TOOLS FROM THE OPERATION

Skills for the work.

The instructions behind the workflows. Try a standalone skill, or connect Claude to your forVEX record.

Get started

  1. Download a standalone skill below. These work without a forVEX account.
  2. Add the skill in Claude’s Skills settings, then start a conversation about the task.
  3. For connected workflows, sign in to forVEX and connect forVEX Control in Claude.
Open Claude’s connector settings ↗

FREE · NO ACCOUNT

Standalone skills

Standalone · free

accountability-partner

Weekly accountability check-in for anyone running their own operation — solo operator, founder, freelancer, investor.

Full skill details

Weekly accountability check-in for anyone running their own operation — solo operator, founder, freelancer, investor. Opens by holding the user to last week's commitments, works through wins, slippage and blockers, lands 3–5 specific commitments for the week ahead, then emits a carry-forward block so next week's session has memory. Use whenever the user says "weekly accountability", "accountability check-in", "hold me accountable", "weekly review", "weekly debrief", "let's do my week", or starts a new work week. Standalone — no account, no connectors, no database; continuity runs on a plain-text ledger the user keeps.

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Standalone · free

forvex-finish

Flip finish & staging selection — picks the finish package (flooring, paint, kitchen, baths, fixtures, curb appeal) that matches a property's comp tier so you maximize ARV without over-improving.

Full skill details

Flip finish & staging selection — picks the finish package (flooring, paint, kitchen, baths, fixtures, curb appeal) that matches a property's comp tier so you maximize ARV without over-improving. Use this skill whenever the user asks "what finishes should I use", "what should I put in this flip", "am I over-improving", "what flooring/counters/cabinets for this house", "finish package", "what level should I renovate to", or gives an ARV/comp tier and wants a materials spec or rehab finish budget breakdown. Standalone and beginner-friendly — runs on user inputs only, no connectors or account required. NOT for personal-home interior design; this is resale-driven.

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Standalone · free

forvex-mao

Maximum Allowable Offer (MAO) calculator for house flips — the most you can pay for a property and still hit your profit target.

Full skill details

Maximum Allowable Offer (MAO) calculator for house flips — the most you can pay for a property and still hit your profit target. Use this skill whenever the user asks "what should I offer", "what's my MAO", "max offer", "how much can I pay for this house", "run the 65% rule" or "run the rule of thumb", or gives an ARV and rehab number and wants an offer figure. Standalone and beginner-friendly — runs on user inputs only, no connectors or account required. Also handles "what if" follow-ups on ARV, rehab, margin, financing, and hold time.

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Standalone · free

forvex-postmortem

Flip deal post-mortem — compares what you projected (underwrote) against what actually happened on a closed flip, then tells you exactly where the profit went and what to learn.

Full skill details

Flip deal post-mortem — compares what you projected (underwrote) against what actually happened on a closed flip, then tells you exactly where the profit went and what to learn. Use this skill whenever the user says "post-mortem", "deal recap", "how did that flip do", "projected vs actual", "reconcile the deal", "did I hit my numbers", "review a closed deal", or gives before/after numbers on a sold property. Standalone and beginner-friendly — runs on the numbers the user types in, no connectors or account required. Also handles follow-up "what if" questions on the numbers.

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Standalone · free

forvex-rehab-light

Light rehab cost estimator — a fast ballpark renovation budget for a cosmetic-to-moderate flip from square footage, condition, and finish level.

Full skill details

Light rehab cost estimator — a fast ballpark renovation budget for a cosmetic-to-moderate flip from square footage, condition, and finish level. Use this skill whenever the user asks "what will the rehab cost", "ballpark the renovation", "rough rehab number", "how much to fix this up", "estimate repairs", or gives a square footage and condition and wants a budget. Standalone and beginner-friendly — runs on user inputs only, no connectors or account required. For heavy/gut rehabs or line-item contractor takeoffs, it defers to a full estimate. NOT for personal-home remodels.

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YOUR LIVE OPERATING RECORD

Connected skills

Connected skills use your forVEX account to work with your actual pipeline, scopes, and operating record.

forVEX connected

cfo-lane

Finance Cowork lane.

Full skill details

Finance Cowork lane. Cross-checks the deal spine against books, manages the rental capital map in Readvise, then emits a workspace event to the forVEX ledger. Use for KPI analysis, rental cash strategy, position reviews, loan↔property collateral. Requires the forVEX Control MCP connector. Do not underwrite or save a deal.

Installed through your forVEX workspace — no download needed.

forVEX connected

cmo-lane

The CMO (marketing) Cowork lane.

Full skill details

The CMO (marketing) Cowork lane. Reads the deal spine and market brief, produces marketing artifacts, writes the social command-center snapshot, AND emits a structured event to the forVEX activity ledger at the moment of action. Use for listing-tied marketing, brand/workspace routines (weekly social audit, newsletter, competitor intel, mail targeting, presentations), status checks, and scheduled CMO jobs. Requires the forVEX Control MCP connector. Snapshot write + emission are definition-of-done. Never underwrite or save a deal.

Installed through your forVEX workspace — no download needed.

forVEX connected

cos-lane

Chief of Staff Cowork lane.

Full skill details

Chief of Staff Cowork lane. Orchestrates across all other lanes, surfaces cross-lane blockers and priorities, and creates accountability debriefs. Use for holistic operating reviews, delegation triage, and session wrap-ups that span multiple functions. Requires the forVEX Control MCP connector.

Installed through your forVEX workspace — no download needed.

forVEX connected

forvex-activity-log

Log a property touch (call, text, drive-by, offer, counter, walkthrough, etc.) to the forVEX deal timeline.

Full skill details

Log a property touch (call, text, drive-by, offer, counter, walkthrough, etc.) to the forVEX deal timeline. Use when the operator narrates something that happened on a deal — "called the seller", "drove by 428 Ridgefield", "seller mentioned a listing price", "sent a postcard", "left a voicemail" — and wants it captured against the right property without opening the app. Activity logs do NOT move pipeline status; use forvex-deal-disposition for that.

Installed through your forVEX workspace — no download needed.

forVEX connected

forvex-appointment-prep

Pre-meeting brief for a seller appointment.

Full skill details

Pre-meeting brief for a seller appointment. Pulls property data + comps via RealIE MCP, gathers seller-situation context (motivation signals, listing history, distress indicators), runs the underwriting math, and produces a one-pager brief covering the property, the offer range, likely seller posture, talking points, and red flags. Use when the user says "prep me for the meeting at [address]", "I'm seeing [address] tomorrow", "what should I know about the seller at [address]", "appointment brief for [address]".

Installed through your forVEX workspace — no download needed.

forVEX connected

forvex-change-order

Update an existing REbuild rehab estimate when scope changes — "found knob-and-tube, add full rewire on Birchwood", "bump Systems to Heavy on Ridgefield", "add a mini-split to the Parkdale scope", "tile pricing came back $4k over, adjust the bath line", "remove the deck from the scope".

Full skill details

Update an existing REbuild rehab estimate when scope changes — "found knob-and-tube, add full rewire on Birchwood", "bump Systems to Heavy on Ridgefield", "add a mini-split to the Parkdale scope", "tile pricing came back $4k over, adjust the bath line", "remove the deck from the scope". Re-runs the engine, presents the delta, and on confirm saves the update. Refuses to touch locked estimates. For NEW estimates use forvex-rehab-estimator. For progress notes (no scope change) use forvex-project-update.

Installed through your forVEX workspace — no download needed.

forVEX connected

forvex-deal-disposition

Move a forVEX deal through the pipeline lifecycle (LEAD → OFFER → UNDER_CONTRACT → INVENTORY → REHAB → LISTED → PENDING → SOLD, or FOLLOW_UP / LOST).

Full skill details

Move a forVEX deal through the pipeline lifecycle (LEAD → OFFER → UNDER_CONTRACT → INVENTORY → REHAB → LISTED → PENDING → SOLD, or FOLLOW_UP / LOST). Use when the operator says "we got it under contract", "made an offer on", "they accepted", "seller backed out", "check back in the spring", "can't reach them", "killed the deal", "we closed on", "listed Birchwood today", "moved to inventory", or otherwise signals a pipeline status change. This skill ONLY moves status; for notes/touches that don't change status use forvex-activity-log.

Installed through your forVEX workspace — no download needed.

forVEX connected

forvex-deal-outcomes

Find missing deal-close actuals and write them to the deal-outcomes table.

Full skill details

Find missing deal-close actuals and write them to the deal-outcomes table. Use when the operator says "record outcomes", "backfill sold actuals", "what closed without numbers", "update last sale on the lost deals", "weekly outcome review", or wants learning calibration to see evidence. Does NOT move pipeline status — use forvex-deal-disposition for that.

Installed through your forVEX workspace — no download needed.

forVEX connected

forvex-drive-brief

Spoken five-minute drive brief from a saved forVEX analysis.

Full skill details

Spoken five-minute drive brief from a saved forVEX analysis. Use when the operator says "read this to me", "I'm getting in the car", "drive brief", or "play the brief" after an underwriting run. Does NOT re-underwrite. Calls forvex_create_voice_brief, which copies figures from the saved snapshot, speaks them, and stores the audio on the deal for readvise to play.

Installed through your forVEX workspace — no download needed.

forVEX connected

forvex-drive-sync

Sync a Google Drive folder into the forVEX document corpus so agents can find what is in it — rent rolls, financial statements, brand policy documents, process documents, contracts.

Full skill details

Sync a Google Drive folder into the forVEX document corpus so agents can find what is in it — rent rolls, financial statements, brand policy documents, process documents, contracts. Use when the user says "sync the Drive folder", "pull in the rent rolls", "get the brand policies into forVEX", "index this folder", "make these documents searchable", or names a Drive folder and asks why an agent cannot see it. Requires the Google Drive connector and the forVEX Control MCP connector.

Installed through your forVEX workspace — no download needed.

forVEX connected

forvex-onboarding

One-time interview to capture the operator's underwriting buy-box, operating tier, market focus, capital posture, and voice preferences.

Full skill details

One-time interview to capture the operator's underwriting buy-box, operating tier, market focus, capital posture, and voice preferences. Saves the canonical buy-box to the user's account and can optionally produce a `my-buy-box.md` export file for backup/offline fallback. Use when the user says "set up my buy-box", "onboard me", "personalize underwriting", "update my preferences", or is using forvex skills for the first time.

Installed through your forVEX workspace — no download needed.

forVEX connected

forvex-pipeline-standup

Read-only morning briefing on the forVEX deal pipeline — what's stale, what's hot, where the user is stuck.

Full skill details

Read-only morning briefing on the forVEX deal pipeline — what's stale, what's hot, where the user is stuck. Use when the operator asks "what's on my plate", "morning briefing", "what's hot today", "where am I stuck", "any stale deals", "pipeline standup", "what needs attention", "show me the pipeline", or wants a triage view before they start the day. Does NOT write anything — for follow-up actions, hands off to forvex-activity-log or forvex-deal-disposition.

Installed through your forVEX workspace — no download needed.

forVEX connected

forvex-presentation

Render an already-analyzed forVEX deal, or a seller appointment that just happened, into a richer artifact — interactive HTML dashboard with charts, a 5-slide deal deck, a print-ready PDF one-pager, an internal deal sheet, an appointment debrief, or a rehab scope sheet.

Full skill details

Render an already-analyzed forVEX deal, or a seller appointment that just happened, into a richer artifact — interactive HTML dashboard with charts, a 5-slide deal deck, a print-ready PDF one-pager, an internal deal sheet, an appointment debrief, or a rehab scope sheet. Use when the user asks "render this as a dashboard", "make this a slide deck", "give me a PDF", "show me this visually", "wrap up the appointment", "debrief that meeting", "what happened at the appointment", "appointment recap", "render the rehab scope", or "show me the estimate breakdown". Does NOT re-run the math — calls forvex_render_presentation, which fills HTML from the saved analysis (modes 1–4), a typed debrief payload (mode 5), or a saved estimate plus observations (mode 6).

Installed through your forVEX workspace — no download needed.

forVEX connected

forvex-project-status

Read-only status check on a REbuild rehab project — current estimate total, variance flags, line-item summary, last activity, and whether the estimate is locked.

Full skill details

Read-only status check on a REbuild rehab project — current estimate total, variance flags, line-item summary, last activity, and whether the estimate is locked. Use when the operator asks "where are we on [address]", "what's the rehab on Birchwood", "what's our estimate on Ridgefield", "show me the project for Parkdale", "are we over budget on anything", "any locked estimates", or wants to see project state without changing it. Does NOT write anything — for changes use forvex-project-update or forvex-change-order.

Installed through your forVEX workspace — no download needed.

forVEX connected

forvex-project-update

Log a progress note on an active REbuild rehab project — "drywall finished on Birchwood", "plumbing rough-in done at Ridgefield", "crew didn't show today on Parkdale", "permits pulled for Lakeview", "inspection passed on Elmwood".

Full skill details

Log a progress note on an active REbuild rehab project — "drywall finished on Birchwood", "plumbing rough-in done at Ridgefield", "crew didn't show today on Parkdale", "permits pulled for Lakeview", "inspection passed on Elmwood". Use for project-execution updates (milestones, blockers, crew status, inspections) that go on the timeline but do NOT change dollars or scope. For scope/dollar changes use forvex-change-order. For pipeline status moves (REHAB → LISTED) use forvex-deal-disposition.

Installed through your forVEX workspace — no download needed.

forVEX connected

forvex-rehab-estimator

forVEX rehab scope and estimate.

Full skill details

forVEX rehab scope and estimate. Use when the user names a property address, asks for a rehab budget, repair estimate, scope of work, or condition-based renovation cost before underwriting. Walks category condition capture, runs the deterministic REbuild engine via MCP, and saves a draft estimate for in-app review. Also use when adjusting an existing project estimate or feeding rehab into forvex-underwriting.

Installed through your forVEX workspace — no download needed.

forVEX connected

forvex-underwriting

forVEX property underwriting.

Full skill details

forVEX property underwriting. Use when the user provides a property address and any combination of purchase price, ARV, rehab estimate, or asks to evaluate a deal as an assignment, wholesale, wholetail, retail flip, rental, or BRRRR play. Produces a deal one-pager with strategy comparisons, deal scores, badges, buy-box fit, and risk warnings. Also handles follow-up "what if" questions about price, rent, rehab, ARV, and rates.

Installed through your forVEX workspace — no download needed.

forVEX connected

forvex-wholesale-sheet

Render an already-analyzed deal into a buyer-facing wholesale deal sheet — a print-ready HTML one-pager you can send a cash buyer, a wholesale desk, or a buyers list.

Full skill details

Render an already-analyzed deal into a buyer-facing wholesale deal sheet — a print-ready HTML one-pager you can send a cash buyer, a wholesale desk, or a buyers list. Use when the user says "make a wholesale sheet / buyer flyer / deal sheet for [address]", "package this for a wholesale desk", "something I can send buyers", or "market this contract". Buyer-facing and audience-inverted — it suppresses every operator-internal number (acquisition price, assignment fee/spread, deal score, buy-box fit, verdict, MAO). Does NOT re-run the math; renders the saved analysis through the forvex_build_wholesale_sheet MCP tool.

Installed through your forVEX workspace — no download needed.

forVEX connected

net-lane

Networking Cowork lane.

Full skill details

Networking Cowork lane. Emit when a chapter watch, member sweep, monthly presentation, or leadership report finishes so Readvise records the relationship work. Not marketing (that is cmo-lane). Requires the forVEX Control MCP connector.

Installed through your forVEX workspace — no download needed.

forVEX connected

ops-lane

Operator session closeout and daily-sync lane.

Full skill details

Operator session closeout and daily-sync lane. At the end of an AI conversation that produced operating acts or decisions, extract those acts (not the transcript) and emit workspace events. Also used for daily sync and meeting prep. Skips personal and forVEX-product threads unless the operator explicitly tags them. Requires the forVEX Control MCP connector.

Installed through your forVEX workspace — no download needed.

forVEX connected

pm-lane

COO / property-ops Cowork lane.

Full skill details

COO / property-ops Cowork lane. Reconcile rentals from the monthly property-management PDF and the flip pipeline. Write lease snapshots, unambiguous rent and occupancy, property Log notes and tasks, CapEx watch, and monthly ops snapshots, then emit. Requires the forVEX Control MCP connector. Never underwrite, save a deal, or write rental debt.

Installed through your forVEX workspace — no download needed.

forVEX connected

readvise-capture

Capture notes, tasks, daily pulse, and advisor-lane actions into Readvise via MCP.

Full skill details

Capture notes, tasks, daily pulse, and advisor-lane actions into Readvise via MCP. Use when the user says "note that", "add a task", "pulse:", "today I", "recap", "for the business", "advisor lane:", "debrief this", or prefixes with "quick:".

Installed through your forVEX workspace — no download needed.

forVEX connected

weekly-accountability

Run a weekly accountability check-in for the operator and capture it back into Readvise as a debrief.

Full skill details

Run a weekly accountability check-in for the operator and capture it back into Readvise as a debrief. Pulls last week's commitments and open tasks first (so it can hold the operator to them), runs a focused review-and-commit conversation, then stores the session as an accountability debrief. Triggers on "weekly accountability", "accountability check-in", "weekly debrief", "hold me accountable", "let's do my weekly review", or the start of a new work week. Requires the forVEX Control MCP connector.

Installed through your forVEX workspace — no download needed.

Catalog version 0.6.0. See how these fit into the operation →