Generate a formatted CRE acquisition memo / Investment Committee memo. Automatically pulls live rates from FRED and demographics from Census Bureau to provide real market context — not guesses.
AI agents use generate_deal_memo to create or update resources in CRE Intelligence MCP — usually the action step of a workflow, after the agent has gathered context. Every call changes real data in your CRE Intelligence MCP environment.
| Parameter | Type | Required | Description |
|---|---|---|---|
noi | number | Yes | Net Operating Income ($) |
asking_price | number | Yes | Asking price ($) |
property_type | string | Yes | Multifamily / Office / Retail / Industrial / Mixed-Use |
property_address | string | Yes | Full property address |
rent_roll_summary | object | — | Optional: paste output from analyze_rent_roll or flag_lease_risks |
additional_context | object | — | Any additional deal notes, seller info, market color |
Parameters from the server's own tool schema.
This tool creates new documents (IC memos) by aggregating external data sources (FRED rates, Census demographics). While it retrieves data as input, its primary function is to synthesize and generate new artifacts—memos intended for decision-making. This is a Write operation rather than Read because it produces new structured content.
From the tool's definition Tool generates and produces a formatted CRE acquisition memo/Investment Committee memo. The words 'generate' and 'formatted...memo' indicate creation of new documents.
Attacks that exploit this kind of access
Generate a formatted CRE acquisition memo / Investment Committee memo. Automatically pulls live rates from FRED and demographics from Census Bureau to provide real market context — not guesses. It is categorised as a Write tool in the CRE Intelligence MCP MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.
generate_deal_memo accepts 6 parameters: noi, asking_price, property_type, property_address, rent_roll_summary, additional_context. Required: noi, asking_price, property_type, property_address. The full parameter table on this page comes from the server's own tool schema.
Register the CRE Intelligence MCP server in PolicyLayer and add a rule for generate_deal_memo: allow, deny, rate-limit, or require approval. Point your MCP client at the PolicyLayer proxy URL and the rule is enforced on every call, before it reaches CRE Intelligence MCP. Nothing to install.
generate_deal_memo is a Write tool with medium risk. Write tools should be rate-limited to prevent accidental bulk modifications.
Yes. Add a rate_limit block to the generate_deal_memo rule in your PolicyLayer policy. For example, setting max: 10 and window: 60 limits the tool to 10 calls per minute. Rate limits are tracked per agent session and reset automatically.
Set action: deny in the PolicyLayer policy for generate_deal_memo. The AI agent will receive a policy violation error and cannot call the tool. You can also include a reason field to explain why the tool is blocked.
generate_deal_memo is provided by the CRE Intelligence MCP server (Zwondra/cre-intelligence-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
Every MCP server has a record like this.
Type a name, get the same breakdown: verified identity, auth posture, risk grade, capabilities, recommended policy.
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