Datapack Builder
Takes financial data from CIMs, SEC filings, or other sources and turns them into standardized Excel workbooks ready for investment committees. Built for PE shops and investment bankers who need consistent eight-tab data packs with proper formula-based calculations, currency vs. operational metric formatting, and audit trails back to source documents. The formatting rules are rigid by design (blue text for inputs, black for formulas, accounting format with proper negatives). This is overkill if you just need to analyze some numbers, but if you're building repeatable due diligence materials or need to standardize reporting across portfolio companies, it enforces the structure that makes thosedecks actually usable downstream.
- skills.sh installs
- 1.8K
- GitHub stars
- 41.2K
- last updated
- Aug 21, 2026
Install
$ npx -y skills add anthropics/financial-services --skill datapack-builder --agent claude-codeInstalls 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
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- Repository
- github.com/anthropics/financial-services
- Categories
- DevOps & CI/CD, AI & Agent Building, Office & Documents, Finance & Trading
- First seen
- Jun 3, 2026
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