Productivity
Overview
Flatre helps real estate agents, transaction coordinators, and brokerage teams keep deals moving from first contact to closing. It brings contacts, properties, transactions, tasks, showings, documents, commissions, calendars, and team workflows into one shared workspace, so everyone can see what needs attention and what changed. Built for day-to-day brokerage work, Flatre connects with tools like email, calendars, MLS, e-signature, accounting, and storage. Its approval-first AI can help draft communications, review documents, organize intake, and surface next steps, giving teams clearer handoffs and fewer missed details.
Tools
Legacy/internal broad evidence lookup. Prefer typed tools when possible. Returns existing Flatre workspace evidence and writes only audit/tool-call telemetry; it does not mutate transactions, contacts, properties, tasks, approvals, communications, documents, financials, integrations, or existing audit records.
ask_flatre
ChatGPTLegacy/internal broad evidence lookup. Prefer typed tools when possible. Returns existing Flatre workspace evidence and writes only audit/tool-call telemetry; it does not mutate transactions, contacts, properties, tasks, approvals, communications, documents, financials, integrations, or existing audit records.
create_internal_task
ChatGPTRequest a Flatre internal task for an existing transaction by stable transactionId. Requires tasks.write and transactions.read. The request is routed through Flatre Automation and may be proposed, applied as a limited internal action, or blocked by policy.
create_internal_task
ChatGPTRequest a Flatre internal task for an existing transaction by stable transactionId. Requires tasks.write and transactions.read. The request is routed through Flatre Automation and may be proposed, applied as a limited internal action, or blocked by policy.
get_contact
ChatGPTFetch one existing contact record by id, email, phone, or name. Returns existing Flatre workspace evidence and writes only audit/tool-call telemetry; it does not mutate transactions, contacts, properties, tasks, approvals, communications, documents, financials, integrations, or existing audit records.
get_contact
ChatGPTFetch one existing contact record by id, email, phone, or name. Returns existing Flatre workspace evidence and writes only audit/tool-call telemetry; it does not mutate transactions, contacts, properties, tasks, approvals, communications, documents, financials, integrations, or existing audit records.
get_financial_summary
ChatGPTReturn existing transaction financial summary fields with typed filters for transaction, commission status, updated dates, and value ranges. Returns existing Flatre workspace evidence and writes only audit/tool-call telemetry; it does not mutate transactions, contacts, properties, tasks, approvals, communications, documents, financials, integrations, or existing audit records.
get_financial_summary
ChatGPTReturn existing transaction financial summary fields with typed filters for transaction, commission status, updated dates, and value ranges. Returns existing Flatre workspace evidence and writes only audit/tool-call telemetry; it does not mutate transactions, contacts, properties, tasks, approvals, communications, documents, financials, integrations, or existing audit records.
get_integration_status
ChatGPTList safe integration status fields with typed filters for query, ids, provider/type, status, owner, and dates. Config, credentials, and external account identifiers are excluded. Returns existing Flatre workspace evidence and writes only audit/tool-call telemetry; it does not mutate transactions, contacts, properties, tasks, approvals, communications, documents, financials, integrations, or existing audit records.
get_integration_status
ChatGPTList safe integration status fields with typed filters for query, ids, provider/type, status, owner, and dates. Config, credentials, and external account identifiers are excluded. Returns existing Flatre workspace evidence and writes only audit/tool-call telemetry; it does not mutate transactions, contacts, properties, tasks, approvals, communications, documents, financials, integrations, or existing audit records.
get_transaction
ChatGPTFetch one existing transaction evidence record by public transaction id, internal UUID, title, owner, or property address. Returns existing Flatre workspace evidence and writes only audit/tool-call telemetry; it does not mutate transactions, contacts, properties, tasks, approvals, communications, documents, financials, integrations, or existing audit records.
get_transaction
ChatGPTFetch one existing transaction evidence record by public transaction id, internal UUID, title, owner, or property address. Returns existing Flatre workspace evidence and writes only audit/tool-call telemetry; it does not mutate transactions, contacts, properties, tasks, approvals, communications, documents, financials, integrations, or existing audit records.
list_document_metadata
ChatGPTList transaction document metadata only with typed filters for query, ids, transaction, category/type, status, and dates. Raw document contents, storage keys, and AI summaries are excluded. Returns existing Flatre workspace evidence and writes only audit/tool-call telemetry; it does not mutate transactions, contacts, properties, tasks, approvals, communications, documents, financials, integrations, or existing audit records.
list_document_metadata
ChatGPTList transaction document metadata only with typed filters for query, ids, transaction, category/type, status, and dates. Raw document contents, storage keys, and AI summaries are excluded. Returns existing Flatre workspace evidence and writes only audit/tool-call telemetry; it does not mutate transactions, contacts, properties, tasks, approvals, communications, documents, financials, integrations, or existing audit records.
list_pending_approvals
ChatGPTList existing Automation review actions that are pending review with typed filters for query, ids, action/type, transaction, status, and dates. Returns existing Flatre workspace evidence and writes only audit/tool-call telemetry; it does not mutate transactions, contacts, properties, tasks, approvals, communications, documents, financials, integrations, or existing audit records.
list_pending_approvals
ChatGPTList existing Automation review actions that are pending review with typed filters for query, ids, action/type, transaction, status, and dates. Returns existing Flatre workspace evidence and writes only audit/tool-call telemetry; it does not mutate transactions, contacts, properties, tasks, approvals, communications, documents, financials, integrations, or existing audit records.
list_tasks
ChatGPTList existing task records with typed filters for query, ids, priority/type, status, owner, transaction, contact, bucket/category, and due dates. Returns existing Flatre workspace evidence and writes only audit/tool-call telemetry; it does not mutate transactions, contacts, properties, tasks, approvals, communications, documents, financials, integrations, or existing audit records.
list_tasks
ChatGPTList existing task records with typed filters for query, ids, priority/type, status, owner, transaction, contact, bucket/category, and due dates. Returns existing Flatre workspace evidence and writes only audit/tool-call telemetry; it does not mutate transactions, contacts, properties, tasks, approvals, communications, documents, financials, integrations, or existing audit records.
propose_contact_update
ChatGPTRequest a governed contact field update by stable contactId. Contact name, phone, and email always require Automation review. The request is routed through Flatre Automation and may be proposed, applied as a limited internal action, or blocked by policy.
propose_contact_update
ChatGPTRequest a governed contact field update by stable contactId. Contact name, phone, and email always require Automation review. The request is routed through Flatre Automation and may be proposed, applied as a limited internal action, or blocked by policy.
propose_property_update
ChatGPTRequest a governed property field update by stable propertyId. Requires transactions.write and properties.read. The request is routed through Flatre Automation and may be proposed, applied as a limited internal action, or blocked by policy.
propose_property_update
ChatGPTRequest a governed property field update by stable propertyId. Requires transactions.write and properties.read. The request is routed through Flatre Automation and may be proposed, applied as a limited internal action, or blocked by policy.
propose_transaction_update
ChatGPTRequest a governed transaction field update by stable transactionId. Financial, legal, ownership, and compliance fields are not accepted by this tool. The request is routed through Flatre Automation and may be proposed, applied as a limited internal action, or blocked by policy.
propose_transaction_update
ChatGPTRequest a governed transaction field update by stable transactionId. Financial, legal, ownership, and compliance fields are not accepted by this tool. The request is routed through Flatre Automation and may be proposed, applied as a limited internal action, or blocked by policy.
record_internal_note
ChatGPTRequest an internal note on an existing transaction by stable transactionId. Requires automation.write and transactions.read. The request is routed through Flatre Automation and may be proposed, applied as a limited internal action, or blocked by policy.
record_internal_note
ChatGPTRequest an internal note on an existing transaction by stable transactionId. Requires automation.write and transactions.read. The request is routed through Flatre Automation and may be proposed, applied as a limited internal action, or blocked by policy.
search_audit_summary
ChatGPTSearch audit event summaries with typed filters for query, ids, action, resource/type, actor/name, and dates. Raw metadata is excluded. Returns existing Flatre workspace evidence and writes only audit/tool-call telemetry; it does not mutate transactions, contacts, properties, tasks, approvals, communications, documents, financials, integrations, or existing audit records.
search_audit_summary
ChatGPTSearch audit event summaries with typed filters for query, ids, action, resource/type, actor/name, and dates. Raw metadata is excluded. Returns existing Flatre workspace evidence and writes only audit/tool-call telemetry; it does not mutate transactions, contacts, properties, tasks, approvals, communications, documents, financials, integrations, or existing audit records.
search_communication_snippets
ChatGPTSearch safe message previews only with typed filters for query, ids, channel/type, read/unread status, and dates. Raw email bodies and attachments are excluded. Returns existing Flatre workspace evidence and writes only audit/tool-call telemetry; it does not mutate transactions, contacts, properties, tasks, approvals, communications, documents, financials, integrations, or existing audit records.
search_communication_snippets
ChatGPTSearch safe message previews only with typed filters for query, ids, channel/type, read/unread status, and dates. Raw email bodies and attachments are excluded. Returns existing Flatre workspace evidence and writes only audit/tool-call telemetry; it does not mutate transactions, contacts, properties, tasks, approvals, communications, documents, financials, integrations, or existing audit records.
search_contacts
ChatGPTSearch existing contact records with typed filters for query, ids, type, lifecycle/status, email, phone, name, and last-contact date ranges. Returns existing Flatre workspace evidence and writes only audit/tool-call telemetry; it does not mutate transactions, contacts, properties, tasks, approvals, communications, documents, financials, integrations, or existing audit records.
search_contacts
ChatGPTSearch existing contact records with typed filters for query, ids, type, lifecycle/status, email, phone, name, and last-contact date ranges. Returns existing Flatre workspace evidence and writes only audit/tool-call telemetry; it does not mutate transactions, contacts, properties, tasks, approvals, communications, documents, financials, integrations, or existing audit records.
search_properties
ChatGPTSearch existing property records with typed filters for query, ids, status, state, type, list-price/value ranges, listed dates, and updated dates. Returns existing Flatre workspace evidence and writes only audit/tool-call telemetry; it does not mutate transactions, contacts, properties, tasks, approvals, communications, documents, financials, integrations, or existing audit records.
search_properties
ChatGPTSearch existing property records with typed filters for query, ids, status, state, type, list-price/value ranges, listed dates, and updated dates. Returns existing Flatre workspace evidence and writes only audit/tool-call telemetry; it does not mutate transactions, contacts, properties, tasks, approvals, communications, documents, financials, integrations, or existing audit records.
search_transactions
ChatGPTSearch existing transaction records with typed filters for query, ids, type, pipeline, stage, status, owner, property, state, close dates, created dates, and value ranges. Returns existing Flatre workspace evidence and writes only audit/tool-call telemetry; it does not mutate transactions, contacts, properties, tasks, approvals, communications, documents, financials, integrations, or existing audit records.
search_transactions
ChatGPTSearch existing transaction records with typed filters for query, ids, type, pipeline, stage, status, owner, property, state, close dates, created dates, and value ranges. Returns existing Flatre workspace evidence and writes only audit/tool-call telemetry; it does not mutate transactions, contacts, properties, tasks, approvals, communications, documents, financials, integrations, or existing audit records.
Capabilities
Writes





