fin-guru-create-doc
Installation
SKILL.md
Document Creation Skill
Create professional financial documents using Finance Guru templates.
Capability probe
Before filling source gaps in a document, follow the shared paid MCP capability probe. This workflow wants perplexity for sourced synthesis and exa for deep discovery when upstream research is incomplete. If either is absent, announce the source-by-source WebSearch fallback and its coverage caveat; never omit a required source section silently.
Available Templates
| Template | Path | Purpose |
|---|---|---|
| Analysis Report | {project-root}/fin-guru/templates/analysis-report.md |
Research and analysis reports |
| Buy Ticket | {project-root}/fin-guru/templates/buy-ticket-template.md |
Capital deployment authorization |
| Compliance Memo | {project-root}/fin-guru/templates/compliance-memo.md |
Regulatory compliance documentation |
| Excel Model Spec | {project-root}/fin-guru/templates/excel-model-spec.md |
Financial model specifications |
| Presentation | {project-root}/fin-guru/templates/presentation-format.md |
Stakeholder presentations |
| Onboarding Report | {project-root}/fin-guru/templates/onboarding-report.md |
Client onboarding summaries |