plugin.json

{
  "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
  "name": "equire",
  "version": "0.2.13",
  "description": "Brief deals, triage a portfolio, and test underwriting what-ifs with figures tied to cited sources and release basis. Optional updates need your confirmation, and everything stays within your EQUIRE permissions. Requires an EQUIRE account.",
  "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": "Cited CRE deal intelligence",
        "longDescription": "You are preparing a commercial real estate deal for investment committee. The offering memorandum, rent roll, T-12, and leases do not always agree, and a figure that does not tie to source tends to surface in the committee room instead of before it.\n\nEQUIRE is a governed deal workspace for acquisitions and investment teams. This app connects your assistant to the deals, documents, and valuation models your EQUIRE account can already open, within the organizations and permissions you grant at sign-in.\n\nWhat you can ask for:\n- A deal briefing with cited source excerpts and each figure's release basis, with preliminary items labeled as preliminary.\n- A portfolio view ranked by open risk, with deals compared side by side.\n- Document evidence, diligence items, and recent activity for one deal.\n- Read-only what-ifs through a deal's saved valuation model. Nothing is saved.\n- Screening of EQUIRE's market listing index, with offering memorandum facts and the broker contacts published with each listing.\n- A market research plan for a deal, run only after you approve it.\n\nYou decide how much your assistant can change. Writes are off unless you grant them. With Reads and Staged Changes, valuation and review changes are staged as proposals that a person on your team approves in EQUIRE. With Deal Intake and the required permissions, your assistant can create a deal and attach transferable documents and property photos after confirmation. Existing grants stay unchanged. Where your organization offers Routine Workflow Updates, your assistant can also add deal notes, create or update diligence items, queue a listing for screening, attach report links to a deal, and start approved market research. The instructions ask your assistant to state each change and wait for your confirmation first.\n\nTo start: connect EQUIRE and sign in, choose your organizations, permissions, and write level on the consent screen, then ask for a briefing on a deal.\n\nThe result is a briefing your team can defend: figures traced to their sources, conflicts and permission limits stated, and open risks listed before the meeting.\n\nRequires an EQUIRE account. EQUIRE supports investment analysis and is not investment, legal, tax, or appraisal advice. Investment committee decisions, data release, listing conversion, deletion, and sharing stay in EQUIRE. File attachment requires transferable bytes; otherwise use EQUIRE\u2019s Documents page or photo gallery. You can review or revoke the connection at any time in EQUIRE Settings.",
        "developerName": "Agentic Assets",
        "category": "Finance",
        "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."
            }
          ]
        },
        "demo_recording_url": "https://drive.google.com/file/d/1_Ac6UsvBH1dveNb4UOVNzDh1IixYebgr/view"
      },
      "publication": {
        "release_notes": "Version 0.2.13 explains the optional, short-lived Organization Website Search permission and its reconnection requirements. Existing client defaults and grants stay unchanged. Retains the 0.2.12 listing brochure and source-basis guidance.",
        "countries": []
      },
      "apps": "./.app.json"
    }
  }
}