Lofty

Connect your own Lofty real estate CRM account -- either an API Key (fastest, from Settings > Integrations > API) or an OAuth 2.0 Client Credentials app (registered in the Lofty Developer Portal) -- after checking it actually works.

Disconnect one Lofty account. Nothing in Lofty itself is changed; only the saved credentials here are deleted.

List the connected Lofty accounts.

Create a new Lofty lead with contact info, pipeline stage, tags, groups/segments, and optional property inquiry details.

List Lofty leads with pagination, sort order, and filters by stage, assigned user, or free-text search.

Read one Lofty lead in full by id.

Update selected fields of an existing Lofty lead -- name, stage, assignment, tags (add/remove/clear), or any other raw field.

Permanently delete a Lofty lead. Cannot be undone.

Reassign a Lofty lead to a different agent.

Read a lead's activity timeline (notes, calls, emails, showings, stage changes) -- v2.0 unified timeline by default.

Add a manual activity entry (note, call, email, showing) to a lead's timeline.

Associate a property inquiry (optionally tied to a specific MLS listing) with a lead.

Create a new task or appointment in Lofty's unified V2 Tasks & Appointments system, optionally tied to a lead and assigned agent.

List tasks and appointments with pagination and filters by type, assigned agent, lead, or completion status.

Read one task or appointment in full by its composite id.

Update a task/appointment's title, due time, notes, or mark it completed.

Permanently delete a task or appointment. Cannot be undone.

List calendar entries (tasks + appointments merged) in a time window, optionally filtered to one agent.

Find an agent's open meeting slots in a time window for a given meeting duration -- useful before booking an appointment.

Search MLS listings by city/state/zip, price/bedroom/bathroom range, property type, and status (active/sold).

Read one MLS listing in full by its id.

Read the account's own published listings XML feed URL/data (getPublishedListings) -- the feed used to syndicate active listings to external sites.

Create a new Lofty transaction (deal) tied to a lead -- Purchase, Listing, Lease, or Other -- with price, close date, and custom fields.

List Lofty transactions, optionally filtered by type, lead, or status.

Read one Lofty transaction in full by id.

Update an existing Lofty transaction's status, close date, price, or custom fields.

Discover the transaction pipeline stages configured on this Lofty account.

List the custom field definitions configured for transactions on this Lofty account.

List the communication timeline (calls/texts/emails) for one lead.

Cursor-paginated search of one agent's communications across calls/texts/emails, up to a 90-day window.

Manually log a call against a lead -- duration, outcome, and notes.

Read Lofty's already-generated AI analysis for a lead (buyer/seller intent signals, engagement score, next-best-action).

Ask Lofty's AI to (re)generate the analysis for a lead right now, instead of reading a cached one.

Read Lofty's already-generated AI summary of a recorded call.

Ask Lofty's AI to (re)generate the summary for a recorded call right now.

Ask Lofty's AI to draft a personalized call script for a lead, optionally aimed at a specific goal (e.g. schedule a showing).

Read Lofty's AI-generated pre-call/pre-meeting prep insight for a lead -- talking points and context to walk in ready.

Add a new agent (team member) to the connected Lofty account.

List agents (team members) on the connected Lofty account.

Read one Lofty agent's profile in full by user id.

Deactivate an agent, freeing their license seat. Cannot target the team owner, an office owner, or the caller themselves.

Reactivate a previously deactivated agent. Fails if no license seat is currently free on this Lofty account.

Apply tags to an agent, e.g. to group them by team, market, or specialty.

List leads currently in the active working pool -- optionally filtered to one agent, or the whole team.

Read one agent's working-lead quota -- how many active working leads they currently hold vs. their cap.

Mute or unmute a lead in the active working pool -- muting pauses it from further automatic outreach/rotation without deleting it.

List the custom field definitions configured for leads on this Lofty account (labels and types you can set via create_lead/update_lead's custom fields).

Create a new custom field definition for leads (e.g. a 'Budget' currency field or a 'Preferred Area' single-select field).

List the tag definitions available to apply to leads on this team.

Create a new tag that can be applied to leads on this team.

List lead routing rules configured for a given routing type/pool -- how incoming leads get automatically assigned to agents.

Subscribe to Lofty event(s) (e.g. lead.created, lead.updated, task.created) -- Lofty will POST to your target URL when they fire.

List webhook subscriptions configured on this Lofty account.

Update an existing webhook's target URL and/or subscribed events.

Permanently remove a webhook subscription. Cannot be undone.