How the intelligence gets made.

# Source root
/Tommy Saunders/Brokerage Transactions/
├── 2018/
├── 2019/
├── 2020/
│   ├── Master Transaction Log 2020.xlsx
│   ├── Listing Agreements/
│   ├── Contracts/
│   ├── Commission Statements/
│   └── Lease Agreements/
├── 2021/  # same structure
├── 2022/
├── 2023/
├── 2024/
├── 2025/
├── 2026/  # active / in-progress
└── _Reports/  # output destination (created by pipeline)
    ├── RPT_windfield_master_transaction_ledger_2026-04-22.csv
    ├── RPT_windfield_relationship_intelligence_2026-04-22.md
    └── RPT_windfield_relationship_intelligence_2026-04-22.html

# Phase 03 — Entity normalization

Input: Raw transaction records from Phase 02.

For every party in every transaction:

1. Apply the following rules in order (first match wins, except the
   Danner catch-all which runs last):

   Rule 1 — Shane Crees / KCPI
     IF party matches /KCPI|Kansas City Properties.*Investments|K\.?C\.? Properties/i
     THEN canonical_entity = "shane_crees_kcpi"

   Rule 2 — Sandy Knoernschild / CKC
     IF party matches /CKC/i AND listed manager is Knoernschild
     THEN canonical_entity = "sandy_knoernschild_ckc"

   Rule 3 — Parkville Development group
     IF party matches /Parkville Development (38\/140|50|VV1|\d+)/i
     THEN canonical_entity = "brian_mertz_parkville"

   Rule 4 — Adam Reth / Kuehl Capital
     IF party matches /Kuehl Capital|Diversified (Building|Investment)/i
     THEN canonical_entity = "adam_reth_kuehl"

   Rule 5 — Eric Knott / Tiki Taco
     IF party matches /Island Time|Tiki Taco|EK (Holdings|Restaurants)/i
     THEN canonical_entity = "eric_knott_tikitaco"

   Rule 6 — Shane Danner passive LLCs
     IF party is one of [SSQ LLC, NAPT LLC, SDRE LLC, ...]
     THEN canonical_entity = "shane_danner_principal"

   Rule 7 — Danner catch-all (runs LAST)
     IF party is an LLC AND Andrew Danner is a listed manager or member
     THEN canonical_entity = "danner_entity_principal"
     AND add_tag "principal_interest"

2. If no rule matches, record the literal party name as the canonical entity.
   # These are the "long tail" — one-off buyers and sellers.

3. Output: the transaction records enriched with canonical_buyer_entity,
   canonical_seller_entity, and any applied tags.

Do NOT reassign individuals (people) to entities. Keep Shane Crees as Shane Crees
even if he appears in the broker column; tag separately from KCPI.

Property Name, Property Address, Transaction Date, Transaction Type,
Status, Price, WRE Agent, Corresponding Broker,
Corresponding Brokerage, Seller/Landlord, Buyer/Tenant,
Commission, Dropbox Reference Folder, Contract Link, Notes

# Notes field flags:
#   PRINCIPAL_INTEREST  — Danner entity on at least one side
#   ESTIMATED_COMMISSION — commission computed from price × GCI rate
#   NEEDS_HUMAN_REVIEW  — reconciliation conflict not resolvable
#   T1_CLIENT / T2_CLIENT / T3_WHALE — tier assignment
#   PATTERN_{1-4}       — pattern match (one deal may match multiple)

## Section 03 · The Inner Circle — Tier 1 Clients

**Six relationships run the revenue engine.**

Clients with five or more transactions. Together they represent the
brokerage's core commission base and the highest-leverage relationship
investments going forward.

### KCPI — Kansas City Properties & Investments LLC

- **Contact:** C. Shane Crees
- **Role:** Buyer AND Seller
- **Volume:** $12M+
- **Transactions:** 10+
- **Key properties:** Buckners · 1501 S 169 · Richardson Plaza ·
  Fairview North · Shoppes of Smithville · 1705 Johnson Industrial ·
  Stewart Commercial Park

### CKC Holdings LLC

- **Contact:** Sandy Knoernschild
- **Role:** Buyer AND Seller
- **Volume:** $15M+
- **Transactions:** 8+
- **Key properties:** GH14 Lot 4 ($3.06M) · Kelly Crossing ($2.15M) ·
  Creekside ($2.5M) · Hwy N Storage ($2.1M) · 7600 Roanridge ($3.1M) ·
  North Brighton ($1.04M) · Staley Storage ($2M pending)

# ... continues for all 6 Tier 1 entities ...

{
  "name": "windfield-intelligence",
  "version": "1.0.0",
  "description": "Windfield Real Estate relationship intelligence — queryable.",
  "source": {
    "type": "dropbox",
    "path": "/Tommy Saunders/Brokerage Transactions/_Reports/",
    "refresh_cadence": "monthly"
  },
  "tools": [
    {
      "name": "get_tier_1_clients",
      "description": "Returns the six Tier 1 client cards.",
      "input_schema": {},
      "output_schema": "TierClientCard[]"
    },
    {
      "name": "get_tier_2_clients",
      "description": "Returns Tier 2 client cards (3-4 transactions).",
      "input_schema": {},
      "output_schema": "TierClientCard[]"
    },
    {
      "name": "search_transactions",
      "description": "Full-text search across the master ledger.",
      "input_schema": { "query": "string", "limit": "number" },
      "output_schema": "TransactionRow[]"
    },
    {
      "name": "get_pattern",
      "description": "Get detailed pattern description and examples.",
      "input_schema": { "name": "'subdivide'|'recycler'|'principal'|'anchor'" },
      "output_schema": "Pattern"
    },
    {
      "name": "get_icp",
      "description": "Get an Ideal Customer Profile by id (1, 2, or 3).",
      "input_schema": { "id": "number" },
      "output_schema": "ICPProfile"
    },
    {
      "name": "get_kpi_scorecard",
      "description": "Current KPIs with baselines and 2027 targets.",
      "input_schema": {},
      "output_schema": "KPIScorecard"
    }
  ]
}