xlsx-financials

xlsx-financials is a skill for Claude Code from agentii-ai/agentii-investment-intelligence. It costs 48 tokens per session (1,874 once invoked), scanned A, original, Apache-2.0.

A tool for turning financial statement data from XBRL, a standard format for company filings, into formatted Excel workbooks. It supports income statements, balance sheets, cash-flow statements, equity, and other comprehensive income.

In plain words
What is it for?
Use it to export company financial statements to .xlsx files, apply spreadsheet formatting, and cross-check calculation relationships.
Why use it?
It removes the manual work of laying out financial statements in Excel and checking that the calculations agree with the source data.

Skill for Claude Code

Written for Claude Code: allowed-tools in frontmatter.

Part of the models-and-pitches plugin — 9 skills, 9 commands shipped together

Good fit Use it to export company financial statements to .xlsx files, apply spreadsheet formatting, and cross-check calculation relationships.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/agentii-ai/agentii-investment-intelligence/xlsx-financials
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.

Any agent
npx skills add agentii-ai/agentii-investment-intelligence --skill xlsx-financials
Clone the repo
git clone --depth 1 https://github.com/agentii-ai/agentii-investment-intelligence

Made for: Claude Code.

Or install models-and-pitches, the plugin that ships this one along with the rest of its 9 skills, 9 commands.

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 xlsx-financials

README.md
[![agentmods](https://agentmods.dev/badge/skills/agentii-ai/agentii-investment-intelligence/xlsx-financials/github.svg)](https://agentmods.dev/skills/agentii-ai/agentii-investment-intelligence/xlsx-financials)
Your own site
<a href="https://agentmods.dev/skills/agentii-ai/agentii-investment-intelligence/xlsx-financials"><img src="https://agentmods.dev/badge/skills/agentii-ai/agentii-investment-intelligence/xlsx-financials/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 xlsx-financials

Your own site · 80×15
<a href="https://agentmods.dev/skills/agentii-ai/agentii-investment-intelligence/xlsx-financials"><img src="https://agentmods.dev/badge/skills/agentii-ai/agentii-investment-intelligence/xlsx-financials.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 48 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,874 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. Third-party audits
  • NVIDIA SkillSpector pass 7 Sept 2026
How audits are shown
Origin original No closer match found 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 $0.00048 $0.01874
Opus 5 $0.00024 $0.00937
Sonnet 5 $0.00010 $0.00375
Haiku 4.5 $0.00005 $0.00187

Measured 7d ago against content hash f56f3d7cfaae, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

xlsx-financials 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 7d 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.

plugins/vertical-plugins/models-and-pitches/skills/agentii/xlsx-financials/SKILL.md · 137 lines

How it starts

The opening of the file, as written. The whole thing — 137 lines — stays where its author put it; the contents beside it link to each section on GitHub.

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.

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

structured_only — this skill wraps the XBRL get_statement endpoint and does not perform document search. It is purely a data-to-Excel rendering pipeline.

Retrieval Strategy

See contracts/retrieval.md for the canonical decision tree; skill-specific retrieval detail is in references/methodology.md.

Temporal Scope

Default: latest fiscal year (max 12). Users can request specific fiscal years for multi-year comparison.

Tool Allowlist

  • get_statement: fetches rendered financial statement data with period columns
  • get_statement_structure: fetches hierarchical concept tree with order_in_parent
  • search_xbrl_facts: fallback for individual concept values
  • list_xbrl_concepts: concept discovery when structure tree is unavailable
  • Excel generation: uses Bash to execute a Python script with openpyxl (following Anthropic FSI xlsx-author conventions)

Protocol

Step-by-step execution detail is in references/methodology.md.

Deliverable Chain

Read the full file on GitHub · 137 lines

Files

What ships with it

8 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

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. 7d ago First seen · 137 lines · 48 tokens per session scan A f56f3d7cfaae

Subscribe to this mod's changes

xlsx-financials is a skill published in the GitHub repository agentii-ai/agentii-investment-intelligence (204 stars, last pushed 2d ago), licensed Apache-2.0. It adds 48 tokens to every session and 1,874 once invoked, about $0.0002 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-05.

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