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Produce formatted .xlsx financial statement workbooks from XBRL statement data. Uses Bash + openpyxl (Python) following Anthropic FSI xlsx-author conventions for professional Excel output with calculation arc cross-validation.
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Audit spreadsheet, formula error detection, hardcoded cell finder, cross-sheet reference audit, workbook auditor, Excel model audit, financial model QA, spreadsheet review, cell dependency trace, formula integrity check
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Institutional-grade equity research skills for AI agents. 80 Claude-type skills across 14 verticals (equity-research-core, models-and-pitches, bio-pharm, scenarios, quantitative-analysis, idea-generation, options-derivatives, business-intelligence, industry-analysis, macro-strategy, portfolio-strategy, technical-analysis, risk-and-psychology, trading-as-business) powered by agentii.ai's agent-use-ready SEC filing data plane — SEC filings and 15K+ earnings call transcripts, 15.99M XBRL facts, and company profiles for 1,146+ US-public-equity tickers. Features the three-layer retrieval protocol (Document Discovery → Page Map → Deep Read, with deep-outline escalation) — measured, not asserted: 97.5% saved against a sequential read, and the page map itself is 10.0% of one (spec 062 T030, 2026-09-23) — server-side parallel multi-period search via search_cross_period, a full Excel/PPT generation pipeline with 3-tier office backend support, and the spec-046 governance layer (constitution, thesis and single-skill modes, mechanical gates, and a template-owned disclaimer on generated reports).
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Analyze spreadsheet data, generate insights, and create visualizations. Use when a user asks to analyze data, explore a dataset, find trends, generate statistics, create charts from CSV or Excel data, summarize data, or answer questions about tabular data.
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Cohere API for enterprise NLP — embeddings, reranking, RAG, and text generation. Use when building RAG pipelines, semantic search, document reranking, or enterprise NLP applications. Command R+ excels at tool use and retrieval-augmented generation; Embed v3 and Rerank 3 are best-in-class for search quality.
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Computes a numeric or categorical answer to a quantitative data-science question by cleaning and analyzing local data files (CSV, Excel, TSV, and scientific formats .npz/.fits/.h5) with pandas, numpy, and scipy. Use whenever a task ships its own dataset (in whatever local directory it provides) and asks you to derive a value via statistical, geospatial, temporal, ratio, percentage, growth-rate, correlation, signal-processing, orbital, or forecasting analysis. Spans domains including archeology (demographics, paleoclimate proxies, radiocarbon dating, historical conflicts); biomedical/bioinformatics (tumor histology, genes, proteins, peptides, genomic variants); environmental (water quality, bacterial/Enterococcus exceedance, rainfall correlations, environmental justice); legal/consumer (fraud, identity theft, consumer complaints by state/metro); wildfire (incidents, causes, suppression costs, acres burned, fatalities, geospatial intersections); and astronomy/heliophysics/space weather (satellite telemetry TLE/Swarm/SP3, indices OMNI/GOES, solar activity, atmospheric density, orbital mechanics, forecasting).
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Cluster a list of keywords into topical groups with search intent labels, validated search volume, KD, and CPC data. Use this skill whenever a user provides a list of keywords (pasted, uploaded as CSV/Excel, or via Google Sheet URL) and asks to cluster, group, map, organize, or categorize them. Also trigger when a user says "keyword cluster", "cluster my keywords", "group these keywords", "keyword map", "keyword strategy from this list", "organize keywords by topic", or pastes or uploads a list of keywords and wants structure from it. Always use this skill — do not attempt keyword clustering manually without following this workflow.
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Use this skill when the user wants to build a financial model — 3-statement model, DCF valuation, LBO, SaaS unit economics, sensitivity / scenario analysis, debt schedule, or fundraising projections — in Excel. Trigger on: 'financial model', '3-statement model', 'P&L + BS + CF', 'DCF', 'WACC', 'NPV', 'terminal value', 'LBO', 'debt schedule', 'cash sweep', 'MOIC', 'IRR / XIRR', 'sensitivity table', 'scenario analysis', 'ARR model', 'unit economics', 'CAC / LTV', 'cap table forecast'. Output is a single formula-driven .xlsx. This skill is a scene layer on top of officecli-xlsx — it inherits every xlsx v2 rule (4-color code, visual floor, number formats, cache-drift, Known Issues, Delivery Gate minimum cycle). DO NOT invoke for a simple budget tracker, CSV dump, or operational KPI sheet — route those to officecli-xlsx base.
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Create, analyze, proofread, and modify Office documents (.docx, .xlsx, .pptx) with the officecli CLI. Use when the user wants to build, inspect, check formatting, or chart a Word/Excel/PPT file.
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Use this skill to build a multi-element Excel dashboard — Dashboard sheet on open, multiple formula-driven KPI cards, multiple charts, sparklines, and conditional formatting — from CSV or tabular input. Trigger on: 'dashboard', 'KPI dashboard', 'analytics dashboard', 'executive dashboard', 'metrics dashboard', 'CSV to dashboard', 'data visualization'. Output is a single .xlsx. Scene-layer on officecli-xlsx: inherits every xlsx hard rule. DO NOT invoke for: a single budget tracker / one-sheet CSV-with-formatting (use xlsx), a 3-statement / DCF / LBO financial model (use financial-model), a weekly report with ≤ 1 chart and < 10 rows (use xlsx).
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Convert Word, Excel, PPT, HTML, TXT, CSV, RTF, PNG, and JPG files into PDF with ComPDF. Use when a business document or image needs fixed-layout PDF output for sharing, approvals, printing, or archiving.
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Convert image files into Word, Excel, PPT, PDF, HTML, RTF, CSV, TXT, or JSON with ComPDF. Use for screenshots, scans, receipts, forms, and photo-based business documents that need editable or structured output.
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Convert PDFs to Word, Excel, PPT, HTML, RTF, images, CSV, TXT, JSON, Markdown, OFD, or editable PDF, and convert supported documents and images to PDF with ComPDF. Use for general bidirectional PDF conversion workflows.
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6-pillar architecture review framework. Adapted from AWS Well-Architected for use by great_cto's architect agent on every non-nano ARCH document. Forces explicit answers across operational excellence, security, reliability, performance, cost, and sustainability — not just feature design.
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飞书云空间：管理云空间中的文件和文件夹。上传和下载文件、创建文件夹、复制/移动/删除文件、查看文件元数据、管理文档评论、管理文档权限、订阅用户评论变更事件、修改文件标题（docx、sheet、bitable、file、folder、wiki）；也负责把本地 Word/Markdown/Excel/CSV 以及 Base 快照（.base）导入为飞书在线云文档（docx、sheet、bitable）。当用户需要上传或下载文件、整理云空间目录、查看文件详情、管理评论、管理文档权限、修改文件标题、订阅用户评论变更事件，或要把本地文件导入成新版文档、电子表格、多维表格/Base 时使用。
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Builds Excel charts, pivots, validation, exports, Office Scripts/Graph automation, and workbook audits. Use when automating workbooks; for plain edits prefer official xlsx skill.
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Act as an end-to-end data scientist: turn business questions into defensible analysis, validated models, and decision-ready reports. Use whenever the user asks to analyze, explore, or profile a dataset or CSV/Parquet/Excel file; asks what drives a metric or why a number changed ("why did churn go up?"); wants to test whether a difference is real (A/B tests, experiments, "is this significant?", "how many samples do I need?"); wants a predictive model (churn, forecast, scoring, segmentation, classification, regression); asks to review an existing analysis, notebook, or model for flaws; or needs results written up for decision-makers. Triggers in any language ("phân tích dữ liệu", "xây model dự đoán", "kiểm định A/B"), even when they never say "data science" or "statistics".
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华安保险车险周报自动生成器（麦肯锡风格）。将周度车险数据（支持Excel/CSV/JSON/DuckDB）转化为12-13页董事会级经营分析报告。采用问题导向标题、16:9宽屏、四象限/气泡图可视化、深红#a02724配色。报告结构：经营概览、保费进度、变动成本、损失暴露、费用支出，每个章节分机构和分客户类别双维度分析。支持自定义阈值配置和保费计划。触发场景：用户上传车险周报数据文件（.xlsx/.csv/.json/.db），要求生成董事会汇报PPT。
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帮助保险代理人将pdf、Excel、Word、PPT等各类客户资料转化为个人客户信息资料库，方便小龙虾调用和使用，回答下列问题："帮我为下个月生日的客户撰写个性化的生日祝福"、"帮我为每个保单客户撰写一份个性化的理财活动邀约"，等等。
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Validate data quality in CSV/Excel files for vehicle insurance platform. Use when checking required fields, validating data formats, detecting quality issues, or generating quality reports. Mentions "validate", "check fields", "data quality", "missing values", or "quality score".
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Clean and standardize vehicle insurance CSV/Excel data. Use when handling missing values, fixing data formats, removing duplicates, or standardizing fields. Mentions "clean data", "handle nulls", "standardize", "duplicates", or "normalize".
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Analyzes vehicle insurance daily reports and signing lists. Use when user asks to analyze insurance data, generate business reports, check institution performance, monitor policy trends, or detect business anomalies. Handles Excel/CSV files with fields like premium, institution, customer type, and renewal status.
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Batch download academic paper full-text (PDF/XML) from a list of DOIs. Handles 25 DOI prefixes across 19 publisher families via three layered routes: (1) publisher TDM APIs requiring institutional subscription (Elsevier ScienceDirect, Wiley Online, Springer Nature), (2) Open Access sources (Crossref, Unpaywall, OpenAlex), and (3) a browser-based fallback for paywalled publishers without TDM access (ACS, RSC, IEEE, AIP, IOP, APS, Annual Reviews, T&F, Chinese journals). Browser fallback offers two routes — Route A drives the user's logged-in Chrome via the OpenClaw `browser` tool with `profile="user"` (best for interactive sessions), Route B uses the standalone `auto-paper-harvester` CLI with its built-in Playwright (best for unattended bulk runs). Use when the user wants to harvest, scrape, fetch, or bulk-download papers from a DOI list, savedrecs export, or Excel; or wants to fill missing full-text PDFs for an existing literature collection. Triggers on phrases like "批量下载文献", "下载全文", "harvest papers", "scrape full text", "TDM API", "下载 Elsevier 全文", "Wiley 批量下载", "下载 PDF".
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Reads or converts documents in a research workflow, including PDF, Word, PowerPoint, Excel, OpenDocument, RTF, EPUB, and CSV. Chooses direct reading or conversion, selects a converter from document structure, and decides whether the Markdown is tracked or temporary. Use when a document must be read, quoted, summarized, searched, extracted, or added to a source library. Scanned documents go to vlm-ocr and bulk intake to research-repo.
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