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Ask your portfolio anything

What's in it for the business

The questions a principal or CFO actually asks — "what did we spend on maintenance this quarter?", "which buildings are dragging our SLA down?", "is anything overdue that could bite us?" — usually mean someone spends an hour exporting and cross-referencing spreadsheets, per question. Connected to ChatGPT or Claude, the answer takes one sentence, and the follow-up ("break that down by month, plot it") takes another. The numbers come straight from the live system, not from a stale export. Indicative figures; every portfolio differs.

PMFriend can hand your AI assistant a read-only window onto your own portfolio. You add one URL to ChatGPT or Claude as a "custom connector", and from then on you can ask, in plain language:

  • "Which properties have overdue compliance right now, and how overdue?"
  • "Show maintenance volume by category for the last 90 days — anything unusual?"
  • "List the requests that are past their SLA — which, where, and how many hours over?"
  • "Show the rent roll — what's the monthly total, and which property pays most?"
  • "What happened to each work order this year — status, contractor, cost?"
  • "What needs my attention right now?"
  • "Give me the full picture of Villa 18 — lease, maintenance, compliance, charges."

A real example​

In one of the first live sessions, the connected AI noticed something we never built a report for: the portfolio's entire rent roll renewed in two waves within four months of 2027 — a renewal-concentration risk — and recommended starting renewal conversations 120–150 days out. It also cross-checked the rent-roll total by hand and matched it to the riyal. That's the point of this feature: an analyst that reads everything and tells you what you didn't think to ask.

  • "Work-order spend by month for the past year. Plot it."
  • "Any lease ending in the next 90 days?"
  • "Which service-charge categories jumped more than 15% year-on-year?"
  • (Qatar) "Is any lease missing its Arabic contract version?"

The assistant pulls live numbers and does the analysis with you — comparisons, charts, "what should I worry about first".

How to set it up (2 minutes)​

  1. In ChatGPT or Claude: Settings → Connectors → Add custom connector → enter https://app.pmfriend.com/api/v1/mcp with OAuth.
  2. The client opens a PMFriend login — an agency admin signs in and approves the consent screen ("read-only access to portfolio statistics").
  3. Ask your first question. (Clients without OAuth can instead use a key URL from Settings → Reporting API.)

The safety model (short version)​

  • Read-only, by construction. The connector can only reach reporting queries — there is no code path through it that can change anything.
  • Scoped to your agency. The key resolves to your agency and nothing else; the same row-level isolation that separates agencies everywhere applies here.
  • No tenant personal data. Reports carry aggregates and property addresses — never tenant names, emails, or phone numbers.
  • The URL is the credential. Treat it like a password: share it only with the person it's for, and revoke it in Settings the moment it's no longer needed. Revocation is immediate.
  • Keys are stored the way passwords should be (only a cryptographic hash), and the endpoint is rate-limited.

See also​

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