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xlsx-author

skill · 42 lines · Apache-2.0 · plugins/vertical-plugins/financial-analysis/skills/xlsx-author/SKILL.md

The facts

Its description

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

The description the agent reads to decide when to use it.

From its settingsline 3

When it starts

This one is picked by the session mode rather than by anything a person says: it applies when the agent is running headless (managed-agent / CMA mode) with no open Office app and needs to hand back an Excel workbook as a file artifact. It is the file-producing fallback for those runs, so the trigger is the environment, not a user's phrasing.

A model's summary of when it is used.

A model's reading

What leads to it

Other skills that hand off to this one, call it, require it or offer it instead, as a model read them.

A model's reading

Licence

Apache-2.0, from LICENSE

The terms its author shares it under, which let it be shown here.

From the repositorylicence text

The text

Open on GitHub

Most marks come from matching words in the file, so treat them as pointers.

1---
2name: xlsx-author
3description: Produce a .xlsx file on disk (headless) instead of driving a live Excel workbook — for managed-agent sessions with no open Office app.
4---
5
6# xlsx-author
7
8Use 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_*`.
9

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_*.

Raw lines 1 to 9
Uses an outside tool mcp__office__excel_ :8
10## Output contract
12- Write to `./out/<name>.xlsx`. Create `./out/` if it does not exist.
13- Return the relative path in your final message so the orchestration layer can collect it.

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.
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15## How to build the workbook
17Write a short Python script and run it with Bash. Use `openpyxl`:
19```python
20from openpyxl import Workbook
21from openpyxl.styles import Font, PatternFill
23wb = Workbook()
24ws = wb.active; ws.title = "Inputs"
25ws["B2"] = "Revenue"; ws["C2"] = 1_250_000_000
26ws["C2"].font = Font(color="0000FF") # blue = hardcoded input
27calc = wb.create_sheet("DCF")
28calc["C5"] = "=Inputs!C2*(1+Inputs!C3)" # black = formula
29wb.save("./out/model.xlsx")
30```

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

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.
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Names a skill audit-xls :32
40## When NOT to use
42If `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.

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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Uses an outside tool mcp__office__excel_ :42

From anthropics/financial-services at 6056506, 2026-10-28. Skills read by DeepSeek V4.1 Flash on 2026-11-04. Summary and techniques by Claude Opus 5.5 on 2026-11-06.