MCP Prompt Library

Use these ready-to-copy prompts to help you generate reports and insights from Loft47 using MCP.

Each prompt includes recommended filters and formatting instructions to help you get more accurate results.

How to Use

Select a prompt below.
Copy and paste it into Claude AI.
Replace the placeholders (date range, brokerage ID, office ID, agent name/ID, etc.) with your own values.
Run the prompt and customize it further as needed.

📈 Production & Agent Performance

YOY Agent GCI Comparison
Compare agent Gross Commission Income year-over-year using closed transaction dates.
➡️ [MCP Prompt: Year Over Year Agent GCI Comparison]
"For brokerage [X] on Loft47 Production, compare each agent's Gross Commission Income — defined as total commission before deductions (totalCommissions) — year-over-year using closedAt as the date field: Jan 1 through today's date, vs. the same period last year. Group by agent, show total GCI for each period, the dollar change, and the % change. Exclude voided and collapsed deals. Sort by % change descending."

If user actually wants the net-of-split definition instead, they'd swap that clause to: "defined as net commission after brokerage split."

Monthly Production Review
Review monthly brokerage production, including sales volume, GCI, units closed, and top producing agents.
➡️ [MCP Prompt: Monthly Production Review]
"For brokerage [X] on Loft47 Production, review this month's production using closedAt as the date field — the 1st through today (or last day of month if reviewing a completed month). Include: total sales volume, total Gross Commission Income (GCI, defined as total commission before deductions), units closed, and the top 5 agents by GCI. Exclude voided and collapsed deals. Group agent totals by office if the brokerage has multiple offices."

Agent Activity Review
Identify agents with no closed deals within a selected timeframe.
➡️ [MCP Prompt: Agent Activity Review]
"For brokerage [X] on Loft47 Production, list all active agents who have zero closed deals between [start date] and [end date], using closedAt as the date field. Include agents with no deals in any status during that window, not just no closed ones — flag whether they have deals in conditional or firm status that just haven't closed yet, versus agents with no activity at all. Exclude terminated/inactive agent profiles from the list."

💵 My Earnings This Month & Year
Show an individual agent how much they've actually been paid out, month-to-date and year-to-date.
➡️ [MCP Prompt: Agent Earnings by Month & Year]
"For brokerage [X] on Loft47 Production, show all commission payouts transacted to [agent name] for two periods: month-to-date (1st of this month through today) and year-to-date (Jan 1 through today), using transactedAt as the date field. For each period, show total gross commission, total deductions, and net amount paid out. Exclude voided and collapsed deals."

🔮 Pipeline: What's Coming Up
Show deals that haven't closed yet but are expected to, so an agent or broker can see what's ahead.
➡️ [MCP Prompt: Pipeline Forecast]
"For brokerage [X] on Loft47 Production, show all deals for [agent name / brokerage-wide] with status `conditional` or `firm` and an expected closing date (`closedAt`) between [start date] and [end date]. Include property address, sales price, current approval state, and estimated GCI (defined as total commission before deductions, if available). Sort by closing date ascending. Exclude voided and collapsed deals."

💰 Brokerage Revenue & Accounting

Brokerage Income Deduction Analysis
Review brokerage income deductions by agent and compare changes over time.
➡️ [MCP Prompt: Brokerage Income Deduction Analysis]
"For brokerage [X] on Loft47 Production, show income deductions — deductions where deductionType=income — grouped by agent and deduction template name, using closedAt as the date field for [start date] through [end date]. Compare totals to the same-length period immediately prior (or the same period last year, whichever comparison you want), showing dollar change and % change per agent and per deduction type. Exclude voided and collapsed deals."

Trust Ledger Sort by Deal

For audit/reconciliation — groups a raw trust ledger by deal and sorts chronologically within each, giving a clean audit trail of ins/outs per deal. Matches deals across inconsistent reference formats and flags ambiguous ones rather than guessing.

➡️ [MCP Prompt: "Attached: [spreadsheet name] (trust ledger export) and [PDF name] (formatting example, see page 2). Reorganize the spreadsheet grouped by deal, then chronologically within each deal, showing all trust ins/outs (deposits and disbursements). Match transactions to deals using these reference formats: (1) full deal number xxx-xxxx-xxxx = brokerage-year-dealnumber, (2) street address + last 4 digits of deal number, (3) street address only — flag these for my confirmation if more than one deal matches. Follow the layout style shown on page 2 of the PDF. Output as [Excel/Word/PDF]."

🏠 Transaction Analysis

Closed Deals by Title Company
Analyze closed transaction activity by title company, agent, and sales volume.
➡️ [MCP Prompt: Closed Deals by Title Company]
"For brokerage [X] on Loft47 Production, list all closed deals between [start date] and [end date] using closedAt as the date field, grouped by title company, then by agent, showing count of deals and total sales volume for each grouping. Exclude voided and collapsed deals."

Closing Forecast
Review upcoming closings and estimated commission income.
➡️ [MCP Prompt: Closing Forecast]
"For brokerage [X] on Loft47 Production, show all deals with a closing date (closedAt) between [start date] and [end date] that haven't closed yet — status conditional or firm. Include property address, agent(s), sales price, and estimated Gross Commission Income (GCI, defined as total commission before deductions). Sort by closing date ascending. Exclude voided and collapsed deals."

Bulk Enable/Disable "Allow Deal Creation" feature for Loft47 Agents via MCP (UpdateProfile)
➡️ [MCP Prompt: Set `allowDealCreation` to [true/false] for all agents at brokerage [ID] in [staging/production] via the Loft47 MCP `UpdateProfile` tool.

Find duplicate profiles were both used on the same deals before merging
➡️ [MCP Prompt: Check [staging/production] brokerage id [ID]. I have two duplicate profile records for the same person: profile id [ID1] and profile id [ID2] — [name], e.g. [links if handy]. Pull the full deal list for each profile (paginate through all results, not just page 1), then tell me which deal(s) appear on BOTH lists. For each shared deal, give me the deal number, property address, sale status, and buyer/seller names as shown, plus a link to the deal.

Find deals paying out (or queued to pay out) from an archived bank account
➡️ [MCP Prompt: Find deals with pending payouts still tied to an archived bank account after a brokerage bank account switch

For brokerage [BROKERAGE_ID] on Loft47 [Production], the brokerage recently switched bank accounts — the old account was archived, and Payload/Xero/QBO have been remapped to the new account. I need to find any deals that still have pending (unpaid) payouts tied to the old archived account, since these are live risks that will misfire if paid out as-is.
Background — why this happens: The bank account mapping gets stamped onto a payout record at the time the deal/payout is created, not refreshed later when the deal actually closes and pays out. So any deal created before the account switch — even if it doesn't close and pay until weeks or months later — can still carry the stale, archived mapping on its payout record. Fixing Payload/Xero/QBO doesn't retroactively fix this, because those control the external processor connection, not the already-saved field on existing payout records. This is not agent-specific — it depends purely on when the underlying deal/payout record was created.
Step 1 — Identify the archived account's internal ID and the active account's ID (required — these IDs are NOT shared across brokerages, so this must be redone for each brokerage):
ListBankAccounts / GetBankAccount may return empty/404 even when the account clearly exists in the UI — don't assume the account doesn't exist.
The Chart of Accounts GL number (e.g. "1002") is not the API ID — it's just the accounting code.
To find the real ID: find a known transaction on the archived account's ledger in the Loft47 UI (agent, amount, deal number), then match that same payout via ListDealPayouts on the corresponding deal. The bankAccountMapping.id (or bankAccount.id) on that payout is the real ID. Do this for both the archived and the active account.
Step 2 — Find every deal brokerage-wide with a real outstanding payout balance (no date range needed):
Run ListDeals filtered by brokerage_id, filter_financials_payout_remaining=0.01,9999999, sale_status in (conditional, firm, closed).
This surfaces every deal with a genuine unpaid payout balance in one shot. Ignore small negative balances like -$40/-$80 — those are unrelated admin fee residuals, not real outstanding payouts.
Step 3 — Check each result's payouts:
ListDealPayouts per deal (no bulk endpoint exists).
Flag any payout where paid: false AND bankAccountMapping.id matches the archived account's ID — these are live risks.
Also note any already-paid payouts matching the archived ID — these are historical/reconciliation issues only, lower priority.
Step 4 — Report: deal number, full deal number, payee name, payout ID, amount, and paid/pending status for every match.
Step 5 — Fix (if requested): UpdateDealPayout (brokerage_id, deal_id, id, data.attributes.bankAccountMappingId) can update the mapping on a still-pending payout before it processes. Confirm with the user before making changes — they may prefer to fix manually and have you re-verify after.

Step 6 — Confirm resolution: After any fixes, re-run the Step 2 sweep brokerage-wide. Zero results means no deals remain with a pending balance tied to the archived account."

More Prompts Coming Soon

Additional MCP prompt templates will be added as new reporting needs and use cases are identified.

See this MCP use case play list for inspiration: https://www.youtube.com/playlist?list=PLk7jhEYMewEgc3_icL9WZ4hs2csrsY0H5