datapack-builder

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 Show more Installs 523 Repository anthropics/fina…services GitHub Stars 34.1K First Seen May 4, 2026 Security Audits Gen Agent Trust Hub Pass Socket Pass Snyk Warn