Finance tasks
Datapack builderExcel financial modeling
Indexedanthropics/financial-services
Data Pack BuilderFinance Skill
An investment banking workflow for building standardized financial data packs from CIMs, SEC filings, web search, and MCP servers. It covers six phases: document processing and data extraction, data normalization (restructuring charges, SBC, acquisition costs, legal settlements, related party adjustments), Excel workbook building (8-tab structure), scenario building (management/base/downside cases), quality control (5 check categories), and final delivery. Includes industry-specific adaptations for SaaS, manufacturing, real estate, and healthcare.
- Snapshot quality
- 76/100
- Snapshot risk
- Medium
- Audit conclusion
- Needs review
Discovery
What this Skill helps an agent do.
Search metadata is limited to this summary, the controlled finance taxonomy, and relation labels. Detailed upstream instructions are not part of the Search Index.
Domains and assets
Fundamental analysisPublic equities
Search aliases and tags
data packfinancial data packdue diligence data packic materialsstandardize financial reportingdatapack-builderfinancial-data-packma-due-diligenceprivate-equityinvestment-committeeinvestment-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-datapack-builder-2026-07-29-001
Permissions
FilesystemRead
YesThe workflow reads source materials including uploaded documents, SEC filings, and data from MCP servers.
FilesystemWrite
YesThe workflow outputs Excel workbooks with standardized financial data packs.
NetworkAccess
YesThe workflow references web search for public filings and MCP server data access as input sources.
ShellExecution
NoNo shell commands or scripts are included in the captured directory, though the xlsx skill referenced may use Python/openpyxl.
CodeExecution
YesThe workflow references using the xlsx skill for Excel file creation and includes Python code examples for row reference tracking and formula writing.
ExternalCredentials
NoNo external credentials are required, though MCP server access may require configuration depending on the data source.
Dependencies
xlsx skill
External xlsx skill for all Excel file creation and manipulation
The xlsx skill provides Excel file creation, formatting, and formula writing capabilities used throughout the workflow.
Data sources named by the Skill
User-provided documents
User provides source documents such as CIMs, offering memorandums, and historical financials.
Web search
Web search can be used to access public SEC filings and market data.
MCP server data
MCP servers can provide structured financial data from external providers.
Snapshot assessment
76/100
Pineify Finance Skill snapshot assessment, version 1.0.0. Generated 2026-07-29 07:31 UTC.
Medium risk · Needs review
Skill structure
80/100Instruction clarity
100/100Dependency transparency
50/100Permission transparency
75/100Safety guardrails
60/100Finance task fit
100/100Audit findings
Medium
Dependency manifest is absent from the snapshot
No requirements.txt or equivalent manifest is included in the captured directory, though the xlsx skill and Python/openpyxl are referenced.
Medium
Referenced xlsx skill is not included
The workflow explicitly requires the xlsx skill for all Excel file creation and manipulation, but this skill is not present in the captured directory.
Low
Financial advice boundary is absent
The workflow produces investment committee materials but includes no explicit investment advice disclaimer.
Sources and relations
Context around this Skill.
Repository
anthropics/financial-services
topic
Data pack builder
P0 relation label. No public page yet.
agent
Claude Code
P0 relation label. No public page yet.
collection
Investment banking
P0 relation label. No public page yet.
guide
Reviewing finance skills before install
P0 relation label. No public page yet.
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/datapack-builder
- Snapshot ID
- fsh-datapack-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.