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 .xlsx file on disk (headless) instead of driving a live Excel workbook — for managed-agent sessions with no open Office app.
$ npx -y skills add anthropics/financial-services --skill xlsx-author --agent claude-codeHow it fires
How this skill gets triggered: by you, by Claude, or both.
/xlsx-authorContext preview
The summary Claude sees to decide when to auto-load this skill.
Produce a .xlsx file on disk (headless) instead of driving a live Excel workbook — for managed-agent sessions with no open Office app.
name: xlsx-author description: Produce a .xlsx file on disk (headless) instead of driving a live Excel workbook — for managed-agent sessions with no open Office app.
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_*`.
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")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.
Reference agents, skills, and data connectors for the financial-services workflows we see most — investment banking, equity research, private equity, and wealth management.
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…
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