tear-sheet
Generate professional company tear sheets using S&P Capital IQ data via the Kensho LLM-ready API MCP server. Use this skill whenever the user asks for a tear sheet, company one-pager, company profile, fact sheet, company snapshot, or company overview document — especially when they mention a specific company name or ticker. Also trigger when users ask for equity research summaries, M&A company profiles, corporate development target profiles, sales/BD meeting prep documents, or any concise single-company financial summary. This skill supports four audience types: equity research, investment banking/M&A, corporate development, and sales/business development. If the user doesn't specify an audience, ask. Works for both public and private companies.
Best for Equity researchWorks with GitHub
⌘source
- author
@anthropics- language
- Python
★11kstars
1.5kforks
May 6, 2026
✦overview.md
Key Features
- ·Generates audience-specific tear sheets
- ·Pulls live S&P Capital IQ data
- ·Outputs professional Word documents
- ·Supports equity research, IB/M&A, corporate dev, sales/BD
- ·Customizable colors, fonts, disclaimer
Use Cases
- →Quickly create a one-pager for a company mentioned in a meeting
- →Prepare target profiles for M&A or corporate development
- →Generate sales/BD prep documents for client meetings
- →Produce equity research summaries from live data
Best for
- ✓Equity research
- ✓Investment banking/M&A
- ✓Corporate development
Not ideal for
- !Real-time trading decisions
- !Very small private companies without data
FAQs
name
tear-sheet
description
Generate professional company tear sheets using S&P Capital IQ data via the Kensho LLM-ready API MCP server. Use this skill whenever the user asks for a tear sheet, company one-pager, company profile, fact sheet, company snapshot, or company overview document — especially when they mention a specific company name or ticker. Also trigger when users ask for equity research summaries, M&A company profiles, corporate development target profiles, sales/BD meeting prep documents, or any concise single-company financial summary. This skill supports four audience types: equity research, investment banking/M&A, corporate development, and sales/business development. If the user doesn't specify an audience, ask. Works for both public and private companies.
Financial Tear Sheet Generator
Generate audience-specific company tear sheets by pulling live data from S&P Capital IQ via the S&P Global MCP tools and formatting the result as a professional Word document.
Style Configuration
These are sensible defaults. To customize for your firm's brand, modify this section — common changes include swapping the color palette, changing the font (Calibri is standard at many banks), and updating the disclaimer text.
Colors:
- Primary (header banner background, section header text): #1F3864
- Accent (signature section highlights): #2E75B6
- Table header row fill: #D6E4F0
- Table alternating row fill: #F2F2F2
- Table borders: #CCCCCC
- Header banner text: #FFFFFF
Typography (sizes in half-points for docx-js):
- Font family: Arial
- Company name: 18pt bold (size: 36)
- Section headers: 11pt bold (size: 22), Primary color
- Body text: 9pt (size: 18)
- Table text: 8.5pt (size: 17)
- Footer/disclaimer: 7pt italic (size: 14)
- Per-template overrides are specified in each reference file's Formatting Notes.
Company Header Banner:
- The header is a navy (#1F3864) banner spanning the full page width with company name in white.
$install
1-click copynpx skills add anthropics/financial-services --skill tear-sheetSafety assessment
★
Clarity score
How clear and easy to understand the SKILL.md instructions are, rated from 1 to 5.
4/ 5
very goodClear and well structured, with only minor parts that might need a second read.
◎
Actionability score
How directly an agent can act on the SKILL.md instructions, rated from 1 to 5.
4/ 5
highMostly actionable with clear steps; only a few small gaps remain.