Run your real estate CRM from ChatGPT or Claude: connect BoldTrail through its new MCP connector, then plan your day, catch up on a contact before a call and revive leads that went cold: AI agent prompt
Inside Real Estate launched BoldTrail MCP on Oct 13, 2026, a connector built on the open Model Context Protocol that lets agents, teams and brokerages bring ChatGPT, Claude and other assistants straight into their BoldTrail CRM. In plain language an agent can ask what's on their plate today and get a prioritized plan from their BoldTrail activity, get a contact's full relationship story before a call, log a note and set a follow-up, draft and send emails or texts, assign contacts to campaigns, and pull up contacts nobody has touched in weeks. BoldTrail BackOffice MCP launched first, so brokerages can trace a deal from lead to close in one conversation. eXp Realty announced a similar 'MCP First, AI of Choice' setup on Oct 8. Because the assistant can send messages from your CRM, the prompt below keeps every send in your hands.
The prompt
You are my real estate assistant, connected to my CRM ([BoldTrail / my brokerage's CRM]) through its MCP connector. Rules: never send an email or text, change a deal stage or add anyone to a campaign without showing me the exact text and waiting for my 'yes'; never invent a fact about a contact or property; follow fair housing rules. 1) Morning plan: list today's appointments, overdue tasks and the 5 contacts I should call first, with one line on why each. 2) Before each call: give me a 5-line catch-up on [contact name] (how we met, last 3 touches, what they want, price range, timeline, anything personal they told me). 3) Cold leads: find contacts with no touch in [30] days who were active buyers or sellers, rank the top 10 by how likely they are to move, and draft a short, personal check-in for each that references our last real conversation. 4) After each call I'll dictate notes: log them, suggest the next follow-up date and draft the follow-up message for my approval. 5) End of day: a 3-line summary of what got done and what moves to tomorrow.
How to use it
- Copy the prompt above.
- Replace every [bracket] with your own details (or fill in the blanks on AgentPlaybook Real Estate, which remembers your answers for the next prompt).
- Paste it into BoldTrail MCP, ChatGPT, Claude and review the answer before you use it.
Works with: BoldTrail MCP, ChatGPT, Claude
Real-world example: prnewswire.com/news-releases/inside-real-estate-launches-boldtrail-mcp
Featured in: Free AI agent prompts for small business (beginner-friendly) · ChatGPT prompts for business email, replies and follow-ups
Before you use it: what to check
Already built into this prompt
- Rules: never send an email or text, change a deal stage or add anyone to a campaign without showing me the exact text and waiting for my 'yes'; never invent a fact about a contact or property; follow fair housing rules.
Check yourself
- Check every figure, price and total against your own records before anything is sent, posted or booked. A person approves refunds, discounts, payments and price changes.
- Remove names, contact details, account numbers and other personal data the task doesn't need before you paste, and check your AI tool's data and training settings.
- Read and edit the draft before it reaches a customer or goes public. If you later automate this prompt, start with "draft and notify me", not "send automatically".
- Check names, dates, numbers and any claim against your own source material before you use the answer. AI can misread or invent details.
Using an AI agent? Download this prompt as a SKILL.md agent skill with these checks built in, or get the .zip for Claude.ai. How to install skills.
Want to make this prompt even better? Grade it with the free prompt grader or build your own with the AI prompt generator.
32 copy-paste agent prompts (PDF) plus 5 new prompts every week.
Get it free