Connect PropBot to an AI Agent

PropBot can connect to AI assistants through the Model Context Protocol (MCP). MCP lets an approved AI agent use selected PropBot tools while keeping your account under your control.

How to connect

Sign in to PropBot.
Open Settings → Connected apps & AI agents.
Enter a name for the connection and choose how long it should last.
Select Connect agent.
Copy the token when it appears. The token is shown only once.
Add the PropBot MCP server to your AI app:

MCP server: https://<your-propbot-host>/api/v1/mcp
Authorization: Bearer mcp_<your-token>

What the agent can do

The connection created in Settings is read-only. It can use approved tools to read:

Your PropBot profile.
Your company memberships.
Your group memberships.
Your properties.
Public property listings and public FAQ content.
Public marketplace projects and their active tasks.
Invoices you are allowed to see when you use an account connection.
Private projects, listing-attention reminders, bid follow-up summaries, and invoice-attention reminders when you use an account connection.

The agent cannot make payments, send messages, request bids, or read private files through this connection. Settings and the public grants API stay read-only. Approved internal integrations may receive separately minted grants for limited draft workflows with explicit write scopes and confirmation steps.

Keep control of your connections

You can see active connections, expiration dates, and recent use from Settings → Connected apps & AI agents. Revoke a connection there when you no longer want an agent to use it.

OAuth-connected apps will use this same account area when that connection method is added.

MCP and AI Agent Questions

What is MCP?

MCP is an open standard that lets an AI assistant connect to approved tools from another service. PropBot uses MCP to provide a small, documented set of read tools and limited, explicitly authorized draft workflows.

Does connecting an agent give it full access to my account?

No. A connection created in Settings is read-only and limited to the tools PropBot exposes. It does not give the agent your password, web session cookie, payment access, or private file access. Separate internally minted demo grants can carry limited write scopes, but still require tenant checks and confirmation for sensitive changes. The public grants API cannot add those write scopes.

Where do I create an AI connection?

Go to Settings → Connected apps & AI agents, name the connection, choose an expiration, and select Connect agent.

Why is the token shown only once?

The token works like a password for the approved connection. PropBot shows it once so you can copy it into your AI app without displaying it again in your account.

What should I do if I lose the token?

Revoke the old connection from Settings → Connected apps & AI agents and create a new one.

Can I stop an agent later?

Yes. Revoke its connection from Settings → Connected apps & AI agents. The token will no longer work.

Will OAuth use a different page?

No. Future OAuth-connected apps are planned to use the same Connected apps area, with a different sign-in flow.