Excel Analyst Pro plugin
A plugin that builds Excel workbooks from financial data: DCF valuation, LBO returns and budget variance with stated assumptions
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Extended access
Why this level
- The skill reads financial files and writes a new Excel workbook, and the optional MCP adapter is downloaded through `npx` and works with your spreadsheets.
Install
- Works in
Manual install
git clone https://github.com/jeremylongshore/excel-analyst-pro-skill-md.gitThen `claude --plugin-dir ./excel-analyst-pro-skill-md`. Codex users link the `skills/excel-analyst-pro` skill directory.
Access and checks
How we reviewExtended accessThe tool runs code or makes network calls and only reads external data.
- The skill reads financial files and writes a new Excel workbook, and the optional MCP adapter is downloaded through `npx` and works with your spreadsheets.
This is third-party code. Review the repository files before installing.
What it does
`Excel Analyst Pro` turns supplied financial evidence into reviewable Excel workbooks for three jobs: DCF valuation, LBO returns analysis, and budget, forecast or period variance analysis. It shows assumptions, links formulas to inputs, checks the saved workbook and states separately whether a spreadsheet engine recalculated the formulas. It does not invent company data, variance causes or financing terms. The flow: confirm the decision, sources, units, periods and output path, separate facts, assumptions, formulas and gaps, build only the requested workbook, verify formulas and balances and return the file path with a short verification receipt. Pivot tables, charts and slicers are not promised, and the skill offers a formula-backed summary or a plan instead.
Who it is for. Financial analysts and founders who need an Excel workbook with transparent assumptions instead of figures with no source.
Good fit when
- A five-year DCF model is built in a new workbook from a forecast and debt schedule
- Deal returns are computed with an LBO model, with assumptions flagged for approval
- Actual versus budget variances by period are collected into a formula workbook
- A workbook is verified for formula links, balances and recalculation limits
Not a fit when
- You need a model outside these three jobs, since the skill builds only DCF, LBO and variance
- You need pivot tables, charts, slicers and What-If data tables
- No source data exists and the agent would have to supply it
Example request
Build a five-year DCF from this forecast and debt schedule, save a new workbook without overwriting the source and mark assumptions for approval.Limitations
Native pivot tables, charts, slicers and What-If data tables are not promised. The optional `@negokaz/excel-mcp-server@0.12.0` adapter is not started automatically: you wire it in by hand, consenting to `npx --yes` downloading and running the package, and it does not recalculate formulas. The adapter needs Node.js 20 or newer, and `package.json` does not enforce that. Inventory and CSV reconciliation helpers need Python 3.10 or newer. The skill stops when it cannot perform a file operation instead of pretending it did.
How to disable. Remove the plugin from Claude settings or stop passing `--plugin-dir`. Delete the MCP entries from `examples/claude-mcp.json` from your own configuration if you added them.
FAQ
How do I enable it?
Clone the repository and run `claude --plugin-dir ./excel-analyst-pro-skill-md`. No marketplace registration is needed. For Codex the skill sits in `skills/excel-analyst-pro/SKILL.md`.
Which workbooks does it build?
Three: DCF valuation, LBO returns and budget, forecast or period variance analysis. It takes no other models.
What does the verifier give?
It only reads and checks whether the supplied evidence is internally consistent. A file hash does not authenticate Excel or LibreOffice.
Is an MCP server required?
No, it is optional. The example `examples/claude-mcp.json` wires `@negokaz/excel-mcp-server@0.12.0`, but the plugin downloads nothing itself.
Does it recalculate formulas?
Only if the spreadsheet engine you attach can recalculate. The skill always states the recalculation status separately and never claims it done.
Discussion
No questions or reviews yet.
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README in short
The documentation lists three jobs, the step-by-step flow, plugin install, the optional Excel MCP adapter with version and safety caveats, an example request and boundaries the skill does not promise.