BoldTrail

What you can ask

• Who are my hottest leads right now?Copy

  Example path listOffices→getNonPondContacts · Daily follow up skill

• What should I focus on today?
• Show me my open tasks.

MCP connector

Server URL

https://api.boldtrail.com/crm/mcpCopy

Login

OAuth

Tools

Skills

2 in the ChatGPT listing

• Crm assistantWork a real estate agent's BoldTrail CRM safely - find contacts, update records, add notes, manage tasks and appointments, send texts or emails, assign Smart Campaigns and manage property search alerts.
• Daily follow upBuild a real estate agent's follow-up plan for the day from BoldTrail - hot leads, new leads, unanswered questions, open tasks and upcoming appointments - and help act on it.