← ClaudeAtlas

xlsx-financialslisted

Produce formatted .xlsx financial statement workbooks from XBRL statement data. Uses Bash + openpyxl (Python) following Anthropic FSI xlsx-author conventions for professional Excel output with calculation arc cross-validation.
agentii-ai/agentii-investment-intelligence · ★ 2 · Data & Documents · score 81
Install: claude install-skill agentii-ai/agentii-investment-intelligence
# xlsx-financials Shared skill for producing formatted Excel workbooks from XBRL financial statement data. Invoked as a sub-skill by financial modeling and analysis skills. Centralizes formatting, formula auditing, and calculation arc cross-validation in one place. **Agent Call Tracing**: The first tool you call will return a `_run_id` in its result. On every subsequent tool call, include HTTP header `X-Agentii-Trace: agent={skill_name}; parent={caller_name}; instance={instance_label}`. The MCP server will inject run_id, depth, and user_id automatically. When spawning parallel sub-agents of the same type, assign each a unique instance label (e.g., equity-research-1, equity-research-2). See `contracts/x-agentii-trace-header.md` for the full contract. ## Triggers - Produce Excel financial statements for {ticker} - Generate .xlsx workbook from XBRL data - Export income statement to Excel - Export balance sheet to Excel - Export cash flow statement to Excel - Render financial statements as spreadsheet - Create formatted financial workbook - Build .xlsx from get_statement output - Financial model Excel export - Statement Excel output ## Defaults | Parameter | Default | Notes | |-----------|---------|-------| | statement_type | income_statement | income_statement, balance_sheet, cash_flow, equity, oci | | fiscal_year | (latest available) | Integer year | | include_calculations | true | Include calculation arc weights for cross-validation | ## Methodology ### Retrieval Scope