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Datapack Builder

anthropics/financial-services-pluginsOfficial

Takes CIMs, offering memos, SEC filings, or other financial sources and outputs investment committee ready Excel workbooks with standardized tabs for income statement, balance sheet, cash flow, and operating metrics. Built for PE shops and investment bankers doing M&A due diligence who need consistent formatting across deals. The real value is in the opinionated structure: it enforces formula based calculations, proper accounting format with currency vs. number distinction, and color coding for inputs vs. calculations. Saves you from building the same Excel template from scratch every time, though you'll still need to verify the numbers tie out correctly.

skills.sh installs
850
GitHub stars
33.5K
last updated
Jul 14, 2026
View on GitHub

Install

$ npx -y skills add anthropics/financial-services-plugins --skill datapack-builder --agent claude-code

Installs into .claude/skills of the current project.

Files

Financial Data Pack Builder

Build professional, standardized financial data packs for private equity, investment banking, and asset management. Transform financial data from CIMs, offering memorandums, SEC filings, web search, or MCP server access into polished Excel workbooks ready for investment committee review.

Important: Use the xlsx skill for all Excel file creation and manipulation throughout this workflow.

CRITICAL SUCCESS FACTORS

Every data pack must achieve these standards. Failure on any point makes the deliverable unusable.

1. Data Accuracy (Zero Tolerance for Errors)

  • Trace every number to source document with page reference
  • Use formula-based calculations exclusively (no hardcoded values)
  • Cross-check subtotals and totals for internal consistency
  • Verify balance sheet balances: Assets = Liabilities + Equity
  • Confirm cash flow ties to balance sheet changes

2. ESSENTIAL RULES

SKILL.md on GitHub

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Details

Repository
github.com/anthropics/financial-services-plugins
Category
Finance & Trading
First seen
May 16, 2026

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