Portfolio navigation
Leases
Documents & search
Tags & custom terms
Consolidated vs. raw tag reads
get_doc_tag, get_tags_by_lease, and get_tags_by_lease_doc return each tag as part of the lease’s consolidated view, the same one the Prophia app shows. Consolidation combines terms across a lease’s documents: amendments override the values they amend, rent schedules are merged, and an option’s child terms are nested under it. Prophia rebuilds this view in the background about 10 minutes after the most recent tag change on a lease, so for that window these tools can still return a tag’s previous value.
The get_raw_* tools take the same arguments and return the same shape, but build each tag from its stored row alone. A tag change shows up in them immediately. They apply nothing that consolidation derives across documents, and an option’s child terms come back as separate tags rather than nested under it. Rent periods stored by lease term (“months 1–12”) keep startMonth and endMonth with no startDate or endDate; only consolidation resolves them to dates from the commencement date.
Use the consolidated tools for a lease’s effective terms. Use the raw tools when you need a tag exactly as it was just created or edited.
Building spaces
Portfolio analytics & reporting
Built-in guides
The server publishes its own documentation as MCP resources —guide:// documents covering navigation patterns, search strategies, analytics querying, and per-tool result schemas. Assistants consult them automatically, and they need no capability.
The MCP overview lists what each guide covers.
The only writes
Everything above is read-only except the four tools marked write: the three*_custom_term tools and save_portfolio_report. Tag, lease, document, building space, and note writes are not exposed to customer connections at all — see what your assistant can’t do.
Example prompts
- “Show me the stacking plan for Bayside Corporate Center”
- “Which leases expire in the next 18 months, by building?”
- “Search all Initech documents for the assignment clause and quote it”
- “What’s my occupied square footage by property?”

