Multi-Surface Agentic Analysis for Commercial Real Estate

The Problem

Commercial real estate valuation is a repeatable workstream — pull comps, assemble financials, run the model, write the brief — but the work lived in whichever app someone happened to have open. A custom analysis UI, Slack, and Claude Desktop each needed the same capabilities. Duplicating that logic per surface would drift immediately. I designed a single agentic layer that any of those clients could call.

The Architecture

flowchart TB
  subgraph surfaces [Client Surfaces]
      UI[Custom Analysis UI]
      Slack[Slack]
      Claude[Claude Desktop]
      Other[Other MCP Clients]
  end

  subgraph mcp [Centralized MCP Server]
      Tools[Valuation Tools]
      Context[Shared Context]
      Workflows[Workstream Orchestration]
  end

  subgraph resources [CRE Resources]
      Comps[(Comps and Market Data)]
      Financials[(Asset Financials)]
      Models[Valuation Models]
  end

  subgraph output [Valuation Output]
      Memo[Analysis Memo]
      Numbers[Valuation Package]
  end

  UI --> mcp
  Slack --> mcp
  Claude --> mcp
  Other --> mcp

  Tools --> Comps
  Tools --> Financials
  Tools --> Models
  Workflows --> Tools
  Context --> Workflows

  Workflows --> Memo
  Workflows --> Numbers

One Server, Many Surfaces

The MCP server is the product. Clients do not own the valuation logic; they call it.

1. Custom UI: A purpose-built analysis surface for longer valuation sessions
2. Slack: Kick off or continue a workstream from the thread where the deal is already being discussed
3. Claude Desktop: Same tools, in a desktop agent that already has the analyst’s local context
4. Anything else that speaks MCP: New surfaces attach without rewriting the workstreams

Because the tools and orchestration live in one place, a valuation started in Slack can be inspected in the UI, and a Claude Desktop session uses the same comps, financials, and models.

Tech Stack

• MCP — Centralized tool and workstream server
• Multi-surface clients — Custom UI, Slack, Claude Desktop
• Valuation workstreams — Comps, financials, and model runs as callable tools

The Impact

Analysts run the same CRE valuation workstreams from whichever surface they are already in. The MCP server is the contract: add a client, keep the analysis.