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From financial-analysis
Generates .xlsx files on disk via Python/openpyxl scripts for headless agent sessions without live Excel. Uses Inputs tab, formula conventions (blue/black/green), named ranges, and Checks tab.
npx claudepluginhub julibethlara/financial-services --plugin financial-analysisHow this skill is triggered — by the user, by Claude, or both
Slash command
/financial-analysis:xlsx-authorThe summary Claude sees in its skill listing — used to decide when to auto-load this skill
Use this skill when running **headless** (managed-agent / CMA mode) and you need to deliver an Excel workbook as a **file artifact** rather than editing a live workbook via `mcp__office__excel_*`.
Generates .xlsx files on disk via Python/openpyxl scripts for headless agent sessions without live Excel. Uses Inputs tab, formula conventions (blue/black/green), named ranges, and Checks tab.
Creates, reads, and modifies Excel spreadsheets (.xlsx, .xlsm, .csv, .tsv) with formulas, formatting, and data analysis. Includes financial modeling standards for zero-error delivery.
Enforces standards for XLSX outputs: zero formula errors, color-coded financial models, number formatting, assumption placement, and sourced hardcodes. For Excel creation/editing/analysis.
Share bugs, ideas, or general feedback.
Use this skill when running headless (managed-agent / CMA mode) and you need to deliver an Excel workbook as a file artifact rather than editing a live workbook via mcp__office__excel_*.
./out/<name>.xlsx. Create ./out/ if it does not exist.Write a short Python script and run it with Bash. Use openpyxl:
from openpyxl import Workbook
from openpyxl.styles import Font, PatternFill
wb = Workbook()
ws = wb.active; ws.title = "Inputs"
ws["B2"] = "Revenue"; ws["C2"] = 1_250_000_000
ws["C2"].font = Font(color="0000FF") # blue = hardcoded input
calc = wb.create_sheet("DCF")
calc["C5"] = "=Inputs!C2*(1+Inputs!C3)" # black = formula
wb.save("./out/model.xlsx")
audit-xls)If mcp__office__excel_* tools are available (Cowork plugin mode), use those instead — they drive the user's live workbook with review checkpoints. This skill is the file-producing fallback for headless runs.