// Produce a .pptx file on disk (headless) instead of driving a live PowerPoint document — for managed-agent sessions with no open Office app.
Scan the portfolio for the highest-leverage AI opportunities and rank where to deploy operating-partner time. Ingests quarterly updates and financials across multiple portfolio companies, identifies quick wins at each, and stacks them into a single ranked action list. Use during quarterly portfolio reviews, annual planning, or when deciding which companies get AI investment first. Triggers on "AI readiness", "AI opportunity scan", "where should we deploy AI", "AI across the portfolio", "AI quick wins", or "which portcos are ready for AI".
Produce a .xlsx file on disk (headless) instead of driving a live Excel workbook — for managed-agent sessions with no open Office app.
Root-cause a reconciliation break to its source transaction or posting — follow the audit trail from the break row back to the originating entry on each side and state what differs and why. Use after gl-recon has classified a break.
Reconcile general ledger to subledger for a trade date or period — match at the position or transaction level, surface breaks, and classify each break by likely cause. Use for daily or month-end recon runs across asset classes.
Parse an investor or client onboarding packet into structured KYC fields — identity, ownership, control, source of funds, and document inventory. Use as the first step of KYC screening; output feeds the rules engine.
Apply the firm's KYC/AML rules grid to a parsed onboarding record — assign a risk rating, list every rule outcome with the rule cited, and flag what's missing or escalation-worthy. Use after kyc-doc-parse; this skill decides nothing, it scores and routes.
| name | pptx-author |
| description | Produce a .pptx file on disk (headless) instead of driving a live PowerPoint document — for managed-agent sessions with no open Office app. |
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_*.
./out/<name>.pptx. Create ./out/ if it does not exist.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") # if a template is provided
# or: prs = Presentation()
slide = prs.slides.add_slide(prs.slide_layouts[5]) # title-only
slide.shapes.title.text = "Valuation Summary"
# ... add tables / charts / text boxes ...
prs.save("./out/pitch-<target>.pptx")
pitch-deck skill)./out/model.xlsx, footnote the sheet and cell../templates/; otherwise default layouts.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.