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Demonstration with invented data
Add Otago Flats Desk to your own Claude with your personal link. In this demo nothing is sent and nothing touches any Otago Flats system.
Geoff issues each person their own link.
Open this page from the link Geoff sent you and your connector URL appears here, ready to copy. Until then, the steps and the asks below show what it does.
In the Claude Desktop app or on claude.ai.
Claude runs the read tools straight away and asks you before every propose tool. A proposal only lands in the approval queue.
Copy one into a new chat with the connector on.
Ask A
Who is behind on rent? Draft reminders for the tenancies I confirm.
list_arrearspropose_tenant_messageApproval queueAsk B
What inspections are due this fortnight?
list_inspections_dueRead-onlyAsk C
Find the tenancy agreement for 207 Leith Street.
find_documentsRead-onlyAsk D
Brief me for Thursday's meeting with Margaret Ellison-Hart.
prepare_meeting_briefRead-onlyAsk E
Which maintenance jobs are older than two weeks? Chase the tradies.
list_maintenance_jobspropose_maintenance_jobpropose_tenant_messageApproval queueAsk F
Which flats have Healthy Homes gaps?
list_compliance_gapsRead-onlyEvery propose tool writes one pending item. A director or property manager approves or rejects it in the app.
11 read tools and 4 propose tools, all on the invented demo data.
Today's picture: arrears, inspections due and overdue, maintenance, Healthy Homes gaps, approvals waiting, the next meetings.
get_overview
Tenancies behind on rent, worst first, with weeks behind, amount, arrears stage and the threads so far.
list_arrears
One property by id or address: owner, tenants, arrears, inspections, open jobs, Healthy Homes, smoke alarms, documents.
get_property
One tenancy: tenants, term, rent, bond and the rent ledger.
get_tenancy
Inspections due in a window (default the next 14 days), overdue first, with the notice rules.
list_inspections_due
Maintenance jobs by status, age, tradesperson or property, with quotes and the last tradie contact.
list_maintenance_jobs
Tenancy agreements, inspection reports, statements and more, with where each is held (DocuSign, Dropbox and so on).
find_documents
Properties with Healthy Homes gaps or overdue smoke-alarm checks.
list_compliance_gaps
One owner's portfolio: each flat's tenancy now and for 2027, arrears, jobs, compliance, quotes awaiting approval, the latest statement.
get_owner_summary
Email threads with tenants, owners and tradespeople, by words or by property.
search_communications
A brief for an owner meeting: open items worst first, staff tasks and recent threads. With nothing given, the next meeting.
prepare_meeting_brief
Queues a message to a tenancy's tenants for approval. Nothing is sent.
propose_tenant_message
Queues a new maintenance job, or a tradie follow-up on an existing one, for approval. Once a person approves a follow-up, a simulated message goes to the tradie on a thread in the app.
propose_maintenance_job
Queues an inspection booking for approval, checked against 48 hours' notice and 14 days ahead.
propose_inspection_booking
Queues an owner report for a period for approval.
propose_owner_report
Claude is given these instructions when it connects. The file is there if you want to attach it to a chat.