datapack-builder Skill
Build professional financial services data packs from various sources including CIMs, offering memorandums, SEC filings, web search, or MCP servers. Extract, normalize, and standardize financial data into investment committee-ready Excel workbooks with consistent structure, proper formatting, and documented assumptions Published by anthropics in financial-services.
What is datapack-builder Skill?
Build professional financial services data packs from various sources including CIMs, offering memorandums, SEC filings, web search, or MCP servers. Extract, normalize, and standardize financial data into investment committee-ready Excel workbooks with consistent structure, proper formatting, and documented assumptions Published by anthropics in financial-services. This profile combines repository metadata with install, compatibility, and usage signals so developers can quickly decide whether it fits their agent workflow before opening the source repository.
Automated repository signals based on public metadata such as recency, license, installation evidence, and adoption. These are not a security audit or endorsement.
Key capabilities
- Includes SKILL.md support
- Reusable instructions support
- Data analysis
- Research
- Data analysis use cases
- Research use cases
Technical details
- Install or run with Copy skill directory
When to use datapack-builder Skill
- Use it for data analysis.
- Use it for research.
Built with
Editorial notes
Source
- Creator: anthropics
- Repository: anthropics/financial-services
- Skill file: plugins/vertical-plugins/investment-banking/skills/datapack-builder/SKILL.md
What it does
Build professional financial services data packs from various sources including CIMs, offering memorandums, SEC filings, web search, or MCP servers. Extract, normalize, and standardize financial data into investment committee-ready Excel workbooks with consistent structure, proper formatting, and documented assumptions
Skill instructions
Financial Data Pack Builder Build professional, standardized financial data packs for private equity, investment banking, and asset management. Transform financial data from CIMs, offering memorandums, SEC filings, web search, or MCP server access into polished Excel workbooks ready for investment committee review. Important: Use the xlsx skill for all Excel file creation and manipulation throughout this workflow. CRITICAL SUCCESS FACTORS Every data pack must achieve these standards. Failure on any point makes the deliverable unusable. 1. Data Accuracy (Zero Tolerance for Errors) - Trace every number to source document with page reference - Use formula-based calculations exclusively (no hardcoded values) - Cross-check subtotals and totals for internal consistency - Verify balance sheet balances: Assets = Liabilities + Equity - Confirm cash flow ties to balance sheet changes 2. ESSENTIAL RULES RULE 1: Financial data (measuring money) → Currency format with $ Triggers: Revenue, Sales, In
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Frequently asked questions
What is datapack-builder?
datapack-builder is a open-source AI agent skill with Copy skill directory. Build professional financial services data packs from various sources including CIMs, offering memorandums, SEC filings, web search, or MCP servers.
Who is datapack-builder best for?
datapack-builder is best for reusing agent instructions, scripts, and references, data analysis workflows, research workflows.
How do I install datapack-builder?
Install or run datapack-builder using Copy skill directory. Check datapack-builder for the latest setup command.
Is datapack-builder actively maintained?
datapack-builder may need a closer maintenance check before production use.
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