BoldTrail BackOffice

ClaudeCommunityby BoldTrail BackOffice

Use BoldTrail BackOffice to track real estate transactions, send documents for e-signature, and keep checklists and commissions moving through the connected BoldTrail BackOffice integration.

Details

ProductivityFinancial Services

Listed Oct 8, 2026

by BoldTrail BackOffice

boldtrail.com/backoffice/

MCP endpoint: https://my.brokermint.com/api/v1/mcp · streamable-http

Available tools (154)

add_transaction_checklistadd_transaction_checklistsadd_transaction_commentadd_transaction_task_commentapply_buyer_offer_checklist_templateapply_commission_planapprove_review_documentapprove_task_exemptionassign_commission_plan_to_userassign_document_to_transaction_taskcomplete_buyer_offer_taskcomplete_transaction_taskconvert_document_to_signature_packagecreate_buyer_offercreate_contactcreate_incoming_transactioncreate_signature_packagecreate_transactioncreate_transaction_checklist_taskcreate_userdelete_buyer_offerdelete_contactdelete_transactiondelete_transaction_checklistdelete_transaction_checklist_taskdelete_transaction_contact_participantdelete_transaction_documentdelete_transaction_user_participantfill_document_package_fieldsfinalize_transaction_commissionsget_account_detailsget_buyer_offerget_buyer_offer_documentget_buyer_offer_taskget_closed_transaction_fields_schemaget_commission_planget_contactget_contact_fieldsget_contact_lead_sourcesget_contact_typesget_current_user_detailsget_document_package_fieldsget_document_page_rangesget_document_rejection_reasonsget_email_templatesget_field_clausesget_general_ledger_transactionget_incoming_transactionget_onboarding_checklist_assigneesget_reportget_schema_for_buyer_offersget_schema_for_contactsget_schema_for_transactionsget_schema_for_usersget_signature_packageget_transactionget_transaction_checklistget_transaction_checklist_taskget_transaction_commission_infoget_transaction_contact_participantget_transaction_documentget_transaction_new_offer_linkget_transaction_offerget_transaction_offer_attachmentget_transaction_rolesget_transaction_typesget_transaction_user_participantget_userget_user_permissionsguide_for_create_signature_packageguide_for_create_transactionguide_for_fill_document_package_fieldsguide_for_upload_documentlist_accountslist_activitieslist_all_transaction_taskslist_buyer_offer_checklist_templateslist_buyer_offer_documentslist_buyer_offer_taskslist_buyer_offerslist_commission_planslist_contactslist_deleted_general_ledger_transactionslist_deleted_transactionslist_general_ledger_account_groupslist_general_ledger_accountslist_general_ledger_transactionslist_incoming_transactionslist_my_incomplete_transaction_taskslist_onboarding_checklist_templateslist_pending_review_documentslist_report_filterslist_reportslist_transaction_checklist_taskslist_transaction_checklist_templateslist_transaction_checklistslist_transaction_commentslist_transaction_commission_itemslist_transaction_contact_participantslist_transaction_documentslist_transaction_offerslist_transaction_participantslist_transaction_task_commentslist_transaction_user_participantslist_transactionslist_user_commission_planslist_usersmove_buyer_offer_task_to_in_progressmove_buyer_offer_task_to_todoreject_review_documentreject_task_exemptionrename_transaction_documentreplace_transaction_commission_itemsrequest_buyer_offer_task_exemptionrequest_task_exemptionresend_signature_requestrevoke_document_approvalrevoke_task_exemptionsearch_buyer_offerssearch_contactssearch_library_documentssearch_transactionssearch_userssend_reviewed_emailsend_signature_requestsplit_transaction_documentsubmit_checklist_documents_for_reviewsubmit_document_for_reviewunassign_commission_plan_from_userunassign_transaction_task_documentuncomplete_transaction_taskupdate_buyer_offerupdate_buyer_offer_participantsupdate_contactupdate_signature_package_documentsupdate_signature_package_rolesupdate_transactionupdate_transaction_checklistupdate_transaction_checklist_taskupdate_transaction_commentupdate_transaction_contact_participantupdate_transaction_task_commentupdate_transaction_user_participantupdate_userupdate_user_permissionsupload_document_to_buyer_offer_by_sending_file_bytesupload_document_to_transaction_by_sending_file_bytesupload_document_to_transaction_using_public_urlupload_document_to_transaction_via_file_picker_appupsert_transaction_contact_participantupsert_transaction_user_participantview_documentview_signature_packagevoid_transaction_checklist

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