When you're running Claude in headless mode and need to produce an Excel file as an artifact rather than editing a live workbook, this skill drops a Python script that uses openpyxl to generate the .xlsx in an ./out directory. It follows the same conventions as audit-xls: blue for hardcoded inputs, black for formulas, green for links, with everything structured around an Inputs tab and a Checks tab for balance ties. The documentation is clear about when not to use it, which is helpful. If the mcp__office__excel tools are available in Cowork plugin mode, use those instead since they let users review changes in real time. This is the file producing fallback for managed agent sessions.

skills.sh installs
194
GitHub stars
29.5K
last updated
Jun 3, 2026

Install

$ npx -y skills add anthropics/financial-services-plugins --skill xlsx-author --agent claude-code

Installs into .claude/skills of the current project.

Files

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)

Sponsors

Details

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

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