Cheat Sheet: Ace MCP + Claude

Created by Austin Archuleta, Modified on Tue, 8 Jul at 5:30 PM by Austin Archuleta

(Practical Use Cases & Advanced Workflows)

TOOL-BY-TOOL USE CASES

Below are the most important tool categories, with real-world example commands you can use in Claude.

Tip: You can chain, combine, and automate these for powerful workflows.

1. Contact Management

fetch_people

Find and filter contacts across your database.

“Find all buyers interested in Austin condos.”
“Show me everyone tagged as ‘hot lead’ added this month.”
“List all contacts with no activity in 60 days.”

fetch_person_by_id

Get a full profile for a specific contact.

“Show me everything about John Smith.”
“Get the timeline, tags, and deals for contact ID 12345.”

editPerson / updateContactInfo

Update contact details, add notes, or change tags.

“Update Sarah’s phone number to 555-1234.”
“Add a note: prefers text messages in the morning.”
“Tag this person as ‘VIP’ and ‘Q2 Priority’.”

2. Task & Workflow Automation

createTask / editTask / fetchTasks / deleteTask

Create, update, view, and manage tasks for any contact or in bulk.

“Create a follow-up task for all new leads from last week.”
“Show all overdue tasks for my team.”
“Mark the showing task for John as complete.”

3. Notes & Communication

createNote / editNote / fetchNotes / deleteNote

Add, update, view, or remove notes for any contact.

“Add a note: met at open house, interested in pool homes.”
“Show all notes for Sarah in the last 30 days.”
“Delete the note about old address.”

4. Appointments & Meetings

createAppointment / editAppointment / fetchAppointments / deleteAppointment

Schedule, update, view, or cancel appointments.

“Schedule a buyer consultation for Tuesday at 2pm for John.”
“Reschedule Sarah’s showing to Saturday at 11am.”
“Show all upcoming appointments for this week.”

5. Deals & Pipelines

createDeal / fetchDeals / updateDeal / deleteDeal

Create, view, update, or remove deals.

“Create a new deal for 123 Main St for John Smith.”
“Update the deal for 456 Oak Ave to ‘pending’.”
“Show all deals closing this month.”

6. Tags & Stages

addTagsToPerson / removeTagsFromPerson / fetchTags

Organize contacts with tags, and manage them in bulk.

“Add tags: investor, cash buyer to all contacts from last week.”
“Remove the ‘cold’ tag from all active clients.”
“Show all tags used in my database.”

fetchStages / updateStage

Manage pipeline stages for contacts.

“Move John Smith to ‘Active Client’ stage.”
“Show all contacts in ‘Under Contract’ stage.”

7. Action Plans & Automations

applyActionPlan / fetchActionPlans / updateActionPlanStatus

Automate follow-up and nurture sequences.

“Apply the New Buyer action plan to all new leads.”
“Pause the action plan for Sarah.”
“Show all contacts on the ‘Re-engagement’ plan.”

8. Templates & Communication Artifacts

createTemplate / fetchTemplates / updateTemplate / deleteTemplate

Create, update, and manage email/text templates.

“Create a new HTML email template for open house invites.”
“Update the buyer follow-up template with new market stats.”
“Delete the old ‘Spring Promo’ template.”

mergeEmailTemplate / mergeTextMessageTemplate

Personalize templates for specific contacts or groups.

“Personalize the open house template for John Smith.”
“Merge the check-in text template for all hot leads.”

9. Appointments, Tasks, and Notes in Bulk

fetchAppointments / fetchTasks / fetchNotes

Aggregate and analyze activities across your business.

“Show all appointments scheduled this week.”
“List all notes added in the last 7 days.”
“What tasks are overdue for my team?”

10. Market Intelligence & Economic Data

fetchRegionalEconomicData / fetchHousingMarketData / fetchMortgageRates / fetchEconomicForecast

Get real-time market data and use it in your communications.

“Get Austin housing market trends for my seller update.”
“Show mortgage rate changes for the last 6 months.”
“Generate a market forecast for Q3 2025.”

11. Relationship & Network Mapping

fetchPeopleRelationships

See connections between contacts, co-buyers, spouses, and more.

“Show all relationships for John Smith.”
“Who are the co-buyers on this deal?”

12. Advanced Search & Analytics

globalSearch / searchEconomicSeries

Find anything, analyze patterns, and summarize timelines.

“Find all contacts who attended open houses in March.”
“Search for economic series on Austin real estate.”

ADVANCED ARTIFACT & AUTOMATION WORKFLOWS

These are complex, multi-step use cases that leverage Ace MCP’s full power.

1. Build a Custom Dashboard (All in Claude)

Goal: Create a live dashboard of your pipeline, contacts, and local market data.

Prompt:

Gather:
1. All active deals and their stages,
2. All contacts, and their source, stage, and assignee.

2. Get current mortgage rates and market trends for the area.

4. In-depth Economic data on the area
Then generate a user friendly dashboard to visualize and digest the data.

2. Create, Test, and Deploy a New Email Template

Goal: Build a new HTML email template, add it to FUB, and test it—all via Claude.

How-To:

“Draft a new HTML email template for open house invitations. Include a modern design, property image placeholder, and RSVP button.”
“Create this template in Follow Up Boss and name it ‘Open House Invite 2025’.”
“Personalize the template for my test contact John Smith.”
“Send a test email using this template to John Smith.”
“Fetch the sent email and check for formatting issues.”
“Update the template if needed and re-test.”

3. Automate a Multi-Contact Nurture Campaign

Goal: Launch a 90-day nurture sequence for all new leads.

Prompt:

“Find all leads added in the last 7 days. Apply the ‘90-Day Nurture’ action plan to these contacts and create a follow-up task for each lead for next week. Draft a personalized welcome email for each lead and save it as a note then schedule a check-in call for each lead in 2 weeks."

4. Bulk Data Cleanup & Tagging

Goal: Clean up your database and organize contacts.

Prompt:

"Find all Leads missing phone numbers. Tag these contacts as ‘Needs Update’. Create a personalized email template elegantly requesting updated contact info and send to each contact."

5. Market Update Campaign with Real-Time Data

Goal: Send a market update to all active buyers using live data.

Prompt:

“Fetch current housing market and economic data for their area. Draft a market update email using this data. Personalize and send the email to all active buyers. Create a follow-up task to check responses in 3 days.”

6. Relationship Mapping for Referral Strategy

Goal: Identify and target referral opportunities.

Prompt:

“Fetch all clients who closed in the past quarter. Fetch economic and housing market data in their area. Find their connected contacts and co-buyers. Draft and send a personalized referral request email to each including congratulations on their smart purchase/sell with data. Then Create a follow-up task to call these clients next week.”

? POWER TIPS

Chain commands: “Find all new leads, tag as ‘Q2 Priority’, and create follow-up tasks.”
Leverage artifacts: Build dashboards, templates, and reports directly in Claude, then push to FUB.
Automate testing: After creating templates or workflows, use Claude to test and verify results.
Bulk everything: Any action you can do for one contact, you can do for many.
Ask for suggestions: “What should I do next with these leads?” or “How can I improve my pipeline?”

LIMITATIONS

Cannot send texts directly (creates drafts).
Cannot access other users’ private data or change system settings.
Cannot process payments or access external platforms.
All actions are logged and auditable for compliance.

WHY ACE MCP + CLAUDE IS DIFFERENT

Deepest FUB integration: Full read/write, not just read-only or “chatbot” access.
Supplemental Data: Real-time market, economic, and behavioral data—no vaporware.
Artifact workflows: Build, test, and deploy dashboards, templates, and campaigns—all in one place.
Unlimited scale: Work with your entire business, not just one contact at a time.
AI-powered: Predictive analytics, smart suggestions, and workflow automation.

Use this cheat sheet as your “command center” for success.

Every example is real, actionable, and achievable—no vaporware, just results.

Claude + Ace MCP = Your unfair advantage in real estate CRM.