Integration · CRM & sales

Connect Claude & ChatGPT to Lofty

Ask your AI which leads need a follow-up, what happened with a buyer last week, or to book a showing, and it works in your Lofty CRM. It can search and update leads, add notes, create and complete tasks, book appointments, search listings, record transactions and send emails and texts to leads.

Connect Lofty free

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

Try asking

“Which of my tasks are due today?”
The AI lists the tasks assigned to you, with type, lead and time.
“Find the lead with phone 555-0142 and show me the history.”
It searches leads by phone, then reads the lead's notes, calls and text messages.
“Move Sarah Kim to the Active stage and tag her Pre-approved.”
It updates the lead's stage and tags.

What your AI can do

Leads and notes

Search leads by email, phone, stage, source or tags, create and update leads, and add or edit notes.

Tasks and appointments

List your tasks and a lead's tasks, create, update, complete or delete them, and create and update calendar appointments.

Listings, deals and messages

Search property listings, record and update transactions on a lead, read call and text history, and send emails and texts.

“Book a showing with Sarah on Saturday at 11 at 22 Harbor Lane.”
It creates a calendar appointment for the lead with the time and a note about the address.
“Record that Sarah's purchase went under contract at 485,000.”
It adds a transaction to the lead with the name, type, status and home price you give it.
“Text Sarah that the inspection is confirmed for Tuesday.”
It sends the text message to the lead. It goes out right away.

121 tools for Lofty

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

add_inquiryChanges dataCreate a new lead for a lead. Search leads first to avoid duplicates. API summary: Add Inquiry.
add_tags_to_an_agentChanges dataCreate a new lead. Search leads first to avoid duplicates. API summary: Add tags to an agent.
archive_dealVisible to othersDeactivate a deal (agent id). Has effects visible outside this system. API summary: Deactivate an agent.
attach_lead_to_leadChanges dataAttach a lead (lead id). API summary: Assign Lead.
complete_taskChanges dataMark a task (`task_id`) as finished.
create_a_new_agentChanges dataCreate a new lead. Required: account type or account info. Search leads first to avoid duplicates. API summary: Create a new agent.
create_addressChanges dataCreate a new address. Required: transaction id. API summary: Update Property Address.
create_appointmentChanges dataCreate a calendar appointment for a lead (`lead_id`) with `type`, `content`, `start_at`/`end_at` and `time_zone_code`.
create_calendar_finishChanges dataCreate a new finish for a calendar. API summary: Finish Calendar Event.
create_calendar_unfinishChanges dataCreate a new unfinish for a calendar. API summary: Unfinish Calendar Event.
create_call_scriptChanges dataCreate a new call script. Required: lead id or task id. API summary: Generate Call Script.
create_communicationChanges dataCreate a new communication. Required: type, start time or end time. API summary: Search by Agent.
create_companyChanges dataCreate a new company. API summary: Update Company.
create_custom_fieldChanges dataCreate a new custom field. Required: attribute name, attribute type or value. API summary: Add Custom Field.
create_deal_reactivateChanges dataCreate a new reactivate for a deal. API summary: Reactivate an agent.
create_generateChanges dataCreate a new generate. Required: call record id or lead id. API summary: Generate Call Summary.
create_leadChanges dataCreate a lead: pass its fields in `body` (e.g. firstName, lastName, emails, phones, source, stage, tags). Search first to avoid duplicates.
create_lead_2Visible to othersCreate a new lead. Required: lead ids. Search leads first to avoid duplicates. Has effects visible outside this system. API summary: Batch add leads to Sales Agent working pool.
create_lead_analysis_taskChanges dataCreate a new lead. Required: lead ids. Search leads first to avoid duplicates. API summary: Create Lead Analysis Task.
create_lead_get_assignee_infoChanges dataCreate a new lead. Required: first name or email. Search leads first to avoid duplicates. API summary: Preview Routing.
create_lead_noteChanges dataAdd a note to a lead (`lead_id`) with text in `content`; set `is_pin` to pin it.
create_lead_propertyChanges dataCreate a new property for a lead. API summary: Update Property Info.
create_lead_taskChanges dataCreate a new task for a lead. Required: type, text, link, picture or created. API summary: Add activity.
create_lead_transactionChanges dataRecord a transaction on a lead (`lead_id`) with `transaction_name`, `transaction_type`, `transaction_status`, `home_price`, commission and key dates.
create_log_typeChanges dataCreate a new log type. Required: lead id, log type or content. API summary: Add a manual log entry.
create_officeChanges dataCreate a new office. API summary: Update Office.
create_prepare_insightChanges dataCreate a new prepare insight. Required: lead id or appointment id.
create_taskChanges dataCreate a task of a given `type` (Call, Email, Text, Appointment or Other) with `content`, optional `lead_id`, `start_at`/`end_at` and `time_zone_code`.
create_task_batch_create_plan_tasksVisible to othersCreate a new task. Required: lead ids. Has effects visible outside this system. API summary: Batch create plan tasks for leads.
create_task_unfinishChanges dataCreate a new unfinish for a task. API summary: Unfinish Task.
create_task_v1Changes dataCreate a new task. Required: content, lead id, deadline, type or assigned role. API summary: Create Task (V1).
create_webhookDeletesCreate a new webhook. Required: list id or callback url. Destructive action; may require approval. API summary: Create Webhook.
delete_calendarDeletesPermanently delete a calendar by calendar id. Destructive action; may require approval. API summary: Delete Calendar Event.
delete_leadDeletesPermanently delete a lead by lead id. Destructive action; may require approval. API summary: Delete Lead.
delete_log_typeDeletesPermanently delete a log type by log type id. Destructive action; may require approval. API summary: Delete a manual log entry.
delete_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete Note.
delete_taskDeletesPermanently delete a task by `task_id`.
delete_task_v1DeletesPermanently delete a task by task id. Destructive action; may require approval. API summary: Delete Task (V1).
delete_webhookDeletesPermanently delete a webhook by subscribe id. Destructive action; may require approval. API summary: Delete Webhook.
get_a_call_by_idGet one call by call id. API summary: Get a call by ID.
get_an_email_by_idGet one message by communication id. API summary: Get an email by ID.
get_callGet one call by communication id. API summary: Get a call by ID.
get_leadGet one lead by `lead_id`, with contact details, stage, tags, source and assigned agent.
get_lead_check_working_leadGet one lead by lead id. API summary: Check if lead is a working lead.
get_lead_pondGet one lead by lead id. API summary: Get Lead Pond.
get_lead_transactionGet one transaction on a lead (`lead_id`, `payment_id`).
get_log_typeGet one log type by log type id. API summary: Get a manual log entry by ID.
get_messageGet one message by message id. API summary: Get a note by ID.
get_my_profileGet the connected Lofty user's profile (name, email, role, team). Use to confirm which account you are working in.
get_plan_tasks_by_lead_idGet one lead by lead id. API summary: Get plan tasks by lead ID.
get_published_listingsList properties. Optional filters: type. API summary: Get Published Listings.
get_sales_agent_by_lead_idList leads. Optional filters: lead id. API summary: Get Sales Agent by lead ID.
get_supplementGet one supplement by type. API summary: Get default (supplement) routing rule.
get_supplierGet one supplier by type. API summary: Lead Routing Rules.
get_taskGet one task by `task_id`.
get_task_v1Get one task by task id. API summary: Get Task (V1).
get_textGet one text by communication id. API summary: Get a text message by ID.
get_urlGet one url by call id. API summary: Get a call recording URL.
get_userGet one user by account. API summary: Get a team member by account (email).
list_addressesList addresses. API summary: Get Property Address.
list_appointmentsList calendar appointments, filtered by `lead_id`, `start_time`/`end_time` and whether to include finished ones.
list_apptsList appts. Optional filters: lead id. API summary: List Appointments.
list_assign_rolesList suppliers. API summary: List assign roles.
list_availablesList availables. Optional filters: start time, end time, start time ms, end time ms or time zone code. Results are paginated. API summary: Available Meetings.
list_call_summariesList call summaries. Optional filters: call record id. API summary: Get Call Summary.
list_callsList calls. Optional filters: lead id or current id. Results are paginated. API summary: Call History.
list_currentsList currents. API summary: Get current user's Sales Agent.
list_customfieldsList customfields. API summary: List Transaction Custom Fields.
list_lead_callsList call records for a lead by `lead_id`.
list_lead_notesList the notes on a lead by `lead_id`.
list_lead_pondsList leads. API summary: List Lead Ponds.
list_lead_tasksList the tasks for a lead by `lead_id`.
list_lead_tasks_2List tasks for a lead. Optional filters: current id or time zone code. Results are paginated. API summary: List lead activities.
list_lead_tasks_list_activities_1List tasks for a lead. Optional filters: cur page. API summary: Lead Activities.
list_lead_textsList text message history with a lead by `lead_id`.
list_lead_transactionsList the transactions (deals) recorded on a lead by `lead_id`.
list_leadsList leads. Optional filters: page num. Results are paginated. API summary: List Lead Analysis Tasks.
list_leads_get_working_leadsList leads. Optional filters: ai stage, sort or desc. Results are paginated. API summary: Query working leads (paginated).
list_log_typesList log types. Optional filters: lead id, log type, current id, sort or order. Results are paginated. API summary: List manual logs of a lead.
list_members_available_for_assignmentGet one supplier by type. API summary: List members available for assignment.
list_mute_statusesList mute statuses. Optional filters: lead id. API summary: Get Sales Agent lead mute status.
list_my_tasksList tasks assigned to a user (default: you), optionally by `user_id`.
list_orgsList orgs. API summary: Get Organization.
list_pipelinesList pipelines. API summary: List Transaction Pipelines.
list_profilesList profiles. API summary: List Permission Profiles.
list_quotaList quota. API summary: Get current user's Sales Agent quota.
list_suppliersList suppliers. API summary: List Vendors.
list_system_logsList system logs. Optional filters: lead id, start time or end time. Results are paginated.
list_tasks_v1List tasks. Optional filters: lead id. API summary: List Tasks (V1).
list_team_features_custom_fieldList team features. API summary: List Custom Fields.
list_team_features_tagList team features. API summary: List Tags.
list_team_membersList the members of your Lofty team. Use to find a user ID for assigning leads or tasks.
list_v2sList v2s. Optional filters: lead id or current id. Results are paginated. API summary: List call history of a lead (v2).
list_webhooksList webhooks.
search_dealsSearch deals by type, start time, end time or team view. Use this to find existing deals before creating a new deal. Results are paginated. API summary: Search communications by Agent (cursor paged).
search_lead_pipelinesSearch lead pipelines by name or curr page. Use this to find existing lead pipelines before creating a new lead pipeline. Results are paginated. API summary: List Lead Pipelines.
search_lead_saved_searchesSearch saved searches for a lead by source or include inactive. Use this to find existing saved searches before creating a new saved search. API summary: List the saved searches of a lead.
search_leadsSearch leads by `email`, `phone`, `stage`, `source`, tags, `assigned_user_id` and more; page with `limit`/`offset`. Use this to find a lead ID.
search_listingsSearch property listings by `street`, `listing_id`, `mls_listing_ids`, `building_name`, or only your agent or office listings.
search_paymentsSearch payments by page num, query key, lead id or transaction type. Use this to find existing payments before creating a new payment. Results are paginated. API summary: List Transactions.
search_settingsSearch settings. Use this to find existing settings before creating a new setting. API summary: Query Sales Agent settings.
send_ai_number_sms_to_agentVisible to othersSend a ai number. Has effects visible outside this system. API summary: Send SMS to agent via AI number.
send_communicationVisible to othersEmail a communication. Has effects visible outside this system. Results are paginated. API summary: Email History.
send_deal_notificationVisible to othersSend a deal. Has effects visible outside this system. API summary: Send Opportunity Alert.
send_email_to_leadVisible to othersSend an email to a lead (`lead_id`) with `subject` and `content`. The email is sent immediately.
send_message_to_agentVisible to othersSend a message. Has effects visible outside this system. API summary: Send Email to Agent.
send_sms_to_agentVisible to othersSend a sms. Has effects visible outside this system. API summary: Send SMS to Agent.
send_task_task_reminderVisible to othersSend a task. Has effects visible outside this system. API summary: Send Task Reminder Push.
send_text_to_leadVisible to othersSend a text message to a lead (`lead_id`) with `content`, optionally to a specific `phone_number`. The text is sent immediately.
update_appointmentChanges dataUpdate an appointment by `calendar_id`: time, `content`, `address` or reminder.
update_leadChanges dataUpdate a lead by `lead_id`: pass the fields to change in `body` (e.g. stage, tags, emails, phones).
update_lead_mutesVisible to othersUpdate an existing mute identified by lead id. Has effects visible outside this system. API summary: Mute a working lead.
update_lead_noteChanges dataEdit a note (`message_id`) on a lead (`lead_id`): new `content` and `is_pin`.
update_lead_transactionChanges dataUpdate a transaction on a lead (`lead_id`, `payment_id`), e.g. status, price or dates. `transaction_name` is required.
update_leadsVisible to othersUpdate an existing lead. Has effects visible outside this system. API summary: Brokermint — Sync Lead.
update_officesVisible to othersUpdate an existing office. Has effects visible outside this system. API summary: Add Office.
update_paymentsVisible to othersUpdate an existing payment. Has effects visible outside this system. API summary: Brokermint — Sync Transaction.
update_ruleChanges dataUpdate an existing rule identified by type. API summary: Update a routing rule.
update_settingsVisible to othersUpdate an existing setting. Has effects visible outside this system. API summary: Update Sales Agent settings.
update_supplementChanges dataUpdate an existing supplement identified by type. API summary: Update default (supplement) routing rule.
update_taskChanges dataUpdate a task by `task_id`: `content`, `start_at`, `end_at` or `address`.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose Lofty from the app list.
2
Paste your key
Paste your Lofty API key. In Lofty go to Settings > Integrations > API and generate (or view) your API key, then copy it. The key acts with your own Lofty user's permissions.
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 Lofty?

It can read your profile, team members, leads, notes, tasks, appointments, listings, transactions, call records and text history. It can create and update leads, notes, tasks, appointments and transactions, mark tasks finished, delete tasks, and send emails and texts to leads.

Does the AI see my Lofty API key?

No. Your Lofty API key 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 texts reach the lead right away, and a deleted task is gone for good, so these tools 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 Lofty account.

Can the AI see my whole team's leads?

The API key acts with your own Lofty user's permissions, so the AI sees what your user is allowed to see in Lofty. It can list team members to find a user ID, for example to look up another agent's tasks, but it cannot go beyond what your role allows.