VRTrust MCP Prompt Guide

Say this...

What happens

"Find the team named Sunset Properties"

Looks up the team by name so the assistant can scope future requests to it (GET /teams/lookup)

"What issues does the Beachfront Rentals team have right now?"

Pulls the team's health/issue summary — broken connections, unbalanced entries, unpaid reservations, etc.

(GET /teams/{id}/issues)

"Show me issues across all my managed teams"

Cross-team issue dashboard for portfolio monitoring

(GET /teams/issues)

"What's this team's books-closed date?"

Retrieves current settings including the books-closed date

(GET /teams/{id}/settings)

"Move the books-closed date to August 1st"

Updates the period-locking date

(PUT /teams/{id}/books-closing)

"Generate some demo data for this test team"

Seeds sample data for a sandbox/test team

(POST /teams/{id}/generate-demo-data)

Say this...

What happens

"List all active listings"

Fetches listings filtered by status

(GET /listings?status=active)

"Create a new listing called Ocean Breeze Cottage in Destin, FL"

Creates a listing, optionally with initial ownership

(POST /listings)

"Show me the details for Beach House"

Gets full listing info — address, currency, active ownership, fee subscriptions

(GET /listings/{id})

"Mark the Mountain Cabin listing as inactive"

Updates listing status

(PUT /listings/{id})

"What's the opening balance on Twin Cabin?"

Retrieves the listing's opening balance record

(GET /listings/{id}/opening-balance)

"Export all my listings to CSV"

Downloads a CSV of the listing portfolio

(GET /listings/csv)

"Set Twin Cabin East as a sub-property of Twin Cabin"

Assigns a parent listing for grouped reporting

(PUT /listings/{id}/parent)

Say this...

What happens

"Add a new owner named John Smith, email [email protected]"

Creates an owner contact

(POST /contacts)

"Add ABC Cleaning Services as a vendor"

Creates a vendor contact

(POST /contacts)

"Show me all active owners"

Filters contacts by type and status

(GET /contacts?type=owner&status=active)

"Update John Smith's payout account"

Updates a contact's payoutAccountId

(PUT /contacts/{id})

"Send an owner portal invite to John Smith"

Emails the owner an invite link

(POST /contacts/{id}/invite)

"Revoke owner portal access for this contact"

Removes portal access

(PATCH /contacts/{id}/revoke-access)

"Who has viewer access to this owner's account?"

Lists delegated owner-portal viewers

(GET /contacts/{id}/viewers)

Say this...

What happens

"Show ownership history for Beach House"

Lists all ownership periods for a listing

(GET /listings/{id}/ownership-periods)

"End the current ownership period on July 1st, then start a new one for the new owner at 100%"

Closes the current period and opens a new one

(PUT then POST to ownership-periods)

"Split ownership of Ocean Breeze 60/40 between two owners starting Jan 1"

Creates an ownership period with multiple members and splits

(POST /listings/{id}/ownership-periods)

Say this...

What happens

"Create a 20% management fee on rent plus cleaning"

Creates a percentage-based fee template with a formula

(POST /recurring-fees)

"Add a flat $150 cleaning fee"

Creates a flat-rate fee template

(POST /recurring-fees)

"Subscribe Beach House to the management fee starting January 1"

Attaches a fee template to a listing

(POST /listings/{id}/fee-subscriptions)

"Preview what this fee change would do to reservation #ABC123"

Dry-runs a fee calculation without saving it

(POST /recurring-fees/preview)

"End the channel fee subscription on Mountain Cabin"

Sets an end date on a fee subscription

(PUT /listings/{id}/fee-subscriptions/{subId})

Say this...

What happens

"Show me all bookings for Beach House checking in this month"

Filters reservations by listing and date range

(GET /reservations)

"Pull up reservation ABC123"

Gets full reservation detail — payment lines, adjustments, totals

(GET /reservations/{id})

"Add a $50 owner credit to reservation ABC123 for a guest complaint"

Creates an owner adjustment on the reservation

(POST /reservations/{id}/adjustments)

"Waive half the management fee on this booking"

Creates a fee adjustment overriding the calculated fee

(POST /reservations/{id}/adjustments)

"Cancel this reservation"

Updates reservation status, marking revenue entries inactive

(PATCH /reservations/{id}/status)

"Export June reservations to CSV"

Downloads a filtered CSV export

(GET /reservations/csv)

Say this...

What happens

"Record a $250 repair expense for Beach House, paid by ABC HVAC"

Creates an expense transaction with vendor and listing attached

(POST /transactions)

"Log the Airbnb payout for this week's bookings"

Creates a deposit transaction, linking payment lines to reservations

(POST /transactions)

"Pay John Smith $1,500 from his June statement"

Creates a transfer transaction tied to an owner statement

(POST /transactions)

"Attach this invoice PDF to the HVAC repair expense"

Uploads the file, then links it via attachmentIds

(POST /transaction-attachments → PUT /transactions/{id})

"Mark that expense as paid on June 15th"

Updates payment status and date

(PUT /transactions/{id})

"Show me all unpaid expenses for this year"

Filters transactions by type and payment status

(GET /transactions)

"Set up a recurring $200/month pest control expense"

Creates a recurring transaction template

(POST /transactions/recurring-templates)

Say this...

What happens

"Generate June's statement for Beach House"

Creates a draft statement with calculated financials and rows

(POST /owner-statements or /statements)

"Publish the June statement for John Smith"

Locks the statement and notifies the owner

(PUT /statements/{id})

"Show me all published statements for 2024"

Filters statements by status and year

(GET /statements)

"Pay out the balance on this statement"

Records the owner payout tied to the statement

(POST /statements/{id}/pay)

"Download a PDF of all statements for July"

Bulk PDF export by month/listing range

(GET /statements/pdf/batch)

"This layout changed — refresh the published statement to match"

Re-applies the current layout to an existing statement

(POST /statements/{id}/refresh-layout)

Say this...

What happens

"Create a standard owner statement layout with revenue and expense sections"

Creates a layout template with sections/columns

(POST /statement-layouts)

"Add an internal-notes section only managers can see"

Creates a section with visible: "manager"

(POST/PUT /statement-layouts/{id})

"Assign this layout to all my beachfront listings"

Sets activeListingIds on the layout

(PUT /statement-layouts/{id})

"Which layouts are currently locked?"

Lists layouts and flags ones with attached statements

(GET /statement-layouts)

Say this...

What happens

"Give me a P&L for Q2 2024"

Runs a profit & loss report for the date range

(GET /reports/profit-and-loss)

"What's the balance sheet as of June 30th?"

Runs a balance sheet snapshot

(GET /reports/balance-sheet)

"Run a trial balance for this team"

Verifies debits equal credits across all accounts

(GET /reports/trial-balance)

"How much do guests currently owe us?"

Runs an aging AR report

(GET /reports/guest-balances)

"Reconcile the trust account for June"

Compares expected vs. actual trust balances, by owner/listing

(GET /reports/trust-reconciliation)

"What sales tax do I owe for Q1?"

Runs a tax liability report by jurisdiction (GET /reports/sales-tax-liability)

"Export the trust reconciliation to CSV"

Downloads a report export

(GET /reports/trust-reconciliation/csv)

Say this...

What happens

"Create a new expense account called Pool Maintenance"

Creates a ledger account under a category

(POST /accounts)

"Add a trust checking account for Chase, last 4 4567"

Creates a bank-type account with banking metadata

(POST /accounts)

"What's the reconciliation summary for the trust account this quarter?"

Pulls reconciled/unreconciled totals for a date range

(GET /accounts/{id}/summary)

"Connect this bank account to our Plaid feed"

Links a bank account to an external banking connection

(POST /accounts/{id}/connect-bank-account)

"Show me unmatched bank records for June"

Lists unreconciled imported transactions

(GET /bank-records)

"Create a rule that auto-matches Airbnb payouts to the trust account"

Creates a bank matching rule

(POST /bank-rules)

"Recalculate balances on the operating account"

Forces a balance recompute

(POST /accounts/{id}/recalculate-balances)

Say this...

What happens

"List all my active connections"

Shows connected PMS/channel/payment integrations (GET /connections)

"Sync the Hostaway connection now"

Triggers an on-demand data sync (POST /connections/{id}/sync)

"I'm switching PMS providers — what listings need mapping?"

Shows how new PMS listings map to existing ones before cutover

(GET /connections/pms-cutover/listing-mappings)

"Preview a PMS cutover to the new system on May 1st"

Dry-runs the cutover and surfaces blockers before committing

(POST /connections/pms-cutover/preview)

"Go ahead and apply that PMS cutover"

Executes the cutover in one transaction (after your explicit confirmation)

(POST /connections/pms-cutover/apply)

Say this...

What happens

"Migrate this legacy VRI team to a GL-enabled team starting January 1"

Bootstraps a new GL team from the legacy source

(POST /teams/migrate-vri-to-vrt)

"Which legacy accounts still need mapping for the migration?"

Shows unmapped legacy accounts with suggested targets

(GET /teams/migrate-vri-to-vrt/statements/account-mappings)

"Import the historical statements now that mappings are set"

Imports pre-cutover owner statements onto the historical ledger

(POST /teams/migrate-vri-to-vrt/statements)

"Import last year's owner statement history from this CSV data"

Posts already-resolved statement data to the historical ledger

(POST /statements/historic)

"Load our old QuickBooks journal entries as historical GL detail"

Imports pre-go-live journal entries without touching live balances

(POST /general-ledger/historical)

"Set the opening trial balance as of December 31st"

Loads/edits opening balances by account

(GET/PUT /general-ledger/opening-trial-balance)

Say this...

What happens

"What changed on this transaction recently?"

Pulls the audit timeline for that entity

(GET /audit/timeline)

"Show me recent mutation activity on this team"

Lists audit mutation records with filters

(GET /audit/mutations)

"Why did this journal entry change?"

Shows journal delta audit rows tied to a specific entry

(GET /audit/journal-deltas)