--- name: pptx-author description: Build PowerPoint decks headless with python-pptx. Pairs with excel-author for model-backed decks where every number traces to a workbook cell. Use for pitch decks, IC memos, earnings notes. version: 1.0.0 author: Anthropic (adapted by Nous Research) license: Apache-2.0 metadata: hermes: tags: [powerpoint, pptx, python-pptx, presentation, finance] related_skills: [excel-author, powerpoint] --- # pptx-author Produce a .pptx file on disk using `python-pptx`. Use when you need to deliver a deck as a file artifact, not drive a live PowerPoint session. Adapted from Anthropic's `pptx-author` and `pitch-deck` skills in [anthropics/financial-services](https://github.com/anthropics/financial-services). The MCP / Office-JS branches of the originals are dropped — this assumes headless Python. For the broader, already-shipped PowerPoint authoring skill (slides, speaker notes, embeds, media), see the built-in `powerpoint` skill. This skill is a lighter-weight pattern tuned for model-backed decks (pitch decks, IC memos, earnings notes) where every number must trace to a source workbook. ## Output contract - Write to `./out/.pptx`. Create `./out/` if it does not exist. - Return the relative path in your final message. ## Setup ```bash pip install "python-pptx>=0.6" ``` ## Core conventions ### One idea per slide Title states the takeaway; body supports it. A slide titled "Q3 Revenue" is weak; "Revenue growth accelerated to 14% Y/Y in Q3" is strong. ### Every number traces to the model If a figure on a slide came from `./out/model.xlsx`, footnote the sheet and cell. ``` Revenue: $1,250M (Source: model.xlsx, Inputs!C3) ``` Never transcribe numbers from memory or from a summary — open the workbook, read the named range, and bind the deck value to it programmatically when you can. ### Use the firm template when one is mounted If `./templates/firm-template.pptx` exists, load it so the deck inherits branded colors, fonts, and master layouts. ```python from pptx import Presentation from pathlib import Path template = Path("./templates/firm-template.pptx") prs = Presentation(str(template)) if template.exists() else Presentation() ``` ### Charts: PNG-from-model beats native pptx charts When fidelity matters (the model's chart styling must match the deck exactly), render the chart to PNG from the source workbook and embed the image. Native `pptx.chart` charts are fragile and often don't match firm conventions. ```python from pptx.util import Inches slide.shapes.add_picture("./out/charts/football_field.png", Inches(1), Inches(2), width=Inches(8)) ``` ### No external sends This skill writes a file. It never emails, uploads, or posts. Orchestration layers handle delivery. ## Skeleton ```python from pptx import Presentation from pptx.util import Inches, Pt from pptx.dml.color import RGBColor from pathlib import Path template = Path("./templates/firm-template.pptx") prs = Presentation(str(template)) if template.exists() else Presentation() # Title slide slide = prs.slides.add_slide(prs.slide_layouts[0]) slide.shapes.title.text = "Project Aurora — Strategic Alternatives" slide.placeholders[1].text = "Preliminary Discussion Materials" # Valuation summary slide (title-only layout) slide = prs.slides.add_slide(prs.slide_layouts[5]) slide.shapes.title.text = "Valuation implies $38–$52 per share across methodologies" # Add a table bound to model outputs rows, cols = 5, 4 tbl_shape = slide.shapes.add_table(rows, cols, Inches(0.5), Inches(1.5), Inches(9), Inches(3)) tbl = tbl_shape.table headers = ["Methodology", "Low ($)", "Mid ($)", "High ($)"] for c, h in enumerate(headers): tbl.cell(0, c).text = h # In a real deck, read these from the model workbook with openpyxl data = [ ("Trading comps", "35", "41", "48"), ("Precedent M&A", "39", "45", "52"), ("DCF (base)", "36", "43", "51"), ("LBO (10% IRR)", "33", "38", "44"), ] for r, row in enumerate(data, start=1): for c, val in enumerate(row): tbl.cell(r, c).text = val # Embed a chart rendered from the model slide = prs.slides.add_slide(prs.slide_layouts[5]) slide.shapes.title.text = "Football field — current price $42" slide.shapes.add_picture("./out/charts/football_field.png", Inches(1), Inches(1.8), width=Inches(8)) Path("./out").mkdir(exist_ok=True) prs.save("./out/pitch-aurora.pptx") ``` ## Binding deck numbers to the source workbook Read named ranges or specific cells from your Excel model so deck numbers never drift. ```python from openpyxl import load_workbook wb = load_workbook("./out/model.xlsx", data_only=True) def nr(name): """Resolve a named range to its current computed value.""" rng = wb.defined_names[name] sheet, coord = next(rng.destinations) return wb[sheet][coord].value revenue_fy24 = nr("RevenueFY24") implied_mid = nr("ImpliedSharePriceBase") ``` Then build deck content using those values: ```python slide.shapes.title.text = f"Implied share price of ${implied_mid:.2f} (base case)" ``` Remember to recalculate the workbook before reading it — openpyxl only sees computed values if something has already calculated the sheet. Run the recalc helper in the `excel-author` skill first, or open/save through a real Excel session. ## Slide-type checklist for pitch decks A typical banking pitch deck follows this structure. Not prescriptive, but useful as a starting skeleton: 1. Cover / title 2. Disclaimer 3. Table of contents 4. Situation overview 5. Company snapshot (the target) 6. Market / sector context 7. Valuation summary (football field) — the money slide 8. Trading comps detail 9. Precedent transactions detail 10. DCF summary 11. Illustrative LBO / sponsor case 12. Process considerations 13. Appendix ## When NOT to use this skill - Users in a live PowerPoint session with an Office MCP available — drive their live doc instead. - Non-financial slideware (quarterly all-hands, marketing decks) — use the broader `powerpoint` skill. - Decks with heavy animation, transitions, or speaker notes — use the broader `powerpoint` skill. ## Attribution Conventions adapted from Anthropic's Claude for Financial Services plugin suite, Apache-2.0 licensed. Original: https://github.com/anthropics/financial-services/tree/main/plugins/agent-plugins/pitch-agent/skills/pptx-author