Quarterly earnings came in, market data got updated, or someone sent you fresh comps, and now you need to propagate new numbers through an existing deck without rebuilding it. This handles the full sweep: finds every instance of each old value across text boxes, tables, chart data, and footnotes (including variants like $485M vs. 485 vs. $485.0 million), shows you a complete change plan with flagged derived numbers like growth rates that might now be stale, waits for approval, then executes the edits while preserving all existing formatting. Works in both the PowerPoint add-in and chat. The approval gate before any edits actually happen is the key piece here.

skills.sh installs
778
GitHub stars
33.5K
last updated
Jul 14, 2026

Install

$ npx -y skills add anthropics/financial-services-plugins --skill deck-refresh --agent claude-code

Installs into .claude/skills of the current project.

Files

Deck Refresh

Update numbers across the deck. The deck is the source of truth for formatting; you're only changing values.

Environment check

This skill works in both the PowerPoint add-in and chat. Identify which you're in before starting — the edit mechanism differs, the intent doesn't:

  • Add-in — the deck is open live; edit text runs, table cells, and chart data directly.
  • Chat — the deck is an uploaded file; edit it by regenerating the affected slides with the new values and writing the result back.

Either way: smallest possible change, existing formatting stays intact.

This is a four-phase process and the third phase is an approval gate. Don't edit until the user has seen the plan.

Phase 1 — Get the data

Use ask_user_question to find out how the new numbers are arriving:

Sponsors

Details

Repository
github.com/anthropics/financial-services-plugins
Category
Finance & Trading
First seen
Jun 3, 2026

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