Client Keeper - Real Estate CRM

What you can ask

• Show me my day in Client Keeper.Copy

  Example path search_crm→show_housiversary · Meeting prep skill

• Show my pipeline and what's closing this month.
• Which contacts haven't I talked to in 90 days?

MCP connector

Server URL

https://mcp.clientkeepercrm.com/api/mcpCopy

Login

OAuth

Tools

Skills

4 in the ChatGPT listing

• Daily crm reviewRun a morning Client Keeper review — upcoming birthdays, housiversaries, due and overdue follow-ups, open to-dos — and turn it into a short action plan; use when the user asks what's on deck today, this week, or wants a CRM check-in.
• Log touchpointCapture a call, meeting, or conversation into Client Keeper as notes, follow-ups, to-dos, and calendar events; use when the user says "just got off a call", pastes meeting notes, or wants an interaction logged.
• Meeting prepBuild a pre-meeting brief from Client Keeper — contact details, relationship history, notes, properties, open follow-ups, and active transactions; use before a call, showing, listing appointment, or client meeting.
• Pipeline reviewReview and work the Client Keeper transaction pipeline — deals by stage, stalled transactions, stage moves, and CRM health stats; use for "how's my pipeline", deal reviews, or moving transactions between stages.