xlsx-financialslisted
Install: claude install-skill agentii-ai/agentii-investment-intelligence
# 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.
**Agent Call Tracing**: The first tool you call will return a `_run_id` in its result. On every subsequent tool call, include HTTP header `X-Agentii-Trace: agent={skill_name}; parent={caller_name}; instance={instance_label}`. The MCP server will inject run_id, depth, and user_id automatically. When spawning parallel sub-agents of the same type, assign each a unique instance label (e.g., equity-research-1, equity-research-2). See `contracts/x-agentii-trace-header.md` for the full contract.
## 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