---

name: appfolio-core-workflow-a description: 'Build property management dashboard with AppFolio API data.

Trigger: "appfolio property dashboard".

' allowed-tools: Read, Write, Edit, Bash(npm:), Bash(curl:), Grep version: 1.5.0 license: MIT author: Jeremy Longshore jeremy@intentsolutions.io tags:

• saas
• property-management
• appfolio
• real-estate compatibility: Designed for Claude Code

---

AppFolio — Property & Tenant Management

Overview

Primary workflow for AppFolio property management integration. Covers the full property lifecycle: creating and updating property records, managing tenant profiles and lease agreements, and querying occupancy data. Uses the AppFolio Stack API with OAuth 2.0 client credentials for server-to-server access. All endpoints return JSON and support pagination via cursor parameters for large portfolios.

Prerequisites

• A current AppFolio partner/API contract that confirms the assigned portfolio base URL, authentication method, approved scopes, and write capabilities; do not infer these from a tutorial or another portfolio.
• A separate sandbox with disposable properties, units, and synthetic tenant records, plus a credential owner and an approved request budget.
• Idempotency keys and an operator-approved rollback/reconciliation process for property, tenant, and lease writes, which can create real legal and billing consequences.

Instructions

1. Confirm the provider-issued base URL and authentication flow for the target portfolio before copying any client configuration into an environment.
2. Exercise the create/update path only with sandbox synthetic fixtures and idempotency keys; retrieve canonical records before retrying an uncertain write.
3. Validate ownership, lease dates, and unit availability before creating a lease, and emit only record IDs and redacted status evidence.
4. Promote a write-capable flow only after a staged rehearsal proves rollback, reconciliation, and the least-privilege scope boundary.

Step 1: Authenticate and Initialize Client

const token = await fetch('https://api.appfolio.com/oauth/token', {
  method: 'POST',
  headers: { 'Content-Type': 'application/x-www-form-urlencoded' },
  body: new URLSearchParams({
    grant_type: 'client_credentials',
    client_id: process.env.APPFOLIO_CLIENT_ID!,
    client_secret: process.env.APPFOLIO_CLIENT_SECRET!,
    scope: 'properties tenants leases',
  }),
}).then(r => r.json());
const headers = { Authorization: `Bearer ${token.access_token}`, 'Content-Type': 'application/json' };

Step 2: Create or Update a Property

const property = await fetch('https://api.appfolio.com/v1/properties', {
  method: 'POST', headers,
  body: JSON.stringify({
    name: 'Sunrise Apartments',
    address: { street: '100 Main St', city: 'Austin', state: 'TX', zip: '78701' },
    type: 'residential',
    units: [
      { number: '101', bedrooms: 2, bathrooms: 1, rent: 1450 },
      { number: '102', bedrooms: 1, bathrooms: 1, rent: 1100 },
    ],
  }),
}).then(r => r.json());
console.log(`Property created: ${property.id}`);

Step 3: Add a Tenant and Lease

const tenant = await fetch('https://api.appfolio.com/v1/tenants', {
  method: 'POST', headers,
  body: JSON.stringify({
    first_name: 'Test', last_name: 'Tenant',
    email: 'test-tenant@example.invalid', phone: '555-0100',
  }),
}).then(r => r.json());

await fetch('https://api.appfolio.com/v1/leases', {
  method: 'POST', headers,
  body: JSON.stringify({
    property_id: property.id, unit_number: '101',
    tenant_id: tenant.id, start_date: '2026-05-01', end_date: '2027-04-30',
    monthly_rent: 1450, security_deposit: 1450,
  }),
}).then(r => r.json());

Step 4: Query Occupancy

const units = await fetch(
  `https://api.appfolio.com/v1/properties/${property.id}/units?status=vacant`,
  { headers },
).then(r => r.json());
console.log(`Vacant units: ${units.data.length} of ${units.meta.total}`);

Error Handling

Issue	Cause	Fix
401 Unauthorized	Expired or invalid token	Re-authenticate with client credentials
404 Not Found	Wrong property/tenant ID	Verify resource ID exists before referencing
422 Unprocessable	Missing required fields	Check errors[] array in response body
409 Conflict	Duplicate lease for unit	Query existing leases before creating
429 Too Many Requests	Rate limit exceeded	Back off using Retry-After header value

Output

A successful run creates a property with units, adds a tenant, binds them via a lease, and reports vacancy counts. Console output confirms each resource ID on creation.

Examples

For a lease-creation change, run against a named synthetic sandbox unit and tenant with a stable idempotency key. Read the property and current leases, perform the candidate write once, then read back the resulting lease and record only IDs, dates, and the reconciliation status. Re-run the same request to prove it does not create a second lease. If the provider contract, endpoint, authorization, or prior-write outcome cannot be verified, stop before any write and send the case to the portfolio operator for reconciliation.

Resources

• AppFolio Stack APIs
• AppFolio Engineering Blog

Next Steps

Continue with appfolio-core-workflow-b for maintenance requests and payment tracking.