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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. Use for M&A due diligence, private equity analysis, investment committee materials, and standardizing financial reporting across portfolio companies. Do not use for simple financial calculations or working with already-completed data packs.

Install

npx skills add anthropics/financial-services --skill datapack-builder -a claude-code

Installs to .claude/skills/datapack-builder/ · Each command fetches the skill straight from GitHub with the open skills CLI.

Download .zip

Byte-identical to the scanned commit, with the repository’s licence and a SOURCE.txt.

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Why 96

Security100
Provenance100
Maintenance100
Licence100
Adoption71

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