Integrations

Connect external AI assistants and your address book to Locari — so you can handle rental tasks directly from the tools you already use.

Under Settings → Integrations you connect Locari to external tools: AI assistants such as Claude or ChatGPT gain direct access to your listings, applicants, and documents. The address book connection syncs your contacts to iPhone, Mac, and Android.

What the AI integration does: Your AI assistant can read Locari data and execute actions — for example evaluate an applicant or edit a listing — using the same command set Locari uses internally. What you decide: Which assistant you grant access to, and you can disconnect any connection with one click at any time.

How To

Connect an AI assistant

Open Settings → Integrations → AI Integrations.
Select your assistant — for example Claude or ChatGPT.
Follow the setup guide: paste the Locari URL or copy the configuration file.
Your browser opens for sign-in — no tokens or passwords needed (OAuth).

Example: The Bauer family uses Claude Desktop and asks: "Which applicants for Musterstr. 12 meet all criteria?" — Claude replies with the current evaluation list pulled directly from Locari.

What the AI assistant can see: Listings, applicants, documents, viewing appointments, and notes in your account. What you control: You grant access and can revoke it at any time under "Manage connections".

Manage connections

Open Settings → Integrations → AI Integrations.
The table shows all active connections with client name and time of last use.
Click the disconnect icon to the right of a connection to revoke access immediately.

Sync address book

Open Settings → Integrations → Address Book Connections.
Click Create device password and give it a name (e.g. "iPhone Müller").
Follow the setup guide for your device: iOS via QR code, macOS and Android via server URL.
The password is shown only once — copy it immediately.

Views and Fields

Available AI clients

Locari supports setup with the following assistants and developer tools:

AI Assistants (URL setup):

Claude (Anthropic) — Connectors setting, paste URL
ChatGPT (OpenAI) — Connections setting, paste URL

Developer Tools (JSON configuration):

Cursor — Settings → MCP
Windsurf — Cascade → Model Context Protocol
GitHub Copilot — .vscode/mcp.json in workspace
Cline — Sidebar → MCP Servers
Gemini CLI — ~/.gemini/settings.json (uses httpUrl)

All clients use OAuth — your browser opens once for sign-in. No re-authentication is needed as long as the connection remains active.

AI Integrations (connection table)

Client name — name of the connected assistant (e.g. "Claude Desktop")
Last used — timestamp of the most recent activity for this connection
Disconnect button — revokes access immediately and permanently

Address Book Connections

Name — label you chose for the device or app
Status — Active / Expired
Created on — creation date of the device password
Revoke button — disables the device password immediately

Privacy and Security

AI integrations — OAuth model: The connection between your AI assistant and Locari runs exclusively via OAuth. Your Locari password is never transmitted to the assistant. The assistant receives a time-limited access token that is revoked immediately when you disconnect the connection.

What the assistant can see: Only the data in your account — no access to other Locari customers. Rights correspond to the role of the signed-in user.

Device passwords (address book): Each device gets its own password. If a device is lost, revoke only that device's password — other devices remain unaffected.

Permissions and Multi-Select

Visible to: all team members of the owner account.
Set up an AI connection: any team member for their own user account.
Disconnect an AI connection: only the owner of that connection — takes effect immediately.
Create a device password: any team member for their own user account.
Revoke a device password: administrators only — the action is irreversible.