Xlsx Author

by anthropics574ed3624aebNo license39K starsListed Oct 8, 2026Updated Oct 8, 2026Repository updated 2 weeks ago

Produce a .xlsx file on disk (headless) instead of driving a live Excel workbook — for managed-agent sessions with no open Office app.

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AI-generated overview

Builds a .xlsx workbook file headlessly with openpyxl, following financial-model conventions.

What it does
This skill instructs an agent to produce an Excel workbook as a file artifact rather than editing a live workbook. It writes a short Python script using openpyxl and runs it to save the workbook to ./out/ .xlsx, returning the relative path. It applies modeling conventions such as blue/black/green cell coloring, formulas in calculation cells, named ranges, and a Checks tab with TRUE/FALSE balance checks.
When to use it
Use it in headless managed-agent sessions where no live Office application or Excel MCP tools are available and a spreadsheet file must be delivered. It is the file-producing fallback when the live-workbook tools are not present.
Requirements
Requires a Python runtime with the openpyxl package and Bash to run the generated script, plus write access to create ./out/. No scripts ship with the skill; the agent writes the script itself. No credentials or network access are needed.

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:

python
from openpyxl import Workbookfrom openpyxl.styles import Font, PatternFill
wb = Workbook()ws = wb.active; ws.title = "Inputs"ws["B2"] = "Revenue"; ws["C2"] = 1_250_000_000ws["C2"].font = Font(color="0000FF")           # blue = hardcoded inputcalc = wb.create_sheet("DCF")calc["C5"] = "=Inputs!C2*(1+Inputs!C3)"        # black = formulawb.save("./out/model.xlsx")

Conventions (mirror audit-xls)

  • Blue / black / green. Blue = hardcoded input, black = formula, green = link to another sheet/file.
  • No hardcodes in calc cells. Every calculation cell is a formula; every input lives on an Inputs tab.
  • Named ranges for any value referenced from a deck or memo.
  • Balance checks. Include a Checks tab that ties (BS balances, CF ties to cash, etc.) and surfaces TRUE/FALSE.
  • One model per file. Do not append to an existing workbook unless explicitly asked.

When NOT to use

If mcp__office__excel_* tools are available (Cowork plugin mode), use those instead — they drive the user's live workbook with review checkpoints. This skill is the file-producing fallback for headless runs.

Source and attribution

Source:anthropics/financial-servicesinplugins/agent-plugins/earnings-reviewer/skills/xlsx-authorat commit574ed36

License: No license

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