First-party app
Lofty

Lofty

Manage Lofty real-estate CRM leads, tasks and notes, register webhooks, read team members, send SMS and email, and pull communication history.

stable Customer Relationship ManagementCommunication

About

Lofty ships in the w6w first-party pack. It declares 32 actions, 2 health checks, and the host runs its code in a sandbox that never sees the credential.

App id
io.w6w.lofty
Version
0.1.0
Author
w6w
Licence
MIT
Categories
Customer Relationship Management · Communication

Overview

Lofty (formerly Chime) is a real-estate CRM, and this app covers the record-keeping a property workflow runs on: leads and their assignment, follow-up tasks, notes, and the appointments attached to a lead. It brings the whole lead lifecycle into a workflow — create a lead when a form is submitted, move it through a pipeline stage, log a note after a conversation, and schedule the follow-up task that keeps it moving.

Leads can be searched by stage, source, assignee, tags, segments and contact details, so a workflow can act on a filtered set rather than pulling the whole book. Communication is covered on both sides: send SMS and email from the connection’s own Lofty number and mailbox, and read the SMS, email and call history back for a lead. Team-wide vocabulary — tags, custom-field definitions and lead pipelines — is readable too, so downstream steps can use the same stages and fields the Lofty account does.

The app also registers webhooks, so a workflow can react to lead events instead of polling for them, and reads the organization structure and team-member list for routing and ownership decisions. It is the app to reach for when a workflow needs to read or write the leads a real-estate team works, without hand-rolling calls against Lofty’s Open API.

Build with Lofty

Three routes to the same 32 actions. The Workflow tab is generated from Lofty's own manifest and carries its real ids, so it is copy-pasteable; the Code and CLI examples are the same call for any action on any app, so every app-specific value in them is a blank you fill in.

List Appointments

appointment-list

List the appointments attached to a lead (GET /v1.0/appts).

Call History

call-history

List a lead's call history (GET /v1.0/communication/call).

List Custom Fields

custom-field-list

List the lead-level custom field definitions configured on the team (GET /v1.0/teamFeatures/listCustomField).

Email History

email-history

List a lead's email history (GET /v1.0/communication/email).

Send Email

email-send

Send an email to a lead through the Lofty account's outgoing email (POST /v1.0/message/email/send).

List Lead Activities

lead-activity-list

List a lead's site-tracked activities (GET /v1.0/leads/{leadId}/activities).

Create Lead

lead-create

Create a lead, optionally assigning an agent and skipping lead routing (POST /v1.0/leads).

Delete Lead

lead-delete

Move a lead to the trash, recording a required reason (DELETE /v1.0/leads/{leadId}).

Get Lead

lead-get

Fetch one lead by id, optionally including a trashed one (GET /v1.0/leads/{leadId}).

List Leads

lead-list

Search leads by contact details, assignee, pipeline stage, source, segments and tags (GET /v1.0/leads).

Update Lead

lead-update

Update a lead's fields, assignment, tags and pipeline stage (PUT /v1.0/leads/{leadId}).

Get Current User

me-get

Fetch the profile the API key resolves to (GET /v1.0/me).

Get Team Member

member-get

Fetch a team member by their login email (GET /v1.0/members/{account}).

List Team Members

member-list

List the team's members, optionally filtered by office (GET /v1.0/members).

Add Note

note-create

Log a free-text note on a lead (POST /v1.0/notes).

Delete Note

note-delete

Delete a note by id (DELETE /v1.0/notes/{noteId}).

Get Note

note-get

Fetch one note by id, with its text (GET /v1.0/notes/{noteId}).

List Notes

note-list

List the notes attached to a lead (GET /v1.0/notes).

Update Note

note-update

Edit a note's text and pin state (PUT /v1.0/notes/{noteId}).

Get Organization

org-get

Fetch the organization structure the caller belongs to (GET /v1.0/org).

List Lead Pipelines

pipeline-list

List the team's lead pipelines (GET /v1.0/teamFeatures/lead-pipelines).

SMS History

sms-history

List a lead's SMS history (GET /v1.0/communication/text).

Send SMS

sms-send

Send an SMS to a lead from the connection's Lofty number (POST /v1.0/message/sms/send).

List Lead Tags

tag-list

List the lead tags available to this caller (GET /v1.0/teamFeatures/listTag).

Create Task

task-create

Create a follow-up task with a deadline and an assigned role (POST /v1.0/tasks).

Delete Task

task-delete

Delete a task by id (DELETE /v1.0/tasks/{taskId}).

Get Task

task-get

Fetch one task by id, with its lead's pipeline context (GET /v1.0/tasks/{taskId}).

List Tasks

task-list

List every task attached to a lead, open and finished (GET /v1.0/tasks).

Update Task

task-update

Update a task's content, deadline or assignment, or complete it with finishFlag (PUT /v1.0/tasks/{taskId}).

Create Webhook

webhook-create

Register a webhook subscription for one Lofty event type (POST /v1.0/webhook).

Delete Webhook

webhook-delete

Delete a webhook subscription by id (DELETE /v1.0/webhook/{subscribeId}).

List Webhooks

webhook-list

List the team's webhook subscriptions (GET /v1.0/webhooks).

A workflow step names the app and the action, and the editor fills in the connection when you pick one. This is the Step shape from the workflow spec, carrying Lofty's real ids.

{
  "manifestVersion": "2",
  "name": "lofty-example",
  "steps": [
    {
      "id": "appointment-list",
      "uses": {
        "app": "io.w6w.lofty",
        "action": "appointment-list",
        "connection": "conn_YOUR_CONNECTION_ID"
      },
      "with": {
        "leadId": "<leadId>"
      }
    }
  ]
}

Here are some of the things you can do

  • List Appointments

    read
    appointment-list
  • Call History

    read
    call-history
  • List Custom Fields

    read
    custom-field-list
  • Email History

    read
    email-history
  • Send Email

    perform
    email-send

+27 more actions available

Every app-specific value here is a blank you have to fill in. An app action is reached through the connection that authenticates it, so the address is a connection id, not the app id — and connections belong to your account, so a public page cannot know yours. Create one for Lofty, then fill in the three blanks: conn_YOUR_CONNECTION_ID, the action key, and the parameters that action declares. The call itself is real — the shape is transcribed from the studio's own snippet builder, which prints the same kind of blanks — but nothing in it is specific to Lofty. The Workflow tab is where this app's real ids are.

Install
npm install @w6w/sdk
yarn add @w6w/sdk
pnpm add @w6w/sdk
deno add npm:@w6w/sdk
Code
import { W6wClient, isActionRun } from "@w6w/sdk";

// Reads W6W_BASE_URL and W6W_TOKEN from the environment when omitted.
const client = new W6wClient();

const envelope = await client.run({
  urn: "conn_YOUR_CONNECTION_ID",
  action: "appointment-list",
  payload: {
    leadId: "<value>",
  },
});

if (isActionRun(envelope)) console.log(envelope.value);
Install the CLI
npm install -g @w6w/cli
CLI
w6w run conn_YOUR_CONNECTION_ID --action appointment-list --payload '{"leadId":"<value>"}'

Give an AI agent Lofty — without giving it Lofty's credentials. One MCP endpoint exposes every app, function and workflow the caller is entitled to, as tools it can discover and run. Access is granted per team while we onboard.

One tool call
{
  "name": "w6w_invoke",
  "arguments": {
    "ref": "app:io.w6w.lofty#appointment-list",
    "input": {
      "leadId": "<leadId>"
    }
  }
}

Every tool names its target with a single ref. The app: form above doesn't name a connection at all — the host resolves which of the caller's Lofty connections to sign with, and refuses rather than guesses when the answer is ambiguous.

What the agent gets

Credentials it can't read

The token is attached host-side, at the moment of the call. It is never a tool argument, never in the model's context, and never in a transcript — so a prompt injection has nothing to exfiltrate.

A tool surface scoped to the caller

Tools are derived per end user from what that person has actually connected and is entitled to — not one shared bot identity carrying the union of everyone's access.

A durable workflow in one call

Multi-step work runs on the workflow engine and returns a run handle the agent can poll — retries, branching and state survive the conversation that started them.

Health-aware discovery

Lofty's declared health checks are on the surface too, so an agent can tell "the vendor is down" from "your credential expired" before it burns a retry on either.

The MCP surface is part of the hosted platform. Lofty itself is MIT, and the runtime that executes it is source-available (FSL).

Request MCP access

Health checks

Lofty declares its own checks, so its health is a property of the app rather than something the host guesses at.

service

Lofty API status

The `API` component of Lofty's status page (status.lofty.com), which answers `api.lofty.com`. The page's other components (Site, Listing, Dialer, Loftyworks) are reported as detail but do not drive the verdict — they are different products.

quota

API quota headroom