MCP is in Beta. Read access is available to every member; write actions are admin-only and off by default.
- Everyone signs in as themselves. A connection is bound to the person who authorised it, scoped to exactly what their role already sees in the app. Nothing is shared.
- Every call is audit-logged. Each question an assistant asks is recorded against the member who connected, so you always know what was accessed.
Turn It On
Enabling MCP is an admin action, done once for the whole workspace.Open Settings → MCP
In the app, open Settings → MCP and switch Enable MCP on. Members can now connect.
(Optional) Allow write actions
Leave this off for read-only access. Turn it on only if you want assistants to make changes (raise a work order, log a payment, assign an issue). Even then, write actions work only for organisation admins.
Connect a Client
Any member of the workspace can connect, using their own account.ChatGPT
Turn on Developer Mode (or use your workspace Connectors), add a custom connector, and paste the Proprietas endpoint URL. Sign in with your Proprietas account and approve the connection.
Claude
In Settings → Connectors, add a custom connector and paste the Proprietas endpoint URL. Sign in with your Proprietas account and approve.
The connection runs over the internet, so the endpoint must be your live Proprietas URL (not a local address). The first time you connect you’ll be sent to a Proprietas sign-in and a short consent screen showing exactly what the assistant will be able to do.
What You Can Ask
Read access covers the whole estate, the same data you’d see in the app:Compliance
What’s overdue or due soon, by site or regime (FRA, EICR, gas, legionella and the rest).
Leases & rent
Term ends, break dates and rent reviews coming up; rent in arrears, in and out.
Work orders & issues
Open jobs, what’s breaching SLA, and reported issues by site or priority.
Sites & assets
Your sites and properties, plus assets and replacements due.
Write Actions (Admins)
When an admin enables write actions, an assistant can also raise a work order from an issue, log a payment against a work order, and assign an issue to a team member. These only ever run for organisation admins, and every change is audit-logged exactly as it would be from inside the app.Security & Control
Turn it off any time
Switching Enable MCP off in Settings stops every connection immediately. Write access is governed separately, so you can keep reads on and writes off.
- Connections are scoped per person, to their role.
- Every tool call is recorded in your audit log.
- Read access is the default; write access is opt-in and admin-only.