CRE Intelligence

io.github.Zwondra由 GitHub 帳號 Zwondra 發布v1.1.0更新於 Oct 24, 2026

Live CRE analysis: Federal Reserve rates, Census 1/3/5-mile demographics, DCF models, IC memos.

已驗證Streamable HTTP可網頁執行金融資料與分析商業與電商

概覽

AI 產生的概覽

託管式商用不動產分析伺服器,讓助理取得美國聯準會即時利率與人口普查資料,並進行 DCF 建模、租約與租金表解析及投資委員會備忘錄產生。

可以做什麼
取得美國聯準會即時資料:SOFR、公債殖利率、聯邦基金利率、CPI 與租金通膨、商用不動產價格指數與信用利差,並提供隱含資本化率區間與貸款利率參考。查詢美國地址的人口普查資料,或 1/3/5 英里商圈環帶資料。以土地投資角度篩選美國縣級市場,並預先篩選地塊的 FEMA 洪泛區與聯邦濕地風險。將貼上的租金表與租約文字解析為結構化的租戶、租約與風險提示資料,並標示續租與集中度風險。以即時利率建立十年槓桿 DCF,並產生收購或投資委員會備忘錄。匯出含即時公式與敏感度表格的可下載 Excel 承銷模型。
適用情境
適用於商用不動產承銷、土地篩選與投資委員會作業,希望利率與人口資料來自公開來源而非估算。最適合已有地址、NOI、價格等交易輸入,或已有租金表與租約文字待分析的情況。
執行需求
託管端點無需 API 金鑰或帳號;僅支援 stdio 的用戶端需透過 npx 使用 mcp-remote 橋接。自架需 Python 3.11+,以及免費的 FRED 與 Census API 金鑰和 Anthropic API 金鑰,以環境變數設定。
安裝前請注意
文件工具是把租金表或租約文字貼進提示詞來運作,因此機密交易文件會送到伺服器,並在解析與備忘錄產生時送到 Anthropic。託管服務在測試期免費,之後可能變動。Excel 匯出連結 60 分鐘後失效。自架需要 ANTHROPIC_API_KEY、FRED_API_KEY 與 CENSUS_API_KEY 等金鑰。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 CRE Intelligence,將其新增到工作區。
  2. 為需要使用其工具的對話啟用該服務。

Web executable,透過 Streamable HTTP。 遠端服務在工作區中設定後即可從網頁執行環境執行。

交給代理程式安裝

把這段提示詞貼上到 Claude Code、Codex、Cursor 等代理程式,或 SourceWeft 對話中。代理程式會讀取該伺服器的安裝指南,先向你展示發布者、端點和登入方式,經你同意後再把它新增到你的客戶端。金鑰不會寫進任何命令。

閱讀 https://sourceweft.com/mcp/io.github.Zwondra%2Fcre-intelligence-mcp/install.md,並按其中說明把這個 MCP 伺服器接入我的客戶端。修改任何設定之前,先告訴我它的發布者、端點和登入方式,等我確認。不要把 API 金鑰寫進命令或我會提交的檔案;問我金鑰應從哪裡取得。

檢視代理程式所依據的安裝指南

其他 MCP 客戶端

把它新增到你客戶端的 mcpServers 設定中。

{
  "mcpServers": {
    "cre-intelligence": {
      "type": "http",
      "url": "https://cre-intelligence-mcp.onrender.com/mcp"
    }
  }
}

README

CRE Intelligence MCP

Live market data for commercial real estate analysis — inside Claude.

Connect this MCP to Claude Desktop and instantly access Federal Reserve interest rates, Census Bureau demographics, DCF modeling, rent roll parsing, lease abstraction, and IC memo generation — all from a single prompt.

"Analyze this deal: 2201 South Blvd, Charlotte NC. NOI $400k, asking $6M, retail strip."

→ Pulls live SOFR from the Fed. Pulls Census demographics for that exact block. Builds a full levered 10-year DCF. Writes an institutional-quality IC memo. 30 seconds.


Why this exists

The #1 problem with AI in CRE: 66% of professionals use it daily, but only 5% trust it for actual deal decisions.

The reason? AI guesses at rates and demographics. A DCF built on a hallucinated SOFR rate is worthless.

This MCP fixes that. Every number comes from a verified public source:

  • Interest rates → Federal Reserve (FRED API)
  • Demographics → US Census Bureau ACS
  • Document analysis → Claude AI with structured output

Zero data licensing fees. Zero hallucinations on financial inputs.


Tools

ToolWhat it doesData source
get_current_ratesLive SOFR, 10yr Treasury, Fed Funds + implied cap ranges by property typeFRED
get_inflation_dataCPI, shelter inflation, rent CPI + DCF rent growth guidanceFRED
get_cre_market_dataCRE price index, C&I loan trends, delinquency rates, credit spreadsFRED
get_market_demographicsMedian income, employment, vacancy, rents for any US addressCensus Bureau
get_radius_demographics1/3/5-mile trade-area rings: population, weighted income, renter share, rentsCensus Bureau
analyze_rent_rollPaste PDF text → structured JSON: tenant, SF, rent, dates, expirationsClaude AI
abstract_leasePaste lease text → term, rent schedule, TI, options, red flagsClaude AI
flag_lease_risksRent roll JSON → rollover risk, concentration risk, due diligence checklistClaude AI
build_dcf_modelFull levered 10-year DCF with live rates auto-fetched from FREDPython + FRED
generate_deal_memoAddress + NOI + price → full IC memo with live rates and demographicsClaude AI + FRED + Census
export_dcf_excelDownloadable .xlsx underwriting model with live formulas, sensitivity grid, market dataPython + FRED + Census

Example output

Prompt: "Get me current interest rates"

SOFR:           3.63%   (June 8, 2026)SOFR 30-day:    3.59%10yr Treasury:  4.55%5yr Treasury:   4.29%Fed Funds:      3.63%
Implied cap rates (spread over 10yr T):  Core Multifamily:  5.30% – 6.05%  Core Industrial:   5.55% – 6.30%  Core Office:       6.05% – 7.05%  Value-Add:         6.05% – 7.05%
Loan rate guidance:  Floating: SOFR + 150–250bps = ~5.38%–5.88%  Fixed:    10yr T + 150–200bps = ~6.05%–6.55%

Prompt: "Analyze this deal: 2201 South Blvd Charlotte NC, NOI $400k, asking $6M, retail strip"

The MCP automatically chains get_current_rates + get_market_demographics + build_dcf_model + generate_deal_memo and returns a full IC memo including:

Entry Cap Rate:   6.67%  (+212bps over 10yr Treasury)Loan Rate:        5.38%  (derived from live SOFR 3.63% + 175bps)Year 1 DSCR:      1.53xIRR:              14.6%Equity Multiple:  3.11x
Census Tract demographics (2023 ACS):  Median HHI:       $141,419  Employment rate:  97.2%  College educated: 64.9%  Vacancy rate:     8.6%
Recommendation: GO — subject to rent roll review and comp analysis.

Setup

Option A — Hosted (fastest, no API keys)

Add this to your claude_desktop_config.json and restart Claude Desktop:

json
{  "mcpServers": {    "cre-intelligence": {      "type": "streamable-http",      "url": "https://cre-intelligence-mcp.onrender.com/mcp"    }  }}

If your MCP client only supports stdio servers, use the mcp-remote bridge instead:

json
{  "mcpServers": {    "cre-intelligence": {      "command": "npx",      "args": ["-y", "mcp-remote", "https://cre-intelligence-mcp.onrender.com/mcp"]    }  }}

Free during beta. All data fetching runs server-side.

Option B — Self-hosted

Prerequisites
Install
bash
git clone https://github.com/Zwondra/cre-intelligence-mcpcd cre-intelligence-mcppython3.11 -m venv venvvenv/bin/pip install -r requirements.txtcp .env.example .env# Add your API keys to .env

Connect to Claude Desktop

Add to ~/Library/Application Support/Claude/claude_desktop_config.json:

json
{  "mcpServers": {    "cre-intelligence": {      "command": "/path/to/cre-intelligence-mcp/venv/bin/python3",      "args": ["/path/to/cre-intelligence-mcp/server.py"],      "env": {        "ANTHROPIC_API_KEY": "sk-ant-...",        "FRED_API_KEY": "your_fred_key",        "CENSUS_API_KEY": "your_census_key"      }    }  }}

Restart Claude Desktop. The tools will appear automatically.

Test it

Open Claude Desktop and say:

"Get me current interest rates"

You should see it call get_current_rates and return live Federal Reserve data.


Document analysis

The document tools (analyze_rent_roll, abstract_lease) work by pasting PDF text directly into the prompt. In Claude Desktop:

  1. Open your rent roll or lease PDF
  2. Copy all the text
  3. Say: "Analyze this rent roll: [paste text]"

The tool extracts every tenant, suite, SF, rent, lease dates, and expiration into structured JSON — then flag_lease_risks can immediately analyze it for rollover and concentration risk.


Data sources

SourceWhatCost
FRED (Federal Reserve)SOFR, Treasury yields, Fed Funds, CPI, CRE price indexFree
Census Bureau ACSIncome, employment, housing, rents by census tractFree
Anthropic ClaudeDocument parsing, risk analysis, memo generationPay per use

Roadmap

  • Comparable sales search (CREXI public listings)
  • Multi-property portfolio analysis
  • Sensitivity table generation (cap rate / NOI / LTV scenarios)
  • Export to Excel / Word
  • Deal history / comparison across sessions

License

MIT

來源:README.md,提交 6e3f241

工具

13

get_current_rates

Get live interest rates from the Federal Reserve (FRED). Returns SOFR, 10-year Treasury, 5-year Treasury, Fed Funds Rate, and 30-day SOFR average. Also calculates implied cap rate ranges based on current treasury spreads. Use this BEFORE any DCF model or loan underwriting. These are real-time numbers Claude cannot access on its own.

無需輸入參數。

get_market_demographics

Get Census Bureau demographics for any US property address. Returns median income, population, employment rate, housing vacancy, median rents, and education levels for the census tract. This is address-specific data from the actual Census tract — not estimates. Claude cannot access this without the MCP. For 1/3/5-mile trade-area rings, use get_radius_demographics instead.

輸入參數address必填

get_radius_demographics

Get aggregated Census demographics for radius rings around a US property address — the standard 1/3/5-mile trade-area format used in CRE site analysis. Aggregates every census tract whose centroid falls within each radius: population, household-weighted median income, employment rate, college attainment, housing vacancy, renter share, and median rent. Use this for trade-area / site analysis. Use get_market_demographics for the single census tract immediately around the address.

輸入參數address必填radii_miles

screen_land_market

Screen a US county as a LAND-INVESTING market (raw-land flip / Podolsky style). Grades the county on the signals that matter for buying cheap rural land and reselling on terms: population growth, demographics, owner share, and affordability. IMPORTANT: This screens on FREE Census data only (growth + demographics + a home-value affordability proxy). It does NOT include actual land sale prices or comps — those require county records or a paid service, and must be verified per-parcel before buying. Use this to rank/shortlist markets, not to buy.

輸入參數state必填county必填

screen_parcel_dd

Pre-screen a land parcel's location for the AUTOMATABLE due-diligence red flags: FEMA flood zone and federal wetlands. Pulls live from FEMA's National Flood Hazard Layer and the US Fish & Wildlife National Wetlands Inventory. Use this to kill obviously-bad parcels (flood zone, wetlands) at scale BEFORE spending time on manual due diligence. IMPORTANT: Checks flood + wetlands only. It does NOT check legal ACCESS (landlocked — the #1 land deal-killer), title/liens, or zoning — those stay MANUAL, per-parcel checks via county records. A clean screen here is necessary, NOT sufficient.

輸入參數lat必填lng必填

get_inflation_data

Get current CPI and rent inflation data from the Federal Reserve. Returns overall inflation, shelter inflation, and rent-specific CPI with YoY changes. Use this to calibrate rent growth assumptions in your DCF model — don't guess.

無需輸入參數。

get_cre_market_data

Get Commercial Real Estate price index and broader market data from the Federal Reserve. Returns CRE price trends, office/retail/industrial vacancy proxies, and credit spreads. Provides macro context for deal underwriting and cap rate analysis.

無需輸入參數。

analyze_rent_roll

Extract structured tenant and lease data from a rent roll document. Paste the text content of your rent roll PDF here (copy-paste from PDF reader). Returns tenant list, suite/SF, lease dates, monthly rent, escalations, and options.

輸入參數text必填property_name

abstract_lease

Extract all key terms from a commercial lease document. Returns term, base rent schedule, escalations, TI allowance, CAM structure, renewal options, termination rights, exclusivity, co-tenancy, and red flags.

輸入參數text必填

flag_lease_risks

Analyze a parsed rent roll for investment risks. Feed the output from analyze_rent_roll directly into this tool. Returns: rollover risk, tenant concentration, credit risk, and actionable recommendations.

輸入參數rent_roll_json必填

build_dcf_model

Build a levered DCF model using live Federal Reserve rates. Automatically fetches current SOFR to derive the loan rate if not provided. Returns: annual cash flows, IRR, equity multiple, cash-on-cash, DSCR, and exit analysis.

輸入參數loan_ratenoi_year1必填equity_pcthold_yearsexit_cap_ratepurchase_price必填noi_growth_rateamortization_years

generate_deal_memo

Generate a formatted CRE acquisition memo / Investment Committee memo. Automatically pulls live rates from FRED and demographics from Census Bureau to provide real market context — not guesses.

輸入參數noi必填asking_price必填property_type必填property_address必填rent_roll_summaryadditional_context

export_dcf_excel

Generate a downloadable Excel (.xlsx) underwriting model with LIVE formulas — editable assumptions, PMT/FV amortization, IRR, equity multiple, a sensitivity grid, live Fed rates, and (if an address is given) Census trade-area demographics. Returns a download link valid for 60 minutes.

輸入參數addressloan_ratenoi_year1必填equity_pcthold_yearsexit_cap_rateproperty_namepurchase_price必填noi_growth_rateamortization_years

版本歷史

1
  1. v1.1.0最新Sep 16, 2026

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