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Integration · CRM & sales

mobiliagestion.es

Connect Claude & ChatGPT to Mobilia

Ask your AI which requests came in today, who owns a property, or to book a viewing for a client in Mobilia. It works with clients, properties, requests, viewings, tasks and agents, so the day-to-day work of the agency can be done in plain language.

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Try asking

  • “Which requests came in today, and which agent has them?”

    The AI lists today's requests with their status and assigned agent.

  • “Is there already a client with the email [email protected]?”

    It looks the client up by email before anything new is created, so you avoid duplicates.

  • “Book a viewing of property P-2041 for Ana on Friday at 11.”

    It creates the viewing with the agent, client, property and times. The owner is only emailed if you ask for it.

What your AI can do

Clients and requests

Search, create and update clients and requests, and find a client by phone or email.

Properties and viewings

Search properties, list their owners, and schedule, reschedule or update viewings.

Tasks and agents

List, create and update tasks, and look up agents, task types and visit types.

  • “Who owns property P-2041?”

    It lists the owners of that property.

  • “Create a follow-up call task for Luis tomorrow at 10.”

    It looks up the task types and creates the task for that agent, linked to the client if you name one.

  • “Move Thursday's viewing to next Monday.”

    It finds the viewing and updates its dates.

46 tools for Mobilia

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

  • create_clientChanges dataCreate a client with `nombre` and the assigned agent `id_agente`, plus optional email, phones, address, client type and notes (`observaciones`).
  • create_requestChanges dataCreate a request (solicitud) with `nombre` and `tipo_solicitud`, plus contact details, message, operation type, maximum price and related properties or client.
  • create_taskChanges dataCreate a task with subject (`asunto`), start/end dates, agent, type and optional links to a client, property or request.
  • create_visitChanges dataSchedule a property viewing with start/end dates, agent, client and property references. If `enviar_email_propietario` is true, an email is sent to the property owner.
  • delete_clienteDeletesPermanently delete a cliente by referencia. Destructive action; may require approval. API summary: Elimina un cliente.
  • delete_solicitudeDeletesPermanently delete a solicitude by referencia. Destructive action; may require approval. API summary: Elimina una solicitud.
  • delete_tareaDeletesPermanently delete a tarea by id tarea. Destructive action; may require approval. API summary: Elimina una tarea.
  • delete_visitaDeletesPermanently delete a visita by id visita. Destructive action; may require approval. API summary: Elimina una visita.
  • find_client_by_emailFind a client by `email`. Use it before creating a client to avoid duplicates.
  • find_client_by_phoneFind a client by phone number (`telefono`).
  • get_agenteGet one agente by id agente. API summary: Consulta un agente.
  • get_clientGet one client by `referencia`.
  • get_requestGet one request (solicitud) by `referencia`.
  • get_taskGet one task (tarea) by `id_tarea`.
  • get_visitGet one viewing (visita) by `id_visita`.
  • list_agentsList the agency's agents with their IDs, with `busqueda` to search.
  • list_campanasList campanas. API summary: Consulta una lista de campañas.
  • list_clientes_getList clientes. API summary: Consulta una lista de grupos.
  • list_clientsList clients (clientes), with `busqueda` to search, filters such as `tipos_cliente`, `id_campana` and last-contact dates, and paging (`numero_pagina`, `tamano_pagina`).
  • list_cuentasList cuentas. API summary: Consulta una lista de cuentas.
  • list_currentsList currents. API summary: Consulta la información de la aplicación cliente.
  • list_desactivadosList desactivados. Optional filters: busqueda, alias, id grupos, id excluye grupos, id cuentas or id excluye cuentas. API summary: Consulta los inmuebles no disponibles o no publicados en web.
  • list_documento_descargarsList descargars for a documento. API summary: Descarga un documento de un inmueble.
  • list_estadosList estados. API summary: Consulta los estados de tareas.
  • list_estados_getList estados. API summary: Consulta los estados de visitas.
  • list_estadosadministrativosList estadosadministrativos. API summary: Consulta una lista de estados administrativos.
  • list_inmueble_documentosList documentos for a inmueble. API summary: Consulta los documentos de un inmueble.
  • list_inmueble_llaverosList llaveros for a inmueble. API summary: Consulta el llavero de un inmueble.
  • list_inmueblesList inmuebles. API summary: Consulta una lista de grupos.
  • list_interesmostradosList interesmostrados. API summary: Consulta una lista de los tipos de interés mostrado.
  • list_promocionesList promociones. Optional filters: ordenar por, marca agua imagenes, descripcion imagenes, numero pagina, tamano pagina or ordenacion. API summary: Consulta una lista de promociones.
  • list_propertiesList available properties (inmuebles), with `busqueda` to search, filters such as owner, agent, operation type and minimum sale price, and paging.
  • list_property_ownersList the owners (propietarios) of a property by its `referencia`.
  • list_requestsList incoming requests/enquiries (solicitudes), filterable by date range, `estado` and agent `id_agente`.
  • list_task_typesList the task types with their IDs, for `id_tipo` when creating tasks.
  • list_tasksList tasks (tareas), filterable by date range, agent, task type and status, with `busqueda` to search.
  • list_tasks_2List tasks. Optional filters: disponible, publicar en web, id estados administrativos, busqueda, alias or id grupos. API summary: Consulta una lista de todos los inmuebles.
  • list_textoslegalesList textoslegales. API summary: Consulta una lista de textos legales.
  • list_visit_typesList the visit types with their IDs, for `id_tipo` when creating viewings.
  • list_visitasList visitas. Optional filters: id agente or fecha. API summary: Consulta las visitas pendientes de un agente en una fecha.
  • list_visitsList property viewings (visitas), filterable by date range, agent, visit type and status.
  • search_messagesSearch messages by email. Use this to find existing messages before creating a new message. API summary: Consulta un agente.
  • update_clientChanges dataUpdate a client by `referencia`. `nombre` and `id_agente` are required even if unchanged.
  • update_requestChanges dataUpdate a request (solicitud) by `referencia`. `nombre` and `tipo_solicitud` are required even if unchanged.
  • update_taskChanges dataUpdate a task (tarea) by `id_tarea`, e.g. its dates, status or comments.
  • update_visitChanges dataUpdate a viewing (visita) by `id_visita`, e.g. reschedule it or change its status. If `enviar_email_propietario` is true, the owner is emailed.

Set up in three steps

  1. 1

    Pick the app

    Create a free HeyMyApps account and choose Mobilia from the app list.

  2. 2

    Paste your key

    Paste your Mobilia client ID and client secret. The Mobilia Public API uses OAuth 2.0 client credentials, and HeyMyApps exchanges them for a short-lived token automatically. If you do not have a client ID and secret yet, ask Mobilia support for them. There is also a field for extra headers, one 'Name: value' per line, if your account needs them.

  3. 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 Mobilia?

The AI can search and read clients, properties, property owners, requests, viewings, tasks and agents. It can create and update clients, requests, tasks and viewings, and look up task types and visit types.

Does the AI see my Mobilia credentials?

No. Your Mobilia client ID and secret are encrypted at rest and never shown to the AI. After you save them, they are 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 read-only. Creating or updating a viewing can email the property owner, and any tool that writes can require your approval before it runs. 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 are billed per completed task. You also need your own Mobilia account.

Will the property owner get an email when the AI books a viewing?

Only if the AI sets the option to email the owner when it creates or updates the viewing. Otherwise no email is sent. You can tell the AI which you want, and require approval on the viewing tools to check each one first.

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