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.

28 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.

complete_taskChanges dataMark a task (`task_id`) as finished.
create_appointmentChanges dataCreate a calendar appointment for a lead (`lead_id`) with `type`, `content`, `start_at`/`end_at` and `time_zone_code`.
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_noteChanges dataAdd a note to a lead (`lead_id`) with text in `content`; set `is_pin` to pin it.
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_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`.
delete_taskDeletesPermanently delete a task by `task_id`.
get_leadGet one lead by `lead_id`, with contact details, stage, tags, source and assigned agent.
get_lead_transactionGet one transaction on a lead (`lead_id`, `payment_id`).
get_my_profileGet the connected Lofty user's profile (name, email, role, team). Use to confirm which account you are working in.
get_taskGet one task by `task_id`.
list_appointmentsList calendar appointments, filtered by `lead_id`, `start_time`/`end_time` and whether to include finished ones.
list_lead_callsList call records for a lead by `lead_id`.
list_lead_notesList the notes on a lead by `lead_id`.
list_lead_tasksList the tasks for a lead by `lead_id`.
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_my_tasksList tasks assigned to a user (default: you), optionally by `user_id`.
list_team_membersList the members of your Lofty team. Use to find a user ID for assigning leads or tasks.
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.
send_email_to_leadVisible to othersSend an email to a lead (`lead_id`) with `subject` and `content`. The email is sent immediately.
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_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_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 PipMCP 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:
Click your name, then Settings › Connectors › Add custom connector. Paste your link as the Remote MCP server URL. 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 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 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.