alts-brief
Prepare a meeting-ready alternative-investments brief for a client, household, IRA, trust, or named account before a review — pulls the alts book from iCapital…
Creates self-contained PPT template SKILLS (not presentations) from user-provided PowerPoint templates. Use ONLY when a user wants to create a reusable skill from their template. For creating actual presentations, use the pptx skill instead.
$ npx -y skills add anthropics/financial-services --skill ppt-template-creator --agent claude-codeHow it fires
How this skill gets triggered: by you, by Claude, or both.
/ppt-template-creatorContext preview
The summary Claude sees to decide when to auto-load this skill.
Creates self-contained PPT template SKILLS (not presentations) from user-provided PowerPoint templates. Use ONLY when a user wants to create a reusable skill from their template. For creating actual presentations, use the pptx skill instead.
name: ppt-template-creator description: Creates self-contained PPT template SKILLS (not presentations) from user-provided PowerPoint templates. Use ONLY when a user wants to create a reusable skill from their template. For creating actual presentations, use the pptx skill instead.
**This skill creates SKILLS, not presentations.** Use this when a user wants to turn their PowerPoint template into a reusable skill that can generate presentations later. If the user just wants to create a presentation, use the `pptx` skill instead.
The generated skill includes:
**For general skill-building best practices**, refer to the `skill-creator` skill. This skill focuses on PPT-specific patterns.
1. **User provides template** (.pptx or .potx) 2. **Analyze template** - extract layouts, placeholders, dimensions 3. **Initialize skill** - use the `skill-creator` skill to set up the skill structure 4. **Add template** - copy .pptx to `assets/template.pptx` 5. **Write SKILL.md** - follow template below with PPT-specific details 6. **Create example** - generate sample presentation to validate 7. **Package** - use the `skill-creator` skill to package into a .skill file
**CRITICAL: Extract precise placeholder positions** - this determines content area boundaries.
from pptx import Presentation
prs = Presentation(template_path)
print(f"Dimensions: {prs.slide_width/914400:.2f}\" x {prs.slide_height/914400:.2f}\"")
print(f"Layouts: {len(prs.slide_layouts)}")
for idx, layout in enumerate(prs.slide_layouts):
print(f"\n[{idx}] {layout.name}:")
for ph in layout.placeholders:
try:
ph_idx = ph.placeholder_format.idx
ph_type = ph.placeholder_format.type
# IMPORTANT: Extract exact positions in inches
left = ph.left / 914400
top = ph.top / 914400
width = ph.width / 914400
height = ph.height / 914400
print(f" idx={ph_idx}, type={ph_type}")
print(f" x={left:.2f}\", y={top:.2f}\", w={width:.2f}\", h={height:.2f}\"")
except:
pass**Key measurements to document:**
**CRITICAL:** The content area does NOT always start immediately after the subtitle placeholder. Many templates have a visual border, line, or reserved space between the subtitle and content area.
**Best approach:** Look at Layout 2 or similar "content" layouts that have an OBJECT placeholder - this placeholder's `y` position indicates where content should actually start.
# Find the OBJECT placeholder to determine true content start
for idx, layout in enumerate(prs.slide_layouts):
for ph in layout.placeholders:
try:
if ph.placeholder_format.type == 7: # OBJECT type
top = ph.top / 914400
print(f"Layout [{idx}] {layout.name}: OBJECT starts at y={top:.2f}\"")
# This y value is where your content should start!
except:
pass**Example:** A template might have:
Use the OBJECT placeholder's `y` position as your content start, not the subtitle's end position.
The generated skill should have this structure:
[company]-ppt-template/
├── SKILL.md
└── assets/
└── template.pptxThe generated SKILL.md must be **self-contained** with all instructions embedded. Use this template, filling in the bracketed values from your analysis:
---
name: [company]-ppt-template
description: [Company] PowerPoint template for creating presentations. Use when creating [Company]-branded pitch decks, board materials, or client presentations.
---
# [Company] PPT Template
Template: `assets/template.pptx` ([WIDTH]" x [HEIGHT]", [N] layouts)
## Creating Presentations
```python
from pptx import Presentation
prs = Presentation("path/to/skill/assets/template.pptx")
# DELETE all existing slides first
while len(prs.slides) > 0:
rId = prs.slides._sldIdLst[0].rId
prs.part.drop_rel(rId)
del prs.slides._sldIdLst[0]
# Add slides from layouts
slide = prs.slides.add_slide(prs.slide_layouts[LAYOUT_IDX])| Index | Name | Use For | |-------|------|---------| | [0] | [Layout Name] | [Cover/title slide] | | [N] | [Layout Name] | [Content with bullets] | | [N] | [Layout Name] | [Two-column layout] |
**CRITICAL: Include exact positions (x, y coordinates) for each placeholder.**
| idx | Type | Position | Use | |-----|------|----------|-----| | [idx] | TITLE (1) | y=[Y]" | Slide title | | [idx] | BODY (2) | y=[Y]" | Subtitle/description | | [idx] | BODY (2) | y=[Y]" | Footer | | [idx] | BODY (2) | y=[Y]" | Source/notes |
**Document the safe content area for custom shapes/tables/charts:**
Content Area (for Layout [N]): - Left margin: [X]" (content starts here) - Top: [Y]" (below subtitle placeholder) - Width: [W]" - Height: [H]" (ends before footer) For 4-quadrant layouts: - Left column: x=[X]", width=[W]" - Right column: x=[X]", width=[W]" - Top row: y=[Y]", height=[H]" - Bottom row: y=[Y]", height=[H]"
**Why this matters:** Custom content (textboxes, tables, charts) must stay within these boundaries to avoid overlapping with template placeholders like titles, footers, and source lines.
Reference agents, skills, and data connectors for the financial-services workflows we see most — investment banking, equity research, private equity, and wealth management.
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