``` ██████╗██████╗ ███████╗ ███████╗██╗ ██╗██╗██╗ ██╗ ███████╗ ██╔════╝██╔══██╗██╔════╝ ██╔════╝██║ ██╔╝██║██║ ██║ ██╔════╝ ██║ ██████╔╝█████╗ ███████╗█████╔╝ ██║██║ ██║ ███████╗ ██║ ██╔══██╗██╔══╝ ╚════██║██╔═██╗ ██║██║ ██║ ╚════██║ ╚██████╗██║ ██║███████╗ ███████║██║ ██╗██║███████╗███████╗███████║ ╚═════╝╚═╝ ╚═╝╚══════╝ ╚══════╝╚═╝ ╚═╝╚═╝╚══════╝╚══════╝╚══════╝ v5.2.1 · MCP reconnect patch — plugin-root entrypoint, Claude/Codex cache compatibility │ | * │ │ │ _ /| |#| /| _│_ _|_ A _ _[_]_ _|_ / | |#| /_W_ /:::\ [_=_] /_\ | | _/_:::_\_ __ |:::| | | |#| ( • ) /|:::|\ |:::| ((^)) | | |X/:::::\X| |__| |:::| | | |#| \__/ \__[] | |:::| | _|_:_|_ /(:::)\ _|_|_ |/X:::::X\| |::| |:::|_ | | |#| | | | |:::| | |:::::::| |:::::| |:::::| |\X:::::X/| |::| |:::::|| | _|#|_ / \ | |:::| | _|:::::::|_ |:::::| _|:::::|_ |X/:::::\X| _|::_| |:::::||::| |:::::| _|___|_ | |:::| | |:::::::::::| |:::::| |:::::::::||/X:::::X\| |::::::| _|:::::||::| _|:::::|_ ___|=======|___________|_|:::|_|_|:::::::::::|__|:::::|__|:::::::::||\X:::::X/|__|::::::||:::::::||::|_|:::::::::| BROOKLYN BRIDGE WILLIAMSBURG BRIDGE QUEENSBORO BRIDGE _|_ _|_ |▔▔▔| |▔▔▔| _|_ _|_ _|_ | ∩ | | ∩ | |XXX| |XXX| //|\\ //|\\ //|\\ /| ∩ |\ /| ∩ |\ /| |\-------___---/| |\ ///|\\\_____///|\\\_____///|\\ / |___| \-------_-------/ |___| \-------------/ |___| \ / \ /|___| \----------////|\\\\ ////|\\\\ ////|\\ / / \ \ / \ / / \ \ / / \ \ / \/ / \ \ / / | \ \ / / | \ \ / / | \ ≈/≈/≈≈≈≈≈≈≈\≈\≈≈≈/≈≈≈\≈≈≈/≈/≈≈≈≈≈≈≈\≈\≈≈≈≈≈≈≈≈≈/≈/≈≈≈≈≈≈≈\≈\≈/≈≈≈≈≈≈≈\≈/≈≈≈≈≈≈\≈\≈≈≈≈≈/≈/≈≈≈|≈≈≈\≈/≈/≈≈≈|≈≈≈\≈/≈/≈≈|≈≈≈\ ≈/≈/≈≈≈≈≈≈≈≈\≈\≈/≈≈≈≈≈\≈/≈/≈≈≈≈≈≈≈≈≈\≈\≈≈≈≈≈≈≈/≈/≈≈≈≈≈≈≈≈≈\≈\≈≈ EAST RIVER ≈≈≈\≈/≈≈≈≈/≈/≈≈≈≈|≈≈≈≈\≈/≈≈≈≈|≈≈≈≈\≈/≈≈≈|≈≈≈≈\ ``` # CRE Skills Plugin A Claude plugin delivering a large library of **commercial real estate skills** covering the full investment lifecycle -- deal sourcing, screening, underwriting, structuring, due diligence, capital markets, market research, asset management, leasing, investor relations, development, disposition, tax planning, ESG, portfolio strategy, and daily property operations. Each skill includes structured process logic, reference documents, chain connections to other skills, and Python calculators for precise quantitative output. Deploys as a plugin in Claude Code (CLI or Desktop Code tab) or as a local MCP server for Claude Desktop Chat tab. See [Key Stats](#key-stats) for current counts and [Release Maturity](#release-maturity) for status by surface. ### How the skill taxonomy works for your team Every skill now declares a **classification** that tells your team what it is and how much to trust its output. In plain terms: a **micro** or **normal** skill does one bounded job — normalize a T-12, size a loan, draft a quarterly LP letter — and is invoked as a single unit. An **orchestrator** is a conductor that runs several skills in sequence (an underwrite-to-IC pipeline, a document-to-database ingest); it is a workflow, not an atomic tool. A **workspace** is a business-facing surface that routes a whole domain — your fund team's LP reporting, your asset managers' operations cockpit — to the right specialist skill and holds context across sessions. For a **deal team**, an **asset manager**, or a **fund team**, the classification is not cosmetic: it determines which outputs are decision-grade and therefore need a human sign-off before they reach an investment committee, a lender, or an LP. Skills whose output can land on a board deck or a distribution notice are marked `decision-grade` and carry an explicit **human gate** (analyst review, AM/CFO sign-off, IC approval, or lender/investor review) plus a source posture that **refuses to emit a final figure it cannot trace to your data** — no fabricated model references, no unresolved `$X` placeholders in a final-marked report. Everything else is advisory screening output your operator validates. See [`docs/DATA_GRADES.md`](docs/DATA_GRADES.md) for the data-grade ladder and `docs/integrations/amos-skill-manifest.md` for how this metadata is exported to AMOS. ## Open core This repository is the free, open-source core of CRE Skills, licensed under Apache-2.0. It is the knowledge layer that runs locally in your Claude Code session: the skill library, routing, calculators, and the MCP surface. It stays free and open. A separate, paid edition, **cre-skills-pro**, is in development as the institution-grade governance layer that composes on top of this core. It adds a deterministic control plane: lifecycle hooks, a four-eyes approval matrix, append-only redacted deal-state memory, an audit log, and a first-run setup TUI, so decision-grade output (IC memos, valuations, lender and LP deliverables) is gated, provenanced, and auditable for institutional use. It will be offered commercially; this free core is not going away. Anonymous usage signals and any feedback you choose to send remotely also help shape the paid edition. No deal data, financial figures, prompts, or PII are ever collected or used for this. See [PRIVACY.md](PRIVACY.md) for exactly what is and is not used, and how to keep everything local. ## Release Maturity This release is an **internal beta / controlled release candidate**. Most top-level skills (1:1 with a single `src/skills//SKILL.md`) are self-contained and usable today. The residential multifamily subsystem and several install surfaces are held to a higher fail-closed bar and are labeled below. | Surface / component | Status | What this means | |---|---|---| | Top-level skills (all but one) | Deployed | Runnable today. Expected behavior per SKILL.md. | | `residential_multifamily` subsystem | **Stable, awaiting shakedown (v1.0.0-rc1)** | Code-complete. Routing core, workflows, roles, tailoring guards (approval-floor / canonical-redefinition / preview-bundle / missing-doc blocker), and refusal-on-missing-input contracts are all active and under test. Subsystem still ships with placeholder org overlays; decision-grade use requires an org onboarding pass (tailoring interview) to supply real data. Final-marked outputs fail closed when required inputs are absent, enforce a period-seal gate (`close_status`, `close_lock_timestamp`, `budget_version`), and must follow the [executive output contract](src/skills/residential_multifamily/_core/executive_output_contract.md). Graduation to `status: stable` is gated on the first operator shakedown log — see [PREVIEW_MODE.md](docs/PREVIEW_MODE.md) for the contract. | | Orchestrators | Template / semi-manual | Orchestrators are phase + agent + verdict **templates**. There is no autonomous engine that sequences phases, polls agents, or aggregates verdicts without Claude acting as conductor. Treat as structured prompts, not fire-and-forget pipelines. | | Marketplace install | Supported (CLI) | `claude plugin marketplace add` from Claude Code CLI. Claude Desktop's "Add marketplace" dialog is **not** supported — this repo does not expose a manifest at that URL. See [docs/WHAT-TO-USE-WHEN.md](docs/WHAT-TO-USE-WHEN.md). | | macOS DMG / Windows EXE installer | Supported | Smoke-tested by `scripts/installer_smoke_test.py` (fresh install). | | Cowork ZIP import | Partial | Skills + agents + commands only. Hooks, MCP tools, orchestrators, calculators are not part of the Cowork surface. | | Manual MCP config (Claude Desktop Chat tab) | Supported | `.mcp.json` + `mcp-server.mjs`; operational MCP tools with organizational aliases. | | Codex / Gemini / Grok / Manus portable ZIP | Experimental (structural CI) | Skills ship as SKILL.md files. A structural smoke test (`tests/install_smoke/test_portable_zip.py` + the `Portable ZIP Smoke` workflow) validates ZIP layout, skills-tree mirroring, frontmatter contract, and runtime-file exclusion. **Cross-runtime invocation** (the skill actually loading and running inside Codex / Gemini / Grok / Manus) is not tested. Treat as experimental. | **Upgrade, uninstall/reinstall, and corrupted-config recovery** paths do not currently have automated smoke tests. The existing smoke tests exercise fresh-install only. See [docs/install_smoke_test_matrix.md](docs/install_smoke_test_matrix.md) for the full coverage matrix and gaps. ## Known Limitations > Full honest statement: [`docs/known-limitations.md`](docs/known-limitations.md). The headline v5.2.0 limitations: - **Connectors are not live.** Every connector contract and vendor adapter is `status: stub`; there is no live API feed to any system. The only `active` ingestion shape is a shared-drive / email file drop. See [`docs/connectors/CAPABILITY-MATRIX.md`](docs/connectors/CAPABILITY-MATRIX.md) (CoStar is **not-supported-live** per its AI-use T&C; Yardi / MRI / RealPage are **blocked-by-vendor**). - **Generalized cross-skill governance runtime is still deferred.** Decision-grade runtime enforcement (source-class tagging, refusal-on-missing-input, period-seal, placeholder scanner) runs as deployed runtime **only inside `residential_multifamily`**. Elsewhere the runtime leg is the `final_marked` selector + the **targeted named-allowlist finance-placeholder guard** (`tests/test_finance_placeholder_guard.py`) — a presence-of-discipline check. v5.2.0 adds a corpus-wide **static** governance scanner (`scripts/governance-scan.py`) that validates governance **declarations** over SKILL.md frontmatter + the generated catalog/manifest; it is **not** a corpus-wide runtime emitted-output scanner. The four canonical connector contract schemas (debt / entity / valuation / funds) remain `status: stub` (schema-enforced `source_class` enum), but **no connector runtime emits or enforces them and no adapter is live.** The live connector runtime and runnable/vendor adapters are **v6** work — see [Roadmap](#roadmap). - **The orchestrator runtime `dispatchAgent()` is a documented stub.** The real execution path is the orchestrate **prose** (`src/commands/orchestrate.md`) with Claude as conductor — not an autonomous engine. Treat orchestrators as structured prompts. - **The AMOS manifest is a static export.** `dist/amos-skill-manifest.json` is a generated artifact with honest capability states and **no live coupling**; no skill is marked live-connected (AMOS references skills as data, it does not invoke them live). - **The Windows `.exe` is not locally buildable** on macOS — it is produced on CI / Windows only (Inno Setup). The macOS DMG is locally buildable. - The `residential_multifamily` subsystem is `status: stable_pending_shakedown` (v1.0.0-rc1). Code complete; refusal-on-missing-input contracts active. Every reference file still ships as sample/starter/illustrative/placeholder — decision-grade use requires an org overlay. Final-marked workflows (executive, IC, quarterly, pipeline summary) declare `fallback_behavior: refuse` on required inputs — they fail closed rather than proceed with stale data — and period-grade workflows additionally refuse if the GL is not at the declared `close_status` floor (`soft_close` or `hard_close`). Graduation to `status: stable` is gated on the first operator shakedown log (see [PREVIEW_MODE.md](docs/PREVIEW_MODE.md)); until then, output carries a `Stable, awaiting shakedown` banner. - Six regulatory/affordable compliance workflows (`compliance_calendar_review`, `income_certification_cycle`, `rent_limit_test`, `agency_reporting_prep`, `file_audit_prep`, `recertification_batch`) are **phase-1 scaffolding** — the router recognizes them and the overlay slots exist, but no workflow pack implements them yet. The routing rule `r011_regulatory_workflow_explicit` is gated behind an explicit `regulatory_program` axis and `rent_limits` / `income_limits` reference files; missing references refuse the match. - The **tailoring TUI** (`src/skills/residential_multifamily/tailoring/tools/tailoring_tui.py`) has a documented capability matrix in [docs/tailoring_capability_matrix.md](docs/tailoring_capability_matrix.md). Tailoring Pass 2 Obj 4 is closed: conflict surfacing, approval-floor guard, canonical-definition-redefinition refusal, preview-bundle YAML emission, and missing-doc blocker are all **Implemented**. Open follow-ups (legacy-bank retirement, role-based bank filtering) are tracked in the matrix. - **Orchestrator pipelines** are transitioning from templates to a lightweight runtime. Current `/cre-skills:orchestrate` invokes the engine for pipelines that declare a config; deal-state persistence, typed approval gates, and a calculator bridge have landed. Verdict aggregation across phases and autonomous challenge-layer resolution remain in progress. - **Windows installer** defends against UTF-8 BOM edge cases in PowerShell 5.1 but does not currently halt on missing Node/Python/npm prerequisites. Update Claude Code before install (older versions have MCP path issues on Windows). - **Codex / Gemini / Grok / Manus** portable ZIP has structural CI coverage (`tests/install_smoke/test_portable_zip.py`), but cross-runtime invocation is not tested. Treat as experimental on those surfaces. ## Roadmap Upcoming work is tracked in [`docs/ROADMAP.md`](docs/ROADMAP.md). The remaining **v5.x** work is documentation / contract alignment, static-scanner refinement, manifest capability metadata, no-live invariant enforcement, the generalized runtime **governance** scanner, and optional non-live interface scaffolding. The real-world / **live data-integration** track — connector runtime enforcement of `source_class` / `max_staleness`, sandbox-runnable adapters, and vendor-specific connectors beyond `status: stub` — is **v6**. The enterprise governance track (a lifecycle-hook control plane, four-eyes approvals, deal-state memory, audit, SOC 2, RBAC, licensing, and team collaboration) is the paid **cre-skills-pro** edition, built separately as the open-core commercial layer on top of this free core; it is not part of this repository's release line. See [Open core](#open-core). Preview / staging mode for `status: beta_rc` and `status: experimental` skills is documented at [`docs/PREVIEW_MODE.md`](docs/PREVIEW_MODE.md). ## Key Stats | Metric | Count | |--------|-------| | Skills | **127** | | Expert Agents | **54** | | Reference Files | **279** | | Python Calculators | **21** | | Workflow Chains | **6** | | Orchestrator Pipelines | **10** | | Slash Commands | **11** | | Skill Categories | **18** | --- ## What's New in v5.1.0 **A governance-hardening release — correctness and truthful contracts, not new skills (0 net new).** Highlights, each test-backed: - **Calculator fidelity.** Monte Carlo beta-distributed variables now inherit the Gaussian-copula correlation (it was being silently dropped). `fund_fee_modeler` promote-sensitivity is labeled `grade: screening` / `linear_fee_drag_approximation` — the `breakeven_irr_*` values are a fee-drag approximation, not a DCF-IRR. `transfer_tax` / `proration_calculator` / `quick_screen` now refuse value-domain degeneracy (including the proration unparseable-date path that used to throw a raw traceback). `debt_sizing` gains `interest_only` alias keys. - **Connector contract schemas.** The four canonical contracts — `debt`, `entity` (legal/ownership, distinct from `master_data`), `valuation`, `funds` (+ pseudonymized `investor_report`) — are authored as `status: stub` contracts with round-tripping samples, and `source_class` is now a schema-enforced enum. **No adapter is live; nothing executes.** - **AMOS forward-compat.** The skill-manifest emits `produces_artifact_kind`, `pii_policy` (conservative default `none`), and `workspace_scope`. `live_connector` stays `false`. Still deferred (honest): the corpus-wide runtime governance scanner, the full 127-skill `v5_contract` sweep, live/runnable connector adapters, and the Windows `.exe` (CI/Windows-only). See [Known Limitations](#known-limitations) and `docs/releases/v5.1.0-release-notes.md`. --- ## What's New in v5.0.0 **A governable skill taxonomy across the whole corpus.** Every catalog item now carries a `classification` (`micro | normal | orchestrator | workspace | agent | calculator`) and a `runtime_role`, so a deal team, asset manager, or fund team can tell an atomic tool from a conductor from a business-facing surface — and, critically, which outputs are decision-grade and need a human sign-off. See [How the skill taxonomy works for your team](#how-the-skill-taxonomy-works-for-your-team). This shipped by **reclassification + honest backlog: 0 new stub skills** — the value is the governable metadata and the decomposition map, not skill count. **AMOS skill-manifest export.** The plugin now publishes `dist/amos-skill-manifest.json` (a superset of the catalog carrying the governance fields: `decision_grade`, `human_gate`, `source_ref_policy`, `amos_surface`, `decomposes_to`), plus a documented contract at [`docs/integrations/amos-skill-manifest.md`](docs/integrations/amos-skill-manifest.md). AMOS consumes the plugin as a governed skill layer **as data** — no skill is hardcoded, and the manifest is a static generated artifact with **no live coupling**. **Trust fixes (governance honesty).** A canonical data-grade ladder ([`docs/DATA_GRADES.md`](docs/DATA_GRADES.md)) reconciles the four source-class vocabularies already deployed (RMF executive tags, the fallback resolver, the ingestion `classification`, the connector `source_class`) into one ladder, and states which grades may back a final-marked output and which must refuse. A **targeted finance-placeholder guard** (`tests/test_finance_placeholder_guard.py`) enforces, on a named decision-grade allowlist (`acquisition-underwriting-engine`, `ic-memo-generator`, `comp-snapshot`, `fund-lp-reporting`, `jv-waterfall-architect`, `opportunity-zone-underwriter`, `cost-segregation-analyzer`), that those skills declare a `## Refusal Behavior` discipline and forbid unresolved `$X`/placeholder tokens in a final output. Valuation/comp skills (`comp-snapshot`, `om-reverse-pricing`, `acquisition-underwriting-engine`) carry an explicit **"estimate, not an appraisal"** stamp. **Honest scope (read this).** This release is a **micro-skill architecture delivered as 0 new stubs; reclassify + backlog** — not a wave of new atomic skills. The decision-grade governance (source-class tagging, refusal-on-missing-input, period-seal, the placeholder scanner) runs as **deployed runtime enforcement only inside `residential_multifamily`**; across the rest of the corpus v5.0.0 ships the `final_marked` selector plus the named-allowlist finance guard. A fully-generalized, corpus-wide **runtime** data scanner remains deferred (v5.2.0 later shipped a corpus-wide **static** declaration scanner; the runtime scanner is still future work). The four canonical connector contract schemas (debt / entity / valuation / funds) landed in v5.1.0 as `status: stub`; the **live connector runtime** is a **v6** item. See [Known Limitations](#known-limitations) and [`docs/connectors/CAPABILITY-MATRIX.md`](docs/connectors/CAPABILITY-MATRIX.md) — **no connector is live today.** See `CHANGELOG.md` and [`docs/MIGRATION.md`](docs/MIGRATION.md) for the full v4.5.0 → v5.0.0 entry. --- ## What's New in v4.3.0 **Residential multifamily graduates to `stable_pending_shakedown`**: the subsystem moves from `status: beta_rc` (v0.6.0) to `status: stable_pending_shakedown` (v1.0.0-rc1). Tailoring Pass 2 Objective 4 closes — approval-floor guard, canonical-redefinition refusal, preview-bundle YAML emission, and missing-doc blocker are all active (previously listed as Not implemented). Code-complete; awaiting the first operator shakedown log before graduation to `status: stable`. See `docs/PREVIEW_MODE.md` for the contract. **Portable ZIP structural smoke**: `tests/install_smoke/test_portable_zip.py` and the `Portable ZIP Smoke` workflow validate ZIP layout, skills-tree mirroring, frontmatter contract, and runtime-file exclusion. Cross-runtime invocation remains an explicit gap. **Canonical Desktop marketplace caveat**: the "Chat tab's 'Add marketplace' is not supported" guidance is now pinned verbatim across `README.md`, `docs/INSTALL.md`, `docs/install-guide.md`, `docs/install-desktop.md`, `docs/install-cowork.md`, with a parity assertion in `tests/test_release_version_parity.py`. `docs/WHAT-TO-USE-WHEN.md` is the source of truth. **Preview-mode gate is live repo-wide**: `tests/test_preview_mode_gate.py` walks every `SKILL.md` under `src/skills/` and enforces the Release maturity section + banner for each preview sub-status (`experimental`, `beta_rc`, `stable_pending_shakedown`). The residential_multifamily subsystem has its own stricter counterpart under the subsystem tests. See `CHANGELOG.md` for the full v4.3.0 entry. --- ## What's Landed in v4.2.0 **Hardening pass 2 close**: `residential_multifamily` subsystem moves from `status: draft` (v0.5.0) to `status: beta_rc` (v0.6.0). Three deferred objectives close: sealed-close gating (Obj 5) pins period-grade workflows behind a declared `close_status` floor; a finance-critical placeholder scanner (Obj 6) rejects un-labeled TBD/PLACEHOLDER rows in every CSV read by a final-marked workflow; an executive output contract (Obj 8) requires verdict-first structure + source-class labels on every numeric cell. +13 tests (total 436). See `CHANGELOG.md` for the full v4.2.0 entry. **Catalog-driven architecture**: Single source of truth (`src/catalog/catalog.yaml`). Every public surface -- README stats, plugin.json, hooks prompt, routing table, registry -- is generated from the catalog. CI catches drift. **MCP server**: Zero-dependency MCP server (`src/mcp-server.mjs`) for Claude Desktop support. macOS DMG and Windows .exe installers auto-detect Claude Code and Claude Desktop. **Workspace skills**: deal-intake, lease-strategy-papering, asset-ops-cockpit, capital-projects-development, fund-lp-reporting, navigator, plugin-admin. Persistent workspace state for cross-session continuity. **Feedback system**: `/cre-skills:send-feedback` and `/cre-skills:report-problem` with automatic redaction, optional remote submission (ask_each_time mode), and retry outbox for failed sends. Current counts live in [Key Stats](#key-stats) above; it is regenerated from the catalog by CI. See [CHANGELOG.md](CHANGELOG.md) for full history. --- ## Installation This repo is a self-contained Claude marketplace. Choose the install method that fits your setup. > See [docs/WHAT-TO-USE-WHEN.md](docs/WHAT-TO-USE-WHEN.md) for a detailed comparison of all install surfaces. > **Do not paste this repo URL into Claude Desktop Chat tab's "Add marketplace" dialog.** Chat tab's "Add marketplace" is a separate surface and is **not supported by this repo** — pasting `https://github.com/mariourquia/cre-skills-plugin` there will produce a validation error. The canonical Chat tab install path is the DMG (macOS) or EXE (Windows) installer, which registers a local MCP server via `claude_desktop_config.json`. The Claude Code CLI marketplace (`claude plugin marketplace add mariourquia/cre-skills-plugin` followed by `claude plugin install cre-skills@cre-skills`) **is** supported and is the canonical CLI install path; it also works in the Desktop **Code** tab (which uses Claude Code under the hood). | Method | Best for | What you get | |--------|----------|-------------| | **Marketplace install** | Claude Code users (CLI or Desktop Code tab) | Full: skills, agents, commands, hooks, MCP tools | | **macOS DMG** | Non-technical macOS users | Full plugin + Claude Desktop MCP registration | | **Windows EXE** | Non-technical Windows users | Full plugin + Claude Desktop MCP registration | | **Cowork upload** | Cowork tab users | Skills, agents, commands (no hooks/orchestrators) | | **Manual config** | Chat tab only (MCP tools) | MCP tools via claude_desktop_config.json | ### Marketplace Install (recommended) From Claude Code CLI or the Desktop Code tab: ```bash claude plugin marketplace add mariourquia/cre-skills-plugin claude plugin install cre-skills@cre-skills ``` Or interactively: type `/plugin` in Claude Code, select **Add plugin**, and search for `cre-skills`. This gives you the full set of skills, agents, commands, hooks, and MCP tools. ### Installer (macOS DMG / Windows EXE) Download from the [latest GitHub release](https://github.com/mariourquia/cre-skills-plugin/releases/latest): - **macOS**: Download the `.dmg`, open it, double-click **CRE Skills Installer** - **Windows**: Download the `.exe`, run the wizard (SmartScreen: click "More info" > "Run anyway") The installer auto-detects Claude Desktop, Claude Code, or both and configures each. No admin privileges required. Restart Claude Desktop after installation. ### Cowork Tab In the Claude Desktop Cowork tab, click **Customize** > **Browse plugins** to find CRE Skills, or upload the plugin ZIP from the release page. Skills, agents, and commands work in Cowork. Hooks and orchestrators are Code-tab only. ### CLI Alternatives ```bash # Install script (downloads and registers automatically) curl -fsSL https://raw.githubusercontent.com/mariourquia/cre-skills-plugin/main/scripts/install.sh | bash # Local development git clone https://github.com/mariourquia/cre-skills-plugin.git claude --plugin-dir ./cre-skills-plugin ``` ### What to Expect After Installation Claude Desktop has three tabs. Each provides different capabilities: | | Code Tab | Chat Tab | Cowork Tab | |---|---|---|---| | **Install method** | Marketplace or installer | Installer (MCP config) | Cowork plugin import | | **Skills** | Yes, via `/cre-skills:*` | No (MCP tools instead) | Yes, via `/` commands | | **Agents** | Yes, auto-invoked | No | Yes, as sub-agents | | **Skill routing** | `/cre-skills:cre-route` | `cre_route` MCP tool | Manual | | **Orchestrators** | `/cre-skills:orchestrate` | Not available | Not available | | **Workspace** | Yes | Yes (MCP tools) | No | | **Hooks** | Yes (session start/stop) | No | No | | **Customization** | Yes | Yes (MCP tools) | No | **Code tab** gives the full experience. **Chat tab** gives MCP tools. **Cowork tab** gives skills and agents without hooks or orchestrators. ### Verify Installation After restarting, try: ``` /cre-skills:cre-route screen this deal ``` Or ask Claude: **"What CRE skills do you have?"** For a structural check: `bash scripts/verify-install.sh` Install and verify also ensure `CLAUDE_CODE_STOP_HOOK_BLOCK_CAP` is at least 100 in `~/.claude/settings.json` (raise-only -- a higher value you already set is left untouched), so the plugin's long agent loops are not truncated by the Stop-hook default of 9. ### Troubleshooting **Skills don't appear (Code tab):** 1. Start a new conversation (SessionStart hook fires at start) 2. Run `/plugin` to verify the plugin is enabled 3. If not listed: `claude plugin marketplace add mariourquia/cre-skills-plugin` **MCP tools don't appear (Chat tab):** 1. Restart Claude Desktop completely 2. Check Settings > Developer > MCP Servers for `cre-skills` 3. Verify Node.js 18+ is installed (`node --version`) 4. Re-run the installer if the MCP entry is missing **Cowork tab:** 1. Click Customize > Browse plugins to check if CRE Skills is installed 2. If not listed, upload the plugin ZIP from the release page ### Windows known issues **Update Claude Code first.** Older versions of Claude Code on Windows have a bug where colons in MCP log directory paths cause plugin MCP servers to fail silently ([anthropics/claude-code#13679](https://github.com/anthropics/claude-code/issues/13679)). Update to the latest version before installing: ```powershell npm i -g @anthropic-ai/claude-code@latest # or: irm https://claude.ai/install.ps1 | iex ``` **Cowork marketplace empty on Windows.** The Cowork plugin marketplace may not load because `plugins.claude.ai` does not resolve via DNS on some Windows configurations. This is an Anthropic infrastructure issue ([anthropics/claude-code#28853](https://github.com/anthropics/claude-code/issues/28853)). The plugin still works in the Code tab and CLI. **Plugin installed but not showing.** If the installer completed but skills don't appear, verify the plugin is enabled in `~/.claude/settings.json`: ```json { "enabledPlugins": { "cre-skills@local": true } } ``` The installer writes this automatically, but some Claude Code versions have a bug where `enabledPlugins` is not populated ([anthropics/claude-code#20661](https://github.com/anthropics/claude-code/issues/20661)). See [docs/INSTALL.md](docs/INSTALL.md) for detailed per-platform instructions. --- ## Quick Start **Screen a deal in seconds:** ``` /cre-skills:cre-route screen this deal -- 240-unit garden-style multifamily, Raleigh NC, $42M asking, 2018 vintage, 93% occupied, $2.6M NOI, rents 12% below market ``` **Underwrite with full depth:** ``` /cre-skills:cre-route underwrite this deal ``` **Review loan documents:** ``` /cre-skills:cre-route review these loan docs ``` **See all workflow chains:** ``` /cre-skills:cre-workflows ``` **Browse expert agents:** ``` /cre-skills:cre-agents ``` **Run an orchestrated pipeline:** ``` /cre-skills:orchestrate acquisition ``` **Set up brand guidelines (once):** ``` /cre-skills:brand-config ``` --- ## Skill Categories ### By Category | # | Category | Count | Key Skills | |---|----------|-------|------------| | 01 | **Deal Screening** | 2 | `deal-quick-screen`, `om-reverse-pricing` | | 02 | **Underwriting & Analysis** | 4 | `acquisition-underwriting-engine`, `rent-roll-analyzer`, `sensitivity-stress-test`, `monte-carlo-return-simulator` | | 03 | **Deal Structuring** | 6 | `loi-offer-builder`, `psa-redline-strategy`, `jv-waterfall-architect`, `1031-exchange-executor`, `creative-seller-financing`, `1031-pipeline-manager` | | 04 | **Due Diligence** | 4 | `dd-command-center`, `distressed-acquisition-playbook`, `title-commitment-reviewer`, `tenant-credit-analyzer` | | 05 | **Capital Markets** | 7 | `loan-sizing-engine`, `capital-stack-optimizer`, `refi-decision-analyzer`, `mezz-pref-structurer`, `debt-portfolio-monitor`, `workout-playbook`, `term-sheet-builder` | | 06 | **Market Research** | 4 | `submarket-truth-serum`, `comp-snapshot`, `supply-demand-forecast`, `market-cycle-positioner` | | 07 | **Asset Management** | 7 | `annual-budget-engine`, `property-performance-dashboard`, `capex-prioritizer`, `noi-sprint-plan`, `lease-compliance-auditor`, `tenant-delinquency-workout`, `small-operator-pm` | | 08 | **Leasing** | 9 | `tenant-retention-engine`, `lease-up-war-room`, `lease-negotiation-analyzer`, `rent-optimization-planner`, `leasing-operations-engine`, `leasing-strategy-marketing-planner`, `lease-document-factory`, `lease-option-structurer`, `lease-trade-out-analyzer` | | 09 | **Investor Relations** | 11 | `ic-memo-generator`, `quarterly-investor-update`, `lp-pitch-deck-builder`, `capital-raise-machine`, `fund-formation-toolkit`, `fund-operations-compliance-dashboard`, `investor-lifecycle-manager`, `sec-reg-d-compliance`, `distribution-notice-generator`, `emerging-manager-evaluator`, `fund-raise-negotiation-engine` | | 10 | **Development** | 7 | `dev-proforma-engine`, `land-residual-hbu-analyzer`, `entitlement-feasibility`, `construction-budget-gc-analyzer`, `construction-project-command-center`, `construction-procurement-contracts-engine`, `post-close-onboarding-transition` | | 11 | **Disposition** | 2 | `disposition-strategy-engine`, `disposition-prep-kit` | | 12 | **Deal Sourcing** | 1 | `sourcing-outreach-system` | | 13 | **Tax & Entity** | 3 | `cost-segregation-analyzer`, `opportunity-zone-underwriter`, `partnership-allocation-engine` | | 14 | **ESG & Climate** | 2 | `carbon-audit-compliance`, `climate-risk-assessment` | | 15 | **Portfolio Strategy** | 3 | `portfolio-allocator`, `performance-attribution`, `deal-attribution-tracker` | | 16 | **Daily Operations** | 27 | `t12-normalizer`, `rent-roll-formatter`, `cam-reconciliation-calculator`, `debt-covenant-monitor`, `lease-abstract-extractor`, `estoppel-certificate-generator`, `cpi-escalation-calculator`, `variance-narrative-generator`, `closing-checklist-tracker`, `vendor-invoice-validator`, `property-tax-appeal-analyzer`, `coi-compliance-checker`, `work-order-triage`, `lender-compliance-certificate`, `stacking-plan-builder`, `building-systems-maintenance-manager`, `insurance-risk-manager`, `compliance-regulatory-response-kit`, `crisis-special-situations-playbook`, `property-operations-admin-toolkit`, `tenant-event-planner`, `loan-document-reviewer`, `transfer-document-preparer`, `funds-flow-calculator`, `gp-performance-evaluator`, `fund-terms-comparator`, `lp-data-request-generator` | --- ## Workflow Chains Six end-to-end workflow chains that orchestrate multiple skills in sequence. | # | Chain | Steps | |---|-------|-------| | 1 | **Acquisition Pipeline** | sourcing -> quick-screen -> om-reverse -> rent-roll-analyzer -> underwriting-engine -> sensitivity -> ic-memo -> loi -> psa-redline -> dd-command-center -> close | | 2 | **Capital Stack Assembly** | underwriting-engine -> loan-sizing -> mezz-pref -> jv-waterfall -> capital-stack-optimizer -> refi-decision | | 3 | **Hold Period Management** | annual-budget -> performance-dashboard -> capex / lease-compliance / delinquency-workout / retention-engine -> noi-sprint | | 4 | **Disposition Pipeline** | performance-dashboard -> disposition-strategy -> [SELL] disposition-prep -> 1031-exchange \| [HOLD] refi-decision \| [REFI] loan-sizing | | 5 | **Development Pipeline** | land-residual + entitlement -> dev-proforma -> construction-budget -> loan-sizing -> capital-stack -> ic-memo -> lease-up-war-room -> refi-decision | | 6 | **Fund Management** | fund-formation -> pitch-deck -> capital-raise -> portfolio-allocator -> [deploy via acquisition pipeline] -> quarterly-update + performance-attribution | Each chain has a detailed workflow document in `src/routing/workflows/` with step-by-step orchestration logic. --- ## Orchestration Engine The plugin includes a multi-agent orchestration engine (derived from [Avi Hacker's CRE Acquisition Orchestrator](https://github.com/ahacker-1/cre-acquisition-orchestrator)) that coordinates skills into automated pipelines. ### Available Orchestrators | Orchestrator | Purpose | Phases | Verdict | |---|---|---|---| | acquisition | Full acquisition lifecycle | DD -> UW -> Financing -> Legal -> Closing -> Challenge | GO / CONDITIONAL / NO-GO | | capital-stack | Optimal debt/equity structuring | Qualification -> Sizing -> Structuring -> Optimization -> IC | PROCEED / RESTRUCTURE / KILL | | hold-period | Asset management (recurring loop) | Onboarding -> Monitoring (loop) -> Leasing -> Capital -> Tenant -> Reposition | CONTINUE / INTERVENE / EXIT | | disposition | Asset sale pipeline | Hold/Sell -> Pricing -> Marketing -> Buyers -> Offers -> DD Mgmt -> Close | SELL / HOLD / REFI | | development | Ground-up development | Land -> Entitlement -> Proforma -> Construction -> Lease-Up -> Stabilization | BUILD / KILL / DEFER | | fund-management | Full fund lifecycle | Formation -> Raise -> Deploy -> Monitor -> Distribute -> Exit | DEPLOY / HOLD / WIND-DOWN | | research | Market intelligence | Macro -> Submarket -> Competitive -> Opportunity -> Memo | INVEST / MONITOR / PASS | | strategy | Investment strategy formulation | Capital -> Cycle -> Strategy -> Portfolio -> Memo | DEPLOY / REVISE / HOLD | | portfolio | Portfolio-level oversight | Composition -> Concentration -> Attribution -> Rebalance -> Stress -> Report | REBALANCE / HOLD / DIVEST | | lp-intelligence | LP evaluation of GPs | GP Eval -> Data Request -> Performance -> Portfolio -> Re-Up | RE-UP / REDUCE / EXIT | Run with: `/cre-skills:orchestrate acquisition` See `src/orchestrators/README.md` for full documentation. --- ## Expert Agents Expert agents across multiple categories, each with a distinct analytical perspective. | Category | Count | Agents | |----------|-------|--------| | **Institutional Buyers** | 5 | Pension Fund, Private Equity, Public REIT, Family Office, Syndicator | | **Analytical Lenses** | 5 | Quantitative, Qualitative, Contrarian, Risk Manager, ESG/Impact | | **Investment Functions** | 8 | Acquisitions Analyst, Asset Manager, Property Manager, Capital Markets, IR Director, Development Manager, Leasing Director, Disposition Strategist | | **Challenge Agents** | 6 | Conservative Lender, Aggressive GP, Skeptical LP, IC Challenger, Value-Add Operator, Distressed Specialist | | **Titan Styles** | 6 | Zell, Linneman, Sternlicht, Ross, Gray, Barrack | | **Stakeholder Views** | 8 | Tenant, Lender, Municipality, Insurance, Appraiser, Environmental, Construction, Legal | | **Research & Strategy** | 4 | Market Research Analyst, Submarket Specialist, Chief Investment Officer, Portfolio Strategist | | **Asset Management** | 2 | Asset Manager Lead, Leasing Manager | | **Portfolio** | 2 | Portfolio Manager, Risk Officer | | **Fund Management** | 2 | Fund Controller, Investor Relations Associate | | **Disposition** | 1 | Disposition Manager | | **LP Intelligence** | 3 | LP Advisor, Fund Analyst, Allocation Committee Member | | **Composite** | 2 | CRE Veteran (generalist router), Deal Team Lead (multi-agent orchestrator) | The **Deal Team Lead** agent assembles multi-agent teams from 10 pre-built compositions: Acquisition IC, Capital Stack Optimization, Disposition Strategy, Development Feasibility, Lease Negotiation, Fund Formation, Market Cycle Assessment, Crisis Response, Portfolio Review, and LP Due Diligence. --- ## Python Calculators 21 standalone Python scripts (zero external dependencies) that agents can execute for precise quantitative output. The table below lists the most-used; the full set is in `src/calculators/`. | Script | Skill | Calculations | |--------|-------|-------------| | `quick_screen.py` | deal-quick-screen | Cap rate, DSCR, CoC, replacement ratio, 3-scenario IRR | | `debt_sizing.py` | loan-sizing-engine | DSCR/LTV/debt yield constraint optimization | | `covenant_tester.py` | loan-document-reviewer | DSCR/LTV/debt yield by year, breach detection | | `npv_trade_out.py` | lease-trade-out-analyzer | NPV comparison, breakeven, 2D sensitivity grid | | `option_valuation.py` | lease-option-structurer | Termination fees, cap rate impact, package NPV | | `waterfall_calculator.py` | jv-waterfall-architect | GP/LP distributions, multi-tier promote, IRR | | `tenant_credit_scorer.py` | tenant-credit-analyzer | HHI, WALT, expected annual loss, OCR | | `proration_calculator.py` | funds-flow-calculator | Per diem prorations (actual/365, 30/360) | | `transfer_tax.py` | transfer-document-preparer | All 50 states + DC with tiered rates | | `monte_carlo_simulator.py` | monte-carlo-return-simulator | Stochastic return distributions, confidence intervals, tail risk | | `fund_fee_modeler.py` | fund-raise-negotiation-engine | Management fee modeling, carried interest schedules, blended fee load, MFN cascade | All calculators are in `src/calculators/`. Run directly with `python3 src/calculators/