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…
Produce a .pptx file on disk (headless) instead of driving a live PowerPoint document — for managed-agent sessions with no open Office app.
$ npx -y skills add anthropics/financial-services --skill pptx-author --agent claude-codeHow it fires
How this skill gets triggered: by you, by Claude, or both.
/pptx-authorContext preview
The summary Claude sees to decide when to auto-load this skill.
Produce a .pptx file on disk (headless) instead of driving a live PowerPoint document — for managed-agent sessions with no open Office app.
name: pptx-author description: Produce a .pptx file on disk (headless) instead of driving a live PowerPoint document — for managed-agent sessions with no open Office app.
Use this skill when running **headless** (managed-agent / CMA mode) and you need to deliver a PowerPoint deck as a **file artifact** rather than editing a live document via `mcp__office__powerpoint_*`.
Write a short Python script and run it with Bash. Use `python-pptx`:
from pptx import Presentation
from pptx.util import Inches, Pt
prs = Presentation("./templates/firm-template.pptx") # if a template is provided
# or: prs = Presentation()
slide = prs.slides.add_slide(prs.slide_layouts[5]) # title-only
slide.shapes.title.text = "Valuation Summary"
# ... add tables / charts / text boxes ...
prs.save("./out/pitch-<target>.pptx")If `mcp__office__powerpoint_*` tools are available (Cowork plugin mode), use those instead — they drive the user's live document with review checkpoints. This skill is the file-producing fallback for headless runs.
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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