Xlsx Author

anthropics/financial-services/plugins/agent-plugins/month-end-closer/skills/xlsx-author

作者 anthropics574ed3624aebd0418c7e96cd101262f30210ab26无许可证39K 个星标收录于 2026年10月9日更新于 2026年10月9日仓库2周前更新

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

精选仅含说明Documents & Office
AI 生成的概览

以无界面方式用 openpyxl 生成 .xlsx 工作簿文件,遵循财务建模惯例。

功能
该技能指导代理把 Excel 工作簿作为文件产物生成,而不是编辑正在打开的工作簿。它编写一段使用 openpyxl 的简短 Python 脚本并运行,将工作簿保存到 ./out/ .xlsx,并在最终消息中返回相对路径。它遵循建模惯例,例如蓝/黑/绿单元格配色、计算单元格使用公式、命名区域,以及带 TRUE/FALSE 平衡校验的 Checks 工作表。
适用场景
适用于无界面的托管代理会话,此时没有打开的 Office 应用或 Excel MCP 工具,但需要交付电子表格文件。它是缺少实时工作簿工具时的文件生成备选方案。
运行要求
需要带 openpyxl 包的 Python 运行时和 Bash 来运行生成的脚本,并需要创建 ./out/ 的写入权限。该技能不自带脚本,脚本由代理自行编写。不需要凭据或网络访问。

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.

来源与署名

来源:anthropics/financial-services位于plugins/agent-plugins/month-end-closer/skills/xlsx-author提交574ed36

许可证: 无许可证

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