Run Your Back
Office by Asking
BoldTrail BackOffice MCP connects to Claude and ChatGPT. Ask which deals are ready to close, what an agent still needs to get paid, or why a statement changed, and get the answer from your own BackOffice data.
Free to join. Your BackOffice setup stays the same.
WHAT YOU CAN ASK
One Question Does the Work of Six Screens
Every prompt below is one you can type today. The answers come from your BackOffice data.
ESIGN SPOTLIGHT
Send Documents for Signature
Preparing a signature package means gathering the documents, filling in the fields, choosing the signers, and following up until everyone has signed. You can now do this from your assistant. Ask, and BackOffice pulls the documents from the transaction, prefills the forms from the data it already holds, lines up the signers, and can combine several documents into one signing. You review the package and place the signature fields before it goes out. Afterwards, ask who has signed and resend to anyone still pending.
You place the signature fields and see every signer, and the email they will receive, before anything is sent.
RECURRING CHECKS
Run the Same Check on a Schedule
Every prompt below is one you can type today. The answers come from your BackOffice data.The connection that answers a question today can run the same check every week and deliver the result to your inbox, a Google Doc, or a sheet.
It monitors and prepares. It never moves money.
RECURRING CHECKS
What You Can Do Through the Connection
Transactions, commissions, compliance, eSignature, and reporting are all available. You can create a transaction, finalize commissions, move a document through review, send a signature package, and pull a report from Claude or ChatGPT. BackOffice calculates every number, as it does today.
Transactions
Create, track, see what blocks a close
Commissions
Run, finalize, explain any payout
Compliance
Checklists, reviews, missing docs
eSignature
Assemble, send, chase signatures
Reporting
Reports, ledger, details, trends
Every action runs in BackOffice on your data, from Claude or ChatGPT.
Just 3 Steps
How it works
1. Turn it on
One setting in BackOffice
2. Connect Once
Connect once. Add BoldTrail BackOffice to Claude or ChatGPT. Once-time setup.*
3. Ask
Ask. Questions and actions run on your backOffice data.
“We’ve been digging pretty deep into it on our end, and once you really start playing with it, you realize just how powerful this could be. We basically went from receiving a contract to having a populated, organized, and compliance-reviewed transaction with very little manual work.”
Timothy Cain
Transaction Coordinator & Organizational
Development Specialist at Elysian Homes
FAQ
Questions Brokers Ask Us
Access follows the permissions your account already has, BackOffice still calculates every number, and we do not use your data to train AI models. Your broker decides who can use it.
Full detail on security, privacy, data retention and compliance is in our Security, Privacy and Compliance overview.
It cannot move money or change bank-account details. Those actions stay in BackOffice.
Yes. It is an MCP server (Model Context Protocol, the open standard assistants use to connect to outside systems), built on the same BoldTrail BackOffice API your team may already use. It works with any MCP-compatible client, including Claude and ChatGPT.
No. If your team can use Claude or ChatGPT, they can use this.
No. Your screens and workflow stay as they are. The connection adds a second way to reach the same data.