--- name: al-338-run-your-real-estate-crm-from-chatgpt-or-claude-connect-b description: "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. Use when the user wants help with real estate (sales) for a small business." --- # 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 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. ## Inputs to collect first Ask the user for anything below that they haven't already given you. Don't guess missing facts. - BoldTrail / my brokerage's CRM - Contact name ## Instructions Do the task below with the user's inputs in place of each [bracket]. 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. ## Safety checks (share these with the user) - 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. - Say clearly which parts need a person to review or approve before anything is sent, paid, posted or filed. ## About this skill - Works with: BoldTrail MCP, ChatGPT, Claude - Based on this real-world example: https://www.prnewswire.com/news-releases/inside-real-estate-launches-boldtrail-mcp-connecting-boldtrail-to-chatgpt-claude-and-the-assistants-agents-use-every-day-302907019.html - Free prompt from AgentPlaybook Real Estate: https://agentic-library.netlify.app/prompt/al-338-run-your-real-estate-crm-from-chatgpt-or-claude-connect-bold/ - To install in an agent that supports Agent Skills, save this file as SKILL.md in a folder with the same name as `name` above (for example in your skills directory). Install steps for Claude.ai, Claude Code, Cursor and Codex: https://agentic-library.netlify.app/skills/