Settings

System configuration

Portfolio scope

Default filters applied to properties-backed APIs. Turn a toggle off to include disposed assets, inactive operational rows, or non-multifamily types. Saved per user.

Portfolio entity = Property (active)

Uses dim_property status — Yardi Property with no disposition date. Off removes the portfolio-active filter so inactive/disposed entities can appear.

Operational status = active

Requires properties.status = active (operational asset row).

Property type = multifamily

Requires property_type multifamily (stored lowercase in the database).

AI authentication

How Brickston signs Claude API calls

Two ways to drive Claude calls: Console API key — direct Anthropic API, billed per token against your credit balance. Pro/Max subscription — routed through the Claude Agent SDK, which uses the locally-installed claude CLI's logged-in session and bills against your subscription rate limit instead of credits.

Credentials
Live probe — each test makes a real (paid) 1-token API call

Data Status

Row counts per table

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SF Open Data

Civic data integration status

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Knowledge Layer

Embedding and notebook status

Use POST /api/v1/knowledge/embed-properties to initialize property embeddings. Use POST /api/v1/knowledge/sync to sync Drive folders to NotebookLM.