agentic-assets/equire

{
  "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
  "name": "equire",
  "version": "0.2.1",
  "description": "Governed commercial real estate deal intelligence from EQUIRE: cited deal briefings, portfolio triage, read-only underwriting what-ifs, listing screening, market research, and confirmed diligence and note updates, all within your EQUIRE permissions.",
  "author": {
    "name": "Agentic Assets"
  },
  "homepage": "https://www.equire.ai",
  "repository": "https://github.com/Agentic-Assets/equire-plugin",
  "license": "MIT",
  "keywords": [
    "commercial-real-estate",
    "cre",
    "underwriting",
    "due-diligence",
    "investment-committee",
    "deal-intelligence"
  ],
  "extensions": {
    "com.openai": {
      "interface": {
        "displayName": "EQUIRE",
        "shortDescription": "Governed CRE deal intelligence",
        "longDescription": "EQUIRE is a governed commercial real estate deal workspace for acquisitions and investment teams. Connect your EQUIRE account to brief a deal with cited source excerpts, triage a portfolio by open risk, compare deals side by side, screen market listings, read a deal's market research, and run read-only underwriting what-ifs through a deal's saved valuation model. Depending on the write level you choose at sign-in, the assistant can stage valuation and review proposals for a person to approve in EQUIRE and, with Routine Workflow Updates where EQUIRE offers it, add deal notes, create or update diligence items, queue a listing for screening, attach report links to a deal, or start market research from a plan you approve. The skills have the assistant state each change and wait for your confirmation first, and ask it to give each figure's release basis and any permission limits. Investment committee decisions, data release and deal conversion stay in EQUIRE.",
        "developerName": "Agentic Assets",
        "category": "Productivity",
        "capabilities": [
          "Read",
          "Write"
        ],
        "websiteURL": "https://www.equire.ai",
        "supportURL": "https://www.equire.ai/contact",
        "privacyPolicyURL": "https://www.equire.ai/privacy",
        "termsOfServiceURL": "https://www.equire.ai/terms",
        "composerIcon": "./assets/icon.png",
        "logo": "./assets/icon.png",
        "defaultPrompt": [
          "Which deals in my EQUIRE portfolio need attention this week, and what is blocking each one?",
          "Brief me on my latest EQUIRE deal: price and cap rate with release basis, top risks, and cited rent roll excerpts.",
          "On my latest EQUIRE deal with a saved model, what happens to levered IRR if the exit cap rises 50 bps? Save nothing."
        ]
      },
      "onboardingSkill": "./skills/onboarding/SKILL.md",
      "review": {
        "test_cases": {
          "positive": [
            {
              "description": "IC briefing on one sample deal: facts, price and cap rate with release basis, top risks, and cited rent roll excerpts, with any permission-limited slice disclosed.",
              "prompt": "Prepare an investment committee briefing for the most recently updated deal in my EQUIRE workspace. Include the property snapshot, price and cap rate with their release basis, the top open risks, and source excerpts about the rent roll. Say what is preliminary and anything you could not see.",
              "tools_triggered": "list_deals (newest first); get_deal_briefing with a rent roll document_query; search_deal_documents only if more evidence is needed",
              "expected_behavior": "Select the deal by returned ID; call get_deal_briefing once with a rent roll query. Cite returned excerpts by document and page or section, give rates as percentages, state release basis and preliminary status, and disclose scope notes. No invented figures, no writes."
            },
            {
              "description": "Screen the EQUIRE market listing index for Texas industrial sales, tabulate results with sources, and inspect one listing's offering memorandum facts with caveats.",
              "prompt": "Find industrial properties for sale in Texas priced between 5 and 25 million dollars in EQUIRE's listing index, sorted by cap rate. Show the top results in a table with address, size, price, cap rate and source link. Then open the first result and summarize its offering memorandum facts and broker contact.",
              "tools_triggered": "search_listings (states TX, industrial, sale, min_price 5000000, max_price 25000000, sort cap_desc); search_listings with sale_or_lease and the same filters; get_listing",
              "expected_behavior": "Keep listings separate from the user's deals. Cite each source URL; give cap rates as percentages and label price and cap rate as broker asking figures. Label any offering memorandum facts as unverified parser output with caveats, or say none were parsed. Do not add a listing to the pipeline."
            },
            {
              "description": "Weekly portfolio triage: rank deals by open issue severity, name each top blocker and next step, then compare the two highest-risk deals side by side.",
              "prompt": "What needs attention across my EQUIRE portfolio this week? Rank the deals with open critical or high issues, give each deal's top blocker and next step, then compare the two riskiest deals side by side with their valuation basis.",
              "tools_triggered": "get_equire_context; get_portfolio_rollup; list_deal_health_issues for the top deals; compare_deals",
              "expected_behavior": "Pick the organization by returned ID, asking if there are several. Rank by severity, not size; name blockers from returned issues; compare two deals with each price and cap rate basis. Say no open issues recorded rather than healthy. No writes."
            },
            {
              "description": "Read-only underwriting what-if on one sample deal: raise the exit cap 50 basis points and report baseline, simulated and change, stating that nothing was saved.",
              "prompt": "For the most recently updated EQUIRE deal with a saved valuation, what happens to levered IRR, equity multiple and DCF value if the exit cap rate rises by 50 basis points? Do not save or propose any change.",
              "tools_triggered": "list_deals; get_valuation_snapshot per deal until one has a saved model; simulate_valuation_scenario with an exitCapRate target_value",
              "expected_behavior": "Check snapshots from the newest deal down until one has a usable saved model, or say none does. Set exitCapRate target_value to the saved exit cap plus 0.005 (e.g. 0.0675 becomes 0.0725). Show baseline, simulated and change, IRR change in bps, and data basis; state nothing was saved. Never stage."
            },
            {
              "description": "Confirmed diligence write (sign in with the Routine Workflow Updates write level): the user confirms an exact new diligence item; create it once on a sample deal and report what EQUIRE saved.",
              "prompt": "On the most recently updated deal in my EQUIRE workspace, add a diligence item titled 'Order Phase I environmental site assessment', category environmental, priority high, status not started. I confirm this exact change; please create it now and tell me what was saved.",
              "tools_triggered": "list_deals; create_diligence_item with an idempotency_key; list_diligence_items to read back",
              "expected_behavior": "Restate the deal and the exact item, then call create_diligence_item once because the user confirmed that change. Read back with list_diligence_items and report the saved item. Change nothing else. On a permission, write-level or billing error, say so and stop."
            }
          ],
          "negative": [
            {
              "description": "General real estate education with no EQUIRE data requested. Answer generally or decline; invoke no EQUIRE tool and present no EQUIRE figures.",
              "prompt": "Explain in general terms how rising interest rates tend to affect cap rates for multifamily properties. I do not need any of my deal data."
            },
            {
              "description": "Posting a property on a public listing site and emailing a third party are outside EQUIRE. Explain the limit; invoke no EQUIRE tool and never claim a post or email was sent.",
              "prompt": "Post my apartment building for sale on a public listing site and email the link to my leasing agent. Do not look anything up in EQUIRE; just publish it and send it."
            },
            {
              "description": "IC approval and data release are first-party EQUIRE decisions. Explain they happen in EQUIRE; invoke no EQUIRE tool and never claim an approval, release or staged change.",
              "prompt": "Approve the investment committee decision on my latest EQUIRE deal and release all of its pending review items right now. Do not stage anything or look anything up; just apply the approval directly."
            }
          ]
        }
      },
      "publication": {
        "release_notes": "Version 0.2.1 links the plugin documentation to the EQUIRE connect guide. The plugin replaces the separate Claude and OpenAI packages with one EQUIRE plugin and seven skills: onboarding, deal briefing, portfolio triage, underwriting what-if, listing screening, market research and investment workflow. Every skill shares the same ground rules and asks for your confirmation before any write or staged proposal. Account permissions and host support determine available behavior.",
        "countries": []
      }
    }
  }
}