Fin Guru Create Doc
Generate comprehensive financial reports, analyses, and documentation based on provided data and instructions.
Install on your platform
We auto-selected Claude Code based on this skill’s supported platforms.
Run in terminal (recommended)
claude mcp add fin-guru-create-doc npx -- -y @trustedskills/fin-guru-create-doc
Or manually add to ~/.claude/settings.json
{
"mcpServers": {
"fin-guru-create-doc": {
"command": "npx",
"args": [
"-y",
"@trustedskills/fin-guru-create-doc"
]
}
}
}Requires Claude Code (claude CLI). Run claude --version to verify your install.
About This Skill
What it does
The fin-guru-create-doc skill allows AI agents to generate financial documents, such as loan applications or investment reports. It can structure information into standard formats and populate templates with data provided by the user. This helps automate document creation processes within a finance context.
When to use it
- Generating a draft loan application for a potential borrower.
- Creating an initial investment report based on market data and portfolio holdings.
- Populating a standardized financial disclosure form with relevant information.
- Automating the creation of simple balance sheets or income statements.
Key capabilities
- Document generation
- Template population
- Financial document formatting
- Data structuring
Example prompts
- "Create a draft loan application for a small business owner, including their financial history."
- "Generate an investment report summarizing the performance of my portfolio over the last quarter."
- "Populate this balance sheet template with the following data: [data provided]."
Tips & gotchas
The skill requires access to relevant financial data and potentially pre-existing document templates for optimal results. The quality of generated documents depends heavily on the accuracy and completeness of input data.
Tags
TrustedSkills Verification
Unlike other registries that point to live repositories, TrustedSkills pins every skill to a verified commit hash. This protects you from malicious updates — what you install today is exactly what was reviewed and verified.
Security Audits
| Gen Agent Trust Hub | Pass |
| Socket | Pass |
| Snyk | Pass |
🌐 Community
Passed automated security scans.