# Yardi Matrix agent skills for Claude Code, Cursor and RevampKey

> Ready-made Yardi Matrix playbooks for AI agents: watch loan maturities with Yardi Matrix AI, property due diligence profile from Yardi Matrix, benchmark submarket performance with Yardi Matrix and AI. Free SKILL.md files for Claude Code, Cursor and Codex, or one click in RevampKey.

## Skills

- [Use Yardi Matrix with AI, read-only and scoped](https://revampkey.com/marketplace/yardi-matrix/skills/essentials.md): 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.
- [Watch loan maturities with Yardi Matrix AI](https://revampkey.com/marketplace/yardi-matrix/skills/loan-maturity-watch.md): 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.
- [Property due diligence profile from Yardi Matrix](https://revampkey.com/marketplace/yardi-matrix/skills/property-due-diligence-profile.md): 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.
- [Benchmark submarket performance with Yardi Matrix and AI](https://revampkey.com/marketplace/yardi-matrix/skills/submarket-performance-benchmark.md): 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.

## Install

- RevampKey: connect Yardi Matrix at https://revampkey.com/marketplace/yardi-matrix; the skills come with it.
- Any Agent Skills tool, into the current project:

```bash
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
```

### 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.

MCP setup guide: https://revampkey.com/marketplace/yardi-matrix.md