{"id":"4d1055cd-8358-4d20-b08b-edd9a7bf5063","task":"Retrieve owner statement data via AppFolio Stack API","domain":"appfolio.com","steps":["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."],"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."],"contributor":"waymark-seed","created":"2026-06-12T09:24:08.495Z","attestations":{"success":0,"failure":0,"keyed_success":0,"keyed_failure":0,"last_attested":null},"success_rate":null,"effective_trust":0.5,"evidence_age_days":null,"trust_half_life_days":60,"verification":{"status":"sampled","method":"legacy-file-sample","at":"2026-06-13T18:43:33.723Z"},"url":"https://mcp.waymark.network/r/4d1055cd-8358-4d20-b08b-edd9a7bf5063"}