Verify credentials work by listing one tenant.

If this fails with 401, the OAuth 1.0 signature is wrong (consumer key or secret bad). If it fails with 403, the consumer is not authorized for this facility. Use this whenever other tools start returning auth errors - confirms whether the problem is creds or scoping.

List tenants for a facility.

Use when: "show me all tenants", "list tenants moved in this month". Pagination: per_page up to 100, page is 1-indexed. Time filters accept ISO 8601 timestamps (2026-07-01T00:00:00Z).

List only currently-active tenants (not moved-out).

Use when: "show me everyone who has a unit rented right now".

Search tenants by account code or phone number.

Provide exactly ONE of account_code or phone_number. Phone matches digits - drop any non-numeric characters first. Use when: "find the tenant on account 12345", "who has phone 555-1212?".

Fetch a single tenant by id.

Use when: "show me the record for tenant ".

List a tenant's current ledgers (rental agreements).

Use when: "what units is tenant renting?".

List notes attached to a tenant.

Use when: "what has the manager said about this tenant?".

List every unit for a facility (rented + vacant + offline).

For "what's available right now" use list_available_units.

List only units available for move-in.

Use when: "what 10x10 units do I have open?", "show rentable inventory".

Fetch a single unit (size, rate, amenities, current tenant).

List unit groups (size buckets: 5x5, 10x10 climate, etc.).

List unit types (Parking, Climate Controlled, Drive-Up, etc.).

List leads for a facility.

Args: view: One of current, reservations, inquiries, follow_up, waitlist, missed_move_ins. current = all open leads; reservations = committed but not yet moved in; inquiries = open questions / not yet committed; waitlist = queued for sold-out sizes; missed_move_ins = never showed up.

Open-lead counts by status (lead vs reservation).

Cheap call - perfect for "how is our funnel looking this week?" or a daily ops summary.

Fetch a single lead by id.

Create a new lead (reservation or inquiry) in StorEdge.

lead is the documented payload (see https://api.storedgefms.com/). At minimum: is_reservation (bool) and unit_id or unit_group_id for the unit of interest, plus tenant contact fields (first_name, last_name, email or phone). Use when: "send me a quote for a 10x10" → confirmation creates the lead.

Update an existing lead (PATCH).

List current ledgers (active rental agreements) for the facility.

Fetch a single ledger by id (rent rate, balance, unit, tenant).

Show a ledger's delinquency status (overdue balance, days late).

Use when: "who's behind on rent?", "is tenant past due?".

List invoices attached to a specific ledger.

Insurance coverage summary for the facility.

Returns counts (enrolled, declined, etc.) and revenue rollup. Use when: "how many tenants have insurance?", "insurance revenue MTD".

Detailed insurance enrollment / cancellation activity.

List tasks for the facility, optionally filtered by category.

Use when: "show me the open maintenance tasks", "list overdue tasks".

List the facility's task categories and subcategories.

Use when: "what task types can I create?".

Create a new task on the facility task list.

task follows the documented shape (see https://api.storedgefms.com/): typically category_id, due_at, description, optionally unit_id and assigned-to user id.

Mark a task complete.

List current (in-progress) move-ins for the facility.

Use when: "what move-ins are scheduled this week?".

List scheduled (in-progress) move-outs for the facility.

Use when: "who's moving out this month?", "any move-outs this week?".

Calculate the surcharge (credit-card convenience fee) for a payment.

Args: amount_cents: Payment amount in cents (e.g. 12500 = $125.00). card_type: Optional card-type slug (e.g. "visa"). Some facilities surcharge differently per brand.

List all invoices and their associated ledgers for the facility.

Use when: "show me this month's invoices", "reconcile billed vs paid".