---
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: 1.0.0
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.

## Instructions

### Step 1: Authenticate and Initialize Client

```typescript
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

```typescript
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

```typescript
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

```typescript
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

- [AppFolio Stack APIs](https://www.appfolio.com/stack/partners/api)
- [AppFolio Engineering Blog](https://engineering.appfolio.com)

## Next Steps

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


---
Source attribution: jeremylongshore
Original project: https://github.com/jeremylongshore/claude-code-plugins-plus-skills/blob/main/plugins/saas-packs/appfolio-pack/skills/appfolio-core-workflow-a/SKILL.md
License: MIT
License information: https://opensource.org/license/mit
Original upstream instructions; downloaded from Dave AI.

## Upstream license notice

MIT License

Permission is hereby granted, free of charge, to any person obtaining a copy
of this software and associated documentation files (the "Software"), to deal
in the Software without restriction, including without limitation the rights
to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
copies of the Software, and to permit persons to whom the Software is
furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
SOFTWARE.



# Dave AI resource metadata

Creator / publisher: jeremylongshore
Original project: https://github.com/jeremylongshore/claude-code-plugins-plus-skills/blob/main/plugins/saas-packs/appfolio-pack/skills/appfolio-core-workflow-a/SKILL.md
Attribution basis: Source repository record

Fields of work: Real Estate
Roles: Property Manager, Real Estate Agent, Real Estate Analyst
Specialties: API, Backend
Tools: Appfolio
Country applicability: Country not specified
Classification basis: Source catalog labels
Instruction SHA-256: db31f428582947111a85f693fad49671bd2deb10bff799bd9072b7cd5f3de02d