
Tear Sheet
Generate concise investment or product tear sheets for pitches, diligence, and advisor workflows inside financial-services agent plugins.
Overview
Tear Sheet is an agent skill for the Validate phase that helps produce condensed financial tear-sheet summaries for pitches and diligence in financial-services agent workflows.
Install
npx skills add https://github.com/anthropics/financial-services-plugins --skill tear-sheetWhat is this skill?
- Financial-services plugin skill aimed at one-page tear sheet style deliverables
- Fits investor, advisor, and product diligence summaries rather than long-form research reports
- Apache 2.0 licensed package context from the ingested repository metadata
- Designed to pair with agent workflows in regulated or semi-regulated finance contexts
- Complements broader Anthropic financial-services plugin patterns for structured outputs
Adoption & trust: 658 installs on skills.sh; 30.5k GitHub stars; 2/3 security scanners passed (skills.sh audits).
What problem does it solve?
You need a tight, citable one-pager for an investment or financial product but only have scattered notes and no consistent agent template.
Who is it for?
Solo fintech or wealth-tech builders prototyping copilots that must emit standard tear-sheet layouts during customer discovery.
Skip if: Non-financial products, teams without licensed data feeds, or anyone treating model output as filing-ready compliance documentation.
When should I use this skill?
You are packaging a financial opportunity or product into a one-page tear sheet during validation or demo prep and want agent-guided structure.
What do I get? / Deliverables
You obtain a structured tear-sheet style summary suitable to refine, fact-check, and hand to stakeholders before build or compliance review.
- One-page tear-sheet style summary outline or draft
- Structured fields ready for design or PDF export
Recommended Skills
Journey fit
Validate is where you package the opportunity—metrics, risks, and positioning—before committing engineering to a fintech feature or fundraise narrative. Pricing and value framing subphase aligns with tear sheets that summarize terms, performance context, and commercial story for decision-makers.
How it compares
Template-oriented finance plugin skill—not a live market-data MCP or a full portfolio analytics platform.
Common Questions / FAQ
Who is tear-sheet for?
Indie builders and small teams working on financial-services agents who need repeatable one-page summary artifacts for demos and validation conversations.
When should I use tear-sheet?
During Validate when shaping pricing narratives, advisor demos, or investor materials—before you hard-code report templates in Build.
Is tear-sheet safe to install?
Financial skills can touch sensitive narratives—review the Security Audits panel on this page, verify the plugin source, and never paste unreleased MNPI into prompts.
SKILL.md
READMESKILL.md - Tear Sheet
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