Investra AI Assistant Integration

Supported assistants: Anthropic Claude, OpenAI ChatGPT, and other MCP-compatible clients.

Connect Investra to your AI assistant to query your properties, clients, and investment analyses — and create new ones on your behalf — from inside the assistant's chat interface.

What you can do

Once connected, your AI assistant can act on your Investra data through natural language. Some examples:

  • Find properties: "Show me listings within 3 km of 123 Main St."
  • Look up a client: "Who is Sarah Lee in my client list?"
  • Create a new client: "Add John Smith to my clients, email john@example.com."
  • Run an analysis: "Create a long-term rental analysis for property PS-12345 on client abc-123, 25% down, 6.5% interest."
  • Share results: "Generate a public share link for the analysis we just created."
  • Check your plan: "What Investra plan am I on and what's included?"

The assistant calls the same APIs your Investra web app uses — nothing more, nothing less.

Requirements

  • An active Investra account (free or paid). If you don't have one, you can sign up during the first connection.
  • One of the supported AI assistants:
    • Anthropic Claude (web, desktop, or Code CLI) — any paid plan.
    • OpenAI ChatGPT — Plus, Pro, Business, Enterprise, or Edu accounts with Developer Mode enabled.
  • A modern browser for the one-time OAuth sign-in flow.

Connecting Investra to Claude

  1. In Claude, open Settings → Connectors → Add custom connector.
  2. Enter:
    • Name: Investra
    • URL: https://api.beta.investra-ai.com/mcp
  3. Click Connect. A browser window opens to the Investra sign-in page.
  4. Sign in with your Investra credentials (email & password, Google, or Apple). New users can sign up inline.
  5. On the consent screen, review the permissions the assistant is asking for and click Allow.
  6. You'll be redirected back to Claude, which will now list Investra's tools and start responding to property, client, and analysis prompts.

Claude Code CLI

claude mcp add --transport http investra https://api.beta.investra-ai.com/mcp --scope user --callback-port 8765

Then run /mcp in Claude Code and pick Authenticate. The --callback-port 8765 flag is required because our app client whitelists exactly that local port.

Connecting Investra to ChatGPT

  1. Confirm your workspace has Developer Mode enabled (an admin setting on Business/Enterprise plans).
  2. In ChatGPT, open Settings → Apps → Advanced settings → Developer mode and create a custom connector.
  3. Use the same URL: https://api.beta.investra-ai.com/mcp.
  4. ChatGPT opens the Investra sign-in flow. Sign in, review the consent screen, and click Allow.

Permissions the assistant will be granted

When you connect, the assistant receives an OAuth access token scoped to a specific set of permissions. You'll see these on the consent screen before approving.

Your Investra account (always granted)

  • View your profile (name, email, role)
  • View your brokerage information
  • View your subscription and plan details

Data access (shown on the consent screen)

  • View properties you can see
  • View your clients
  • View your analyses
  • Create and modify your clients
  • Create and modify your analyses
  • Create public share links for your analyses

The assistant cannot

  • See your Investra password.
  • Access other users' data (other realtors, other clients outside your list).
  • Modify your billing, subscription, or account settings.
  • Delete clients or analyses — no deletion tools are exposed via the integration.

Disconnecting

To disconnect Investra from an AI assistant:

  • Claude (web/desktop): Settings → Connectors → Investra → Disconnect.
  • Claude Code CLI: claude mcp remove investra.
  • ChatGPT: Settings → Apps → Investra → Remove.

The connection is managed on the AI assistant's side — Investra cannot disconnect for you.

Privacy

When you connect Investra to an AI assistant:

  • Data the assistant reads or creates on your behalf is transmitted to the assistant's servers and handled under that assistant's own privacy policy, not Investra's. Investra does not control how the assistant stores, logs, or retains that data once it leaves our systems.
  • You initiate each connection yourself and explicitly authorize the permissions on the consent screen. No data is shared before you click Allow.
  • Revoking the connection (from the assistant's settings) immediately invalidates the access token on Investra's side.

For the full Investra privacy policy — including how we collect, process, and store your data on the Investra side — see our Privacy Policy.

We recommend reviewing the privacy policy of any AI assistant you connect. If you have specific questions about an integration, contact us at the support address below.

Troubleshooting

  • "Redirect URI not allowed" during sign-in: usually means Claude Code CLI picked a random callback port. Re-run claude mcp add ... with --callback-port 8765 as shown above.
  • "Session expired" on tool calls: your OAuth session has timed out (after 7 days of inactivity). Reconnect from the assistant's settings.
  • Tool calls silently fail: check your Investra plan — the Free plan caps analyses and clients per month. Ask the assistant "what plans are available" or visit your Investra billing page.

Support

Questions or issues about the connector: support@investra-ai.com.