appfolio-core-workflow-a

'Build property management dashboard with AppFolio API data.

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appfolio-pack Plugin
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appfolio-pack

Claude Code skill pack for AppFolio (18 skills)

saas packs v1.0.0
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Installation

This skill is included in the appfolio-pack plugin:

/plugin install appfolio-pack@claude-code-plugins-plus

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Instructions

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.

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