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.
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.
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
eSignature
Assemble, send, chase signatures
Compliance
Checklists, reviews, missing docs
Reporting
Reports, ledger, details, trends
Commissions
Run, finalize, explain any payout
Every action runs in BackOffice on your data, from Claude or ChatGPT.
“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