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appfolio-core-workflow-a

'Build property management dashboard with AppFolio API data.

Stars
2,267
Source
jeremylongshore/claude-code-plugins-plus-skills
Updated
2026-05-31
Slug
jeremylongshore--claude-code-plugins-plus-skills--appfolio-core-workflow-a
View on GitHubRaw SKILL.md

// install — copy + paste into any project

mkdir -p .claude/skills && curl -fsSL https://raw.githubusercontent.com/jeremylongshore/claude-code-plugins-plus-skills/HEAD/plugins/saas-packs/appfolio-pack/skills/appfolio-core-workflow-a/SKILL.md -o .claude/skills/appfolio-core-workflow-a.md

Drops the SKILL.md into .claude/skills/appfolio-core-workflow-a.md. Works with Claude Code, Cursor, and any agent that loads SKILL.md files from .claude/skills/.

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.

Instructions

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: 'Alex', last_name: 'Rivera',
    email: 'alex.rivera@example.com', phone: '512-555-0199',
  }),
}).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.

Resources

Next Steps

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