Planning With Files
Analyzes files to create structured plans, incorporating data & constraints for complex task execution.
Install on your platform
We auto-selected Claude Code based on this skill’s supported platforms.
Run in terminal (recommended)
claude mcp add planning-with-files npx -- -y @trustedskills/planning-with-files
Or manually add to ~/.claude/settings.json
{
"mcpServers": {
"planning-with-files": {
"command": "npx",
"args": [
"-y",
"@trustedskills/planning-with-files"
]
}
}
}Requires Claude Code (claude CLI). Run claude --version to verify your install.
About This Skill
What it does
This skill enables AI agents to incorporate information from files into their planning process. It allows the agent to read and understand data contained within documents, spreadsheets, or other file formats, then use that information to inform its subsequent actions and decisions. This capability moves beyond simple text-based interactions by grounding the agent's reasoning in external data sources.
When to use it
- Generating reports: The agent can analyze data from a CSV file containing sales figures and generate a summary report highlighting key trends.
- Creating itineraries: Provide a spreadsheet with flight details, hotel bookings, and meeting schedules for the agent to build a detailed travel itinerary.
- Automating tasks based on structured data: An agent could process a list of customer orders from a text file and automatically generate shipping labels or schedule deliveries.
- Responding to questions about document content: The agent can answer specific queries based on the information contained within a provided PDF document.
Key capabilities
- File reading
- Data extraction
- Planning integration
- Document understanding
Example prompts
- "Create a travel itinerary using the data in 'travel_plan.xlsx'."
- "Analyze the sales data from 'sales_report.csv' and summarize key findings."
- "Answer questions based on the information contained within 'company_policy.pdf'."
Tips & gotchas
- The skill requires access to the files you want it to process, so ensure proper file paths are provided.
- Complex or poorly formatted files may require additional processing steps before the agent can effectively utilize them.
Tags
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Security Audits
| Gen Agent Trust Hub | Pass |
| Socket | Pass |
| Snyk | Pass |
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