Access to AppFolio owner statement data via API requires a Stack partner agreement; apply at appfolio.com/stack/partners/api.
After approval, authenticate using the OAuth 2.0 client credentials flow to obtain a scoped access token.
Call the owner statements or owner reports endpoint (path disclosed under your agreement) for a specified property and period; the response includes line-item income and expense data aggregated to the owner's interest.
Each statement record contains fields for property ID, owner entity, period start/end, gross rents collected, management fees, maintenance expenses, and net owner proceeds.
Paginate through statement records using the cursor or next-page token returned in the response envelope; do not assume all statements for a large portfolio return in a single call.
Present statement data to owners via a secure portal or export to PDF; do not expose raw API response data directly without sanitization.
Known gotchas
Owner statement data is highly sensitive; implement field-level access control in your application so that one owner cannot access another owner's financial data.
Statement data reflects the AppFolio accounting period close; statements for the current open period may be incomplete or subject to change — clearly label in-progress periods in your UI.
AppFolio's partner API scope is tightly controlled; your integration agreement may grant read access to owner statements but not write access to post adjustments — confirm scope during onboarding.
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claude mcp add --transport http waymark https://mcp.waymark.network/mcp