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xlsx-author

Generate an Excel workbook file in an agent session without an open Office app. Use Python and openpyxl to organize inputs, formulas, and checks, then save the .xlsx file and return its relative path.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

원문원문 설명 보기

Produce a .xlsx file on disk (headless) instead of driving a live Excel workbook — for managed-agent sessions with no open Office app.

연동 도구Excel
설치 방법 보기

이럴 때 유용합니다

  • Creating an Excel file without opening Office
  • Keeping model inputs and calculations on separate sheets
  • Adding a sheet for financial consistency checks
  • Delivering a workbook file with its saved path

포함된 파일(1)

  • SKILL.md1.8 KB

SKILL.md(원문)

설치하기 전에 에이전트에게 전달되는 지시 내용을 확인할 수 있습니다.

xlsx-author

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_*.

Output contract

  • Write to ./out/<name>.xlsx. Create ./out/ if it does not exist.
  • Return the relative path in your final message so the orchestration layer can collect it.

How to build the workbook

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")

Conventions (mirror audit-xls)

  • Blue / black / green. Blue = hardcoded input, black = formula, green = link to another sheet/file.
  • No hardcodes in calc cells. Every calculation cell is a formula; every input lives on an Inputs tab.
  • Named ranges for any value referenced from a deck or memo.
  • Balance checks. Include a Checks tab that ties (BS balances, CF ties to cash, etc.) and surfaces TRUE/FALSE.
  • One model per file. Do not append to an existing workbook unless explicitly asked.

When NOT to use

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.

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같은 저장소의 스킬

Complete an existing financial model template by entering historical data and forecast assumptions, then linking the income statement, balance sheet, and cash flow statement with formulas. Check statement balances, cash consistency, and scenario behavior as each section is completed.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

  • Complete a partially filled financial model
  • Link forecasts across three financial statements
  • Check balance sheet and cash flow consistency
anthropics/financial-services4만2026년 9월 22일 업데이트

Prepare a period-end accrual schedule for expenses incurred but not yet fully recorded. Apply company policy, subtract amounts already booked, cite supporting records, and draft journal entries for controller approval, including reversal notes where required.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

  • Preparing an accrual schedule for month-end close
  • Calculating audit fee, bonus, or utilities accruals
  • Drafting journal entries with supporting references
anthropics/financial-services4만2026년 9월 22일 업데이트

Review quarterly updates and financials across portfolio companies to identify practical AI opportunities. Rank them by estimated profit impact, speed, and feasibility, then outline first steps and approaches that other companies can reuse.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

  • Quarterly reviews of AI opportunities across portfolio companies
  • Prioritizing companies for AI investment and operational support
  • Finding ways to reuse successful AI projects across companies
anthropics/financial-services4만2026년 9월 22일 업데이트

audit-xls

무료

Check spreadsheet formulas for errors, broken references, inconsistent calculations, and unit mismatches. Review a selected range, one sheet, or an entire financial model, then receive findings ranked by severity with suggested fixes.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

  • Checking formulas in a selected range
  • Investigating a balance sheet that does not balance
  • Reviewing a financial model before client delivery
anthropics/financial-services4만2026년 9월 22일 업데이트

Analyze price differences between bond futures and cash bonds, identify the cheapest bond to deliver, and compare implied financing rates with market rates. Present valuation tables and historical context to assess potential basis trades.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

  • Comparing bond futures with cash bond prices
  • Identifying the cheapest bond to deliver
  • Comparing implied financing rates with market rates
anthropics/financial-services4만2026년 9월 22일 업데이트

Assess whether bonds are expensive, cheap, or fairly priced by comparing yields with government rates and credit risk benchmarks. Combine spread breakdowns, historical context, and interest rate scenarios into tables and a recommendation.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

  • Comparing the relative value of candidate bonds
  • Separating credit risk from other yield differences
  • Estimating gains and losses under interest rate shifts
anthropics/financial-services4만2026년 9월 22일 업데이트

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