Copy a prompt below into a chat app connected to Berchtold through MCP. Replace the words in square brackets with your details. Start with one prompt, then ask for the next step.
These prompts work with Claude, ChatGPT, Muse, or another client that supports your Berchtold MCP connection. The tools your app offers depend on its MCP support, your permissions, and your workspace setup.
Use your workspace link for the workflows below. Copy it in Settings → MCP. It has every tool you can use in the workspace. See Connect an AI client for setup.
Start here
Tell the chat app which workspace to use. Add this line when you start a new chat:
Use Berchtold for [workspace]. Read the saved records before answering. Tell me what is missing. Link the records you use.
Each prompt has a label:
- Read: reads saved data or drafts an answer in chat. It does not ask to change records.
- Save: asks to create or change a record. A saved draft stays a draft.
- Review: asks for a preview before an action that sends, publishes, or changes live work.
Some writes save at once. They do not all go to Approvals. For a plan only, add: "Show me the plan first. Do not save changes yet."
Brand and writing
1. Find out what your connection can do · Read
Check the Berchtold tools available in this chat for [workspace]. Group them by useful tasks. Tell me which need more access or a connected account.
2. Get a brand brief · Read
Read our brand identity, voice, audience, and rules. Give me a one-page brief for a new writer. Include examples of words to use and avoid.
3. Rewrite copy in your voice · Read
Read our voice guide and approved examples. Rewrite this copy for [audience] on [channel]: [paste copy]. Keep the facts. Flag claims that need a source.
4. Check a draft before it goes out · Read
Check this draft against our saved brand rules and required notices: [paste draft]. Show each issue and a proposed fix. Keep the revised draft in this chat.
5. Turn one idea into several pieces · Read
Read our brand voice and content pillars. Turn [paste approved article] into an email intro, three social captions, and five video hooks. Keep them as drafts here.
6. Find brand images · Read
Find images for [topic or page] in our brand media. Show our own files first: the media library, logos, WordPress, and my Google Drive. Then show stock photos, marked as stock, with the photographer credit. Give each image's name, size, source, and link. Do not save anything yet.
To keep an image, ask the chat app to save it to your media library. A stock photo keeps its photographer credit.
Contacts and follow-up
7. Prepare for a client call · Read
Find [contact email] in Berchtold. Read their notes, linked deals, and recent history. Give me a call brief and five useful questions. Separate facts from guesses.
8. Make a follow-up list · Read
Review my open deals and their contacts. Find records with overdue next steps or no recent activity. Give me a ranked follow-up list with the reason for each.
9. Add a contact and a deal · Save
Find [email] before creating a contact. Reuse an existing match and keep its source. For a new contact, ask how they first came to us, unless I already told you. Wait for my answer, then create [full name] with that email and source. If I say I do not know, leave the source blank. Create [deal title] in [pipeline and stage]. Make this person the primary contact.
10. Record a call · Save
Find [contact email] and add these call notes: [notes]. Link them to [deal title] if it matches. Show me the saved note and any suggested record updates.
11. Plan useful segments · Read
Read our contact fields, tags, and saved segments. Suggest five useful segments using data we already have. Give exact rules and explain the use of each. Do not save them yet.
12. Clean up duplicate contacts · Review
Find contacts in Berchtold that may be the same person. For each pair, show why, which contact would stay, the values that differ and their deals. Flag deals that look like the same sale. Merge a pair only after I confirm it.
Deals and transactions
These prompts need CRM access. Transaction and signature tools also need the Real estate part and your own connected account, such as dotloop.
The same source question applies when you ask to create a Loop from a new deal and contact. Reuse existing contacts by email. Ask only for new contacts whose source you have not given.
13. Check upcoming deadlines · Read
Review my open deals for the next 14 days. Show upcoming deadlines, overdue work, and missing dates. Include the owner and source of each deadline where available.
14. Bring in a deal from dotloop · Review
Find [loop name or address] in my connected dotloop account. Check for matching CRM deals and contacts. Show a preview to import a new deal or link a match. For each new contact, ask how they first came to us unless I already told you. Do not use dotloop as the source just because this is an import. If I say I do not know, leave it blank. Wait before applying the import.
15. Check signing progress · Read
Open the linked transaction for [deal title]. Show the signing status of its documents. Name missing signatures only where the provider reports them. Flag any unknown status.
16. Read the contract and rider · Read
Find the contract and riders for [deal title]. Read the available documents through Berchtold. Summarize terms, dates, and contingencies with source references. Do not change the deal.
17. Review terms before sending them · Review
Compare [deal title] with its linked transaction. Show the supported contract terms and people that could be sent. Preview the exact changes and wait for my review.
Markets and listing alerts
Markets are saved searches. They need the Real estate part. Their pages and emails need a website with working MLS access. Creating a market does not subscribe anyone.
Chat tools can manage criteria, MLS references, and subscribers. MLS listing content stays in the app and approved website views.
18. Check market setup · Read
List our markets, their websites, and subscriber counts. Check each website's MLS access status, its primary domain, and the address its report emails link to. Tell me what is ready and what still blocks listing alerts.
19. Create a search market · Save
Create a market called [name] for active homes in [city or ZIP codes]. Use [minimum] to [maximum] for price and at least [number] bedrooms. Attach it to [website]. Do not add subscribers yet.
20. Build a picked-listings market · Save
Create a picked-listings market called [name] with these MLS numbers: [numbers]. Attach it to [website]. Show me the saved criteria and page path. Do not add subscribers.
21. Set up listing alerts for a contact · Review
Find [contact email] and the market [name]. Preview daily listing alerts from [website] for that contact. Show the recipient and report choices. Keep any prior unsubscribe in place. Wait for my review.
22. See who gets market reports · Read
Show the subscribers I can access for [market name]. Include their report choices, frequency, and subscription state. Summarize sends and opens where available. Do not change subscriptions.
Listing alerts support hourly, daily, weekly, and monthly checks. The tool's instant option means hourly checks. Delivery also depends on new matches and the scheduled job.
Websites and content
These prompts use websites built in Berchtold. For WordPress, use its connected tools instead.
23. Find pages that need attention · Read
Review the pages on [website]. Find missing search titles, descriptions, and page content. Rank the fixes by impact using available performance data. Tell me when data is missing.
24. Build a page from your brand · Save
Read our brand voice, colors, logos, and the website's section catalog. Create a draft [page type] for [audience and goal]. Use approved assets. Leave unknown facts for me to fill in. Do not publish.
25. Improve a page's search copy · Save
Read [page] and the search data available for [website]. Suggest a title and description that fit the page. Save them to its draft. Show what changed. Do not publish.
26. Make a language version · Save
Check the languages enabled for [website]. Create a [language] draft of [page]. Keep names, facts, and links correct. Tell me which review steps remain. Do not publish or mark it reviewed.
27. Compare page versions · Read
Compare the current draft of [page] with its published version. Summarize changes to text, sections, and search settings. Show me what would change before I publish.
Email tools need Email enabled. Sending also needs a ready sender and eligible recipients. A test email sends a real message.
An admin must grant Send one-to-one email as contact owner. The owner must also allow you to send. They do this in Profile → Email delegation.
Use email_send_message with sender_mode: "contact_owner" to choose the owner. Leave it out to send as yourself. Repeat that choice when you confirm. The tool will not change the sender for you.
Draft an email to [contact] about [topic] from the contact's owner. Use their signature. Show me who it comes from, where replies go, who gets it, and the full message. Stop if I lack access to send as the owner. Wait for me to confirm.
To send up to 100 separate emails, use email_send_batch. You need CRM bulk access too. Review the whole batch, then confirm once. Berchtold sends it in the background.
Use email_get_batch to check progress and read each message. Use email_cancel_batch to stop pending sends. If a batch pauses, email_retry_batch reviews and resumes safe sends. Emails already sent will not repeat.
Prepare one email for each contact in [contacts] about [topic]. Send from each contact's owner and use their signature. Show me all the names, addresses and messages first. Wait for me to approve the batch. Then queue it and give me the batch ID so I can check progress.
28. Build an email draft · Save
Read our brand voice and email starters. Create a draft email template about [topic] for [audience]. Use our saved brand details and a clear call to action. Preview it without publishing or sending.
29. Improve a subject line · Read
Read [email template or campaign]. Write five subject lines and matching preview text in our voice. Keep each promise true to the email. Recommend one and explain why. Do not save changes.
30. Check an audience before sending · Read
Preview the audience for [email campaign]. Show how many people qualify and the exclusions the tools report. Check sender readiness and missing content. Do not schedule or send.
31. Prepare a test email · Review
Preview [email template] for [test contact]. Prepare a test to [my email address]. Show the subject, sender, and recipient. Wait for my approval before sending the test.
32. Learn from a campaign · Read
Read the results for [email campaign]. Summarize deliveries, clicks, bounces, and unsubscribes. Treat opens as an estimate. Suggest three changes for the next email without changing this one.
Automations and campaigns
Drafts and test runs let you inspect the work first. Publishing or starting an automation can affect real contacts.
33. Draft a new-lead workflow · Save
Read the automation catalog and our email templates. Save a draft for leads from [form]. Use supported steps for a welcome email and an owner follow-up. List missing choices. Do not publish or start it.
34. Test an automation without sending · Read
Run a dry test of [automation] with [contact email or deal title]. Show the steps, timing, and recipients. Explain anything missing. Do not start a live run.
35. Audit birthday coverage · Read
Read our birthday automation. Show its triggers, steps, and owner scope. Check which channels it actually sends through. List gaps and changes to consider. Do not alter or start it.
36. Create a campaign brief · Save
Read our brand and create a proposed campaign for [goal]. Include the audience, message, channels, owner, dates, and success measure. Ask for any required details you cannot find. Save the brief only.
37. Turn a brief into a work plan · Read
Read [campaign] and its available playbooks. Preview a work plan with tasks, owners, and dependencies. Use existing work where possible. Show the plan before applying it.
Performance and planning
Reports use the data and websites you can access. Missing data is not zero, and completed tasks do not prove business results.
38. Compare performance · Read
Show the performance of [website] from [start date] to [end date]. Compare with the prior period where supported. If sessions fell, show which channels, landing pages and devices lost the most. Name the sources and exact dates. Separate measured results from missing data.
39. Find search opportunities · Read
Read search performance for [website]. Find queries and pages close to better rankings. Rank five improvements by the available evidence. Give a specific next step for each.
40. Build a content plan from gaps · Read
Read our content inventory, brand pillars, and saved content gaps. Suggest four weeks of content for [goal]. Reuse useful pages where possible. Explain the evidence behind each idea. Keep the plan here.
41. Review your goals · Read
Read my CRM goals and current progress. Show where I am ahead or behind for each date range. Suggest weekly actions tied to the gaps. Do not change my goals.
42. Get a weekly business brief · Read
Review my deals, campaign progress, email results, and website metrics for [date range]. Give me five priorities for next week. Link the evidence. Clearly separate completed work from measured results.
Recent lead activity
43. Accept or reject new leads · Save
Show the new leads waiting for me to accept or reject, including partial Cloud Attract inquiries. List the source, arrival time, property address, known contact details, and what they wrote. Say which look like spam and why. Accept or reject only the ones I confirm. For each one I want to answer, show its drafted first reply so I can change it. Send it only after I confirm. Do not guess missing details.
44. Save a partial lead and plan a follow-up · Save
Record this inquiry in [workspace]: [source], [original lead ID], [date, time, and time zone]. Include [property address and any known contact details]. Create a follow-up task assigned to me: [title], due [date]. Do not create a contact without an email or send any messages.
Campaigns and events
A campaign from a template keeps its own copy. Each date in its schedule has its own tasks and people.
45. Set up a repeating campaign · Save
List our campaign templates. Create a [template] campaign called [name] that repeats [schedule, for example the first day of each quarter]. Start it on [date]. Use [segment] for its people. Show the dates and their tasks after you save it. Create actual campaign records, not standalone reminders. Show which goals exist separately and whether their progress is connected. Report any unfinished setup.
46. Run an event's guest list · Save
Show the guest list for the next date of [campaign], with each answer and the guest count. Check in [guest name]. Record that [guest name] is going with [number] guests. Do not send any email.
47. See what a campaign brought in · Read
Show the goals and results of [campaign] for each date. Which people booked an appointment, started a deal, or referred someone? Which goals did each date meet?
48. Make a campaign template · Save
List our campaign templates and their labels. Make a template called [name] for [kind of campaign]. Give it the label [label] and the schedule [schedule]. Add these tasks in this order: [task, days before or after each date, and who does it]. Add goals for each date: [measure and target]. Save it and show the saved template. Do not create a campaign.
49. See how this quarter's campaigns are doing · Read
How are our campaigns doing this quarter? Show the campaign dates in the next 30 days, each goal against its target, and the results by campaign. Tell me which campaigns need attention and why. Do not change anything.
50. Give an open house to another host · Save
Show the next date of [campaign] and who hosts it. Make [person] the host of that date, with their own open house graphics. Show the host tasks that moved to them. Tell me whose goals count the work. Do not send any email.
51. Schedule a recurring CMA · Review
Find the CMA for [contact email] and show its assigned agent. Reassign it to [agent] if needed. Preview monthly delivery on [start date] at [time and time zone]. Refresh comparable homes before each delivery. Stop for active listings or a property status that cannot be verified. If it sold in the last 12 months, ask me first. Show the sender and recipient, then wait for my approval before enabling scheduled email.
Ads and lead follow-up
52. Check an ad and its leads · Review
Open my ad [name or ID]. Show its last checked time, delivery problems and lifetime results. For each connected contact, show its current owner, first response, deal stage and next task. Link the ad and CRM records. Queue a fresh delivery check if needed, then read the result. If the ad is paused, preview resuming it with its original end date and budget. Wait for my confirmation before resuming. Never assume a failed check means delivery is running.
53. Reuse an ad · Save
Duplicate my ad [name or ID] as a draft. Keep its saved text and show which current designs it uses. Recheck the Page, account, compliance and budget. Link the saved draft in Approvals. Do not start the ad. If this request is retried, return the same draft rather than creating another.
Automations for one contact
54. Start an automation for a contact · Review
Show the automations [contact email] has been in, newest first, with each status and current step. List the published automations I can start for them. Preview starting [automation] for them, with its first steps and whether it sends email. Wait for my confirmation before you start it.
55. Review upcoming outreach · Review (prepared release)
Show the next 30 days of outreach for [contact email] in Journey. Combine automations and email campaigns. Separate planned steps from scheduled sends, link each source, and flag messages less than 24 hours apart. Show any gaps in the data. After I choose a sequence, pause only this contact’s enrollment. Do not pause the whole automation or send anything.
Goal activity
56. Log work toward a goal · Save (prepared release)
Show my activity goals and their counts. Log [a call and its outcome, a power hour with its start and minutes, or a guest check-in] toward [goal]. Use [contact email or campaign date]. Ask me for anything you are missing. Show the goal's count after you save. If I logged something by mistake, list what I logged by hand for that goal. Remove only the entry I name.
Get better results
Use an email address to identify a contact. Name the website, market, or deal. Give exact dates and a time zone when timing matters.
If several records match, ask the chat app to show the choices first. Ask it to report the saved record after a write. If a request times out, check the destination before repeating it.
Missing tools can mean an old link, limited permissions, or a feature that is not enabled. Refresh the connector's tool list. A prompt cannot grant access or approve MLS use.
For actions that send or publish, review the destination, recipients, content, and timing. Confirm the preview only when those details are right.