| name | pptx-author |
| description | Use when financial-services work requires produce a .pptx file on disk (headless) instead of driving a live PowerPoint document — for managed-agent sessions with no open Office app.. |
| version | 0.1.0 |
| author | Changhochien |
| license | MIT |
| platforms | ["linux","macos","windows"] |
| metadata | {"hermes":{"tags":["financial-analysis","financial-services","modeling"],"related_skills":[]}} |
pptx-author
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_*.
Output contract
- Write to
./out/<name>.pptx. Create ./out/ if it does not exist.
- Return the relative path in your final message so the orchestration layer can collect it.
How to build the deck
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")
slide = prs.slides.add_slide(prs.slide_layouts[5])
slide.shapes.title.text = "Valuation Summary"
prs.save("./out/pitch-<target>.pptx")
Conventions (mirror the live-Office pitch-deck skill)
- One idea per slide. Title states the takeaway; body supports it.
- Every number traces to the model. If a figure comes from
./out/model.xlsx, footnote the sheet and cell.
- Use the firm template when one is mounted at
./templates/; otherwise default layouts.
- Charts: prefer embedding a PNG rendered from the model over native pptx charts when fidelity matters.
- No external sends. This skill writes a file; it never emails or uploads.
When NOT to use
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.
Hermes Profile Notes
This skill was packaged from pi-financial-services source path plugins/vertical-plugins/financial-analysis/skills/pptx-author for the Hermes financial-services profile. Use institutional data connectors first when available, cite sources, and stage outputs for qualified human review.
Common Pitfalls
- Do not present drafts as investment, legal, tax, or accounting advice.
- Do not use web search as the primary source when an institutional MCP/data connector is available.
- Do not execute transactions, contact clients, post to a ledger, or approve onboarding. Stage outputs for review.
Verification Checklist
