MCPInstall

excel-automation

Creates formatted Excel reports with openpyxl, parses complex xlsm financial models with stdlib zipfile+xml when openpyxl fails, and controls Excel windows on macOS via AppleScript. Reconstructs images or scans of paper forms as editable XLSX files with printable layouts.

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Install

Works with every agent the skills CLI supports.

npx skills add https://github.com/daymade/claude-code-skills --skill excel-automation
  1. 01

    Install

    Run the command in your project. The CLI asks which agents to install for.

  2. 02

    Describe the task

    Ask your agent for something this skill covers. It loads excel-automation automatically when relevant.

  3. 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.

Excel Automation

Create professional Excel files, parse complex financial models, and control Excel on macOS.

For an image or scan of a paper form that needs editable cells and a printable layout, load Printable forms before creating the workbook. Follow the host's designated spreadsheet authoring tool; use the openpyxl examples below only when that tool is permitted.

Quick Start

Before a command brings Excel forward or changes its visible window, check user activity and other agents' occupancy. Use only foreground operations covered by the current task's authorization. If the surface is in use, occupancy is unknown, or unexpected input occurs, stop input and continue independent background work.

# Create a formatted Excel report
uv run --with openpyxl scripts/create_formatted_excel.py output.xlsx

# Parse a complex xlsm that openpyxl can't handle
uv run scripts/parse_complex_excel.py model.xlsm              # List sheets
uv run scripts/parse_complex_excel.py model.xlsm "DCF"        # Extract a sheet
uv run scripts/parse_complex_excel.py model.xlsm --fix        # Fix corrupted names

# Control Excel via AppleScript (with timeout to prevent hangs)
timeout 5 osascript -e 'tell application "Microsoft Excel" to activate'

Overview

CapabilityToolWhen to Use
Create formatted ExcelopenpyxlReports, mockups, dashboards
Parse complex xlsm/xlsxzipfile + xml.etreeFinancial models, VBA workbooks, >1MB files
Control Excel windowAppleScript (osascript)Zoom, scroll, select cells programmatically

Tool Selection Decision Tree

Is the file simple (data export, no VBA, <1MB)?
├─ YES → openpyxl or pandas
└─ NO
   ├─ Is it .xlsm or from investment bank / >1MB?
   │   └─ YES → zipfile + xml.etree.ElementTree (stdlib)
   └─ Is it truly .xls (BIFF format)?
       └─ YES → xlrd

Signals of "complex" Excel: file >1MB, .xlsm extension, from investment bank/broker, contains VBA macros.

IMPORTANT: Always run file <path> first — extensions lie. A .xls file may actually be a ZIP-based xlsx.

Creating Excel Files (openpyxl)

Professional Color Convention (Investment Banking Standard)

Apply these colors to financial reports using that convention. For a paper form, preserve its intended print appearance; do not add input colors by default.

ColorRGB CodeMeaning
Blue0000FFUser input / assumption
Black000000Calculated value
Green008000Cross-sheet reference
White on dark blueFFFFFF on 4472C4Section headers
Dark blue text1F4E79Title

Core Formatting Patterns

from openpyxl.styles import Font, PatternFill, Border, Side, Alignment

# Fonts
BLUE_FONT = Font(color="0000FF", size=10, name="Calibri")
BLACK_FONT_BOLD = Font(color="000000", size=10, name="Calibri", bold=True)
GREEN_FONT = Font(color="008000", size=10, name="Calibri")
HEADER_FONT = Font(color="FFFFFF", size=12, name="Calibri", bold=True)

# Fills
DARK_BLUE_FILL = PatternFill("solid", fgColor="4472C4")
LIGHT_BLUE_FILL = PatternFill("solid", fgColor="D9E1F2")
INPUT_GREEN_FILL = PatternFill("solid", fgColor="E2EFDA")
LIGHT_GRAY_FILL = PatternFill("solid", fgColor="F2F2F2")

# Borders
THIN_BORDER = Border(bottom=Side(style="thin", color="B2B2B2"))
BOTTOM_DOUBLE = Border(bottom=Side(style="double", color="000000"))

Number Format Codes

FormatCodeExample
Currency'$#,##0'$1,234
Currency with decimals'$#,##0.00'$1,234.56
Percentage'0.0%'12.3%
Percentage (2 decimal)'0.00%'12.34%
Number with commas'#,##0'1,234
Multiplier'0.0x'1.5x

Conditional Formatting (Sensitivity Tables)

Red-to-green gradient for sensitivity analysis:

from openpyxl.formatting.rule import ColorScaleRule

rule = ColorScaleRule(
    start_type="min", start_color="F8696B",   # Red (low)
    mid_type="percentile", mid_value=50, mid_color="FFEB84",  # Yellow (mid)
    end_type="max", end_color="63BE7B"         # Green (high)
)
ws.conditional_formatting.add(f"B2:F6", rule)

Execution

uv run --with openpyxl scripts/create_formatted_excel.py

Full template script: See scripts/create_formatted_excel.py

Parsing Complex Excel (zipfile + xml)

When openpyxl fails on complex xlsm files (corrupted DefinedNames, complex VBA), use stdlib directly.

XLSX Internal ZIP Structure

file.xlsx (ZIP archive)
├── [Content_Types].xml
├── xl/
│   ├── workbook.xml          ← Sheet names + order
│   ├── sharedStrings.xml     ← All text values (lookup table)
│   ├── worksheets/
│   │   ├── sheet1.xml        ← Cell data for sheet 1
│   │   ├── sheet2.xml        ← Cell data for sheet 2
│   │   └── ...
│   └── _rels/
│       └── workbook.xml.rels ← Maps rId → sheetN.xml
└── _rels/.rels

Sheet Name Resolution

Sheet names in workbook.xml link to physical files via _rels/workbook.xml.rels:

import zipfile
import xml.etree.ElementTree as ET

MAIN_NS = 'http://schemas.openxmlformats.org/spreadsheetml/2006/main'
REL_NS = 'http://schemas.openxmlformats.org/officeDocument/2006/relationships'
RELS_NS = 'http://schemas.openxmlformats.org/package/2006/relationships'

def get_sheet_path(zf, sheet_name):
    """Resolve sheet name to physical XML file path inside ZIP."""
    # Step 1: workbook.xml → find rId for the sheet name
    wb_xml = ET.fromstring(zf.read('xl/workbook.xml'))
    sheets = wb_xml.findall(f'.//{{{MAIN_NS}}}sheet')
    rid = None
    for s in sheets:
        if s.get('name') == sheet_name:
            rid = s.get(f'{{{REL_NS}}}id')
            break
    if not rid:
        raise ValueError(f"Sheet '{sheet_name}' not found")

    # Step 2: workbook.xml.rels → map rId to file path
    rels_xml = ET.fromstring(zf.read('xl/_rels/workbook.xml.rels'))
    for rel in rels_xml.findall(f'{{{RELS_NS}}}Relationship'):
        if rel.get('Id') == rid:
            return 'xl/' + rel.get('Target')

    raise ValueError(f"No file mapping for {rid}")

Cell Data Extraction

def extract_cells(zf, sheet_path):
    """Extract all cell values from a sheet XML."""
    # Build shared strings lookup
    shared = []
    try:
        ss_xml = ET.fromstring(zf.read('xl/sharedStrings.xml'))
        for si in ss_xml.findall(f'{{{MAIN_NS}}}si'):
            texts = si.itertext()
            shared.append(''.join(texts))
    except KeyError:
        pass  # No shared strings

    # Parse sheet cells
    sheet_xml = ET.fromstring(zf.read(sheet_path))
    rows = sheet_xml.findall(f'.//{{{MAIN_NS}}}row')

    data = {}
    for row in rows:
        for cell in row.findall(f'{{{MAIN_NS}}}c'):
            ref = cell.get('r')         # e.g., "A1"
            cell_type = cell.get('t')   # "s" = shared string, None = number
            val_el = cell.find(f'{{{MAIN_NS}}}v')

            if val_el is not None and val_el.text:
                if cell_type == 's':
                    data[ref] = shared[int(val_el.text)]
                else:
                    try:
                        data[ref] = float(val_el.text)
                    except ValueError:
                        data[ref] = val_el.text
    return data

Fixing Corrupted DefinedNames

Investment bank xlsm files often have corrupted <definedName> entries containing "Formula removed":

def fix_defined_names(zf_in_path, zf_out_path):
    """Remove corrupted DefinedNames and repackage."""
    import shutil, tempfile
    with tempfile.TemporaryDirectory() as tmp:
        tmp = Path(tmp)
        with zipfile.ZipFile(zf_in_path, 'r') as zf:
            zf.extractall(tmp)

        wb_xml_path = tmp / 'xl' / 'workbook.xml'
        tree = ET.parse(wb_xml_path)
        root = tree.getroot()

        ns = {'main': MAIN_NS}
        defined_names = root.find('.//main:definedNames', ns)
        if defined_names is not None:
            for name in list(defined_names):
                if name.text and "Formula removed" in name.text:
                    defined_names.remove(name)

        tree.write(wb_xml_path, encoding='utf-8', xml_declaration=True)

        with zipfile.ZipFile(zf_out_path, 'w', zipfile.ZIP_DEFLATED) as zf:
            for fp in tmp.rglob('*'):
                if fp.is_file():
                    zf.write(fp, fp.relative_to(tmp))

Full template script: See scripts/parse_complex_excel.py

Controlling Excel on macOS (AppleScript)

All commands verified on macOS with Microsoft Excel.

Verified Commands

# Activate Excel (bring to front)
osascript -e 'tell application "Microsoft Excel" to activate'

# Open a file
osascript -e 'tell application "Microsoft Excel" to open POSIX file "/path/to/file.xlsx"'

# Set zoom level (percentage)
osascript -e 'tell application "Microsoft Excel"
    set zoom of active window to 120
end tell'

# Scroll to specific row
osascript -e 'tell application "Microsoft Excel"
    set scroll row of active window to 45
end tell'

# Scroll to specific column
osascript -e 'tell application "Microsoft Excel"
    set scroll column of active window to 3
end tell'

# Select a cell range
osascript -e 'tell application "Microsoft Excel"
    select range "A1" of active sheet
end tell'

# Select a specific sheet by name
osascript -e 'tell application "Microsoft Excel"
    activate object sheet "DCF" of active workbook
end tell'

Timing and Timeout

Always add sleep 1 between AppleScript commands and subsequent operations (e.g., screenshot) to allow UI rendering.

IMPORTANT: osascript will hang indefinitely if Excel is not running or not responding. Always wrap with timeout:

# Safe pattern: 5-second timeout
timeout 5 osascript -e 'tell application "Microsoft Excel" to activate'

# Check exit code: 124 = timed out
if [ $? -eq 124 ]; then
    echo "Excel not responding — is it running?"
fi

Common Mistakes

MistakeCorrection
openpyxl fails on complex xlsm → try monkey-patchingSwitch to zipfile + xml.etree immediately
Count Chinese characters with wc -cUse wc -m (chars, not bytes; Chinese = 3 bytes/char)
Trust file extensionRun file <path> first to confirm actual format
openpyxl load_workbook hangs on large xlsmUse zipfile for targeted extraction instead of loading entire workbook

Important Notes

  • Execute Python scripts with uv run --with openpyxl (never use system Python)
  • LibreOffice (soffice --headless) can convert formats and recalculate formulas
  • Detailed formatting reference: See references/formatting-reference.md

FAQ

What does the excel-automation skill do?

Creates formatted Excel reports with openpyxl, parses complex xlsm financial models with stdlib zipfile+xml when openpyxl fails, and controls Excel windows on macOS via AppleScript. Reconstructs images or scans of paper forms as editable XLSX files with printable layouts.

How do I install excel-automation?

Run npx skills add https://github.com/daymade/claude-code-skills --skill excel-automation 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/excel-automation/ (personal) or .claude/skills/excel-automation/ (project).

Which AI agents can use excel-automation?

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 excel-automation 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 excel-automation?

It is published by daymade in daymade/claude-code-skills. It has 1,478 recorded installs.

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