Tear Sheet
If you've ever spent an hour formatting a company one-pager in Word, this pulls S&P Capital IQ data through the Kensho MCP server and renders it as a properly styled tear sheet document. It handles four audience flavors (equity research, M&A, corporate development, sales prep) and ships with opinionated defaults that look like real sell-side output: navy header banners, two-column key-value layouts, alternating table rows, the works. The source is unusually prescriptive about docx-js implementation details, down to border styling and DXA measurements, which either saves you from reinventing formatting logic or feels heavy-handed depending on how much you care about Arial versus Calibri. Works for public and private companies.
- skills.sh installs
- 827
- GitHub stars
- 33.5K
- last updated
- Jul 14, 2026
Install
$ npx -y skills add anthropics/financial-services-plugins --skill tear-sheet --agent claude-codeInstalls into .claude/skills of the current project.
Files
Financial Tear Sheet Generator
Generate audience-specific company tear sheets by pulling live data from S&P Capital IQ via the S&P Global MCP tools and formatting the result as a professional Word document.
Style Configuration
These are sensible defaults. To customize for your firm's brand, modify this section — common changes include swapping the color palette, changing the font (Calibri is standard at many banks), and updating the disclaimer text.
Colors:
- Primary (header banner background, section header text): #1F3864
- Accent (signature section highlights): #2E75B6
- Table header row fill: #D6E4F0
- Table alternating row fill: #F2F2F2
- Table borders: #CCCCCC
- Header banner text: #FFFFFF
Typography (sizes in half-points for docx-js):
- Font family: Arial
- Company name: 18pt bold (size: 36)
- Section headers: 11pt bold (size: 22), Primary color
- Body text: 9pt (size: 18)
- Table text: 8.5pt (size: 17)
- Footer/disclaimer: 7pt italic (size: 14)
- Per-template overrides are specified in each reference file's Formatting Notes.
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- Repository
- github.com/anthropics/financial-services-plugins
- Category
- Finance & Trading
- First seen
- May 16, 2026
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