hermes-agent/optional-skills/finance/lbo-model
Teknium fce58cbe2e
feat(optional-skills): port Anthropic financial-services skills as optional finance bundle (#21180)
Adds 7 optional skills under optional-skills/finance/ adapted from
anthropics/financial-services (Apache-2.0):

  excel-author        — openpyxl conventions: blue/black/green cells,
                        formulas over hardcodes, named ranges, balance
                        checks, sensitivity tables. Ships recalc.py.
  pptx-author         — python-pptx for model-backed decks (pitch,
                        IC memo, earnings note) that bind every number
                        to a source workbook cell.
  dcf-model           — institutional DCF (49KB skill): projections,
                        WACC, terminal value, Bear/Base/Bull scenarios,
                        5x5 sensitivity tables. Ships validate_dcf.py.
  comps-analysis      — comparable company analysis: operating metrics,
                        multiples, statistical benchmarking.
  lbo-model           — leveraged buyout: S&U, debt schedule, cash
                        sweep, exit multiple, IRR/MOIC sensitivity.
  3-statement-model   — fully-integrated IS/BS/CF with balance-check
                        plugs. Ships references/ for formatting,
                        formulas, SEC filings.
  merger-model        — accretion/dilution analysis for M&A.

All seven are optional (not active by default). Users install via
'hermes skills install official/finance/<skill>'.

Hermesification:
- Stripped every Office JS / Office Add-in / mcp__office__*
  branch — skills assume headless openpyxl only.
- Replaced Cowork MCP data-source instructions with 'MCP first (via
  native-mcp), fall back to web_search/web_extract against SEC EDGAR
  and user-provided data'.
- Swapped Claude tool references (Bash, Read, Write, Edit, mcp__*)
  for Hermes-native equivalents and Python library calls.
- Canonical Hermes frontmatter (name/description/version/author/
  license/metadata.hermes.{tags,related_skills}).
- Descriptions tightened to 187-238 chars, trigger-first.
- Attribution preserved: author field credits 'Anthropic (adapted by
  Nous Research)', license: Apache-2.0, each SKILL.md links back to
  the upstream source directory.

Verification:
- All 7 discovered by OptionalSkillSource with source_id='official'
- Bundle fetch includes support files (scripts, references, troubleshooting)
- related_skills cross-refs all resolve within the bundle
- No Claude product / Cowork / Office JS / /mnt/skills leakage
  remains in body text (bounded mentions only in attribution blocks)

Source: https://github.com/anthropics/financial-services (Apache-2.0)
2026-05-07 04:58:39 -07:00
..
SKILL.md feat(optional-skills): port Anthropic financial-services skills as optional finance bundle (#21180) 2026-05-07 04:58:39 -07:00