
update_officeChanges dataUpdate an existing office identified by office id. API summary: Update Office.
update_paymentChanges dataUpdate an existing payment identified by payment id. API summary: Update a Transaction.
update_teamChanges dataUpdate an existing team identified by team id. API summary: Update Team.
update_testimonialChanges dataUpdate an existing testimonial identified by testimonial id. API summary: Update Testimonial by ID.
update_userChanges dataUpdate an existing user identified by user id. API summary: Update User.
update_user_extsVisible to othersUpdate an existing ext identified by user id. Has effects visible outside this system. API summary: Update User Extended Detail.
update_user_vacationsVisible to othersUpdate an existing vacation identified by user id. Has effects visible outside this system. API summary: Update Vacation Information.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose kvCORE (BoldTrail) from the app list.
2
Paste your key
Paste a kvCORE API token. In kvCORE (BoldTrail), click Lead Engine > Lead Dropbox and scroll to the My API Tokens box. Tick the token type you need (Contacts or User, or All for every scope), click Generate and copy the token. Tokens are valid for one year.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in kvCORE?

It can read contacts with their notes, tags, logged calls, viewed listings and search alerts, plus manual listings, agents, teams and agents' tasks. It can create and update contacts, add notes and tags, log calls, schedule call reminders and send a contact an email or a text message.

Does the AI see my kvCORE API token?

No. Your kvCORE API token is encrypted at rest and never shown to the AI. After you save it, it is not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start with lookups only. Emails and text messages go to your contacts right away, and both can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT, open Settings › Apps & Connectors › Advanced, turn on Developer mode and add your HeyMyApps link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

HeyMyApps has a free plan, and you do not need a credit card to start. Paid plans bill per completed task. You also need your own kvCORE account.

Can the AI find a contact by name?

Not directly. The contact list in kvCORE's API takes no search filters, so it returns the default first page of contacts. The AI works best when you give it the contact's ID, which it uses to read the contact, their notes, calls and viewed listings.