xlsx-author
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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Install
Works with every agent the skills CLI supports.
npx skills add https://github.com/anthropics/financial-services --skill xlsx-author- 01
Install
Run the command in your project. The CLI asks which agents to install for.
- 02
Describe the task
Ask your agent for something this skill covers. It loads xlsx-author automatically when relevant.
- 03
Review the result
The agent follows the SKILL.md steps, scripts and references bundled with the skill.
SKILL.md
The instructions your agent reads when the skill is triggered.
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)
- 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.
FAQ
What does the xlsx-author skill do?
Produce a .xlsx file on disk (headless) instead of driving a live Excel workbook — for managed-agent sessions with no open Office app.
How do I install xlsx-author?
Run npx skills add https://github.com/anthropics/financial-services --skill xlsx-author in your project. The skills CLI detects the agents you use and copies the skill into the right folder. For Claude Code you can also place the skill folder at ~/.claude/skills/xlsx-author/ (personal) or .claude/skills/xlsx-author/ (project).
Which AI agents can use xlsx-author?
Any agent that supports the open Agent Skills format (a folder with a SKILL.md file), including Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, Windsurf, Cline, OpenCode and more.
Is xlsx-author safe to install?
No partner security audit is available yet. Skills can run commands and scripts, so read the SKILL.md and any bundled files before installing.
Who maintains xlsx-author?
It is published by anthropics in anthropics/financial-services, and it is an official skill from the maker of the technology it covers. It has 1,373 recorded installs.
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