Integration · CRM & sales

Connect Claude & ChatGPT to Rentec Direct

Ask your AI which properties are vacant, what a tenant owes, or to open a work order in Rentec Direct. It can search and read properties, tenants, leases, owners, vendors, leads, transactions, files and messages. It can also create work orders and work order notes, add leads and vendors, record expenses in your books and log messages in the communication log.

Connect Rentec Direct free

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

Try asking

“Which of our properties are vacant?”
The AI lists properties filtered by occupied status.
“How much does Jane Miller owe?”
It searches tenants by name and reads the tenant with contact details and balance.
“The dishwasher at 14 Oak Street is broken. Open a high priority work order.”
It finds the property and creates a work order with a short description and priority.

What your AI can do

Properties, tenants and leases

List and read properties, tenants, leases and owners, and search contacts by name, email, phone or company.

Work orders and vendors

Create work orders, add notes that can be hidden from tenants and owners, and search, read and create vendors.

Transactions, leads and messages

List transactions and ledger accounts, record expenses, manage leads, read files and log messages.

“Record a $350 plumbing expense for 14 Oak Street.”
It finds the right ledger category and records the expense. This writes to your books but moves no money.
“Show all open work orders for 14 Oak Street.”
It lists work orders filtered by status and property.
“Add a new lead: Tom Berg, looking in Portland, OR, up to $1,800 a month.”
It searches existing leads first to avoid a duplicate, then creates the lead with city, state and maximum rent.

29 tools for Rentec Direct

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

add_work_order_noteChanges dataAdd a note to a work order by `work_order_id`. Set `private` to hide it from tenants and owners.
create_leadChanges dataCreate a lead with `f_name`, `l_name`, `search_city`, `search_state` and `monthly_rent_max`, plus optional contact details and preferences. Search first to avoid duplicates.
create_vendorChanges dataCreate a vendor with a `name` and optional contact, address and industry. Search first to avoid duplicates.
create_work_orderChanges dataCreate a work order for a `property_id` with a `short_desc`, optional description, priority, vendor, tenant and cost.
get_fileGet a file's details by `document_id`; set `download` to get its content.
get_leadGet one lead by `lead_id`.
get_leaseGet one lease by `lease_id`.
get_ownerGet one property owner by `owner_id`.
get_propertyGet one property by `property_id`.
get_tenantGet one tenant by `tenant_id`, with contact details and balance.
get_vendorGet one vendor by `supplier_id`.
get_work_orderGet one work order by `order_id`.
list_accountsList ledger accounts (categories) used for transactions, optionally by `type`.
list_filesList files, filtered by property, tenant, vendor, work order or transaction.
list_leadsList leads (prospects), optionally filtered by date range or `archived`.
list_leasesList leases, filtered by `property_id`, `renter_id` or date range.
list_messagesList recorded messages, filtered by tenant, lead, owner or vendor ID, or `unread_only`. Paginated.
list_propertiesList properties, filtered by `occupied`, `archived`, `marketing` or `include_subunits`.
list_tenantsList tenants, optionally including `archived` or filtered by date range.
list_transactionsList transactions (payments, charges, expenses), filtered by property, tenant, bank, category or date range. Paginated.
list_vendorsList vendors, optionally filtered by date range.
list_work_ordersList work orders, filtered by `status`, `property_id`, date range or `archived`.
record_expenseChanges dataRecord an expense transaction with `amount`, `pmt_type` and `category_id` (see list_accounts), optionally for a property and bank. This writes to your books but moves no money.
record_messageChanges dataRecord a message in the communication log with a `body` and optional subject, direction and the tenant, lead, owner or vendor it concerns.
search_contactsSearch all contacts (tenants, owners, vendors, leads) by `email`, `phone`, `f_name`, `l_name` or `company`.
search_leadsSearch leads (prospects) by `email`, `phone`, `f_name`, `l_name` or `company`.
search_ownersSearch property owners by `email`, `phone`, `f_name`, `l_name` or `company`.
search_tenantsSearch tenants by `email`, `phone`, `f_name`, `l_name` or `company`.
search_vendorsSearch vendors by `email`, `phone`, `f_name`, `l_name` or `company`.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Rentec Direct from the app list.
2
Paste your key
Paste your Rentec Direct API key. The API is a Rentec Labs feature. In Rentec Direct, go to Settings → Utilities → API Keys, create a key with the read and write permissions it needs (for example read:properties or write:work_orders) and copy it.
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 Rentec Direct?

The AI can search and read properties, tenants, leases, owners, vendors, leads, work orders, transactions, ledger accounts, files and messages. It can create work orders, work order notes, leads and vendors, record expenses and record messages in the communication log.

Does the AI see my Rentec Direct API key?

No. Your Rentec Direct 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. Actions that write to your books or records, like recording an expense or creating a work order, 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 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 with no credit card required. Paid plans bill per completed task. You also need your own Rentec Direct account with access to the API.

Does recording an expense move money?

No. Recording an expense writes an expense transaction to your Rentec Direct books but does not move any money. The permissions you give the API key also limit what the AI can reach, on top of the tools you switch on in PipMCP.