AppFolio Extension

Connect an AppFolio account by saving its Reports API and/or Database API credentials, after checking whichever pair is provided actually works.

Disconnect an AppFolio account: deletes the saved credentials. Nothing in AppFolio itself is changed.

List the connected AppFolio accounts.

Run any AppFolio Reports API v2 report by name (e.g. rent_roll, balance_sheet, delinquency_as_of, work_order_detail) with optional filters. Works for any of AppFolio's 130+ built-in reports, not just the ones in list_report_catalog.

List known AppFolio Reports API v2 report names as a starting point, optionally filtered by category. This is a convenience list, not exhaustive -- run_report accepts any report name.

Look up what a known AppFolio report name covers before running it (category and description). Convenience only -- for reports not in the catalog, run run_report directly.

List records of any AppFolio Database API v0 resource (e.g. properties, units, leases, tenants, owners, vendors, work_orders, bills, charges, payments), with optional filters and pagination. Works for any resource name, not just the ones in list_resource_catalog.

Read one record of any AppFolio Database API v0 resource by id.

Create a new record of any AppFolio Database API v0 resource (e.g. a property, unit, lease, tenant, owner, vendor, work_order, bill, charge, payment) with the given field values.

Update selected field values of an existing record of any AppFolio Database API v0 resource. Only the given fields change.

Update the same field values on several explicit records of one AppFolio Database API v0 resource in a single call. Continues past per-item failures and reports a mixed result.

Permanently delete one record of any AppFolio Database API v0 resource by id. Cannot be undone.

List known AppFolio Database API v0 resource names as a starting point, optionally filtered by category (properties, leasing, people, maintenance, accounting). This is a convenience list, not exhaustive -- list_records/get_record/create_record/update_record/delete_record accept any resource name.

Value-add report: one-glance vacancy snapshot across the portfolio (or one property) -- total units, vacant units, and vacancy rate, derived from AppFolio's own rent_roll report.

Value-add report: flag every active lease whose end date falls within a given window from today (default 60 days), derived from AppFolio's own rent_roll report.

Build one aggregated health report across the connected AppFolio portfolio: vacant units, overdue/stale work orders, expiring leases (60 days), and delinquent tenants. Combines Reports API v2 data -- fastest way to see what needs attention.