New: the ListedKit MCP
Turn your transaction data into better business decisions
Bring your ListedKit transaction data into Claude, Codex, or your assistant of choice.
Claude
ListedKitMCP
CodexStart with one question
Which title companies and lenders do we use most?
Ask once and your assistant builds the report from your ListedKit transactions, broken down by agent.
- Walk into vendor reviews with real file counts
- See where your business is concentrated
- Find files missing a title company or lender
Counts show how often you use a vendor, not how well they perform.
- Period
- Jul 1 to Sep 30, 2026
- Source
- ListedKit transactions
- Closed files
- 48 (36 financed, 12 cash)
Title and escrow
| Vendor | Closed files | Share of files with this vendor type recorded |
|---|---|---|
| Harbor Title & Escrow | 19 | 45% |
| Northgate Title | 13 | 31% |
| Keystone Escrow | 7 | 17% |
| 3 other companies | 3 | 7% |
Share of the 42 closed files with a title or escrow company recorded. Missing on 6 files.
Lenders
| Vendor | Closed files | Share of files with this vendor type recorded |
|---|---|---|
| Summit Home Lending | 12 | 39% |
| Bayline Mortgage | 9 | 29% |
| Crestview Bank | 6 | 19% |
| 4 other lenders | 4 | 13% |
Share of the 31 financed files with a lender recorded. Missing on 5 financed files. Cash deals excluded.
By agent (top 3 by closed files)
| Agent | Files | Top title | Top lender |
|---|---|---|---|
| Agent A | 14 | Harbor (9) | Summit (5) |
| Agent B | 12 | Northgate (8) | Bayline (4) |
| Agent C | 9 | Harbor (5) | Crestview (3) |
See the whole business
Put your transactions next to your CRM and your books
Combine ListedKit with your CRM and accounting records to build reports, uncover patterns, and make better business decisions.
ListedKit connects your transaction data only. Your CRM and accounting need their own connection in your assistant, or an export you supply.
ListedKitConnected with the ListedKit MCPHow it works
Connected in a few minutes
Connect ListedKit
Add the ListedKit MCP to your assistant and sign in.
Choose a workspace
The assistant reaches only that workspace and what you can open.
Ask a question
Ask in plain language, then check how each number was counted.
Questions
What is MCP?
MCP (Model Context Protocol) is an open standard that lets an AI assistant connect to other software. ListedKit runs an MCP server, so once you connect it, your assistant can read the ListedKit transactions your account can open and answer questions about them.
Which assistants work with ListedKit?
You can connect ListedKit to Claude, Codex, or your assistant of choice. The setup guide has the steps for each.
What do I need to connect?
A ListedKit account that belongs to a company, with access to the transactions you want to report on, and an assistant plan or workspace admin policy that allows custom connections.
What can the assistant see?
When you sign in, you choose one ListedKit workspace, and the assistant reaches only that workspace and only what your account can open there. You can disconnect it at any time in ListedKit settings.
Can the assistant update my transactions?
Yes. Besides reports, you can ask what is due this week, look up a transaction's tasks, deadlines, contacts, and documents, and create or update tasks, deadlines, and contacts. Changes happen as soon as the assistant makes them, so confirm the right transaction first.
Does connecting ListedKit also connect my CRM or accounting software?
No. ListedKit provides the transaction connection only. To combine transaction data with CRM or accounting records, connect those systems to your assistant separately, if your assistant supports them, or supply an export.
Will the assistant match records across systems for me?
No. ListedKit does not match records across systems. Matching needs explicit rules that you set, and unmatched records should stay visible in the report.
Is this a live dashboard?
No. The assistant builds a report when you ask for it, from the data it can reach at that moment. Ask again to get a fresh report.