Marfields · Service Integrations

Microsoft 365

Outlook · Teams · OneDrive
SharePoint · Excel · Word

All Microsoft 365 services connect through a single integration — one setup gives access to the entire suite.

✉

Emails & threads

Full inbox access — read, send, search and categorise messages on behalf of any user

💬

Teams messages

Channel posts, direct messages, meeting chats — read and send

📅

Calendar & meetings

Create, update and read events; get meeting attendees and recording links

📁

Files & folders

Upload, download and organise documents across OneDrive and SharePoint

📊

Excel workbooks

Read and write cells, ranges and tables in any .xlsx file without opening Excel

📄

Word documents

Create and populate .docx files from templates — contracts, reports, letters

👤

Staff directory

Names, titles, departments, managers and contact details for all ~40 staff

🔔

Real-time notifications

Subscribe to any change — new email, file upload, calendar event — and trigger actions instantly

Go to portal.azure.com → Microsoft Entra ID → App registrations → New registration
Copy the Application (client) ID and Directory (tenant) ID from the overview page
Add API permissions: Microsoft Graph → choose what you need (Mail, Files, Calendar, Chat, etc.) and grant admin consent
Create a client secret under Certificates & secrets — copy it immediately, shown only once
Store Client ID, Tenant ID and Client Secret in a secure environment file
One authenticated client now accesses all Microsoft 365 services

Note: A single Azure app registration covers the entire Microsoft 365 suite — Outlook, Teams, SharePoint, OneDrive, Excel, and Word — with no separate logins required per service.

CRM & Task Management

Monday.com

Used as both a CRM and a task/project system. A single API connection covers both use cases.

🃏

Boards & items

Every board, row (item), column value and group — the full structure of all workspaces

✅

Task status & progress

Current status, assignee, due date and completion state for every task across all departments

👥

User & team data

Who owns what, team membership, workload per person — useful for performance scoring

📈

Activity log

A full timeline of every change — who updated what and when — for audit and reporting

🔗

CRM records

Contacts, leads, deals and their associated notes, files and communication history

⚡

Live webhooks

Instant alerts when any item is created, updated or completed — enables real-time AI agents

Log in to Monday.com → click your avatar (top-right) → Administration → General → API
Scroll to Personal API Token and copy it
Store the token securely in an environment file
The token grants access to all boards, items and users in the account

Note: Rate limits apply — each query costs "complexity points". For AI agents monitoring many boards, plan queries to stay within limits. Webhooks are available under Integrations in the board settings.

Real Estate CRM

BMBY

The primary real estate sales and marketing CRM. Manages leads, unit inventory, contracts and buyer communications.

🏠

Property inventory

All units across all projects — availability, price list, floor, type and status (available, reserved, sold)

🙋

Leads & prospects

Every enquiry — source, contact details, assigned agent, stage in funnel and interaction history

📝

Contracts & deals

Reservation agreements, purchase contracts, deal values and signing status

💰

Payment schedules

Expected and received payments per buyer, overdue alerts and instalment breakdowns

🏗

Project data

Project names, locations, unit counts and sales progress — useful for management dashboards

📊

Sales performance

Agent-level conversion rates, deal counts and commission-relevant figures

Contact your BMBY account manager or support to request API access
BMBY will provision API credentials for your account (not self-serve)
Receive your API key or OAuth client details directly from BMBY
Install the official BMBY TypeScript client from their GitHub
Initialise the client with the provided credentials to begin accessing data

Note: API access is provisioned by BMBY's team — allow a few business days. The TypeScript SDK is maintained officially by BMBY on their GitHub.

Property Management

Hostaway

Manages short-term rental bookings, guest communication and channel distribution across Airbnb, Booking.com and others.

📆

Reservations

All bookings — guest name, check-in/out dates, channel source, booking value and status

🏡

Listings & availability

All properties with calendars, blocked dates, pricing rules and occupancy rates

💬

Guest conversations

Full message history per reservation — useful for AI to draft replies or summarise issues

🧹

Tasks & operations

Cleaning tasks, maintenance jobs and their completion status per property per stay

💵

Revenue data

Earnings per property, per channel and per period — feeds financial reporting

⚡

Real-time events

Webhooks fire instantly on new bookings, cancellations and message arrivals

Log in to Hostaway Dashboard → Settings → Hostaway API
Under "Hostaway Public API" click Create to generate an API key — save it immediately, shown only once
Copy your Account ID from Settings → Account Details
Use the API key and Account ID to request a Bearer access token — valid for 24 months
Include the token in all API requests
Set up webhooks under Settings → Integrations → Unified Webhooks for real-time events

Note: The API key is only visible once — save it immediately. The resulting access token lasts 24 months but should be refreshed periodically.

Payments

myPOS

The payment terminal and online checkout provider. Gives access to transaction history, device activity and payment processing.

💳

Transactions

Every payment processed — amount, currency, time, status (completed, refunded, failed) and reference

🖥

Device activity

Which terminal processed what, device IDs and per-device transaction history

↩

Refunds & reversals

Full refund trail — which transactions were reversed, amounts and timing

📊

Revenue summary

Totals by day, device or period — ready for reconciliation against accounting records

🔔

Payment webhooks

Instant notification when a payment is completed — enables automated receipts and booking confirmations

🌐

Online checkout

Create and track online payment links — useful for deposit collection and remote invoices

Log in to your myPOS business account at business.mypos.com
Navigate to the Developer section of the dashboard
Generate an API Key and API Secret
For online payments, also retrieve your Store ID (SID), Wallet Number and Key Index
Store all credentials securely in an environment file
Use sandbox mode for testing before switching to production

Note: myPOS has two separate connection types — one for reading transaction data (backend) and one for embedding a checkout form on a webpage. Both use the same credentials.