find_contacts
ChatGPTSearches contacts and returns targets for follow-up detail lookups. Prefer structured name, email, phone, mobile, address, postal code, and date filters; use text only for free-form criteria.
Overview
Connect your eGO CRM to ChatGPT and look up your agency's properties, contacts, leads, tasks, and notes in plain language. See property details, visits, owners, and interested leads, check what each lead is looking for, review your schedule, and get official eGO guidance and training resources. Try asking: - Show my three-bedroom properties for sale and who has visited them - For the leads created this week, what is each one looking for? - What tasks do I have today, and what are the notes on each one? An existing eGO CRM account is required. Results depend on your account permissions.
Tools
find_leads
ChatGPTSearches opportunities and leads and returns targets for follow-up lookups. Prefer structured type, source, title, name, email, phone, read-state, owner, and date filters; use text only for free-form search.
find_properties
ChatGPTSearches properties and returns a page of summary cards with reference, title, price, and a target for follow-up lookups. Fill structured location, type, reference, price, area, bedroom, and bathroom filters when specified; use text only for free-form criteria. On ambiguous locations, ask the user to choose a candidate and repeat with its exact target in locationTarget. Use page to continue with the same filters.
get_contact
ChatGPTGets the current details of a contact already selected in the conversation.
get_ego_guidance
ChatGPTReturns structured official eGO information about the product, CRM capabilities, account access, training, or support contacts. For using eGO through this MCP client, use get_mcp_guidance. Informational only: it does not search CRM records, reset passwords, change an account, register for training, or contact support.
get_lead
ChatGPTGets the current details of a lead already selected in the conversation.
get_mcp_guidance
ChatGPTExplains what eGO CRM can do through this MCP client and how to get started. Use when the user asks about available capabilities or how it works. For a specific search, selected CRM record, or product question, use the corresponding tool. This tool provides information and does not query or change CRM data.
get_note
ChatGPTGets the details of a note already selected in the conversation.
get_property
ChatGPTGets complete details for a property already selected in the conversation. When applicable, also provide its commercial reference for validation. Do not use this tool to retrieve details for every search result.
get_task
ChatGPTGets the current details of a task already selected in the conversation.
list_contact_properties
ChatGPTLists properties associated with the selected contact.
list_lead_contacts
ChatGPTLists contacts associated with a selected lead.
list_lead_preferences
ChatGPTLists preferences for a lead already selected in the conversation.
list_lead_properties
ChatGPTLists properties associated with a lead already selected in the conversation when the user asks for that relationship.
list_lead_tasks
ChatGPTLists tasks associated with a lead already selected in the conversation when the user asks for that relationship.
list_notes
ChatGPTLists notes of one record already found in the conversation. eGO does not support a global note search: always find the property, contact, lead or task first.
list_property_contacts
ChatGPTLists contacts associated with a property already selected in the conversation.
list_property_interested_leads
ChatGPTLists leads interested in a property already selected in the conversation. Use this when the user asks who has expressed interest in that property.
list_property_tasks
ChatGPTLists tasks associated with a property already selected in the conversation when the user asks for that relationship.
list_property_visit_tasks
ChatGPTLists viewing tasks associated with the selected property.
list_property_visits
ChatGPTLists visit records for a property already selected in the conversation.
list_tasks
ChatGPTSearches tasks and returns targets for follow-up lookup. Prefer structured subject, date, reminder, and related-object filters; use text only for free-form search.
Example Prompts
Click any prompt to copy it.
