mirror of https://github.com/NousResearch/hermes-agent.git synced 2026-05-13 03:52:00 +00:00

Teknium db22efbe88 feat(optional-skills): declare platforms frontmatter for all 63 undeclared skills

Extends the Windows-gating work to the optional-skills/ tree. Every
SKILL.md that previously omitted the platforms: field now carries an
explicit declaration, which Hermes's loader (agent.skill_utils.
skill_matches_platform) honors to skip-load on incompatible OSes.

58 skills declared cross-platform (platforms: [linux, macos, windows]):
  autonomous-ai-agents/blackbox, autonomous-ai-agents/honcho
  blockchain/base, blockchain/solana
  communication/one-three-one-rule
  creative/blender-mcp, creative/concept-diagrams, creative/hyperframes,
  creative/kanban-video-orchestrator, creative/meme-generation
  devops/cli (inference-sh-cli), devops/docker-management
  dogfood/adversarial-ux-test
  email/agentmail
  finance/3-statement-model, finance/comps-analysis, finance/dcf-model,
  finance/excel-author, finance/lbo-model, finance/merger-model,
  finance/pptx-author
  health/fitness-nutrition, health/neuroskill-bci
  mcp/fastmcp, mcp/mcporter
  migration/openclaw-migration
  mlops/accelerate, mlops/chroma, mlops/clip, mlops/guidance,
  mlops/hermes-atropos-environments, mlops/huggingface-tokenizers,
  mlops/instructor, mlops/lambda-labs, mlops/llava, mlops/modal,
  mlops/peft, mlops/pinecone, mlops/pytorch-lightning, mlops/qdrant,
  mlops/saelens, mlops/simpo, mlops/stable-diffusion
  productivity/canvas, productivity/shop-app, productivity/shopify,
  productivity/siyuan, productivity/telephony
  research/domain-intel, research/drug-discovery, research/duckduckgo-search,
  research/gitnexus-explorer, research/parallel-cli, research/scrapling
  security/1password, security/oss-forensics, security/sherlock
  web-development/page-agent

5 skills gated from Windows (platforms: [linux, macos]):
  mlops/flash-attention   - Flash Attention wheels are Linux-first; Windows
                            install requires building from source with CUDA
  mlops/faiss             - faiss-gpu has no Windows wheel; gate rather than
                            leak partial (faiss-cpu) support
  mlops/nemo-curator      - NVIDIA NeMo ecosystem has no first-class Windows path
  mlops/slime             - Megatron+SGLang RL stack is Linux-only in practice
  mlops/whisper           - openai-whisper + ffmpeg setup on Windows is
                            non-trivial; gate until Windows install stanza lands

Methodology: scanned every SKILL.md for Windows-hostile signals
(apt-get, brew, systemd, osascript, ptrace, X11 binaries, POSIX-only
Python APIs, Docker POSIX $(pwd) bind-mounts, explicit 'linux-only' /
'macos-only' text). 3 skills flagged as having hard signals on review:
docker-management and qdrant only had POSIX $(pwd) docker examples and
the tools themselves (Docker Desktop, Qdrant) run fine on Windows —
declared ALL. whisper had an apt/brew ffmpeg install path and nothing
else but the openai-whisper Windows install story is rough enough to
warrant gating.

Strict-over-lenient policy: when in doubt, gate. Easier to un-gate after
verified Windows support lands than to leak partial support that
manifests as mid-task failures for Windows users.

2026-05-08 14:27:40 -07:00

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merger-model

Build accretion/dilution (merger) models in Excel — pro-forma P&L, synergies, financing mix, EPS impact. Pairs with excel-author. Use for M&A pitches, board materials, or deal evaluation.

1.0.0

Anthropic (adapted by Nous Research)

Apache-2.0

linux

macos

windows

hermes

Environment

This skill assumes headless openpyxl — you are producing an .xlsx file on disk. Follow the excel-author skill's conventions for cell coloring, formulas, named ranges, and sensitivity tables. Recalculate before delivery: python /path/to/excel-author/scripts/recalc.py ./out/model.xlsx.

Merger Model

Build accretion/dilution analysis for M&A transactions. Models pro forma EPS impact, synergy sensitivities, and purchase price allocation. Use when evaluating a potential acquisition, preparing merger consequences analysis for a pitch, or advising on deal terms.

Workflow

Step 1: Gather Inputs

Acquirer:

Company name, current share price, shares outstanding
LTM and NTM EPS (GAAP and adjusted)
P/E multiple
Pre-tax cost of debt, tax rate
Cash on balance sheet, existing debt

Target:

Company name, current share price, shares outstanding (if public)
LTM and NTM EPS or net income
Enterprise value or equity value

Deal Terms:

Offer price per share (or premium to current)
Consideration mix: % cash vs. % stock
New debt raised to fund cash portion
Expected synergies (revenue and cost) and phase-in timeline
Transaction fees and financing costs
Expected close date

Step 2: Purchase Price Analysis

Item	Value
Offer price per share
Premium to current
Equity value
Plus: net debt assumed
Enterprise value
EV / EBITDA implied
P/E implied

Step 3: Sources & Uses

Sources	$	Uses	$
New debt		Equity purchase price
Cash on hand		Refinance target debt
New equity issued		Transaction fees
		Financing fees
Total		Total

Step 4: Pro Forma EPS (Accretion / Dilution)

Calculate year-by-year (Year 1-3):

	Standalone	Pro Forma	Accretion/(Dilution)
Acquirer net income
Target net income
Synergies (after tax)
Foregone interest on cash (after tax)
New debt interest (after tax)
Intangible amortization (after tax)
Pro forma net income
Pro forma shares
Pro forma EPS
Accretion / (Dilution) %

Step 5: Sensitivity Analysis

Accretion/Dilution vs. Synergies and Offer Premium:

	$0M syn	$25M syn	$50M syn	$75M syn	$100M syn
15% premium
20% premium
25% premium
30% premium

Accretion/Dilution vs. Cash/Stock Mix:

	100% cash	75/25	50/50	25/75	100% stock
Year 1
Year 2

Step 6: Breakeven Synergies

Calculate the minimum synergies needed for the deal to be EPS-neutral in Year 1.

Step 7: Output

Excel workbook with:
- Assumptions tab
- Sources & uses
- Pro forma income statement
- Accretion/dilution summary
- Sensitivity tables
- Breakeven analysis
One-page merger consequences summary for pitch book

Important Notes

Always show both GAAP and adjusted (cash) EPS where relevant
Stock deals: use acquirer's current price for exchange ratio, note dilution from new shares
Include purchase price allocation — goodwill and intangible amortization matter for GAAP EPS
Synergy phase-in is critical — Year 1 is often only 25-50% of run-rate synergies
Don't forget foregone interest income on cash used and new interest expense on debt raised
Tax rate on synergies and interest adjustments should match the acquirer's marginal rate

Data sources — MCP first, web fallback

Many passages below say "use the S&P Kensho MCP / Daloopa MCP / FactSet MCP". Those are commercial financial-data MCPs from the original Cowork plugin context. In Hermes:

If you have any structured financial-data MCP configured (Hermes supports MCP — see native-mcp skill), prefer it for point-in-time comps, precedent transactions, and filings.
Otherwise, fall back to:
- web_search / web_extract against SEC EDGAR (https://www.sec.gov/cgi-bin/browse-edgar) for US filings
- Company IR pages for press releases, earnings decks
- browser_navigate for interactive data portals
- User-provided data (explicitly ask when the context doesn't have it)
Never fabricate. If a multiple, precedent, or filing number can't be sourced, flag the cell as [UNSOURCED] and surface it to the user.

Attribution

This skill is adapted from Anthropic's Claude for Financial Services plugin suite (Apache-2.0). The Office-JS / Cowork live-Excel paths have been removed; this version targets headless openpyxl via the excel-author skill's conventions. Original: https://github.com/anthropics/financial-services

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