Pitch Deck

anthropics/financial-services-pluginsOfficial

Handles the tedious work of populating investment banking pitch deck templates with data from Excel, CSV, or other sources. You give it a PowerPoint template and your source files, and it maps the data into the right slides, creates actual table objects instead of fake text tables, and runs validation cycles to catch formatting issues. The workflow is thorough with explicit backup steps, a four phase process from data extraction to validation loops, and clear escalation after three fix attempts. The big caveat is that it validates using LibreOffice, which doesn't render PowerPoint accurately, so you still need to review in actual PowerPoint before sending anything to clients. Best for analysts who spend hours copying numbers into slide templates and want to automate the grunt work.

skills.sh installs: 1.1K
GitHub stars: 33.5K
last updated: Jul 14, 2026

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Install

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

Installs into .claude/skills of the current project.

Files

Populating Investment Banking Pitch Deck Templates

Reference Files

Read all reference files at task start before beginning any work. These contain critical patterns and anti-patterns that will affect your approach. Do not wait until you encounter issues.

File	Purpose
`formatting-standards.md`	Text, bullets, tables, charts, alignment
`slide-templates.md`	Content mapping guidance for common slide types
`xml-reference.md`	PowerPoint XML patterns for tables, shapes, arrows
`calculation-standards.md`	Financial formulas for verification (CAGR, consensus)

Workflow Decision Tree

What type of task is this?

┌─ Populating empty template with source data?
│  └─→ Follow "Template Population Workflow" below
│
├─ Editing existing populated slides?
│  └─→ Extract current content, modify, revalidate
│
└─ Fixing formatting issues on existing slides?
   └─→ See "Common Failures" table, apply targeted fixes