Finance OCR Pro

Run this skill only after OCR intent from the user.

This skill is especially helpful for financial reports, annual reports, prospectuses, investor presentations, regulatory filings, research reports, and other documents with complicated structure, charts, graphs, tables, and mixed layout elements.

Security And Privacy

Before running OCR, make the operating model clear:

• This skill requires three environment variables, all of which must be configured before OCR can run:
  • API_KEY (sensitive) -- the API key for authenticating with the VLM endpoint.
  • BASE_URL -- the base URL of the OpenAI-compatible VLM endpoint. All page images and OCR prompts are transmitted to this URL.
  • VLM_MODEL -- the vision-capable model identifier. Must support image inputs; text-only models will not work.
• OCR sends rendered page images and structured prompts to BASE_URL. This is the primary data-transmission path. Users must verify that the endpoint is trusted before processing sensitive documents.
• If the user wants offline or local-only OCR, BASE_URL must point to a local VLM service. Do not run this skill against an external endpoint with sensitive documents unless the provider is trusted.
• Never commit a populated .env file. Use .env.example as a template and keep real credentials local.

Pre-Run Notice