{"service":"SmartConveyancer MCP Server","version":"1.0.0","auth":{"methods":[{"id":"licence_key","name":"Licence key","header":"X-SC-Licence-Key","description":"Issued from SmartConveyancer Desktop (Admin → Organisation). Best for Cursor and programmatic clients. Each key can be scoped to a preset or a custom set of tools, and every call is logged for usage/billing."},{"id":"oauth","name":"OAuth 2.1 sign-in","header":"Authorization: Bearer","description":"For ChatGPT / Claude custom connectors. Users sign in with their SmartConveyancer account; access follows the organisation's configured default tool set."}],"scoping":"Access is enforced per credential. Licence keys use per-key scopes; OAuth sessions use the organisation OAuth default tools. A tool is only callable if the credential allows it."},"presets":{"All Tools":["*"],"Settlement Read-Only":["sc_list_settlements","sc_get_settlement","sc_get_settlement_parties","sc_get_settlement_financials","sc_get_settlement_dates"],"PEXA Read-Only":["pexa_list_workspaces","pexa_get_workspace_summary","pexa_get_workspace_checklist","pexa_get_settlement_balance_status","pexa_get_workspace_invitations","pexa_get_workspace_title","pexa_get_workspace_addresses","pexa_get_workspace_parties","pexa_get_workspace_documents","pexa_get_settlement_shortfall","pexa_get_settlement_line_items"]},"tools":[{"name":"pexa_list_workspaces","label":"PEXA List Workspaces","category":"PEXA","access":"read","description":"List all PEXA workspaces for the organisation. Returns workspace ID, status, title, jurisdiction and settlement date. Use include_* flags to broaden beyond active workspaces.","notes":null,"params":[{"name":"include_archived","type":"boolean","required":false,"default":false,"description":"Include archived workspaces"},{"name":"include_abandoned","type":"boolean","required":false,"default":false,"description":"Include abandoned workspaces"},{"name":"include_completed","type":"boolean","required":false,"default":false,"description":"Include completed workspaces"}],"presets":["All Tools","PEXA Read-Only"]},{"name":"pexa_get_workspace_summary","label":"PEXA Workspace Summary","category":"PEXA","access":"read","description":"Get a rich snapshot of a PEXA workspace for a given subscriber role. Returns identifiers, settlement info, status, land titles, participants, parties, documents and fee details. Note: this is a billable premium API.","notes":"Billable premium PEXA API.","params":[{"name":"workspace_id","type":"string","required":true,"description":"PEXA workspace ID (format: PEXA000000000)"},{"name":"workspace_role","type":"enum","required":true,"enumValues":["INCOMING_PROPRIETOR","MORTGAGEE_ON_TITLE","INCOMING_CAVEATOR","PROPRIETOR_ON_TITLE","INCOMING_MORTGAGEE","CAVEATOR_ON_TITLE","CAVEATOR","CONSENTER","CT_CONTROLLER","INCOMING_CHARGEE","CHARGEE_ON_TITLE","APPLICANT","SOURCE_FUNDER","ENCUMBRANCEE_ON_TITLE","INCOMING_ENCUMBRANCEE","INTEREST_HOLDER","TO_DEAL_WITH_AN_INTEREST"],"description":"Subscriber's role in the workspace"}],"presets":["All Tools","PEXA Read-Only"]},{"name":"pexa_get_workspace_checklist","label":"PEXA Workspace Checklist","category":"PEXA","access":"read","description":"Get the checklist of outstanding and completed tasks for a PEXA workspace. Each item shows type, checked status, due date and which roles can action it.","notes":null,"params":[{"name":"workspace_id","type":"string","required":true,"description":"PEXA workspace ID (format: PEXA000000000)"},{"name":"user_id","type":"integer","required":false,"description":"PEXA user ID (int64) — improves accuracy for user-specific data"}],"presets":["All Tools","PEXA Read-Only"]},{"name":"pexa_get_settlement_balance_status","label":"PEXA Settlement Balance","category":"PEXA","access":"read","description":"Check whether the financial settlement schedule for a PEXA workspace is balanced (i.e. sources equal destinations) and settlement can proceed.","notes":null,"params":[{"name":"workspace_id","type":"string","required":true,"description":"PEXA workspace ID (format: PEXA000000000)"},{"name":"user_id","type":"integer","required":false,"description":"PEXA user ID (int64) — improves accuracy for user-specific data"}],"presets":["All Tools","PEXA Read-Only"]},{"name":"pexa_get_workspace_invitations","label":"PEXA Workspace Invitations","category":"PEXA","access":"read","description":"List subscriber-level PEXA workspace invitations. Returns invite details including workspace ID, role, jurisdiction, transaction type, land title info, borrower names, and party details. Optionally filter by workgroup or paginate.","notes":null,"params":[{"name":"workgroup_id","type":"string","required":false,"description":"Filter invitations by workgroup ID"},{"name":"limit","type":"integer","required":false,"default":25,"description":"Number of results (10–100, default 25)"},{"name":"cursor","type":"string","required":false,"description":"Pagination cursor from previous response _links.next"}],"presets":["All Tools","PEXA Read-Only"]},{"name":"pexa_get_workspace_title","label":"PEXA Workspace Title","category":"PEXA","access":"read","description":"Get land title details for a PEXA workspace: title references, property address, jurisdiction details, tenancy, registered documents, settlement notices, encumbrances and other interests.","notes":null,"params":[{"name":"workspace_id","type":"string","required":true,"description":"PEXA workspace ID (format: PEXA000000000)"}],"presets":["All Tools","PEXA Read-Only"]},{"name":"pexa_get_workspace_addresses","label":"PEXA Workspace Addresses","category":"PEXA","access":"read","description":"Get addresses associated with a PEXA workspace, including which parties and properties each address is linked to.","notes":null,"params":[{"name":"workspace_id","type":"string","required":true,"description":"PEXA workspace ID (format: PEXA000000000)"},{"name":"workspace_role","type":"enum","required":true,"enumValues":["INCOMING_PROPRIETOR","MORTGAGEE_ON_TITLE","INCOMING_CAVEATOR","PROPRIETOR_ON_TITLE","INCOMING_MORTGAGEE","CAVEATOR_ON_TITLE","CAVEATOR","CONSENTER","CT_CONTROLLER","INCOMING_CHARGEE","CHARGEE_ON_TITLE","APPLICANT","SOURCE_FUNDER","ENCUMBRANCEE_ON_TITLE","INCOMING_ENCUMBRANCEE","INTEREST_HOLDER","TO_DEAL_WITH_AN_INTEREST"],"description":"Subscriber's role in the workspace"},{"name":"subscriber_id","type":"integer","required":false,"description":"PEXA subscriber ID (int64)"}],"presets":["All Tools","PEXA Read-Only"]},{"name":"pexa_get_workspace_parties","label":"PEXA Workspace Parties","category":"PEXA","access":"read","description":"Get party details for a PEXA workspace — buyers, sellers, mortgagees and other parties with their names, addresses and role information.","notes":null,"params":[{"name":"workspace_id","type":"string","required":true,"description":"PEXA workspace ID (format: PEXA000000000)"},{"name":"workspace_role","type":"enum","required":true,"enumValues":["INCOMING_PROPRIETOR","MORTGAGEE_ON_TITLE","INCOMING_CAVEATOR","PROPRIETOR_ON_TITLE","INCOMING_MORTGAGEE","CAVEATOR_ON_TITLE","CAVEATOR","CONSENTER","CT_CONTROLLER","INCOMING_CHARGEE","CHARGEE_ON_TITLE","APPLICANT","SOURCE_FUNDER","ENCUMBRANCEE_ON_TITLE","INCOMING_ENCUMBRANCEE","INTEREST_HOLDER","TO_DEAL_WITH_AN_INTEREST"],"description":"Subscriber's role in the workspace"},{"name":"subscriber_id","type":"integer","required":false,"description":"PEXA subscriber ID (int64)"}],"presets":["All Tools","PEXA Read-Only"]},{"name":"pexa_get_workspace_documents","label":"PEXA Workspace Documents","category":"PEXA","access":"read","description":"List documents in a PEXA workspace with their metadata (document type, status, lodgement case). Use this to check what documents have been lodged or are pending.","notes":null,"params":[{"name":"workspace_id","type":"string","required":true,"description":"PEXA workspace ID (format: PEXA000000000)"},{"name":"workspace_role","type":"enum","required":true,"enumValues":["INCOMING_PROPRIETOR","MORTGAGEE_ON_TITLE","INCOMING_CAVEATOR","PROPRIETOR_ON_TITLE","INCOMING_MORTGAGEE","CAVEATOR_ON_TITLE","CAVEATOR","CONSENTER","CT_CONTROLLER","INCOMING_CHARGEE","CHARGEE_ON_TITLE","APPLICANT","SOURCE_FUNDER","ENCUMBRANCEE_ON_TITLE","INCOMING_ENCUMBRANCEE","INTEREST_HOLDER","TO_DEAL_WITH_AN_INTEREST"],"description":"Subscriber's role in the workspace"}],"presets":["All Tools","PEXA Read-Only"]},{"name":"pexa_get_settlement_shortfall","label":"PEXA Settlement Shortfall","category":"PEXA","access":"read","description":"Get the settlement shortfall status for a PEXA workspace — whether the incoming mortgagee has authorised a shortfall and the partial account number if applicable.","notes":null,"params":[{"name":"workspace_id","type":"string","required":true,"description":"PEXA workspace ID (format: PEXA000000000)"},{"name":"user_id","type":"integer","required":false,"description":"PEXA user ID (int64) — improves accuracy for user-specific data"}],"presets":["All Tools","PEXA Read-Only"]},{"name":"pexa_get_settlement_line_items","label":"PEXA Settlement Line Items","category":"PEXA","access":"read","description":"Get the financial settlement schedule line items for a PEXA workspace — sources (money coming in) and destinations (money going out). Use line_item_type to filter to one side.","notes":null,"params":[{"name":"workspace_id","type":"string","required":true,"description":"PEXA workspace ID (format: PEXA000000000)"},{"name":"workspace_role","type":"enum","required":true,"enumValues":["INCOMING_PROPRIETOR","MORTGAGEE_ON_TITLE","INCOMING_CAVEATOR","PROPRIETOR_ON_TITLE","INCOMING_MORTGAGEE","CAVEATOR_ON_TITLE","CAVEATOR","CONSENTER","CT_CONTROLLER","INCOMING_CHARGEE","CHARGEE_ON_TITLE","APPLICANT","SOURCE_FUNDER","ENCUMBRANCEE_ON_TITLE","INCOMING_ENCUMBRANCEE","INTEREST_HOLDER","TO_DEAL_WITH_AN_INTEREST"],"description":"Subscriber's role in the workspace"},{"name":"line_item_type","type":"enum","required":false,"enumValues":["SOURCE","DESTINATION"],"description":"Filter to only SOURCE or DESTINATION items"}],"presets":["All Tools","PEXA Read-Only"]},{"name":"pexa_send_workspace_message","label":"PEXA Send Message","category":"PEXA","access":"write","description":"Send a message (conversation) to other participants in a PEXA workspace. Requires a category, message content and a list of recipient subscriber roles. Use this to communicate urgent items, request information or flag financial settlement issues.","notes":"Write action — posts a conversation into the live PEXA workspace.","params":[{"name":"workspace_id","type":"string","required":true,"description":"PEXA workspace ID (format: PEXA000000000)"},{"name":"workspace_role","type":"enum","required":true,"enumValues":["INCOMING_PROPRIETOR","MORTGAGEE_ON_TITLE","INCOMING_CAVEATOR","PROPRIETOR_ON_TITLE","INCOMING_MORTGAGEE","CAVEATOR_ON_TITLE","CAVEATOR","CONSENTER","CT_CONTROLLER","INCOMING_CHARGEE","CHARGEE_ON_TITLE","APPLICANT","SOURCE_FUNDER","ENCUMBRANCEE_ON_TITLE","INCOMING_ENCUMBRANCEE","INTEREST_HOLDER","TO_DEAL_WITH_AN_INTEREST"],"description":"Subscriber's role in the workspace"},{"name":"subscriber_id","type":"integer","required":false,"description":"PEXA subscriber ID (int64)"},{"name":"category","type":"enum","required":true,"enumValues":["ADDITIONAL_INFORMATION_REQUIRED_TO_PROCEED","DOCUMENTS","FINANCIAL_SETTLEMENT","CONSENTS_MATTER","OTHER","URGENT_OUTSTANDING_ITEMS_CONSIDER_RESCHEDULING"],"description":"Conversation category"},{"name":"subject","type":"string","required":false,"description":"Optional subject line (max 100 chars)"},{"name":"message_content","type":"string","required":true,"description":"Message body (max 1200 chars)"},{"name":"high_importance","type":"boolean","required":false,"description":"Mark as high importance"},{"name":"recipients","type":"array","required":true,"description":"List of recipient subscribers, each with recipientSubId (integer) and workspaceRole (enum)"}],"presets":["All Tools"]},{"name":"sc_list_settlements","label":"Settlement List","category":"Settlement","access":"read","description":"List or search SmartConveyancer settlements for the organisation. Returns a lightweight summary per settlement (matter, property address, dates, status, price, PEXA workspace, and first client/other-side/agency names). Defaults to upcoming order by settlement date.","notes":null,"params":[{"name":"search","type":"string","required":false,"description":"Free-text match on matter, property address, or party names"},{"name":"status","type":"string","required":false,"description":"Exact settlement status filter (e.g. Active, Completed)"},{"name":"date_from","type":"string","required":false,"description":"Only settlements on/after this date (YYYY-MM-DD)"},{"name":"date_to","type":"string","required":false,"description":"Only settlements on/before this date (YYYY-MM-DD)"},{"name":"limit","type":"integer","required":false,"default":25,"description":"Max results (1-50, default 25)"}],"presets":["All Tools","Settlement Read-Only"]},{"name":"sc_get_settlement","label":"Settlement Get","category":"Settlement","access":"read","description":"Get the full SmartConveyancer settlement record by ID, including parties, financials, dates, compliance and folder references. Use the more focused sc_get_settlement_* tools when you only need one domain.","notes":null,"params":[{"name":"matter_id","type":"string","required":true,"description":"Your Matter"}],"presets":["All Tools","Settlement Read-Only"]},{"name":"sc_get_settlement_parties","label":"Settlement Parties","category":"Settlement","access":"read","description":"Get the parties for a SmartConveyancer settlement: clients, contacts, other-side parties and agency, each with name/contact details.","notes":null,"params":[{"name":"matter_id","type":"string","required":true,"description":"Your Matter"}],"presets":["All Tools","Settlement Read-Only"]},{"name":"sc_get_settlement_financials","label":"Settlement Financials","category":"Settlement","access":"read","description":"Get the financial details for a SmartConveyancer settlement: price, deposit, trust/cash figures, funds required, GST fields, and adjustments/costs/lenders/invoice breakdowns.","notes":null,"params":[{"name":"matter_id","type":"string","required":true,"description":"Your Matter"}],"presets":["All Tools","Settlement Read-Only"]},{"name":"sc_get_settlement_dates","label":"Settlement Dates","category":"Settlement","access":"read","description":"Get the key dates and status for a SmartConveyancer settlement: settlement/contract/finance/extension dates, DOL, build & pest, unconditional, booking status and PEXA workspace status.","notes":null,"params":[{"name":"matter_id","type":"string","required":true,"description":"Your Matter"}],"presets":["All Tools","Settlement Read-Only"]}]}