New: AI assistant connector

Ask your facility anything.

Connect the AI assistant you already use to your Unit Trac self-storage account. Ask in plain English. See exactly what will change before anything does.

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  • Works with Claude and ChatGPT.
  • Included in your price.
  • Nothing changes without your OK.
Your assistant Connected to Unit Trac
Who's past due at Elm Street?
Get customers

Four tenants are past due, $457.00 in total.

Past due · Elm Street Storage4 tenants
A. BrooksA-0918 days $170.00
J. RiveraB-029 days $65.00
L. ChenC-116 days $112.00
R. WalshP23 days $110.00
Total$457.00

From your account, just now.

What did we take in last month, and what does November look like?
Get income and forecast

September income was $19,475.00, up $565.00 from August. November rent is forecast at $19,860.00 from the leases in place.

Income · All facilitiesRevenueForecast
$18,240
$18,910
$19,475
$19,860
Jul Aug Sep Oct Nov

From your account, just now.

Do we have any 10x20s open?
Get unit availability

Three of your fourteen 10x20s are open at Elm Street, at $145.00 a month.

10x20 units · Elm Street Storage3 open
36
37
38
39
40
41
42
43
44
45
46
47
48
49
LeasedAvailable$145.00 a month

From your account, just now.

Ask about your facility

Answers

Ask it what you would ask your manager.

Your assistant reads your account as it is right now. The numbers are the ones you see in Unit Trac, and it can only see the facilities you can see.

"How full are we?"

87%

182 of 209 units rented

Elm Street91%
Route 982%

"Who owes us money?"

A. BrooksA-0918 days $170.00
J. RiveraB-029 days $65.00
L. ChenC-116 days $112.00
R. WalshP23 days $110.00
Total$457.00

"What's open in a 10x20?"

36
37
38
39
40
41
42
43
44
45
46
47
48
49

Units 38, 43 and 47 are open.$145.00 a month each

"What did September bring in?"

$18,240
$18,910
$19,475
$19,860
Jul Aug Sep Oct Nov
RevenueForecast

Forecast from the leases you have today.

"Show me the Nguyen lease."

TNT. Nguyen Autopay on
Unit
31 · 10x15
Rent
$130.00 a month
Paid through
Oct 31
Balance
$0.00

"How do I set up a late fee?"

  1. 1Make a late fee schedule and give it a name.
  2. 2Add a rule: the amount, the type, and the day it charges.
  3. 3Save, then choose the schedule when you start a lease.
Rule: Late fee
Amount Type
Fixed
Amount
10.00
Type
One Time
On Day
6
From the Unit Trac help center

It can also list your facilities, look up any customer, and show a tenant's charges and payments for any dates you name. Prefer a report? They are all still there in Reporting.

Actions

Hand off the routine. Keep the decisions.

Four jobs your assistant can do for you today. More are on the way.

Record offline payments

Read it a stack of checks, cash or money orders, up to 100 at a time, and it records them in one go.

Fix a charge

Change, void or delete a charge that should not be there.

Remove a mistaken payment

Delete a check or cash payment that was entered by mistake. It shows you every charge that would become unpaid first.

End a lease

Close out a lease and free the unit. The deposit and any open charges are left for you to settle in Unit Trac.

It records payments you have already received. It never charges a card or a bank account. Card payments stay in Payment Processing, where you run them.

The rule

It shows you first. Every time.

Anything that changes your books happens in two steps. First your assistant shows you exactly what it is about to do. Nothing is saved until you say go.

  1. 1

    You ask.

    "Record today's checks."

  2. 2

    It shows you.

    Before and after for every tenant. Nothing is saved yet.

  3. 3

    You say go.

    Then, and only then, it is recorded.

  4. 4

    You're Done.

    2 minutes later. Six checks posted. No typing, no hunting for leases.

Your assistant Connected to Unit Trac
Record today's checks: Ortiz 65, Kline 65, Patel 85, Chen 112, Walsh 110, Brooks 190.
Record 6 payments · $627.00 Preview: nothing saved yet Saved
TenantUnitPaymentPrev. BalanceBalance DuePaid through
M. Ortiz3$65.00 $65.00 $0.00 Sep 30Oct 31
Sarah K.B-14$65.00 $65.00 $0.00 Sep 30Oct 31
D. PatelC-22$85.00 $85.00 $0.00 Sep 30Oct 31
L. ChenC-11$112.00 $112.00 $0.00 Sep 30Oct 31
R. WalshP2$110.00 $110.00 $0.00 Sep 30Oct 31
A. BrooksA-09$190.00 $170.00 $0.00 Sep 30Oct 31
This is $20.00 more than A. Brooks owes. The extra pays her rent forward.
Preview checks out — $627.00 for 6 payments. Record them? Yes.
Log customer paymentsDone — recorded, under Dana W.
1

You ask.

"Record today's checks."

Record today's checks: Ortiz 65, Kline 65, Patel 85, Chen 112, Walsh 110, Brooks 190.
M. Ortiz · 3$65.00
Sarah K. · B-14$65.00
D. Patel · C-22$85.00
L. Chen · C-11$112.00
R. Walsh · P2$110.00
A. Brooks · A-09$190.00
2

It shows you.

Before and after for every tenant. Nothing is saved yet.

Preview: nothing saved yet
Tenant · UnitPaymentBalance Due
M. Ortiz 3$65.00$0.00
Sarah K. B-14$65.00$0.00
D. Patel C-22$85.00$0.00
L. Chen C-11$112.00$0.00
R. Walsh P2$110.00$0.00
A. Brooks A-09$190.00$0.00
This is $20.00 more than A. Brooks owes. The extra pays her rent forward.
6 payments$627.00
3

You say go.

Then, and only then, it is recorded.

The preview checks out — 6 payments, $627.00. Want me to go ahead and record them?

Yes.
Saved
M. Ortiz 3 · $65.00
Sarah K. B-14 · $65.00
D. Patel C-22 · $85.00
L. Chen C-11 · $112.00
R. Walsh P2 · $110.00
A. Brooks A-09 · $190.00
Log customer paymentsDone — recorded, under Dana W.
4

You're Done.

2 minutes later. Six checks posted. No typing, no hunting for leases.

Permissions

It works as you. Never as more than you.

You connect your assistant by signing in to Unit Trac yourself, and you approve the connection on a Unit Trac screen that spells out what it will be able to read and change.

Try it: who is signing in?

The list is built from that person's own permissions.

Connect Claude?

Claude is an AI agent asking to connect to your Unit Trac account as Dana Whitfield.

This app's details come from claude.ai. Unit Trac has not verified who operates it.

  • See which businesses you belong to, with their facility, unit, customer, and lease counts.
  • Read your facilities and their unit counts.
  • Read unit availability, sizes, pricing, and which units are occupied.
  • Read customers, their contact details, leases, and balances.
  • Read what customers were charged and what they have paid.
  • Read income summaries and revenue forecasts.
  • Look up Unit Trac help articles to answer how-to questions.
  • Record customer payments on your behalf.
  • Change charges on a customer's account.
  • Delete charges, and delete recorded cash, check, or money order payments.
  • End a lease and release its unit.
  • It cannot see stored payment details like card or bank numbers.

It will be able to read data for the businesses your account belongs to:

  • Elm Street Storage
  • Route 9 Storage

Access follows your account: if you join or leave a business later, the agent's access changes with it. You can revoke this connection at any time by contacting support or disabling it.

Deny Allow access

  • Your sign-in, your rules.It follows your role and the facilities you are allowed to see. An employee who cannot delete a payment in Unit Trac cannot do it through an assistant either.

  • It asks. You approve.The approval screen lists exactly what it will be able to do. Choose Deny and nothing is connected.

  • No passwords handed over.Your assistant never sees your Unit Trac password. Two-step sign-in still applies.

  • It never sees card numbers.Saved cards and bank accounts stay out of reach.

  • Off when you say so.Remove Unit Trac from your assistant, or ask us to switch it off. Once it is switched off, access ends on the very next request.

Every request is written down.

Each question and each change is logged with the time, what was asked for, and whether it was a preview or the real thing. Changes show up in your Activity History under your own name, exactly as if you had made them in Unit Trac.

Assistant request log · Today
TimeWhatTypeWho
9:47 PM Looked up open 10x20 units Read Dana W.
9:46 PM Looked up income for September Read Dana W.
9:44 PM Record 6 payments Saved Dana W.
9:43 PM Record 6 payments Preview Dana W.
9:41 PM Looked up customers with a balance Read Dana W.

Getting started

Connected in about a minute.

  1. 1

    Open your AI assistant.

    Open Claude, ChatGPT, or any assistant that supports connectors.

  2. 2

    Add Unit Trac to your assistant.

    Add Unit Trac as a connector in your assistant's settings, using this address:

    https://www.unittrac.com/mcp
  3. 3

    Sign in and approve.

    Sign in to Unit Trac, read what it will be able to do, and choose Allow access.

Talk to a person

Questions

What self-storage owners ask us.

Claude and ChatGPT, and any other assistant that can connect to an MCP server. MCP, the Model Context Protocol, is the open standard assistants use to work with other software.

No. We built a secure connection so the assistant you already use can work with your Unit Trac account.

No. It can record payments you have already received by check, cash or money order. It cannot charge a saved card or bank account, and it cannot delete a card or bank payment.

Yes. Each person connects with their own Unit Trac sign-in and gets exactly the access their role gives them, limited to the facilities they are allowed to see.

Every change is previewed before it is saved, so you see the before and after and can say no. Every request is logged, and changes appear in your Activity History.

Remove Unit Trac from your assistant, or ask us to switch it off for your login. Once it is switched off, access ends on the very next request. Changing someone's role, or removing them from the business, takes effect just as quickly.

Unit Trac sends your assistant only what it asks for while you are using it. What your assistant's provider does with that is covered by your agreement with them.

Today it answers questions and handles the four jobs above. Ask it for something it cannot do and it can pass your request to our product team. For anything else, our Dedicated Support team is here.

Nothing extra. The connection is included in your Unit Trac price. The assistant itself comes from its own provider, on whatever plan you have with them.

Ask your first question tonight.

Sign up, or try it on a demo account with sample data.

Sign Up Now Start a Demo
  • No setup fee.
  • No contract.
  • No sales call.

Claude is a trademark of Anthropic, PBC. ChatGPT is a trademark of OpenAI. Unit Trac is an independent product and is not affiliated with either company.