Skill
excel-cli-report-forma…
Apply optional presentation conventions when the user requests Excel report formatting or a…
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Skill
/excel-mcp-report-formatting
Apply optional presentation conventions when the user requests Excel report formatting or a new reader-facing report through Excel MCP tools. Use for readable headers, meaningful number formats, financial-model colours, and report layout. Do not load for ordinary reads, raw
Install
$ npx -y skills add sbroenne/mcp-server-excel --skill excel-mcp-report-formatting --agent claude-codeHow it fires
How this skill gets triggered: by you, by Claude, or both.
- Fires itselfAuto-invocation. Claude auto-loads it when your prompt matches the work.Auto-invocation is when the right skill fires by itself at the right moment, driven by a FLOW.md router and a hook, instead of you invoking it by name. It is the difference between a skill being installed and a skill actually getting used.Read the full definition →
- You can call itInvoke it directly when you want it.
- Slash command
/excel-mcp-report-formatting
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Apply optional presentation conventions when the user requests Excel report formatting or a new reader-facing report through Excel MCP tools. Use for readable headers, meaningful number formats, financial-model colours, and report layout. Do not load for ordinary reads, raw
SKILL.md
excel-mcp-report-formatting.SKILL.mdname: excel-mcp-report-formatting
description: >-
Apply optional presentation conventions when the user requests Excel report
formatting or a new reader-facing report through Excel MCP tools. Use for
readable headers, meaningful number formats, financial-model colours, and
report layout. Do not load for ordinary reads, raw exports, targeted data
updates, Power Query or Data Model work, or failure recovery without a
report-formatting request.
compatibility: Windows with desktop Excel and the Excel MCP Server.
Report formatting with Excel MCP
Use the user's requested style first, the existing template second, and the optional conventions in the [formatting guide](references/report-formatting.md) only when neither specifies a style. Read that guide for the requested report, not unrelated workbook work.
Discover exact actions and parameters from the MCP tool schemas. Preserve values, formulas, units, identifiers, existing layouts, and unrelated sheets. Formatting is not permission to refresh data or rebuild workbook objects. Use `table` styles for Tables, `chart_config` for charts, and `pivottable_field` for PivotTable number formats; do not apply `range_format` to Table or PivotTable cells instead of their owning controls.
Inspect the affected formats and calculated outputs before saving the authorized result. Financial-model colours and dashboard visuals are optional, not a requirement for every report. Screenshots are optional and need a desktop.
General workflow and recovery documentation is available on the [website](https://excelmcpserver.dev/reference/); it is not another required skill.
Read more
name: excel-mcp-report-formatting description: >- Apply optional presentation conventions when the user requests Excel report formatting or a new reader-facing report through Excel MCP tools. Use for readable headers, meaningful number formats, financial-model colours, and report layout. Do not load for ordinary reads, raw exports, targeted data updates, Power Query or Data Model work, or failure recovery without a report-formatting request. compatibility: Windows with desktop Excel and the Excel MCP Server.
Report formatting with Excel MCP
Use the user's requested style first, the existing template second, and the optional conventions in the [formatting guide](references/report-formatting.md) only when neither specifies a style. Read that guide for the requested report, not unrelated workbook work.
Discover exact actions and parameters from the MCP tool schemas. Preserve values, formulas, units, identifiers, existing layouts, and unrelated sheets. Formatting is not permission to refresh data or rebuild workbook objects. Use `table` styles for Tables, `chart_config` for charts, and `pivottable_field` for PivotTable number formats; do not apply `range_format` to Table or PivotTable cells instead of their owning controls.
Inspect the affected formats and calculated outputs before saving the authorized result. Financial-model colours and dashboard visuals are optional, not a requirement for every report. Screenshots are optional and need a desktop.
General workflow and recovery documentation is available on the [website](https://excelmcpserver.dev/reference/); it is not another required skill.
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