A Claude Code plugin that gives commercial real estate brokers a set of natural-language AscendixRE skills — daily briefings, pipeline review, deal and listing management, property and availability search, tour prep, and inquiry intake — all driven through the AscendixREMCP connector to your AscendixRE (Salesforce) data.
Once installed, you can just talk to Claude the way you'd talk to an assistant — "what's on my
plate today?", "find me 5k SF of Class A office in Dallas", "start a deal on the Galleria
listing" — and the matching skill runs. Every skill is also invocable directly as /<skill-name>.
Important. These skills call the AscendixREMCP MCP tools (
soqlQuery,createSobjectRecord,getDealSummary, …). The plugin ships the skills only — it does not bundle the MCP connection. Before the skills can do anything useful, the AscendixREMCP connector must be authenticated in your environment (connected via your AscendixRE / Claude.ai account).Without the connector, the skills still load and trigger, but their data calls will fail. Connect AscendixREMCP first, then install this plugin. Contact your Ascendix administrator if you don't see the connector available.
/plugin marketplace add ascendix/xre-plugin-claude
/plugin install ascendixre@ascendix
The first command registers this repository as a plugin marketplace; the second installs the
ascendixre plugin from it. After install, the 24 skills below become available automatically.
To update later, bump and pull the new version (see Updating).
| Skill | What it does |
|---|---|
morning-briefing |
Start-of-day prioritized briefing — tasks, tours, closing deals, expiring leases, fresh inquiries. |
follow-ups-due |
Mid-day triage — overdue tasks, stale inquiries, untouched deals, ranked by revenue impact. |
end-of-day-recap |
End-of-day wrap — what got done, what's still open, and tomorrow's first move. |
pipeline-review |
Review your open pipeline as a summary by stage/month/type, or a filtered list of open deals. |
create-deal |
Open a new pipeline Deal, resolving Account/Property/Listing names to IDs first. |
deal-snapshot |
Full picture of one Deal — parties, commissions, offers, recent tasks and events. |
close-deal |
Mark a Deal Won or Lost, capture actuals, and optionally create the executed Lease. |
create-listing |
Create a new Listing on an existing Property plus its matching Availability record. |
listing-activity |
Activity feed for one Listing — availabilities, recent inquiries, upcoming tours, open deals. |
find-properties |
Building-level search by city/state, class, size range, owner, and use type. |
property-snapshot |
Full picture of one Property — owner, leases, available space, listings, comps, open deals. |
find-available-spaces |
Search live availability by city, size range, use type, and max rent. |
generate-stacking-plan |
Generate a floor-by-floor stacking plan for a Property — SVG component (ASCII fallback) plus a reusable data block. |
find-expiring-leases |
Find executed leases expiring within N days, optionally filtered by city or tenant. |
find-recent-sales |
Pull comparable closed investment sales by city, class, use type, and lookback window. |
match-prospect-to-space |
Match an Inquiry's size/rent/use criteria against open Availabilities; rank the top fits. |
manage-preferences |
Create, retrieve, update, and search prospect Preference records tied to a Contact/Account, and match them to available space. |
new-inquiry-intake |
Log a new inbound prospect as an Inquiry, creating Account/Contact if missing. |
convert-inquiry |
Convert a qualified Inquiry into Account + Contact + Deal, reusing existing records. |
log-call |
Log a completed phone call, resolving the contact and related deal/property/listing. |
schedule-tour |
Book a tour Event for a Listing/Property with a Contact (defaults to a 1-hour window). |
prep-tour |
One-page brief for an upcoming tour — tenants, expirations, available space, comps, talking points. |
recent-changes |
Activity feed of recent changes on your owned records (Deal, Inquiry, Listing, Lease). |
broker-performance |
Manager view — open pipeline plus closed-won totals by broker for QTD or YTD. |
Skills share two reference documents in skills/_shared/ — a CRE schema
cheatsheet and a SOQL recipe book — that keep their queries consistent with the AscendixRE data model.
Skills trigger from natural language or can be invoked explicitly:
- Natural language: "what's on my plate today" →
morning-briefing; "comps in Austin" →find-recent-sales; "we won the Galleria deal" →close-deal. - Explicit: type
/morning-briefing,/find-properties, etc.
Skills that write data (create/close deals, log calls, intake inquiries) confirm the details with you before writing, and surface any permission or validation errors verbatim.
New releases bump the version field in both .claude-plugin/plugin.json and
.claude-plugin/marketplace.json. To pick up an update:
/plugin marketplace update ascendix
/plugin install ascendixre@ascendix
Proprietary — © 2026 Ascendix. All rights reserved. See LICENSE.