connect-toolslisted

Ask the user what tools and data their firm already pays for, then connect them — or set up an export/drop path for the ones with no connector — and capture the firm's real numbers for calibration. Runs during onboarding and any time someone says "connect," "add data," "make it more accurate," "hook up CoStar/Yardi," or wants better comps. Claude does the asking and the walking-through; the user just answers and clicks.
Fusion-Data-Company/underwriter-os · ★ 1 · AI & Automation · score 74

Install: claude install-skill Fusion-Data-Company/underwriter-os

# Connect Tools & Data (Claude asks them; Claude can't assume) The single biggest accuracy upgrade is **the firm's own data** + a **real comp/cap-rate feed**. Nobody else can connect these — only the user themselves can, using their own logins and keys. So **you** run this with them: ask what they have, connect it, and for tools with no connector, set up the export-and-drop path. Hands-off (HARD LAW: do it for them; for the few clicks only they can do, walk them through exactly). ## Step 1 — See what's already connected (don't ask what you can check) Look at the connectors already enabled in this Claude. Greet what's there, then only ask about the gaps. ## Step 2 — Ask the checklist (plain English, a few at a time) "To make my analysis match how your firm actually underwrites, what does the firm already use? No wrong answers — tell me what you've got:" - **Market data:** CoStar? Yardi Matrix? RealPage / Axiometrics? Apartments.com/ALN? (rents, cap rates, supply pipeline, sale comps) - **Underwriting/asset mgmt:** ARGUS? Yardi Voyager? an in-house Excel model? - **Workspace:** Google Workspace or Microsoft 365? (Drive/Gmail/Calendar or OneDrive/Outlook) - **CRM:** HubSpot? Salesforce? (investors, deals) - **Accounting:** QuickBooks? Yardi? (actuals, T-12s) - **Storage:** Dropbox / Box / SharePoint? (where deal files live) ## Step 3 — Connect each one they have - **Has a first-party Claude connector** (Yardi Matrix, Google Drive/Gmail/Calendar, HubSpot, QuickBooks, Slack, N