AI assistant

Ask your association's data in plain language

CasWise exposes a Model Context Protocol server, so the assistants people already use — Claude, ChatGPT, Gemini — can answer questions about the association against live data, with the association deciding exactly what they may see.

CasWise association dashboard
The dashboard the assistant reads from, with demonstration data.

The assistants people already use

The connection follows the Model Context Protocol, the standard those assistants speak, so there is nothing proprietary to install on anyone's computer.

Permission, not a copy

The assistant connects with OAuth 2.1 and reads through the platform's own permissions. Data is not exported, copied or handed to anyone to train on.

You choose what it can touch

Access is granted tool by tool and user by user. A read-only connection for the board is a different thing from what an administrator gets.

Answers, and then work

Beyond questions, the connection can build a dashboard or a report from a description, so a one-off board request does not become a development ticket.

Managers reviewing figures with an assistant

The questions a board actually asks

Most board questions are answerable from data that is already there — they just take somebody an afternoon. Asked in plain language against the live records, they take a sentence.

  • Which units are more than sixty days behind, and by how much
  • What the association spent on landscaping this year against budget
  • Which owners have no email address on file
  • How many violations are still open on each building

Put the association's own data a question away

Tell us how many units you manage and how the community is run today. We will walk you through it with your own numbers in it.