Documentation Index
Fetch the complete index of all available pages at: https://docs.getaptly.com/llms.txt
Start here to discover all endpoints before exploring further.
How Aptly is structured
Understanding the data model makes the API much easier to use.What you can do
- Read and list cards — paginate through all cards on a board or fetch a single card by ID
- Create and update cards — push records into any board using field keys from the schema
- Manage contacts — create, update, and look up people records by email across all boards
- Add comments and files — attach notes or documents to any card
- Add tab views — embed external URLs as tabs directly on a board
- Read the board schema — discover field keys and types before reading or writing data
Who this API is for
Developers building integrations between Aptly and other tools like PMS platforms, telephony systems, or CRMs. AI agents that need to read board data, create or update cards, look up contacts, or take action based on property management workflows. The Aptly MCP server is the recommended interface for agentic use. Operators and automators running scripts or no-code workflows to push data in and out of Aptly boards.MCP server
Aptly exposes a Model Context Protocol (MCP) server for AI agent integrations. This is the recommended way to connect LLMs and AI agents to Aptly.MCP server URL
MCP quick start
Connect an AI assistant to Aptly in a couple of minutes. You only need the MCP server URL above. Aptly signs you in with OAuth, so there are no API keys to create or paste.Permissions: the Aptly MCP server has the same broad permissions as the user who signs in. Anything that person can see and do in Aptly, the connected assistant can too, and it is not limited to particular boards or actions. Connect with an account whose access you are comfortable giving the assistant. If you need to restrict access, use the Core API with a scoped API key instead.
- Claude Desktop
- Codex desktop
1
Open Connectors
In Claude Desktop, open Settings and select Connectors.
2
Add a custom connector
Click Add custom connector. Enter a name such as Click Add.
Aptly and paste the MCP server URL:3
Sign in to Aptly
Click Connect. A browser window opens. Sign in to Aptly and approve access.
4
Try it
Start a new chat, make sure the Aptly connector is turned on, and ask something like “Search my Aptly boards for Maintenance” or “Show my latest unread emails”.
On Claude Team and Enterprise plans, an organization Owner may need to add the connector for the organization first. Members then find it under Connectors and click Connect.
Core API Base URL
Aptly also exposes a REST API for developers and AI agents. The REST API has enhanced capabilities that may work better for more structured use cases. Unlike the MCP server, the Core API has fine-grained permissions. Create API keys in Aptly under Setup → Developer and choose exactly what each key can reach:- Boards and Inboxes: limit a key to specific boards and inboxes, or leave them empty to allow all.
- Permissions: whether the key can Read, Insert and Update.
- Resource Access toggles: Knowledge, Contacts, Users, Templates, Routing Groups, Create Boards and Automations. Create Boards and Automations are off by default, so a key can’t create boards or automations until you turn them on.
Core API quick start
Use the REST API directly from scripts and integrations with an API key. Set each key’s permissions under Setup → Developer in Aptly.1
Enable the API for your board
In Aptly, open the board → Card Sources → API and toggle the API on.
2
Create an API key
Under the API section, click Create New Key, give it a name, and copy the key value.
3
Fetch the schema
4
Create a card
Using Rest API with Claude/Codex
Coding assistants such as Claude Code and Codex can call the Core API for you from your computer. You give them your API key in a local.env file and a short instruction file that tells them how to use it.
This works with tools that can run commands on your machine: Claude Code (the terminal app, or the Code tab in Claude Desktop) and Codex (desktop app, CLI or IDE extension). The regular chat in Claude Desktop can’t read local files, so use the MCP server there instead.
1
Create a scoped API key
In Aptly, create an API key under Setup → Developer and give it only the access the assistant needs (boards, inboxes, and read, insert or update). See Core API Base URL for the options. Copy the key.
2
Save the key in a .env file
In the folder you open in Claude Code or Codex, create a file named Then make sure the file is never committed to git. If the folder is a git repository, add it to
.env:.gitignore:3
Tell the assistant how to use it
Add the instructions below to an instruction file in the same folder. Claude Code reads
CLAUDE.md and Codex reads AGENTS.md. Create whichever you use (or both).4
Ask for something
Open the folder in your tool and ask, for example, “List my Aptly boards” or “Show the fields on my Maintenance board”. The first time, the tool will ask your permission to run the request.
- Claude Code
- Codex
- Open the folder with
claudein your terminal, or choose it in the Code tab of Claude Desktop. - Claude Code asks before running each command. When it asks to run a read request such as listing boards, you can choose to always allow that kind of command. Keep requests that create, change or delete data on “ask”.