Docs

Connect an AI assistant

BrikMate reads and verifies every document in your lease files and builds one verified foundation for lease administration, reporting and accounting. Connect your AI assistant to that foundation and anyone on your team can ask about the portfolio in plain words and get an answer from the record.

Before you start

  • A BrikMate account that belongs to a paying organization.
  • AI assistant access turned on for that organization. Your BrikMate contact turns it on.
  • Claude, or another AI assistant that can connect to a remote MCP server.

Connect

Find BrikMate in Claude

  1. In Claude, open Customize, then Connectors.
  2. Select Discover and enter BrikMate in Search connectors.
  3. Open the BrikMate listing and select Connect to Claude.
  4. BrikMate opens in your browser. Sign in the way you always do.
  5. Pick the organization the assistant should read, then choose Approve.
  6. Back in Claude, BrikMate is listed under Your connectors as Connected.

In a chat, select +, then Connectors, and turn BrikMate on.

On a Claude Team or Enterprise plan, an Owner adds BrikMate for the organization first. Each person then connects with their own BrikMate account.

Or set it up by hand

If you cannot find BrikMate in the directory, or you use another AI assistant, add it by its server address:

https://mcp.brikmate.com/mcp
  1. In Claude, open Customize, then Connectors.
  2. Select Add, then Add custom connector.
  3. Enter BrikMate as the name and the server address above, then choose Continue.
  4. Keep the sign-in settings Claude marks Detected, and choose Add.
  5. Choose Connect, sign in to BrikMate, pick the organization and choose Approve.

On a Claude Team or Enterprise plan, an Owner adds it under Organization settings, then Connectors. In another AI assistant, add a remote MCP server with the same address and sign in when it asks.

Sign-in happens on BrikMate, over OAuth. The assistant never sees your password.

What you can ask

  • Portfolio: an overview of your holdings, your assets, asset groups and premises.
  • Leases: every agreement with its term, rent schedule, options and rights, filtered by kind, status, commencement and expiration dates, a party's name or the security deposit.
  • Parties: the landlords, tenants and other entities across your agreements.
  • Critical dates: expirations, renewal windows, rent commencements and other events coming up.
  • Documents: the leases and amendments behind each abstract, searchable by their text.

Examples

  • Which leases expire in the next 18 months?
  • What are the rent schedule and renewal options for the coffee shop lease at 100 Main Street?
  • Which of our leases mention an exclusive use clause?
  • Which leases have a security deposit over $50,000?

What the assistant can see

The assistant has the same permissions you have when you log in to BrikMate, in the organization you picked. It sees what you can see and nothing more, including the name of your organization and the people in it.

The assistant reads. It does not change anything in your portfolio.

Disconnect

In BrikMate, open Settings, then Account, and find AI assistants. Choose Revoke beside the assistant. It stops reading your BrikMate data at once. To use it again, connect it again from the assistant.

An organization admin also sees AI assistants in this organization on the same page, and can revoke any assistant connected to the organization.

If something goes wrong

"None of your organizations has AI assistant access turned on"

Ask your BrikMate contact to turn it on for your organization, then connect again.

Privacy and security

What BrikMate does with your data is set out in the Privacy Policy and on the Security page.

Support

Email product@brikmate.com.