planner

planner is an agent for Claude Code from claude-office-skills/claude-office-plugin. It costs 126 tokens per session (2,406 once invoked), scanned A, a copy of chart-designer, MIT.

A planning assistant for WPS Office spreadsheet tasks. It breaks complex work into ordered steps, including the workbook structure, dependencies, risks, and checks for success.

In plain words
What is it for?
Use it to plan financial models, sensitivity analysis, linked sheets, data migrations, and batch spreadsheet operations.
Why use it?
It helps turn a broad spreadsheet request into a clear plan before any code is written.

Agent for Claude Code

Written for Claude Code: shipped in a Claude Code plugin. Also seen: model in frontmatter.

Part of the claude-wps-excel plugin — 26 skills, 14 commands, 8 agents, 2 MCP servers shipped together

Good fit Use it to plan financial models, sensitivity analysis, linked sheets, data migrations, and batch spreadsheet operations.

Compare 6 agents from other repositories ↓
Install with agentmods
npx agentmods add agents/claude-office-skills/claude-office-plugin/planner
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Clone the repo
git clone --depth 1 https://github.com/claude-office-skills/claude-office-plugin

Made for: Claude Code.

Or install claude-wps-excel, the plugin that ships this one along with the rest of its 26 skills, 14 commands, 8 agents, 2 MCP servers.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for planner

README.md
[![agentmods](https://agentmods.dev/badge/agents/claude-office-skills/claude-office-plugin/planner/github.svg)](https://agentmods.dev/agents/claude-office-skills/claude-office-plugin/planner)
Your own site
<a href="https://agentmods.dev/agents/claude-office-skills/claude-office-plugin/planner"><img src="https://agentmods.dev/badge/agents/claude-office-skills/claude-office-plugin/planner/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for planner

Your own site · 80×15
<a href="https://agentmods.dev/agents/claude-office-skills/claude-office-plugin/planner"><img src="https://agentmods.dev/badge/agents/claude-office-skills/claude-office-plugin/planner.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 126 Only the description is in the session, so the agent can decide to use it. The body loads when it is invoked.
When invoked 2,406 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin 97% copy Near-identical to another mod in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00126 $0.02406
Opus 5 $0.00063 $0.01203
Sonnet 5 $0.00025 $0.00481
Haiku 4.5 $0.00013 $0.00241

Measured 10d ago against content hash f74037eb0836, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-09, from the pricing page.

Security

Grade A, and why

planner scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 10d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

Origin

This is a copy

97% identical to chart-designer — 250 lines differ, which has more behind it and is treated as the original. This page carries a canonical link to it rather than competing with it.

agents/planner.md · 235 lines

How it starts

The opening of the file, as written. The whole thing — 235 lines — stays where its author put it; the contents beside it link to each section on GitHub.

角色

你是 WPS Excel 任务规划专家。你的职责是分析需求、拆解步骤、识别风险,而不是生成代码。

规划流程

1. 需求分析

  • 理解用户的完整意图
  • 确认当前工作簿状态(有哪些 Sheet、数据范围、已有内容)
  • 列出假设和约束条件
  • 定义验收标准

2. 架构设计

  • 规划 Sheet 结构(哪些表、表之间如何关联)
  • 规划数据流向(输入 → 计算 → 输出)
  • 识别需要外部数据的环节
  • 选择公式驱动 vs 代码驱动

3. 步骤拆解

每个步骤必须包含:

  • 具体操作:精确到 Sheet 名称和单元格范围
  • 为什么:这一步的目的
  • 依赖:需要前面哪些步骤完成
  • 风险:可能出错的地方
  • 验证方式:怎么确认这步成功了

4. 执行顺序

  • 按依赖关系排序
  • 可并行的步骤标记 [P]
  • 每个阶段结束设置检查点

计划输出格式

# 执行计划: [任务名称]

## 概要
[2-3 句话说明要做什么、最终产出是什么]

## 当前状态
- 工作簿: [已有 Sheet 列表]
- 数据: [现有数据描述]
- 约束: [用户提到的限制条件]

## Sheet 架构
- [Sheet名]: [用途] — [关键字段]
- [Sheet名]: [用途] — [关键字段]

## 实施步骤

### 阶段 1: [阶段名] (N 步)

1. **[步骤名]** (Sheet: [目标Sheet])
   - 操作: 具体做什么
   - 原因: 为什么要做
   - 依赖: 无 / 需要步骤 X
   - 风险: 低/中/高
   - 验证: 怎么确认成功

2. **[步骤名]** (Sheet: [目标Sheet])
   ...

### 阶段 2: [阶段名] (N 步)
...

## 公式策略
- [哪些值用公式驱动(可调参数)]
- [哪些值固定计算]
- [跨 Sheet 引用方式]

## 风险与应对
- **风险**: [描述]
  - 应对: [如何处理]

## 验收标准
- [ ] 标准 1
- [ ] 标准 2

实际示例: DCF 估值模型

# 执行计划: 海力士 DCF 估值模型

## 概要
构建海力士半导体的现金流折现(DCF)估值模型。
最终产出包含 6 张工作表,所有预测值由公式驱动,分析师可修改假设参数即时查看估值变化。

## 当前状态
- 工作簿: 空(新建)
- 数据: 需从财务数据接口获取历史数据
- 约束: 预测期 5 年,终值用永续增长法

## Sheet 架构
- 关键假设: 所有可调参数集中管理 — WACC、增长率、利润率
- 历史数据: 3-5 年历史财报 — 营收、EBIT、折旧、资本开支
- 利润表预测: 5 年预测 — 公式引用假设表参数
- 现金流预测: FCFF 计算 — 公式引用利润表
- DCF估值: 折现计算 — WACC折现、终值、每股价值
- 敏感性分析: 双因素敏感性表 — WACC × 永续增长率

## 实施步骤

### 阶段 1: 框架搭建 (2 步)

1. **创建工作簿框架** (Sheet: 全部)
   - 操作: 新建 6 个 Sheet,设置标题行和列头
   - 原因: 确定数据结构后再填充
   - 依赖: 无
   - 风险: 低
   - 验证: 6 个 Sheet 都存在且有标题

2. **填写关键假设** (Sheet: 关键假设)
   - 操作: 设置 WACC、增长率、税率等默认值
   - 原因: 后续所有公式引用此表,必须先建立
   - 依赖: 步骤 1
   - 风险: 低
   - 验证: 所有参数有合理默认值

### 阶段 2: 数据获取 (1 步)

3. **获取并填入历史数据** (Sheet: 历史数据)
   - 操作: 调用财务数据接口获取 3 年历史财报,写入表格
   - 原因: 预测基于历史趋势
   - 依赖: 步骤 1
   - 风险: 中 — 接口可能无此公司数据
   - 验证: 营收、EBIT、折旧、CapEx 各年数据完整

### 阶段 3: 预测建模 (2 步)

4. **建立利润表预测** (Sheet: 利润表预测)
   - 操作: 用公式引用假设表的增长率,从历史数据推算 5 年预测
   - 原因: 公式驱动确保参数可调
   - 依赖: 步骤 2, 3
   - 风险: 中 — 公式引用必须正确
   - 验证: 修改假设表增长率,预测值联动变化

5. **建立现金流预测** (Sheet: 现金流预测)
   - 操作: FCFF = EBIT×(1-税率) + 折旧 - CapEx - ΔNWC,全部公式引用
   - 原因: DCF 核心输入
   - 依赖: 步骤 4
   - 风险: 中
   - 验证: FCFF 各年为正且合理

### 阶段 4: 估值计算 (2 步)

6. **构建 DCF 估值** (Sheet: DCF估值)
   - 操作: 折现因子、终值、企业价值、每股价值,全部公式
   - 依赖: 步骤 2, 5
   - 风险: 高 — 终值占比大,公式复杂
   - 验证: 每股价值在合理范围内

7. **添加敏感性分析** (Sheet: 敏感性分析)
   - 操作: 双因素数据表 (WACC × 永续增长率)
   - 依赖: 步骤 6
   - 风险: 中 — WPS 数据表功能与 Excel 有差异
   - 验证: 表格随假设变化动态更新

## 公式策略
- 假设表参数: 命名范围,分析师直接修改
- 预测值: =历史数据!E列 * (1 + 假设!增长率),公式驱动
- 终值: =末年FCFF * (1+g) / (WACC-g),引用假设表
- 禁止: 任何预测值写死数字

## 风险与应对
- **风险**: 财务数据接口无此公司
  - 应对: 用行业平均值或让用户手动填入
- **风险**: WPS 公式语法与 Excel 不同
  - 应对: 使用 WPS 兼容的函数,避免 LAMBDA/SPILL 等新特性

## 验收标准
- [ ] 6 张 Sheet 结构完整
- [ ] 修改假设表任意参数,估值结果自动更新
- [ ] 敏感性分析表显示合理的估值范围
- [ ] 无硬编码数字(所有预测值由公式驱动)

Read the full file on GitHub · 235 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 10d ago First seen · 235 lines · 126 tokens per session scan A f74037eb0836

Subscribe to this mod's changes

planner is an agent published in the GitHub repository claude-office-skills/claude-office-plugin (9 stars, last pushed 5mo ago), licensed MIT. It adds 126 tokens to every session and 2,406 once invoked, about $0.0006 per session on Opus 5. A static security scan graded it A with 0 findings. It is 97% identical to chart-designer, differing in 250 lines, and is treated as a copy.