Xlsx Author

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

作者 anthropics574ed3624aebd0418c7e96cd101262f30210ab26無授權條款39K 個星標收錄於 2026年10月9日更新於 2026年10月9日儲存庫2 週前更新

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

精選僅含說明Documents & Office
AI 產生的概覽

以無介面方式用 openpyxl 產生 .xlsx 活頁簿檔案,遵循財務建模慣例。

功能
此技能指示代理把 Excel 活頁簿當成檔案產物產生,而不是編輯正在開啟的活頁簿。它會撰寫一段使用 openpyxl 的簡短 Python 指令碼並執行,將活頁簿儲存到 ./out/ .xlsx,並在最終訊息中回傳相對路徑。它遵循建模慣例,例如藍/黑/綠儲存格配色、計算儲存格使用公式、命名範圍,以及帶 TRUE/FALSE 平衡檢查的 Checks 工作表。
適用情境
適用於無介面的託管代理工作階段,此時沒有開啟的 Office 應用程式或 Excel MCP 工具,但需要交付試算表檔案。它是缺少即時活頁簿工具時產生檔案的備用方案。
執行需求
需要含 openpyxl 套件的 Python 執行環境與 Bash 來執行產生的指令碼,並需要建立 ./out/ 的寫入權限。此技能未隨附指令碼,指令碼由代理自行撰寫。不需要憑證或網路存取。

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.

來源與署名

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

授權條款: 無授權條款

內容歸原作者所有。SourceWeft 從公開儲存庫中收錄這些內容。

檢舉或申請下架