xlsx-author
This skill produces .xlsx files directly on disk for headless managed-agent sessions, delivering financial models, reports, or data workbooks without requiring an open Office app. It builds workbooks via Python scripts with openpyxl, following blue/black/green color conventions to distinguish inputs, formulas, and links, and includes balance checks to ensure data integrity—making output consistent, reliable, and easy to hand off.
npx skills add https://github.com/anthropics/financial-services --skill xlsx-authorBefore / After Comparison
1 组Without this skill, in environments without an Office application, users had to write extensive low-level code to create Excel files and manually verify formulas and styles, making the process tedious and error-prone, with model delivery often taking hours.
This skill quickly builds workbooks through openpyxl scripts, automatically follows blue/black/green color conventions, and includes built-in balance checks, allowing users to produce compliant files in minutes with minimal code.
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_*.
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.
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")
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.
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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