AI Assistant Use Cases for IDX Broker Accounts

A real estate AI assistant is most useful when it does one specific job well. Below are 60 jobs you can do with the IDX Broker MCP, grouped by area. Each names the real tool involved and says whether it needs WordPress or a Virtual Results site. Sign up to try them.

How to read the tags. WP means WordPress. VR means a Virtual Results site. "No" means not needed. "Paste" means the tool returns a link, embed code or text that you or your web person typically paste into a WordPress or other website page. "Either" means it works with any site or none. No tool edits WordPress or any website for you. Tool names are in code style.

Leads

1. Review new leads. "Who signed up in the last three days?" list_leads. WP: no · VR: no.
2. Read one lead in full, including recent views. get_lead. WP: no · VR: no.
3. Export all leads for your CRM. export_leads. WP: no · VR: no.
4. Add a lead from a phone call. create_lead. WP: no · VR: no.
5. Bulk-add open-house sign-ins, up to 25 per call, from a pasted sheet. bulk_create_leads. WP: no · VR: no.
6. Update several leads at once. bulk_update_leads. WP: no · VR: no.
7. Correct a lead's contact info. update_lead. WP: no · VR: no.
8. Delete a test or bad lead. delete_lead. WP: no · VR: no.
9. See what a lead browsed. list_lead_traffic. WP: no · VR: either.
10. Find the most active leads this week. list_account_lead_traffic. WP: no · VR: either.
11. Check what emails IDX Broker sent a lead. list_lead_messages. WP: no · VR: no.

Notes and favorites

12. Add a private note after a call. create_lead_note. WP: no · VR: no.
13. Review everything noted on one lead. list_lead_notes. WP: no · VR: no.
14. Review notes across all leads. list_account_notes. WP: no · VR: no.
15. Save a listing to a lead's favorites. create_lead_property. WP: no · VR: no.
16. Turn property-update emails on or off for a favorite. update_lead_property. WP: no · VR: no.

Saved searches and market reports

17. Create an email alert for a buyer. "Land Park or Curtis Park, 3+ bedrooms, up to $700,000." search_fields, create_saved_search. WP: no · VR: no.
18. Change an alert's price without duplicating it. plan_saved_search_change, update_saved_search. WP: no · VR: no.
19. List a client's alerts. list_saved_searches. WP: no · VR: no.
20. Remove an obsolete alert. delete_saved_search. WP: no · VR: no.
21. Subscribe a lead to a neighborhood market report. create_market_report. WP: no · VR: no.
22. Turn a lead's market report emails off. update_market_report. WP: no · VR: no.

Saved links

23. Build a neighborhood results page to text or email. create_saved_link. WP: either · VR: either.
24. Use a saved link as a blog or menu URL. create_saved_link, list_saved_links. WP: paste · VR: either.
25. Count the listings matching a link. count_saved_link. WP: no · VR: no.
26. Change a link's criteria and keep its URL. update_saved_link. WP: either · VR: either.
27. Delete an old link. delete_saved_link. WP: no · VR: no.
28. Inventory your links for an audit. list_saved_links. WP: no · VR: no.

Widgets

29. Create a featured-listings showcase widget. create_widget. WP: paste · VR: either.
30. Get a widget's embed address for your web person. get_widget, list_widgets. WP: paste · VR: either.
31. Restyle or retune several widgets at once. update_widgets_batch. WP: either · VR: either.
32. Remove unused widgets. delete_widget, delete_widgets_batch. WP: either · VR: either.
33. Find and upgrade legacy widgets. list_legacy_widgets, upgrade_legacy_widget. WP: either · VR: either.
34. Clean up old widgets after swapping. delete_legacy_widget, delete_legacy_widgets_batch. WP: either · VR: either.
35. Check whether widgets will show MLS data before approval. get_widget_data_restriction. WP: no · VR: no.

Your listings and market counts

36. Add a pocket or FSBO listing that is not on the MLS. create_supplemental_listing. WP: either · VR: either.
37. Reprice or edit that listing. update_supplemental_listing. WP: no · VR: no.
38. Remove it once it reaches the MLS. delete_supplemental_listing. WP: no · VR: no.
39. Show your featured listings. list_featured. WP: no · VR: no.
40. List your sold and pending listings (needs MLS approval). list_sold_pending_listings. WP: no · VR: no.
41. List your off-market listings. list_off_market_listings. WP: no · VR: no.
42. Quick market snapshot: active count in a city, county or zip. get_mls_property_count. WP: no · VR: no.
43. Total asking value by property type, with the average derived by the assistant. get_mls_prices. WP: no · VR: no.
44. Check how fresh the MLS data is. get_mls_age. WP: no · VR: no.
45. See which cities, counties, zips and property types your MLS covers. list_cities, list_mls_counties, list_mls_postal_codes, list_property_types. WP: no · VR: no.
46. See which cities have sold data. list_sold_cities. WP: no · VR: no.

Account and approval

47. Read your account profile and plan. get_account_info, get_account_type. WP: no · VR: no.
48. Update phone, address or display name. update_account_info. WP: no · VR: no.
49. Read MLS approval instructions. get_mls_approval_instructions. WP: no · VR: no.
50. Audit team agents and offices (view only). list_agents, list_offices. WP: no · VR: no.
51. Review messages your account sent. list_client_messages. WP: no · VR: no.
52. Audit pages set up for widgets and the wrapper. list_client_pages, list_system_links. WP: either · VR: either.

Site styling

53. Add custom CSS around IDX pages. create_custom_css, list_custom_css. WP: either · VR: either. Changes your public site immediately.
54. Edit or remove custom CSS. update_custom_css, delete_custom_css. WP: either · VR: either.
55. Add a sub-header above search pages. create_subheader. WP: either · VR: either.
56. Refresh the IDX page wrapper after a redesign. clear_wrapper_cache. WP: typical · VR: either.

Health checks, Social Pro and search

57. Check the connection is healthy. idx_status. WP: no · VR: no.
58. Check Social Pro availability. get_social_pro_status. WP: no · VR: no. Needs IDX Broker's Social Pro add-on.
59. Publish a post through Social Pro. syndicate_social_post. WP: no · VR: no. Treat as experimental: publishing has not been proven on a live Social Pro account. It publishes publicly under your name, so it asks you to confirm twice.
60. MLS-wide search for clients. search_listings, get_listing. WP: no · VR: no. Only for accounts under Virtual Results' IDX partnership.

Where to go next

• Examples with and without WordPress or a Virtual Results site
• Using these for content and blogs
• Safety and data boundaries