TenancyVault
Included on every plan

Ask your property portfolio anything

Connect TenancyVault to the AI assistants you already use — Claude, ChatGPT, Microsoft Copilot and other MCP-compatible tools — and ask about your portfolio in plain English. Access is read-only by default, scoped to what you allow, and revocable any time. There are no extra AI costs.

Which properties need attention this month?

3 of your 8 properties need attention:

  • 14 King Street — gas safety expires in 12 days
  • 8 Mill Lane — EICR due, no evidence on file
  • Flat 2, Quay Road — How to Rent not yet served

Read-only summary from your TenancyVault records.

Just ask

“Which properties need attention this month?”“What documents are missing for this tenancy?”“Find the latest gas safety certificate for 14 King Street.”“Which tenants haven't acknowledged their documents?”“Am I ready for my next MTD update?”

AI can

  • Read your property list and basic details
  • Check compliance status, deadlines and evidence gaps
  • Search Vault document metadata (never file contents)
  • Review tenant document acknowledgements
  • Summarise Making Tax Digital readiness
  • Prepare drafts (like a compliance pack) for you to confirm

AI cannot

  • Delete documents or change account settings
  • Send messages to your tenants
  • Share documents or submit anything to HMRC
  • See tenant dates of birth, phone numbers or raw file downloads
  • Take any official action without your in-app confirmation

Works with your assistant

Claude

Pro, Max, Team or Enterprise — Settings → Connectors → Add custom connector, then approve access.

ChatGPT

Business, Enterprise or Edu (beta) — an admin enables Developer mode, then Settings → Connectors → Create.

Microsoft Copilot

Wired up by a maker in Copilot Studio, with least-privilege read scopes.

Cursor & developer tools

Add a scoped personal token to your mcp.json.

Read the step-by-step setup guide →

Built for security

Every connection is scoped, expiring and revocable — connect with a polished "Connect TenancyVault" flow, or use scoped personal tokens for developer setups. Document storage keys are never exposed, tenant personal data is minimised, MTD tools keep their plan and 2FA gates, and every AI request is logged in your account. TenancyVault doesn't run its own AI model, so your data stays in TenancyVault and there are no extra AI costs.

Included on every plan — even Free

AI Connections come with every TenancyVault plan at no extra cost. Connect an assistant and start asking.

View all plans →

Connect your AI assistant

Query your compliance, documents and MTD readiness in plain English — securely, read-only, and included on every plan.

Start free How it works