Finance tasks
Cim builderExcel financial modeling
Indexedanthropics/financial-services
CIM BuilderFinance Skill
Instructions for turning company documents into a CIM draft with an Excel financial appendix and charts. The workflow calls for supported claims, anonymized customer information, labeled financial adjustments, and management and legal review before distribution. Document-generation tooling is not included, and a drafted CIM is not a verified valuation or a cleared offering document.
- Assessment score
- 61/100
- Snapshot risk
- Medium
- Audit conclusion
- Needs review
How the assessment score works
Pineify weights evidence recorded from the captured files: Skill structure 15%, Instruction clarity 20%, Dependency transparency 20%, Permission transparency 20%, Safety guardrails 15%, Finance task fit 10%. Each signal receives full credit for Yes, one-quarter credit for unknown, and none for No.
The score is not an output accuracy test or user rating. Read the findings and financial assumptions even when the score is high. Risk labels summarize recorded permissions and findings; they do not measure investment risk or certify that installation is safe.
Discovery
What this Skill helps an agent do.
Use the tasks and topics below to judge whether the captured workflow fits your question. Read its findings, dependencies and data requirements before relying on an output.
Domains and assets
Fundamental analysisPublic equities
Topics
cim-builderconfidential-information-memorandumsell-side-maoffering-memoranduminvestment-banking
Trust
Evidence from the captured directory.
This content snapshot assessment does not certify the repository, current files, or installation environment. "Not verified" means the captured files did not support a Yes or No conclusion.
License
Apache-2.0Yes
GitHub reports the repository license as Apache License 2.0.
Review state
- Automated review
- Automated review
- Install tested
- No
- Human reviewed
- Not verified
Snapshot
- Files reviewed
- 1
- Captured
- 2026-07-29 07:31 UTC
- Snapshot ID
- fsh-cim-builder-2026-07-29-001
Permissions
FilesystemRead
YesThe workflow uses management presentations, financial statements, board decks, and customer data when supplied as files.
FilesystemWrite
YesThe workflow outputs a Word document (.docx) with professional formatting and a separate Excel appendix with detailed financials.
NetworkAccess
Not verifiedCompany website material is an input, but the source does not specify whether it is supplied by the user or retrieved online.
ShellExecution
NoNo shell commands or scripts are included or referenced in the captured directory.
CodeExecution
NoNo code files or code execution instructions are present in the captured directory.
ExternalCredentials
NoNo external credentials or paid data sources are referenced.
Dependencies
No dependencies were named in this captured record.
Data sources named by the Skill
User-provided source materials
User provides company source materials including financials, management presentations, and customer data.
Snapshot assessment
61/100
Pineify Finance Skill snapshot assessment, version 1.0.0. Generated 2026-10-20 00:00 UTC.
Medium risk · Needs review
Skill structure
80/100Instruction clarity
100/100Dependency transparency
15/100Permission transparency
31/100Safety guardrails
65/100Finance task fit
100/100Audit findings
Medium
Drafting instructions do not validate a sale document
The source requires management review, legal review, and labeled financial adjustments before distribution. It supplies no document-generation runtime or independent financial verification. Its illustrative growth figure is a writing example, not evidence about an actual company.
Medium
Dependency manifest is absent from the snapshot
No requirements.txt or equivalent manifest is included in the captured directory.
Low
Financial advice boundary is absent
The workflow produces sell-side M&A materials that set valuation expectations but includes no explicit investment advice disclaimer.
Sources and relations
Context around this Skill.
Repository
anthropics/financial-services
topic
CIM builder
agent
Claude Code
collection
Investment banking
guide
Reviewing finance skills before install
Registry
Read this record as data.
The public record includes the page-safe snapshot, evidence, assessment, taxonomy, and relations. Internal revision fields stay outside the public projection.
- Record ID
- github:anthropics/financial-services:plugins/vertical-plugins/investment-banking/skills/cim-builder
- Snapshot ID
- fsh-cim-builder-2026-07-29-001
This page is an informational registry entry, not investment advice or a security guarantee. A high content quality score does not make the Skill safe for every environment. Review current files, permissions, data sources, and financial assumptions before use.