The BoldTrail BackOffice AI connector is provided as is, without warranties of any kind. It is not covered by the service levels or support commitments in your BoldTrail BackOffice agreement, and it may change or be withdrawn at any time.
The connector works only with the AI assistant you choose and connect. Once your information reaches that assistant, its handling, including retention and any model-training settings, is governed by your agreement with that provider. Review those settings before connecting. You are responsible for the requests you and your team make and for how the resulting information is used, in the same way you are responsible for a report you export or a screenshot you take.
You can connect BoldTrail BackOffice to the AI assistant you already use, Claude, ChatGPT or Gemini. It is available to every BoldTrail BackOffice account. Once you connect your assistant, you can ask for what you need in plain language, and BackOffice does the work behind the scenes: finding the answer or taking the action, always inside the permissions you already have.
The pull that used to mean six screens and a spreadsheet becomes one sentence: "Show me every deal closing this month that still needs commissions finalized, and what's blocking each one."
Who can use it
BoldTrail BackOffice MCP is available to every BoldTrail BackOffice account, main office and all sub-offices. There is nothing to turn on in BackOffice. Each user connects their own AI assistant and signs in with their own BackOffice email and password.
Connecting does not change anyone's permissions: each person can only see and do what their BackOffice role already allows. An agent sees their own transactions. An office administrator sees the office. Nobody gains new access by using an assistant.
To stop using it, disconnect BoldTrail BackOffice in your assistant's settings.
In Claude (paid Claude plans)
Open Settings, then Connectors, and search for BoldTrail BackOffice
Alternatively, you can click the "+" sign near the chat field, then select Connectors > Add connector > Browse connectors and search for BoldTrail BackOffice
Click Connect, then Authorize to sign in with your own BoldTrail BackOffice email and password.
Start a new chat and try: "Show my active transactions."
If you use Cowork in the Claude desktop app: let it work with files
In Cowork, Claude can move actual files for you: download a document from a transaction to your computer, or upload a PDF from a folder straight onto a deal.
For that to work, Claude's workspace needs permission to reach the servers where BackOffice document files live. Without it, the connector still answers questions normally, but a file download or upload will fail.
To allow it:
In the Claude desktop app, open Settings > Capabilities.
Turn on Cloud code execution and file creation and Allow network egress.
Under Domain allowlist, pick one of two options:
All domains: the simplest choice, Claude's workspace can reach anything.
Package managers only, then add these two under Additional allowed domains. These are the addresses BackOffice uses to serve and receive document files, and nothing else is opened up:
worker.brokermint.com
s3.us-west-2.amazonaws.com
On a Claude Team or Enterprise plan, your organization's owner may manage these settings, so this section can be missing from your own Settings. If you do not see it, ask whoever administers Claude at your company to allow the two domains above (they live under Admin settings > Capabilities).
In ChatGPT (availability depends on your plan and workspace settings)
Go to chatgpt.com/plugins or click the Plugins tab at the left menu bar.
Search for "BoldTrail BackOffice", then click "+ Install plugin"
Authorize to sign in with your own BoldTrail BackOffice email and password, then click Try in chat.
In a new chat, type @, select BoldTrail BackOffice, and ask: “Show my active transactions.”
In Gemini
Before you connect
Sign in to Gemini with a personal Google Account. Gemini doesn’t support custom apps on work or school (Google Workspace) accounts yet.
Google offers custom apps only to users 18 or older in the US, in English.
Turn on Gemini activity: go to myactivity.google.com/product/gemini and set Keep Activity to On. Custom apps don’t work while it’s off.
Open gemini.google.com on your computer.
Click Settings, then Connected Apps. If you don’t see Connected Apps, click Personal Intelligence first.
Under Custom apps, click + Custom.
Enter the server URL:
https://my.brokermint.com/api/v1/mcp
Open Additional settings and enter
geminiin the Client ID field.Click Next, sign in with your BoldTrail BackOffice credentials and approve access.
In a chat, type @ and select BoldTrail BackOffice to have Gemini use it.
Good to know
Add and use the connector in Gemini on the web. It also shows up in the Gemini mobile app, but the mobile app doesn’t use it reliably yet.
The eSign document editor doesn’t open inside Gemini.
Gemini asks you to confirm before it makes changes in BoldTrail BackOffice.
Gemini Enterprise (business accounts) isn’t supported yet.
What you can ask it to do
The connection reaches the same BackOffice you use every day:
Area | What you can ask |
Transactions and deals | Find, review, create, and update transactions and listings; check status and what is left to do |
Commissions | Look up commission details, plans, and cap tracking; see what is finalized or still pending |
Compliance and checklists | Find files missing documents or waiting on review; review, approve or reject submitted documents; work through checklists and tasks |
Documents | Find, view, and upload documents on a transaction |
Send an email from a transaction to your contacts and team members, with documents from the transaction attached | |
eSignature | Fill in forms from transaction data, place signature and date boxes, send documents for signature, and check who hasn’t signed |
Contacts and clients | Find, add, and update contacts, and see the transactions tied to a client |
People and onboarding | Look up team members and roles; set up onboarding checklists for new agents |
Reports | Run reports from your brokerage's existing report library and summarize the results |
Not sure what to ask first? The prompt library has ready-to-copy prompts for brokers, admins, and agents, each with a way to turn the one-time answer into a standing weekly job.
How to get good results
Tell the assistant the goal, not the steps. "A list of deals closing this month that still need commissions finalized" works better than walking it through which reports to open. If your first answer is too broad, narrow it the way you would with a colleague: name the office, the date range, or the agent.
If something is outside what your role allows, the assistant tells you so rather than guessing.
What it will not do
For your protection, the assistant cannot move money or change bank-account details. Those actions stay in BackOffice, done deliberately by a person. The assistant finds, prepares, and organizes; money always takes a human step.
Where the numbers come from
The assistant never calculates your figures. BackOffice does, the same way it does today. The assistant surfaces what your system of record already knows, so if a number looks off, check the underlying record in BackOffice first.
Usage limits
Your brokerage’s account has a set number of requests it can make to BoldTrail BackOffice, and everyone on the account shares it. That includes every person using an AI assistant and any other integration your brokerage runs on the BackOffice API.
Limit | Shared across your whole account |
Requests | 100 every 10 seconds |
Requests | 2000 per hour |
Failed requests | 100 per hour |
One question to your assistant can use several requests, because the assistant may need to look up more than one record to answer it.
If you set up large recurring jobs, such as a weekly report across every agent, schedule them outside your team’s busiest hours. That keeps the shared allowance free for everyone else.
Common questions
Is my data used to train AI models? We do not use your data to train AI models. What happens on the assistant side is governed by your own Claude, ChatGPT or Gemini plan and settings, so check your assistant vendor's terms for their side of the connection.
Why can't I see another agent's deals? The assistant only shows what your BackOffice role already allows. To change what you can see, your broker changes your role or permissions in BackOffice.
Do we need a developer? No. If you can use Claude, ChatGPT or Gemini, you can use this.
Is this an MCP? Yes. It is an MCP server built on the BoldTrail BackOffice API. If that sentence means something to you, everything you expect from that follows; if it does not, you never need to know it.
Who can the assistant email? Anyone who is a user or contact in your BackOffice account. To email someone new, ask the assistant to add them as a contact first. The email goes out from BackOffice, the same as when you email from a transaction yourself.
Gemini says the server doesn’t support automatic registration. Open Additional settings in the same window, enter gemini in Client ID, then click Next.
I don’t see something the assistant can now do. Your assistant saves the list of BackOffice actions when you connect. When we add a new one, refresh that list:
Claude: Settings > Connectors > BoldTrail BackOffice > “...” > Refresh tools list. Then start a new chat.
ChatGPT: open BoldTrail BackOffice on the Plugins page > “...” > Manage > Refresh tools. On Enterprise and Edu workspaces, an admin refreshes it in Workspace settings > Apps, then turns on the new action.
If it still doesn’t appear, disconnect BoldTrail BackOffice and connect it again.