plugins/agent-plugins/pitch-agent/skills/pptx-author/SKILL.md
Produce a .pptx file on disk (headless) instead of driving a live PowerPoint document — for managed-agent sessions with no open Office app.
npx skillsauth add anthropics/financial-services-plugins pptx-authorInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
3 of 9 scanners reported clean
Some scanners were skipped, did not run, or reported a non-clean status. Review each row below.
Use this skill when running headless (managed-agent / CMA mode) and you need to deliver a PowerPoint deck as a file artifact rather than editing a live document via mcp__office__powerpoint_*.
./out/<name>.pptx. Create ./out/ if it does not exist.Write a short Python script and run it with Bash. Use python-pptx:
from pptx import Presentation
from pptx.util import Inches, Pt
prs = Presentation("./templates/firm-template.pptx") # if a template is provided
# or: prs = Presentation()
slide = prs.slides.add_slide(prs.slide_layouts[5]) # title-only
slide.shapes.title.text = "Valuation Summary"
# ... add tables / charts / text boxes ...
prs.save("./out/pitch-<target>.pptx")
pitch-deck skill)./out/model.xlsx, footnote the sheet and cell../templates/; otherwise default layouts.If mcp__office__powerpoint_* tools are available (Cowork plugin mode), use those instead — they drive the user's live document with review checkpoints. This skill is the file-producing fallback for headless runs.
tools
Identify tax-loss harvesting opportunities across taxable accounts. Finds positions with unrealized losses, suggests replacement securities, and tracks wash sale windows. Triggers on "tax-loss harvesting", "TLH", "harvest losses", "tax losses", "unrealized losses", or "year-end tax planning".
testing
Analyze portfolio allocation drift and generate rebalancing trade recommendations across accounts. Considers tax implications, transaction costs, and wash sale rules. Triggers on "rebalance", "portfolio drift", "allocation check", "rebalancing trades", or "my portfolio is out of balance".
tools
Create professional investment proposals for prospective clients. Covers the firm's approach, proposed allocation, expected outcomes, and fee structure. Use when pitching new clients or presenting a new investment strategy. Triggers on "investment proposal", "prospect presentation", "pitch new client", "proposal for [client]", or "new client presentation".
tools
Build or update a comprehensive financial plan covering retirement projections, education funding, estate planning, and cash flow analysis. Use for new client onboarding, annual plan reviews, or scenario modeling. Triggers on "financial plan", "retirement plan", "can I retire", "education funding", "estate plan", "cash flow analysis", or "plan update".