Can Claude work with REST Professional's desktop software?

Yes. Helm can connect Claude to REST Professional so your team can ask questions of its data in plain English.

Can Claude reconcile trust accounts in REST?

No. Claude can summarise and flag items for review, but reconciliation stays with your trust accountant.

Is it safe to connect REST Professional to Claude?

Yes, when it's set up properly. Helm agrees with you what Claude can see and do, uses the narrowest permissions REST Professional allows, and keeps everything under your own accounts.

Does this work with ChatGPT or Microsoft Copilot?

Often, yes. Most modern connections use MCP, an open standard that ChatGPT and Copilot Studio also support. We'll confirm what's possible for REST Professional on the call.

Can Claude connect to REST Professional?

Yes. REST Professional doesn't have an official Claude connector yet, but Helm connects it for you, securely and with only the access you approve.

What is REST Professional?

REST Professional is long standing property management and trust accounting software from MRI Software (formerly Rockend), used by many Australian real estate agencies for residential, commercial, sales and holiday letting.

Visit REST Professional

What Claude can do with REST Professional

Read or update, depending on your setup

Summarise residential property records needing follow-up
Review sales trust accounting activity and flag items to check
Summarise holiday letting activity for a period
List arrears, vacancies and lease expiries
Prepare owner summaries for review

Who uses it

Property managers
Ask Claude for arrears, vacancies and lease expiries in one list.
Trust accountants
Have Claude summarise trust activity and flag entries to review before month end.
Holiday letting managers
Use Claude to summarise bookings and activity for a period.

What your team can ask Claude

“Summarise the residential properties that need follow-up this week.”
“Summarise the sales trust activity this month and flag anything that looks unusual.”
“Summarise holiday letting activity for the school holidays.”
“List tenants in arrears and leases expiring in the next 60 days.”
“Prepare a short summary for each owner in my portfolio.”

How it connects

There's no official Claude connector for REST Professional yet. Helm connects it using the method that suits your setup, whether that's a secure custom connector we build and host, or an AI agent that works inside REST Professional with your team's approval. We'll recommend the right one on a 30-minute call.

Looking after your REST Professional data

REST Professional holds trust accounting records and tenant and owner details, so Helm keeps Claude to read only summaries and never lets it adjust trust records.

Only the access you approve.
Everything stays in your own accounts.
On Claude's business plans, your data isn't used to train AI models.

Want to learn how to connect REST Professional?

Book a 30-minute intro call and we'll show you how Claude can work with REST Professional in your business.

Book an intro call

Questions about Claude and REST Professional

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Acknowledgement of Country

Helm acknowledges the Awabakal and Worimi peoples as the traditional custodians of the land and waters of Newcastle, where we live and work. We recognise their continuing connection to land, waters and community, and a relationship with this place that spans tens of thousands of years.

We pay our respects to Elders past, present and emerging, and extend that respect to Aboriginal and Torres Strait Islander peoples here today.