xlsx-author
此技能可在无 Office 应用的托管代理会话中直接生成 .xlsx 文件,用于交付财务模型、报表或数据工作簿。它通过 Python 脚本与 openpyxl 构建工作簿,遵循蓝/黑/绿的配色约定来区分输入、公式和链接,并提供平衡检查以保证数据一致性,使输出规范、可靠且易于交付。
npx skills add https://github.com/anthropics/financial-services --skill xlsx-authorBefore / After 效果对比
1 组在没有这个技能之前,在无 Office 应用中,用户需要编写大量底层代码来创建 Excel 文件,并手动检查公式与样式,过程繁琐且容易出错,交付一份模型往往需要数小时。
此技能通过 openpyxl 脚本快速构建工作簿,自动遵循蓝/黑/绿配色约定,并内置平衡检查,用户只需编写少量代码即可在数分钟内得到合规文件。
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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