Latch

Finds the tenancy on a unit or for a person and returns the situation: its state, the current period with its dates and rent, the deposit, and who lives there. Give either unit_name or person_name. Use it for "who is in Flat 3", "what is Sam paying" or "when does that tenancy end".

latch_find_tenancy

Returns one task in full, with its activity timeline: what was said about it, when its status changed, who it was reassigned to and when it was scheduled. Use it after latch_list_tasks or latch_list_my_tasks to answer "what is happening with this one".

latch_get_task

Lists Check Outs in one organisation, with the units, who was living there, whether key cards came back and whether the vacation questionnaire was completed. Use it for "who has moved out" or "which Check Outs are unfinished".

latch_list_check_outs

Lists Rent Reviews that are due to be actioned: the scheduled prompts to reconsider the rent before a tenancy period ends, with what the rent is now, which units it covers and when the review is due. Reviews whose alert date has not yet arrived are not included, so this is what needs attention rather than every review on the books. Use it for "which rents are up for review".

latch_list_rent_reviews

Lists the Right to Rent checks recorded in one organisation, with who they are for, whether they passed, and when they expire. Filter by outcome, or to those running out within so many days. For tenants with no valid check at all, use latch_list_missing_right_to_rent_checks.

latch_list_right_to_rent_checks

Lists check-ins in one organisation with which checklist items are still outstanding: key cards, fire agreement, information sheet, regulations, evacuation points, pre-inventory. A check-in record appears once someone has opened that tenancy check-in, so a tenancy missing from this list has not been started rather than not happened.

latch_list_check_ins

Lists Direct Debit mandates that will not collect: refused by the bank, cancelled, or lapsed. Use it for "whose Direct Debit has broken". A mandate still being set up is not a failure and does not appear here. For tenants who never set one up at all, use latch_list_missing_mandates.

latch_list_failed_mandates

Lists invoices in one organisation with what is owed, what has been paid, when it is due and how it is collected. Filter by state, by whether an approved invoice is overdue, by payment method, by type, or to just the ones whose upload to Xero failed. Reads only: approving, retrying and marking paid all stay in the portal.

latch_list_invoices

Lists tenants whose Right to Rent check is missing, incomplete, failed or expired, with which of those it is and when their tenancy started. Use it for "who still needs a Right to Rent check". Statutory: every tenant needs a valid one.

latch_list_missing_right_to_rent_checks

Lists tenants who have no active Direct Debit mandate, so their rent cannot be collected automatically. Use it for "who still needs to set up a Direct Debit". For mandates that were set up and then failed, that is a different question and a different tool.

latch_list_missing_mandates