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.

21 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`.
create_contactChanges dataCreate a new contact with `first_name`, `last_name`, `email`, `cell_phone_1`, `deal_type`, `source` and optionally `assigned_agent_id`.
get_contactGet one contact by `contact_id`, including name, email, phones, status, deal type and assigned agent.
get_manual_listingGet one manual listing by `manual_listing_id`.
get_userGet one agent or user by `user_id`.
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_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_manual_listingsList the property listings that were added manually (not from the MLS).
list_teamsList the teams on your kvCORE account.
list_user_tasksList an agent's tasks by `user_id`.
list_usersList the agents and other users on your kvCORE account. Use this to find an agent's ID.
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.
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.

Set up in three steps

1
Pick the app
Create a free PipMCP 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 PipMCP 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?

PipMCP 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.