Propstack Mcp vs Horizon Shield

update_contact

Update an existing contact in Propstack CRM. Use this tool to: - Update contact details after a call - Change broker assignment - Add or remove tags (Merkmale) - Update GDPR status - Change contact rating or status Tag management options: - group_ids: replaces ALL tags with this list - add_group_ids: adds tags without removing existing ones - sub_group_ids: removes specific tags Only provide the fields you want to change.

delete_contact

Delete a contact from Propstack CRM (soft delete). The contact is moved to a 30-day recycle bin and can be restored. Use this tool for: - GDPR deletion requests (Art. 17 DSGVO) - Removing duplicate contacts - Cleaning up test data

get_contact_sources

List all available contact/lead sources in Propstack. Returns the list of sources like "Immobilienscout 24", "Website", "Empfehlung", etc. with their IDs. Use this tool to look up valid source IDs before creating or updating contacts with client_source_id.

search_contacts_by_phone

Look up a contact by phone number. This is the go-to tool for voice agent caller identification. When a call comes in, use this tool with the caller's phone number to instantly find the matching contact. Phone matching ignores formatting — all of these find the same contact: 015712345678, 0157-123-456-78, +49 157 12345678 Returns the matching contact(s) with key details. If no match is found, the caller is unknown and you should create a new contact.

search_properties

Search and filter properties (Objekte) in Propstack CRM. Use this tool to: - Find properties by address, ID, or exposé ID (use 'q' for fulltext) - Filter by status, type, marketing type, or project - Find properties in a price/rent range - List properties by size, rooms, or construction year - Filter by custom fields via the 'custom_filters' object (see below) The 'q' parameter searches: unit_id, street, zip code, city, district, exposé ID. Range filter pattern: 11 numeric fields each have _from and _to variants. For example, price_from=200000 & price_to=400000 finds properties priced 200–400k. Available range fields: price, base_rent, total_rent, property_space_value, living_space, plot_area, number_of_rooms, number_of_bed_rooms, number_of_bath_rooms, floor, construction_year. Common queries: - "Apartments 300–400k in Berlin": q="Berlin", marketing_type=BUY, rs_type=APARTMENT, price_from=300000, price_to=400000 - "All available rentals": marketing_type=RENT, status=<available_id from get_property_statuses> - "Properties on market 90+ days": sort_by=created_at, order=asc - "What's in Project X?": project_id=<id> Custom fields: pass 'custom_filters' as an object of custom-field-name → value (use list_custom_fields to discover field names). Each entry becomes a cf_<name> query parameter, e.g. { energy_class: "A" }. Always returns total count. Use expand=true for custom fields. Data minimization (Art. 25 DSGVO): pass 'fields' with an array of property field names to return only those fields per property (e.g. ["id", "title", "price", "city"]). Omit 'fields' to return the default set unchanged. Unknown field names produce an error listing the valid options.

get_property

Get full details of a single property by ID. Use this tool to: - View complete property information for an exposé - Check images, floorplans, documents, and links - See custom fields, broker assignment, and project - Get multilingual texts (use locale parameter) Always fetches with new=1 (extra fields) and expand=1 (custom fields).

create_property

Create a new property (Objekt) in Propstack CRM. Use this tool to: - List a new property from an acquisition call - Create a listing from an owner inquiry - Add a property to a project Use get_property_statuses to look up valid status IDs. Use the relationships_attributes array to link an owner contact on creation. rs_type values: APARTMENT, HOUSE, TRADE_SITE, GARAGE, SHORT_TERM_ACCOMODATION, OFFICE, GASTRONOMY, INDUSTRY, STORE, SPECIAL_PURPOSE, INVESTMENT. rs_category provides sub-types (e.g. PENTHOUSE, VILLA, MAISONETTE for APARTMENT/HOUSE).

update_property

Update an existing property in Propstack CRM. Use this tool to: - Update the price or rent - Change property status (e.g. mark as reserved or sold) - Edit description texts - Assign to a different broker or project - Update custom fields Only provide the fields you want to change. Use get_property_statuses to look up valid status IDs.

get_property_statuses

List all available property statuses in Propstack. Returns statuses like "Verfügbar", "Reserviert", "Verkauft" with their IDs, colors, and sort positions. Use this tool to look up valid status IDs before: - Filtering properties by status in search_properties - Setting a property's status in create_property or update_property