Investra

One analysis in full: financing and ownership costs, assumptions, the property it is built on, its summary, and every rental scenario with the figures the analysis page shows for it — cash flow, cap rate, cash-on-cash return and the year-1 monthly breakdown, computed by Investra's engine. Takes an analysis_id or a name. A name matching several returns `needs_choice` with the candidates instead.

get_analysis

The figures an analysis shows beyond year one: the Insights table for one year of the hold (NOI, debt service, equity, cumulative cash flow, total profit, cap rate, ROI, IRR), the whole hold as `end_of_hold`, the year 1 and year 5 returns, the year the down payment is recovered, and what selling in a given year would return. Named as the analysis page names them.

get_analysis_projection

One client: contact details, status, their investment criteria, the defaults their analyses open with, the realtor's profile note, and a link to their page in Investra. Takes a client_id or a name. A name matching several clients returns `needs_choice` with the candidates instead.

get_client

One of the realtor's listings in full, as its page shows it: the price and status, how it is doing (price moves, what it first asked, what nearby listings did), and whether its analysis, report and share link exist. An address matching several listings returns `needs_choice` with the candidates.

get_my_listing

The listing's site — the public page the realtor publishes for it — as the site editor holds it: live or not, its link, visits, and the draft (the description, which sections and facts show, the photos by their position in the editor, the video link, the documents, the scenarios shown). Read it before changing the site.

get_listing_site

Full detail for one property: address, price, sold price and estimated value, beds, baths, size, lot, year built, property type, listing status and days on market, HOA and annual tax, the listing description, the listing agent and office, and coordinates. Takes a property id or a street address. Both reach off-market properties, which search_properties does not: an address resolves to that one property, never to a search of the area around it.

get_property

Long-term monthly rent estimate for one property from comparable rentals, with its range. A multi-unit property is priced per unit. Returns no estimate, rather than a guess, when the data does not support one. A fresh estimate counts against the plan's monthly rent-estimate allowance; one already on file is free.

get_rent_estimate

The deals already found for one client or saved search, best first, with their figures, the area that was searched and the areas that were not, and a link to each deal in Investra. Nothing is searched.

list_deal_matches

The user's saved analyses, most recently updated first: analysis_id, name, client, property address and listing status, scenario names, when it was last updated, and a link to it in Investra. Figures are read per analysis with get_analysis.

list_analyses

The realtor's clients, most recent activity first — the same list the Clients screen shows, including contacts synced from HubSpot or Follow Up Boss. Each has client_id, name, status, whether investment criteria are on file, and a link to their page in Investra. `more_available` is set when there are more than `limit`.

list_my_clients

The listings the realtor represents as the seller's agent (My Listings): each one's status — sold once it has left the market — its price, size, days on market, its latest price or status move, and a link to its page in Investra. These are not analyses and not properties the realtor owns.

list_my_listings

The properties the user owns, with what each earns, what it cost and what it is estimated to be worth now, plus portfolio totals and a link to the portfolio in Investra. Each row's `id` is the portfolio_id used to change or remove it. These are not listings for sale.

list_portfolio

Listings on the market under the realtor's own email that they have not claimed yet. Nothing is claimed by finding them; claim_listing claims the ones the realtor says are theirs.

list_detected_listings

Points of interest around a property — schools, transit, groceries, parks — with their distance from it, read from the property's own coordinates.

nearby_places

Open a found deal as a saved analysis, prefilled with the exact inputs it was scored on. A deal already opened returns the analysis it has. Counts against the plan's monthly analysis allowance. Returns the analysis_id, each scenario with its figures, and a link to it.

open_match_as_analysis

The listing's own analysis — one per listing. Returns the analysis the listing holds, or builds one, which counts against the plan's monthly analysis allowance; `created` says which. Returns each scenario's figures and a link to the analysis. A listing that has sold keeps the analysis it has but cannot get a new one.

listing_analysis

What an analysis's figures would become with some inputs changed, beside what they are now. Nothing is saved. Send the fields as they would be; a scenario sent with its id is changed, one sent without an id is priced as a new scenario on the defaults a real one opens with.

preview_analysis_change

Remove a listing from My Listings. Its analysis, if it has one, stays as an ordinary analysis. Its listing site, if it has one, is taken down, with its photos.

release_listing

Remove a property from the user's portfolio.

delete_portfolio_property

Search for-sale listings in a city, ZIP or address, resolved the way the Investra map search resolves a place, with optional filters. Returns the area searched, how many listings match, and one page of them: property_id, address, price, beds, baths, size, type, status, days on market and price per sqft. Covers California and Texas. Reaches listings for sale or pending only; an off-market property is read by address with get_property.

search_properties

Set up the listing's site as a draft, as the listing page's Set up site does: it starts from the MLS description and photo and shows every scenario. Nothing is public until the realtor publishes it in Investra.

set_up_listing_site

Create a public share link for an analysis: a read-only page anyone with the URL can open, for 60 days. No email is sent. Returns the URL.

share_analysis

Change a saved analysis: its name, client, summary, financing, assumptions or rental scenarios. Only what is sent changes — a scenario not mentioned is left alone, and fields omitted inside one keep their values. Returns each field that changed with its value before and after, every scenario with its recomputed figures, and a link to the analysis; a call that would change nothing is refused.

update_analysis

Change a client's name, phone number, investment criteria, analysis defaults or profile note. Only what is sent changes. A client's email cannot be changed. Returns each field that changed with its value before and after, and a link to the client's page; a call that would change nothing is refused.

update_client

Change the listing site's draft, as the realtor would in the site editor. Only what is sent changes, and nothing is published: the realtor publishes in Investra. The description replaces the old one. Photos are named by position from get_listing_site, and documents too. Uploading photos or PDFs is done in the editor. The money figures are the listing's analysis: change them with update_analysis. Returns each change with its value before and after.

update_listing_site

Change what the user recorded about a property they own — its rent, its mortgage and running costs, whether it is let. Returns each field that changed with its value before and after; a call that would change nothing is refused.

update_portfolio_property

The realtor's brokerage: company name, contact details, licence number, status and the branding its reports and share pages carry. It is changed on the brokerage page in Investra, not here.

get_my_brokerage

The user's plan, its status and renewal, the plans available with their prices, and what has been used of each allowance this period. Plans are changed on the Investra website, not here.

get_my_billing

The signed-in user's own Investra profile: user_id, email, name, phone_number, address, role ("REALTOR" | "ADMIN" | "SUPER_ADMIN" | "INVESTOR" | "PENDING"), status, brokerage (its short name; null for investors), onboarded, preferences, created_at, updated_at. This is the user's own record, not a client's.

whoami