Integration · CRM & sales

Connect Claude & ChatGPT to TotalBrokerage

Ask your AI to look up a contact, open a transaction or log what just happened in TotalBrokerage. It can search, create and update contacts and their tags, create and update transactions, and read a transaction's people, key dates, documents, financials, commissions and property. It can also add agents and vendors to a transaction and save key dates and property details.

Connect TotalBrokerage free

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

Try asking

“Find the contact with email [email protected] and show their lead status.”
The AI searches contacts by email and opens the contact with phones, lead status and notes.
“Log a call with contact 3381: interested in 3-bed homes in Austin.”
It logs an activity on the contact with your note.
“Create a transaction called 12 Oak Street for agent account 45, representing the buyer.”
It creates the transaction for that agent account with the buyer as the represented side.

What your AI can do

Contacts and leads

Search, create and update contacts, add or remove tags, log activities and find lead routes.

Transactions

Create and update transactions, add notes and activities, save key dates and property details, and add agents and vendors.

Money and paperwork

Read a transaction's financials, commissions and splits, documents and the people on it.

“What are the key dates on transaction 9120?”
It lists the key dates saved on the transaction.
“How is the commission split on transaction 9120?”
It reads the commissions and splits on the transaction.
“Add vendor 212 to transaction 9120.”
It gets the vendor and adds it to the transaction with the signer position you choose.

50 tools for TotalBrokerage

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

add_agent_to_transactionChanges dataAdd an agent (`account_id`) to a transaction by `transaction_id`.
add_contact_tagsChanges dataAdd tags (`items`) to a contact by `contact_id`.
add_transaction_noteChanges dataAdd a restricted note to a transaction by `transaction_id`.
add_vendor_to_transactionChanges dataAdd a vendor (`supplier_id`) to a transaction by `transaction_id`, with the vendor's `signer_position`.
create_accountChanges dataCreate a new account. Required: first name, last name, email address or office ids. Search accounts first to avoid duplicates. API summary: Create an account.
create_contactChanges dataCreate a contact with name, emails, phones, company, lead source/status, tags and notes. Search first to avoid duplicates.
create_subscriptionChanges dataCreate a new subscription. Required: webhook url or event types. API summary: Subscribe to events.
create_supplierChanges dataCreate a new supplier. Required: vendor types. API summary: Create a Vendor.
create_transactionChanges dataCreate a transaction with a `name` for an agent `account_id`, with optional type, team, office and who is represented (defaults to buyer).
delete_subscriptionsMoves moneyPermanently delete a subscription. Financial or irreversible action; may require approval. API summary: Unsubscribe from events.
get_accountGet one agent account by `account_id`.
get_contactGet one contact by `contact_id`, with emails, phones, lead status and notes.
get_my_accountGet the signed-in agent's own account details. Use to confirm who you are working as.
get_teamGet one team by `team_id`.
get_transactionGet a transaction's general info by `payment_id` (the transaction ID).
get_transaction_commissionsGet the commissions and splits on a transaction by `transaction_id`.
get_transaction_financialsGet the financial info (price, fees) on a transaction by `transaction_id`.
get_transaction_propertyGet the property on a transaction by `transaction_id`: address, MLS number, parcel and legal description.
get_vendorGet one vendor (title company, lender, inspector and so on) by `supplier_id`.
list_accountsList accounts for a account. API summary: Get Details.
list_contact_tagsList the tags on a contact by `contact_id`.
list_officesList the brokerage's offices and their IDs.
list_payment_earnestsList earnests for a payment. API summary: Get Transaction Earnest Money.
list_subscriptionsList subscriptions. API summary: Get subscriptions.
list_supplier_detailsList details for a supplier. API summary: Get Details.
list_testsList tests. Optional filters: event type. API summary: Get Test Event.
list_transaction_datesList the key dates on a transaction by `transaction_id`.
list_transaction_documentsList the documents on a transaction by `transaction_id`.
list_transaction_peopleList the people (clients, agents, vendors) on a transaction by `transaction_id`.
log_contact_activityChanges dataLog an activity on a contact: `contact_id`, `activity_type` and a `note`.
log_transaction_activityChanges dataLog an activity on a transaction: `transaction_id`, `activity_type` and a `note`.
remove_contact_tagsMoves moneyRemove tags from a contact by `contact_id`.
restore_accountChanges dataEnable a account (account id). API summary: Update an account's enabled status.
save_transaction_dateVisible to othersSave a key date on a transaction by `transaction_id`: `date_millis` (epoch milliseconds), date type, title and notes.
search_accountsList agent accounts page by page (`search_form` with page and limit, optional sort). Use it to find an account ID.
search_contactsSearch contacts with `search_form` (page and limit required) by email, phone, company, tags, owner, office or property wishes such as city and price.
search_lead_routesSearch lead routes with `search_form`; use to find a lead route ID for a contact.
search_userfieldsSearch userfields by type or search. Use this to find existing userfields before creating a new userfield. API summary: Search User Fields.
update_accountsVisible to othersUpdate an existing account identified by account id. Has effects visible outside this system. API summary: Update Details.
update_contactChanges dataUpdate a contact by `contact_id`; only the fields you pass change (name, emails, phones, lead status, owner, notes and more).
update_contact_tagsVisible to othersUpdate an existing tag identified by contact id. Has effects visible outside this system. API summary: Replace Tags.
update_contactsVisible to othersUpdate an existing contact identified by contact id. Has effects visible outside this system. API summary: Update Details.
update_foldersVisible to othersUpdate an existing folder identified by transaction id. Has effects visible outside this system. API summary: Update the folder for a document.
update_payment_commissionsVisible to othersUpdate an existing commission identified by transaction id. Has effects visible outside this system. API summary: Save Transaction Commissions.
update_payment_financialsVisible to othersUpdate an existing financial identified by transaction id. Has effects visible outside this system. API summary: Save Transaction Financial Info.
update_supplier_detailsVisible to othersUpdate an existing detail identified by vendor id. Has effects visible outside this system. API summary: Update Details.
update_transactionChanges dataUpdate a transaction's `name`, `status_id`, `represent`, type and notes by `payment_id` (the transaction ID).
update_transaction_propertyVisible to othersSave the property details on a transaction by `transaction_id`: address, city, state, zip, MLS number, parcel and legal description.
upload_base64Changes dataUpload a base64 (document name). API summary: Add a PDF document to a transaction.
upload_documentChanges dataUpload a document (transaction id). API summary: Add a PDF document to a transaction.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose TotalBrokerage from the app list.
2
Paste your key
Paste a TotalBrokerage API key. The API module is available to Brokerage Managers on the Enterprise plan. In TotalBrokerage go to Setup > API, choose Actions > + Add API Key, pick the user, a name and the API version, and save. Copy the key right away, because it cannot be shown again.
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 TotalBrokerage?

The AI can search and read contacts, agent accounts, teams, offices, vendors, lead routes and transactions, including a transaction's people, dates, documents, financials, commissions and property. It can create and update contacts and transactions, manage contact tags, log activities and notes, save key dates and property details, and add agents and vendors to a transaction.

Does the AI see my TotalBrokerage API key?

No. Your TotalBrokerage 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 read-only. Removing tags from a contact, saving key dates and changing property details all change your records, and they can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then 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 with no credit card required. Paid plans bill per completed task. You also need your own TotalBrokerage account.

Who can create a TotalBrokerage API key?

The API module is available to Brokerage Managers on the Enterprise plan. You pick which user the key belongs to, and the AI can check which account it works as. TotalBrokerage shows the key only once, so copy it right away.