Connect Claude and ChatGPT to Locari

MCP (Model Context Protocol) is an open standard that lets an AI assistant such as Claude or ChatGPT use Locari. Once it is set up, you ask about applicants, appointments and documents in conversation and have the assistant maintain rentals, without opening the Locari interface. The address is https://locari.ai/api/mcp.

What the assistant does over MCP: It reads in your workspace and changes rentals, applicants, contacts, tasks and appointments with exactly the rights you have in Locari. What you decide: Which assistant you connect, and every approval. Locari only carries out emails to applicants, rejections, ending and deleting once you agree in Locari.

How to

Every connection starts in User settings → MCP. There you find the address with a copy button and a collapsible guide for each assistant.

Connect Claude

In Claude, open "Customize" and then "Connectors".
Click "Add" and choose "Add custom connector".
Enter "Locari" as the name and paste https://locari.ai/api/mcp as the address.
Confirm. Your browser opens; sign in to Locari there and agree to the connection. You enter your second factor for this.

On a Team or Enterprise plan in Claude, the owner adds the connector once under "Organization settings" and "Connectors". You then just click "Connect".

Connect ChatGPT

In ChatGPT, open the "Plugins" page.
Click the plus button, choose "Add custom MCP server", enter "Locari" as the name and paste the address under "Server URL".
Choose "OAuth" as authentication, confirm the notice and click "Create as a plugin". Your browser opens; sign in to Locari there.

Give the assistant a task

The assistant works in one workspace. If you have several, it asks which one you mean. Example for Family Müller:

You write: "What is new for the apartment at Musterstraße 12?" The assistant fetches the news, the same messages Locari would otherwise send to WhatsApp.
You write: "Show me the applicants who meet the income requirement, 2,800 € at 850 € base rent, so about 30 % rent burden." The assistant filters by your requirements and names the status of each one.
You write: "Invite Family Müller to the viewing on Saturday at 11:00." The invitation is an email to the applicant, so it waits for your approval.

What the assistant does here: It searches, reads documents and values, and prepares changes and emails. Locari does not rate people, it only compares against your requirements profile (met, not met, missing). What you decide: Who is invited, accepted or rejected is your decision.

Create a rental in conversation

Send the assistant what you have: address, rooms, area and 850 € base rent. It creates a draft from this and only asks about what is missing.
You upload the energy certificate through the link the assistant gives you. Locari reads the values from the document.
The assistant writes the description texts, and you check and correct them.
At the end you get a preview link. You activate and pay through it yourself; the assistant never completes a purchase.

Approve or reject an approval request

Open Tasks in Locari. The approval appears there as a task "Approval for the assistant" with a preview, for example the email text to Family Müller.
Check the preview and click "Approve" or "Reject".
On "Approve", Locari carries out the action. On "Reject", nothing happens.

An approval request is valid for 24 hours. After that it expires and the assistant has to ask again.
At most 10 approval requests can wait per workspace and person at the same time.
Only the person the assistant works for can approve. The assistant cannot approve itself.

Disconnect a connection

Open User settings → MCP.
Find the connection in the list.
Click "Disconnect". Access ends immediately.

Disconnecting does not ask for confirmation and cannot be undone. The assistant loses all access immediately. You can set up a new connection at any time.

Views and Fields

List of connections

Assistant — name of the assistant, below it "connected on" with the date
Last Used — how long ago the last request was
Status — "active" as long as the connection is valid
Disconnect — revokes the connection

If nothing is connected yet, it says "No assistant connected yet". The guides stay available under "Connect another" even when a connection exists.

What the assistant can do

Search and read — rentals, applicants, appointments, contacts, tasks and histories, including older conversations
Documents — read contents and retrieve files. The retrieval runs through a link that is valid for 5 minutes and can be used only once
Maintain — create and change rentals, applicants, households, contacts, notes and tasks
Viewings — create and move appointments, maintain time slots
News — fetch open questions and messages that would otherwise go to WhatsApp

Emails to applicants or the team, export to portals, rejections, ending and deleting only run through an approval. The assistant only knows property management (properties and units) if it is switched on in your Locari.

What Locari checks before every action: your role, the workspace and whether the action needs an approval. Protected details reach the assistant masked. What you decide: Everything that goes outward or ends something, you approve. Requests per connection are limited to 120 per minute.

Audit and History

Actions by the assistant appear in the history of the affected object, such as the applicant or the rental, with a timestamp and just like actions from the interface. An approval request remains as a completed task. Retrieving applicant documents is also logged as a security event.

Retention: The history follows the same GDPR periods as all other entries. Disconnecting a connection does not delete any history entries.

Permissions and Multi-select

Who can connect: every signed-in person for themselves. The connection belongs to your user account, not to the workspace.
What the assistant may do: never more than you. If you only have the role "Viewings only" in a workspace, it only sees what that role sees.
Who approves: only you yourself, on the task in Locari.
Who deletes: only owners and admins delete rentals. This also applies to the assistant. Members only discard their own drafts.
Several workspaces: Every request states which workspace it runs in. There is no session that remembers the choice.

More about roles and invitations is in Team management — assign roles, invite members, transfer ownership.