Imofolio
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The agency's portfolio inside Claude, ChatGPT and Grok.

Imofolio exposes an MCP server. Connect the assistant your team already uses to the agency's real properties, listings, contacts and searches — read-only, one organisation per key, all in English.

Try for 14 daysSee how it connects

Works with

MCP endpointStreamable HTTP
https://app.imofolio.com/api/mcp
{
  "mcpServers": {
    "imofolio": {
      "type": "http",
      "url": "https://app.imofolio.com/api/mcp",
      "headers": { "Authorization": "Bearer csk_…" }
    }
  }
}
In Claude web and the desktop app, no key is needed: the connector signs in through OAuth with your account.

One protocol, every assistant

MCP (Model Context Protocol) is the standard connection between a model and the data it uses. Imofolio speaks that protocol, so there is no new integration to build whenever your team changes assistants.

One endpoint, many clients

The same server responds to Claude, ChatGPT, Grok, Cursor and any automation that speaks MCP. No exports, no copies.

Read-only by design

All eight tools are marked readOnly and none can write. The assistant can read the portfolio; changes remain your work in the CRM.

Live data, not a PDF

Every question queries the database in real time. Prices, availability and listing status are exactly what the agency sees in its dashboard.

Three steps, five minutes

01

Generate an organisation key

One csk_… key per team or automation, with expiry and immediate revocation. Only the cryptographic hash is stored — the plain-text key appears once.

02

Point the client to the endpoint

In Claude web, add the connector and authorise with your Imofolio account. In other clients, paste the endpoint and key into the Authorization header.

03

Ask in English

The client discovers the tools on its own. Your team writes naturally and the assistant chooses the right query, with European Portuguese enums and labels.

Where it already works

Any client that speaks MCP over HTTP. These are the ones teams commonly use.

Claude

OAuth
Connector in claude.ai and the desktop app. Connect via OAuth: sign in with your Imofolio account and choose the organisation.

Claude Code

Key
claude mcp add --transport http imofolio …, with the organisation key in the header.

ChatGPT

Key
Custom connector (developer mode). Streamable HTTP endpoint with the key in Authorization.

Grok

Key
Remote MCP server in the tool settings, using the same endpoint and key.

Cursor and VS Code

Key
mcp.json in the project, for teams building automations on top of the portfolio.

n8n and other automations

Key
MCP client node: the workflow asks the portfolio before deciding its next step.
Claude Code, one line
claude mcp add --transport http imofolio https://app.imofolio.com/api/mcp \
  --header "Authorization: Bearer csk_…"
0available toolsall marked read-only
0write operationsthe CRM remains the only place that changes data
0organisation per keyfixed on the server, never supplied by the request
0 minto connect your first clientendpoint, key, first question

The portfolio stays put

Connecting a model to agency data is only acceptable with explicit boundaries. Here they are.

  1. Tenant locked on the server

    The organisation is resolved from the key or OAuth token and fixed on the server. No tool argument can request data from another agency.

  2. Read-only, nothing else

    There is no tool that creates, changes or deletes. A confused assistant cannot damage the portfolio.

  3. Keys with expiry and audit trail

    We store only the key's SHA-256 hash. Each key has a scope, optional expiry, last-used date and immediate revocation.

  4. OAuth consent

    In Claude web, the connection goes through your account and the organisation you choose, with the same roles and permissions as the CRM.

  5. No training on your data

    Imofolio does not use agency data to train models. What the assistant reads stays between the agency and the provider you choose.

  6. Data in the European Union

    Database and files hosted in the EU, with organisation-level isolation in the database and a data processing agreement available.

What if the team would rather stay in the CRM

Imofolio's assistant runs inside the app, with the same MCP tools and the context of the screen you are on. It suits people who prefer asking where they already work — MCP is for those who live in Claude, ChatGPT or an automation.

  • Answers with links to the property, listing or contact
  • The same permissions as the questioner's session
  • Included in every plan, with monthly credits
View plans

Ask in EnglishThe assistant reads the portfolio, listings and agency contacts.

Questions about the connection

Yes. Imofolio provides the MCP server and data; the assistant subscription is yours and stays with the provider you choose. Anyone who does not want another subscription can use the assistant included with Imofolio.

Connect the assistant to the real portfolio.

Create your account, import your properties and ask your first question from the assistant your team already uses.

Try free for 14 daysTalk to the team