Vesta's Full
Ability Library

Complete paginated mirror of all Follow Up Boss leads — including notes, events, and property history. Keeps the local database in perfect sync with the CRM.

Scores every lead 0–100 based on phone validity, email, budget, source quality, pipeline stage, and recency. Tags each lead as Hot, Warm, or Cold automatically.

Scans all leads sharing the same phone number or email address across Follow Up Boss and flags them for manual review or merge — preventing pipeline confusion.

Flags every lead stuck in a pipeline stage past its threshold — 7 to 14 days depending on stage. Nothing falls through the cracks silently.

Every outreach action — drip messages, revival texts, smart match alerts — automatically logs a timestamped note back to Follow Up Boss so your CRM stays accurate without manual entry.

All outreach systems automatically skip leads in Closed or Dead pipeline stages. No messages ever go to closed deals or disqualified contacts.

A dedicated AI sub-agent specialized in property search, MLS matching, CMA generation, and property status checks. Spawned by Vesta when property intelligence is needed.

Reads FUB notes with Claude AI to flag active leads who have no confirmed pre-approval or financing status. Prevents showing homes to unqualified buyers.

Daily scan of Follow Up Boss for Expired and FSBO-tagged leads. Drafts personalized outreach via Claude AI and queues each message for approval before sending. Max 10 per day.

Starts a structured 3-question SMS qualification sequence for new leads under 48 hours old. Asks about budget, timeline, and financing. Analyzes responses with Claude and flags quality leads to #pre-qual-flags.

Reads showing feedback replies and uses Claude to extract preference signals — price range shifts, neighborhood reactions, feature preferences. Updates lead profile notes in FUB automatically, so every future match gets smarter.

Detects new leads entering Follow Up Boss and fires a personalized Claude-generated text within 60 seconds. The fastest response time in your market — before any competitor can call.

Sends personalized follow-up texts to leads not contacted in 7+ days. Messages are crafted by Claude AI to sound natural and on-brand — not like a mass blast. Max 10 per run.

Re-engages leads inactive for 30+ days with a value-add hook — a matching MLS listing or market insight tailored to their budget and location. Max 15 per run.

Detects leads in the "Showing Homes" stage updated in the last 6 hours and sends a personalized feedback request text 2 hours after the showing. Warm, non-pushy, and perfectly timed.

All inbound client emails receive a Claude-drafted reply posted directly to Discord for review. Nothing sends without your explicit approval — zero rogue AI behavior.

Sends iCalendar meeting invites via Outlook directly to clients. Triggers manually or from Discord when a showing or consultation is scheduled.

A dedicated AI sub-agent for all outbound SMS and email drafting. Relay handles personalization, tone matching, and approval queue management — delegated by Vesta automatically.

Sends personalized reminder texts to clients 24 hours and 2 hours before scheduled showings, pulled directly from Follow Up Boss calendar events. Measurably reduces no-shows.

Sends a personalized text to clients exactly 3 days after closing, asking for a Google review. Builds your online reputation on autopilot without ever feeling transactional.

Detects leads who went silent 48 hours after a showing and sends a warm, pressure-free re-engagement text. Understanding tone, zero pushy language — written by Claude for each lead specifically.

Monitors 30-year fixed mortgage rates daily. When rates drop ≥0.25% in a week, Vesta texts all warm leads with personalized savings breakdowns — timed at 8 AM for maximum engagement.

Sends a personalized, AI-written monthly market update email to all past clients on the 1st of each month. Keeps you top-of-mind for referrals and home equity conversations.

Finds past clients whose closing date anniversary is today. Drafts a warm, personalized home-iversary text and posts it to Discord for approval before sending. The small touch that earns big referral loyalty.

Every outbound SMS and email draft is scanned for fair housing violations before queuing for approval. Flags discriminatory language, protected class references, and steering phrases — protecting you from compliance risk on every message sent.

Polls Outlook (Microsoft Graph API) every 2 minutes through a 7-step classification pipeline — hard-filtering spam, classifying showing emails, checking FlexMLS price reductions, then using Claude only for genuine client inquiries. Zero inbox overwhelm.

Seven-step pipeline: FUB lookup → hard-ignore list → FlexMLS handler → showing classifier → AI classifier → forwarded email handler → draft generation. Claude only runs after all deterministic filters pass — keeping API costs low and accuracy high.

Intercepts all FlexMLS emails and scans for price reduction keywords. Extracts address and new price, cross-references against MLS_DATA.md, and fires a Discord alert if a discrepancy over $500 is detected — surfacing price changes before they hit the portal.

Polls the FUB events API every 90 seconds for inbound text replies. Matches the sender's phone to a lead in the database and posts the full conversation context to Discord immediately — no third-party SMS credentials required.

Detects forwarded emails (Fw:/Fwd: prefix) from Outlook, extracts the original sender from the email body, and drafts a reply addressed to the original author — not the forwarding address.

A dedicated AI sub-agent for classifying all inbound email and SMS — distinguishing real client signals from noise, then routing each to the correct specialist agent for handling.

A tracking pixel embedded in outgoing emails fires a real-time webhook when a client opens the email. Posts an instant alert to #inbound — you know the moment they engage, even before they reply.

Matches new MLS listings (0–1 days on market) to active buyers by budget (±10%), zip code, and city preferences. Scores each match and queues personalized alerts for high-scoring pairs.

Detects price reductions greater than 0.5% across MLS CSVs by comparing daily snapshots. Matches price drops to buyers whose budget now fits the reduced price and queues personalized alert texts.

Determines whether a specific property is active, pending, sold, or off-market in real time. Used at lead intake and on demand to ensure outreach is always relevant to available inventory.

Filters and segments all MLS listings into actionable buckets: new listings (DOM 0–3), stale inventory (DOM 30+), and top buyer matches in target zip codes — delivered as a clean daily report.

Watches for new listings in target zip codes using hash comparison to detect changes. Triggers alerts for brand-new listings and avoids duplicate notifications for the same property.

Runs a full Comparative Market Analysis for any client and address using live MLS data. Generates professional CMA reports ready for listing appointments in seconds, not hours.

Generates a comprehensive AI neighborhood report for any address: area overview, market snapshot, schools, commute times, and local amenities. Optionally emails to a buyer via the approval queue.

Matches every new FlexMLS listing against all active buyer profiles by budget, bedrooms, and city preference. Scores each match 0–100 and queues personalized text alerts for scores at or above 60.

An HTML email delivered every morning with full pipeline stats: KPIs, leads by stage, hot leads table, new leads summary, source breakdown, and open task list. Your daily business intelligence report.

A prioritized action list delivered to both Telegram and Discord every morning: top 6 leads by score, new leads added overnight, today's appointments, new listing matches, and pipeline summary.

Tracks API budget usage, FUB activity log, topics Vesta learned overnight, Discord messages sent, system health metrics, and error summary — full operational transparency every day.

End-of-day summary covering FUB pipeline by stage, leads needing attention (3+ days with no activity), and market news gathered during the day. Closes out every business day clean.

Ranked list of all leads with Hot/Warm/Cold designation and full score breakdown posted to Discord. Know exactly who to prioritize every single day without having to open your CRM.

A dedicated AI sub-agent for pipeline analytics, lead scoring interpretation, and morning/nightly briefing generation. Spawned by Vesta when deep reporting or analysis is required.

Weekly report showing exactly which lead sources converted to closed deals vs. noise — with commission dollar totals per source. Points your marketing budget at what actually works.

Tracks average showings-to-offer ratio, days from first contact to offer, and days from offer to close — broken down by lead source. Know exactly how long your pipeline takes and where it leaks.

Rich Discord embed for the morning report with color-coded priority fields. The top 3 priorities auto-pin to #inbound every morning at 8 AM so your most critical items are always visible.

Every Sunday at 7 PM, Vesta posts a full week-in-review thread to #reports covering texts sent, emails drafted, listing matches made, deals progressed, and top performing leads of the week.

Weekly GCI projection report by pipeline stage — under contract volume, expected closings by month, and YTD actual commission. Shows exactly how much money is in your pipeline and when it's expected to close.

Researches 40 Michigan-specific real estate topics every night while you sleep — neighborhoods, financing, law, market trends, and investment strategies. Summarizes findings with a local AI model (zero API cost) and saves actionable intelligence to Vesta's growing knowledge library.

Full Michigan Occupational Code Article 25, Administrative Rules, and Landlord-Tenant Act loaded as permanent reference. Vesta answers Michigan real estate law questions accurately and on demand.

Multilingual communication across 8 languages: Spanish, Vietnamese, Somali, Arabic, Mandarin, Cantonese, Korean, and Amharic. Vesta auto-detects the client's preferred language and translates outreach, briefings, and responses on demand without breaking conversational flow.

This living document — every capability Vesta has ever built is tracked with its script name, trigger schedule, category, and date added. Auto-updates when new abilities are deployed.

Python script that registers new abilities to the central registry automatically when they are built. Ensures the Abilities Registry is always accurate and up to date without manual documentation.

Tracks all active deals with their key milestone dates — offer, inspection, appraisal, and closing. Posts automated reminder alerts to Discord 3 days before each milestone so nothing is ever missed.

A Sonnet-powered AI sub-agent specialized in active transaction management, contract Q&A, and Michigan real estate law interpretation. Handles the most complex, high-stakes questions with precision.

Detects newly Under Contract leads in Follow Up Boss. Auto-calculates inspection, financing, appraisal, and closing deadlines from the contract date. Posts the full timeline to #transactions and queues a welcome text to the buyer.

Scores every active transaction for overdue milestones, missing deadlines, and risk keywords in notes. Flags any deal that shows signs of falling apart and posts a risk summary to #transactions before a problem becomes a crisis.

Daily search sweep for Grand Rapids market trends, new listing activity, price reductions, mortgage rate news, and competitor activity. Keeps Vesta's market knowledge current every morning.

Dedicated daily search for price reductions across target zip codes. Surfaces properties that have dropped in price and cross-references them against active buyer budgets for immediate match opportunities.

Pulls schools, grocery stores, parks, and restaurants with live ratings via Google Places API for any zip code or address. On-demand neighborhood intelligence for buyer consultations and listing presentations.

Lists all leads in a given zip code with their contact info, current stage, and lead score. Instant geographic intelligence for open house planning, farming campaigns, or market snapshot targeting.

A hard $5/day cap enforced across all paid API calls. Vesta warns at 50% and 80% of daily budget. Hard stops at the limit with no exceptions. Loop detection fires if more than 15 API calls occur within 10 minutes — locking the API until reviewed.

All reports and alerts are delivered across Discord (primary command center) and Outlook (email digests via Microsoft Graph API). Inbound texts are monitored via the FUB events API. Every channel stays in sync with zero third-party SMS or Gmail dependency.

Type /leads hot, /pipeline, /find [name], /schedule, or /approvals directly in Discord to query Vesta in real time. Your CRM and pipeline available from any channel, instantly.

Email drafts post to #approvals with Send, Edit, and Discard buttons and an individual thread per draft. One tap to approve, one tap to discard. No email goes out without a human making the final call.

Pings the @urgent role in Discord when a high-priority signal fires: a $500K+ budget new lead, a 30-day silent lead who just replied, or a rate drop triggering mass outreach. Never miss a critical moment.

Type /schedule [name] [date] [time] in Discord to send a formatted iCalendar invite to any lead or client instantly. No need to open Gmail or your calendar app — scheduling happens from the command center.

Full compressed backup of the entire Vesta system to ~/vesta-backups/ every hour, around the clock. Retains 14 rolling days of backups and auto-purges older archives. Runs silently — logs to /tmp/vesta-backup.log without Discord noise.

AI-drafts compelling MLS listing descriptions from property details — interactive CLI or triggered from other scripts. Every draft queues to #approvals before use. Never a copy-paste template.

Drafts Instagram and Facebook captions for new listings and price reductions — with hashtags, pricing, and property highlights included. Queues to #approvals before any content is posted.

A Sonnet-powered AI sub-agent for all content creation: listing descriptions, social media posts, neighborhood reports, market copy, and email templates. Spawned by Vesta automatically when content writing is needed.

A Sonnet-powered AI sub-agent with deep knowledge of GRAR forms, Michigan real estate law, training materials, and PSI exam content. Auto-fills offer letters, contracts, and answers any document or law question.

Vesta responds to every non-bot message sent anywhere in the Discord server — no slash command needed, no mention required. Natural conversation, always on. Ask her anything from any channel.

Vesta reads text file attachments sent to Discord (UTF-8 and Latin-1 encoding) and includes the full file content in the Claude prompt for analysis, summarization, or action. Binary and PDF files are rejected with a clear error.

Natural-language phrases like "commit this to memory", "direct order", or "standing order" trigger auto-save to the vesta_memory database table. All stored directives are injected into every future Claude prompt — Vesta remembers what matters permanently.

Before calling Claude, Vesta fetches the last 8 messages from the current channel as conversation history. Claude sees the full thread context — not just the current isolated message — enabling coherent multi-turn conversations.

After Vesta replies in any channel, she scans the message for any known lead name (3+ characters). If found, she auto-posts a full lead card embed with phone number, pipeline stage, lead score, email, and most recent note — no slash command needed.

/memory list shows all stored directives with IDs and dates. /memory delete [id] removes a specific stored directive. Responses are ephemeral — only visible to the invoking user to keep channels clean.

A poll task runs every 30 minutes. Email and SMS drafts sitting in the approval queue for 24+ hours without a response are automatically discarded. A summary of discarded drafts posts to #system-health. No perpetual backlog.

Hourly poll compares current lead scores to the last recorded score in lead_score_history. Posts an alert to #lead-alerts when any lead's score changes by 20 or more points in either direction — catch rising opportunities and sinking risks immediately.

In addition to the public Discord briefing, Vesta sends a private DM to the owner (Aiden) every morning at 8 AM with the full priority list: pending approvals, hot leads, and pre-qual flags — before the workday begins.

After Vesta replies in a main Discord channel (outside of an existing thread), she automatically creates a new thread from the reply message. Keeps AI conversations organized and prevents channel clutter.

/remind message:"text" when:"3 days" stores a timed reminder in the database. Supports minutes, hours, days, and weeks. Fires via DM or the original channel when due. Never forget a follow-up date again.

/find results include the lead's most recent FUB note (first 80 characters) and a score trend arrow (↑15 / ↓8) pulled from lead score history. Full context on any lead in one slash command.

Daily poll at 9 AM checks SQLite database connectivity, all 10 Discord webhook URLs, and systemd status of 4 core running services. Posts a color-coded embed to #system-health — green if all clear, red with specifics if issues are detected.

/done inside any Discord thread posts a confirmation message, then archives and locks the thread. Prevents cluttered open threads from piling up after issues are resolved. Rejected with an ephemeral error if used outside a thread.

Before storing any memory directive, Vesta detects binary files and PDFs and rejects them with a clear error message. Only readable plain-text content is committed to memory — preventing garbage data from polluting future Claude prompts.

Type /notes [lead name] [your notes] in Discord to dictate showing notes on the go. Saves immediately to the local database and posts an update note to Follow Up Boss — CRM stays current without opening a laptop.

All 9 outbound email scripts share a consistent black/white branded HTML template with auto-injected Aiden signature. Every email looks like it came from a professional — not a developer's test script.

_inject_signature() runs on every outbound email — inserting Aiden's photo, contact details, brokerage, and license number as a formatted HTML footer. Signature is appended once, never duplicated.

Hard $5/day cap on all paid API calls enforced by budget_tracker.py. Discord alerts at 50%, 80%, and 100% of daily spend. Loop detection fires if 15+ API calls occur within 10 minutes — locking the API until manually reviewed.

All API keys (FUB, Anthropic, Discord) removed from service definitions and source files. Credentials loaded exclusively from a restricted EnvironmentFile at runtime — no secrets ever appear in process listings or config files.

Comprehensive .gitignore prevents accidental commits of .env files, vesta.db, MLS CSVs, API tokens, and large data files. Zero risk of credentials leaking into version control.

db_migrate.py applies idempotent SQLite schema migrations at startup — adding columns, creating unique indices, and backfilling data safely. The database schema is always current, and migrations never break on re-run.

Every email draft is keyed with a SHA-256 idempotency hash. Duplicate events — network retries, double-fired cron runs — silently no-op instead of creating duplicate approval queue entries.

All outbound email routes exclusively through Microsoft Graph API using Outlook credentials. Gmail has been fully removed. Single delivery channel means no credential sprawl and consistent deliverability from one verified sender identity.

Inbound text monitoring runs entirely through the FUB events API — no Twilio account or credentials required. Lead replies are matched by phone number and posted to Discord with full conversation context within 90 seconds.

Pre-AI filter that intercepts showing coordination emails by subject and body patterns — tour pending, tour confirmed, tour declined, and feedback requests. Prevents false AI responses to scheduling emails that aren't client inquiries.

After generate-cma.js downloads a CMA PDF from Saleswise AI, it automatically emails the report to Aiden via Outlook with a branded black/white HTML template — client name, property address, and PDF attachment in one click.

Runs every 10 minutes and alerts Aiden about email drafts sitting in the approval queue for more than 4 hours with no action. Uses a nudge_sent_at cooldown to prevent repeat alerts — surfaces stuck approvals without spamming Discord.