Yardi Matrix agent skills for Claude Code, Cursor and RevampKey

4 ready-made playbooks that teach an AI agent how to do real Yardi Matrix work: which tools to call, what to check first, and when to stop and ask you.

Download RevampKey, free I have it: connect Yardi Matrix

Connect Yardi Matrix once and all 4 skills install themselves and stay up to date. Mac, Windows and Linux.

All 4 Yardi Matrix skills

Each skill is one job. You ask in plain words and the agent loads the skill that matches, then follows its steps.

Start hereRead-only24 Yardi Matrix tools

Use Yardi Matrix with AI, read-only and scoped

Guides the agent through confirming market scope, choosing the right Yardi Matrix tool family, and paginating results without flooding the conversation. Every call is read-only, so nothing in your data changes.

Use it when

You have just connected Yardi Matrix and want to know what to ask first
A market question returned zero rows or a result that looks wrong
You need to switch between property lookup, analytics and role screens

Tools it uses

get_dataset_summary
get_schema_info
search_data_types
get_query_guidance
validate_data_quality
get_property_ids
search_properties
search_by_owner
fetch_property_unit_mix
fetch_property_demographics
fetch_financial_forecast
market_analysis
portfolio_market_comparison
calculate_risk_scores
find_distressed_assets
loan_maturity_analysis
best_demonstrated_practice
Portfolio_Performance_Benchmark_Comparison
Rent_Growth_Submarket_Comparison
Role_1_Distressed_Asset
Role_1_GSE_Loan_Watch
Role_1_Late_Cycle_Construction
Role_1_Low_DSCR_Identifier
Role_1_Maturing_Loans_Next_2yr

Example

What's the median rent growth across Dallas multifamily right now, and how many properties is that based on?

Scope confirmed: multifamily, Dallas metro, all owners, current quarter. 214 of 260 assets matched, with 46 excluded for missing rent data. Median rent growth is 3.1% year over year, shown as of Q2. The top 10 assets by growth are listed below, and the full set is available on request.

Use in RevampKeyRead the full skill →

Read-only9 Yardi Matrix tools

Watch loan maturities with Yardi Matrix AI

Lists the loans and assets maturing in the next one to two years, groups them by quarter and ranks them by exposure. Asks before changing any loan or asset record.

Use it when

You need to see which loans come due in the next 24 months across a portfolio.
You want GSE loan exposure separated from the rest of a maturity list.
You are planning refinancing priorities for the coming year.

Tools it uses

Role_1_Maturing_Loans_Next_2yr
Role_1_GSE_Loan_Watch
loan_maturity_analysis
get_property_ids
search_properties
search_by_owner
validate_data_quality
find_distressed_assets
calculate_risk_scores

Example

Which loans in my portfolio mature in the next two years, and how much of that is GSE debt?

Your portfolio has 34 loans maturing in the next 24 months. Coverage is good: 31 have a maturity date and lender, and 3 do not. Two loans, both from a 2016 vintage, are past maturity and need status verification. The largest cluster falls in Q2 of next year, with 12 loans, 5 of them GSE. The top priority is a $48M Fannie Mae loan on a suburban asset due in Q2.

Use in RevampKeyRead the full skill →

Read-only11 Yardi Matrix tools

Property due diligence profile from Yardi Matrix

Builds a single-property profile from unit mix, demographics, owner and forecast data, flagging what is missing or unreliable before an acquisition or review. Asks before changing anything.

Use it when

Before buying or reviewing one building
When you need the unit mix and owner for a specific property
When you want to know which parts of a property profile are not reliable

Tools it uses

search_properties
get_property_ids
search_by_owner
get_dataset_summary
get_schema_info
validate_data_quality
search_data_types
get_query_guidance
fetch_property_unit_mix
fetch_property_demographics
fetch_financial_forecast

Example

Give me a due diligence profile for the 240-unit property at 18 Harbor Street, including who owns it.

Identified one match: 18 Harbor Street, owned by Crestline Partners. Data quality passed. The unit mix totals 240 units: 150 one-bedroom and 90 two-bedroom, so one-bedroom units make up 62.5% of the building. The area demographics cover the surrounding catchment, not the building's tenants. The forecast indicates steady rent growth, but its basis is not shown, so treat it as unverified.

Use in RevampKeyRead the full skill →

Read-only6 Yardi Matrix tools

Benchmark submarket performance with Yardi Matrix and AI

Compares a property, portfolio or submarket against its peers on rent growth and decides whether the gap is market-driven or asset-specific. It asks you to confirm the peer set and window before it draws conclusions.

Use it when

A property trails its submarket and you need to know why
You want to see whether a portfolio's rent growth is ahead of or behind its markets
You are deciding if an underperforming asset needs intervention or the market just softened

Tools it uses

get_property_ids
search_properties
market_analysis
Rent_Growth_Submarket_Comparison
Portfolio_Performance_Benchmark_Comparison
portfolio_market_comparison

Example

Is our Riverside Commons property underperforming its submarket on rent growth over the last 12 months, and is the gap the market or the asset?

Riverside Commons grew rent 2.1% over the last 12 months against a submarket median of 3.4%, a gap of 1.3 points. The submarket slowed 0.4 points over the same window while the asset slowed 1.2 points, so roughly 0.4 points of the gap is market and about 0.9 points is asset-specific. Confidence is medium because the peer set has only seven assets.

Use in RevampKeyRead the full skill →

Get all 4 without copying a file

RevampKey adds the skills when you connect Yardi Matrix, updates them for you and removes them when you disconnect.

Download RevampKey

How Yardi Matrix skills work

Connect Yardi Matrix
The Yardi Matrix MCP server gives the agent its tools.
Ask in plain words
“Which loans in my portfolio mature in the next two years, and how much of that is GSE debt?” Each SKILL.md says when it applies, so only the one that fits is loaded.
Approve any change
The agent calls the tools in order, checks its work, and shows you any change before it makes it.

How to install Yardi Matrix skills

In RevampKey the skills install themselves when you connect Yardi Matrix. In other tools each skill is one folder with a SKILL.md file, and you also need the Yardi Matrix MCP server connected there.

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Yardi Matrix. All 4 skills come with it and stay up to date; they go away when you remove the connector.
Ask in plain language, for example “Which loans in my portfolio mature in the next two years, and how much of that is GSE debt?”
Download RevampKeyConnect Yardi Matrix · 1 click
Get RevampKey to connect Yardi Matrix
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Yardi Matrix is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials loan-maturity-watch property-due-diligence-profile submarket-performance-benchmark; do curl -fsSL --create-dirs -o .claude/skills/yardi-matrix-$s/SKILL.md https://revampkey.com/marketplace/yardi-matrix/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the Yardi Matrix MCP server in Claude Code.

Run this in your project folder to add all 4 skills:

for s in essentials loan-maturity-watch property-due-diligence-profile submarket-performance-benchmark; do
  curl -fsSL --create-dirs -o .claude/skills/yardi-matrix-$s/SKILL.md https://revampkey.com/marketplace/yardi-matrix/skills/$s/SKILL.md
done

Ask in plain language, for example “Which loans in my portfolio mature in the next two years, and how much of that is GSE debt?”

Into the shared .agents/skills folder

Connect the Yardi Matrix MCP server in Cursor.

Run this in your project folder to add all 4 skills:

for s in essentials loan-maturity-watch property-due-diligence-profile submarket-performance-benchmark; do
  curl -fsSL --create-dirs -o .agents/skills/yardi-matrix-$s/SKILL.md https://revampkey.com/marketplace/yardi-matrix/skills/$s/SKILL.md
done

Ask in plain language, for example “Which loans in my portfolio mature in the next two years, and how much of that is GSE debt?”

Into the shared .agents/skills folder

Connect the Yardi Matrix MCP server in Codex.

Run this in your project folder to add all 4 skills:

for s in essentials loan-maturity-watch property-due-diligence-profile submarket-performance-benchmark; do
  curl -fsSL --create-dirs -o .agents/skills/yardi-matrix-$s/SKILL.md https://revampkey.com/marketplace/yardi-matrix/skills/$s/SKILL.md
done

Ask in plain language, for example “Which loans in my portfolio mature in the next two years, and how much of that is GSE debt?”

Into the shared .agents/skills folder

Connect the Yardi Matrix MCP server in VS Code.

Run this in your project folder to add all 4 skills:

for s in essentials loan-maturity-watch property-due-diligence-profile submarket-performance-benchmark; do
  curl -fsSL --create-dirs -o .agents/skills/yardi-matrix-$s/SKILL.md https://revampkey.com/marketplace/yardi-matrix/skills/$s/SKILL.md
done

Ask in plain language, for example “Which loans in my portfolio mature in the next two years, and how much of that is GSE debt?”

RevampKey or copy the files?

In RevampKey

One click when you connect Yardi Matrix
Updated for you when a skill improves
Removed when you disconnect
The MCP server is set up for you
800+ other connectors, same way

Download free

Copy into your project

One command per project
Run it again to get updates
You connect the Yardi Matrix MCP server yourself
Works in Claude Code, Cursor, Codex and VS Code

See the command

Yardi Matrix skills FAQ

What is a Yardi Matrix agent skill?

A SKILL.md file: a short playbook an AI agent loads when your request matches it. Each Yardi Matrix skill describes one job, which Yardi Matrix tools to use in which order, what to check first and when to stop and ask you.

Do the Yardi Matrix skills change anything on their own?

4 of the 4 only read. The others tell the agent to show you the change and wait for a yes before it creates, edits or deletes anything in Yardi Matrix.

Which tools can use these skills?

Any agent that reads the open Agent Skills format: Claude Code, Cursor, Codex, VS Code with Copilot and RevampKey. In RevampKey they are attached when you connect Yardi Matrix; elsewhere you copy the folders into your project or skills directory.

Do I need the Yardi Matrix MCP server too?

Yes. The skills tell the agent how to do the work; the Yardi Matrix MCP server gives it the tools to do it. The Yardi Matrix MCP setup guide covers every client.

Yardi Matrix MCP server setup · This page as Markdown

Put Yardi Matrix’s best workflows in your agent

Download RevampKey, connect Yardi Matrix and ask your first question in about a minute.

Download RevampKey Connect Yardi Matrix · 1 click

All 4 Yardi Matrix skills

Use Yardi Matrix with AI, read-only and scoped

Use it when

Tools it uses

Watch loan maturities with Yardi Matrix AI

Use it when

Tools it uses

Property due diligence profile from Yardi Matrix

Use it when

Tools it uses

Benchmark submarket performance with Yardi Matrix and AI

Use it when

Tools it uses

Get all 4 without copying a file

How Yardi Matrix skills work

How to install Yardi Matrix skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Yardi Matrix skills FAQ

Put Yardi Matrix’s best workflows in your agent

Skills for related tools