EM
Excel Model
🔵 Stable🕐 updated 2026-07-03
🔷 SkillSpec L3
⚙ ships an executable helper
pm-documents
Build a real, formula-driven Excel (.xlsx) model — not a static table. Use when asked to build an Excel model, a financial model, a budget/forecast spreadsheet, or any .xlsx with live formulas a user can edit. Produces an actual .xlsx file via a generated openpyxl script: an inputs/assumptions sheet, calculation sheets with real cell formulas, and formatting — so changing an input recalculates the model. Requires a code-execution environment (Claude Code, the API code tool, or Claude.ai).
What to give it
▸What the model is — financial model, budget, forecast, pricing model, scenario planner, etc.
▸The inputs / assumptions — the driver variables (and rough values) the user will change.
▸The outputs — what it should compute (revenue, burn, margins, totals, a P&L, etc.).
▸Structure — periods (months/years), tiers/segments, and any required layout.
✅ The bar it holds itself to
Every skill in this library self-verifies — these are this skill's own quality checks, straight from its definition.
✓Calculations are **live cell formulas**, not pasted static values
✓All driver assumptions live on one Inputs sheet and are referenced, not duplicated
✓Numbers are formatted (currency/percent/thousands) and sheets are readable
✓The script runs cleanly and the file opens in Excel/Sheets/Numbers
✓The user is told exactly which cells to change to drive the model
⚠️ What it refuses to do
Do not write computed results as static numbers — the whole point is that inputs recalculate
Do not hard-code an assumption inside a formula — put it on the Inputs sheet and reference it
Do not scatter inputs across sheets — one assumptions sheet, single source of truth
Do not skip formatting — an unformatted grid of numbers is hard to trust or use
Do not claim a file was produced if there was no code execution — fall back to a clear spec instead
Install
npx pm-claude-skills add --agent claude # or codex · cursor · gemini · hermes
# or one-line MCP (every skill, any client):
claude mcp add pm-skills -- npx -y pm-claude-skills-mcp
Related skills
🔌 Embed this skill
Drop this on your blog, docs, or site — it renders a "Run this skill" card:
<div data-pm-skill="excel-model"></div>
<script src="https://mohitagw15856.github.io/pm-claude-skills/embed.js" async></script>
💬 Discussion
Excel Model is one of 750 open-source professional AI agent skills — all SkillSpec L3.
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