generated: '2026-08-04'
method: generated
source: openapi/fundrise-connect-openapi.yml, conventions/fundrise-conventions.yml, errors/fundrise-problem-types.yml
provider: fundrise
api: fundrise:fundrise-connect
notes: >-
  Packaged Agent Skills for the Fundrise Connect API. Every operationId referenced below
  was verified against the published OpenAPI 3.1.0 — none are invented. Fundrise publishes
  no AGENTS.md or skill files of its own; these are generated from the spec plus the
  documented conventions, and the onboarding skill follows the sequence Fundrise itself
  publishes under the "Workflow Example" tag.

search:
  performed: '2026-08-04'
  provider_published_skills: none-found
  checked:
  - https://connect.fundrise.com/ (AGENTS.md, skills, /llms.txt — all 404)
  - https://fundrise.com/llms.txt (404)
  - github.com/fundrise (zero public repositories)

skills:
- file: fundrise-onboard-client-and-invest.md
  name: Onboard a Fundrise Client and place an Investment
  description: >-
    Onboard an end user onto Fundrise Connect as a Client, present the required offering
    documents and acknowledgments, and place their first investment in a Fundrise offering.
  api: openapi/fundrise-connect-openapi.yml
  operations:
  - CreateClient
  - GetAccessToken
  - GetOfferings
  - GetOfferingDocuments
  - GetInvestmentAcknowledgments
  - PlaceInvestment
  human_in_the_loop: required
  consequence: financial

- file: fundrise-liquidate-shares.md
  name: Request and manage a Fundrise share liquidation
  description: >-
    Check which of a Client's Fundrise holdings can be liquidated, collect the required
    acknowledgments, submit a share liquidation request, and cancel it if needed.
  api: openapi/fundrise-connect-openapi.yml
  operations:
  - GetAccessToken
  - GetHoldings
  - GetLiquidationAcknowledgments
  - CreateShareLiquidationRequest
  - CancelShareLiquidationRequest
  - GetTransactions
  human_in_the_loop: required
  consequence: financial

- file: fundrise-read-portfolio-and-tax.md
  name: Read a Fundrise Client's portfolio, transactions and tax forms
  description: >-
    Retrieve a Client's Fundrise holdings, transaction history and tax documents, and
    enrich them with offering and NAV data — the read-only reporting flow, safe for agent
    use.
  api: openapi/fundrise-connect-openapi.yml
  operations:
  - GetAccessToken
  - GetClient
  - GetHoldings
  - GetTransactions
  - GetTransaction
  - GetTaxForms
  - GetOfferings
  - GetHistoricalNav
  human_in_the_loop: not-required
  consequence: read

coverage:
  rest_operations: 17
  operations_covered: 16
  uncovered:
  - operation: UpdateClient
    reason: >-
      Mutates an investor's identity and address of record. A single-operation profile
      update does not warrant its own packaged flow; the guardrails are the same as
      CreateClient in the onboarding skill.