Audit spreadsheet, formula error detection, hardcoded cell finder, cross-sheet reference audit, workbook auditor, Excel model audit, financial model QA, spreadsheet review, cell dependency trace…

Apache-2.0Auto-check passedDocuments & Office

Install Audit Xls

skills CLI
$ npx skills add agentii-ai/agentii-investment-intelligence --skill audit-xls -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install agentii-ai/agentii-investment-intelligence audit-xls --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/agentii-ai/agentii-investment-intelligence.git skills-src && mkdir -p .claude/skills && cp -r skills-src/plugins/vertical-plugins/models-and-pitches/skills/agentii/audit-xls .claude/skills/audit-xls && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
audit-xls
GitHub stars
207
Token cost
~1.7k tokens
SKILL.md length
671 words
Files
5 (incl. references)
Skills in repo
79
Repo updated
First seen
Licence
Apache-2.0

At a glance

Audit spreadsheet, formula error detection, hardcoded cell finder, cross-sheet reference audit, workbook auditor, Excel model audit, financial model QA, spreadsheet review, cell dependency trace…

  • Works in 5 steps: Retrieval Scope → Retrieval Strategy → Temporal Scope → …
  • Tasks that involve Excel spreadsheets
  • SKILL.md covers Triggers, Defaults, Methodology and Deliverable Chain, plus 7 more sections
  • Reaches agentii.ai

What it does

Audit Xls is an agent skill from agentii-ai/agentii-investment-intelligence. Audit spreadsheet, formula error detection, hardcoded cell finder, cross-sheet reference audit, workbook auditor, Excel model audit, financial model QA, spreadsheet review, cell dependency trace, formula integrity check

Its SKILL.md is about 1.7k tokens, which your agent loads only when the skill is triggered. The skill folder holds 5 other files, including reference files (for example `references/formula-sheet.md`, `references/institutional-defaults.md` and `references/modes.md`).

It sits in Documents & Office, covering Excel spreadsheets and Financial modeling. The repository describes itself as: Claude-type skills for institutional equity research — 25 AI agent skills with SEC filings, XBRL financials, earnings calendars, DCF/comps/LBO models, and PPT generation. Powered… The licence is Apache-2.0.

When your agent uses it

  • Tasks that involve Excel spreadsheets
  • Tasks that involve Financial modeling

Example prompts

  • “/audit-xls”

Workflow steps

5 steps, taken from the step headings in SKILL.md.

  1. Retrieval Scope
  2. Retrieval Strategy
  3. Temporal Scope
  4. Tool Allowlist
  5. Protocol

What it can do on your machine

Read from SKILL.md and the folder at commit 86980e1. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md.

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    Hosts in commands or code, which the agent is likely to contact:

    • agentii.ai

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Audit Xls loads about 1.7k tokens when it runs, and up to ~2k if it reads all its reference files. Until then it costs about 57 tokens; SKILL.md has 671 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~57
When it runs · the whole SKILL.md, loaded when a task matches
~1.7k
With references · SKILL.md plus every file in references/, read only if the agent opens them
~2k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from agentii-ai/agentii-investment-intelligence at commit 86980e1, republished under its Apache-2.0 licence (© agentii-ai). 671 words, ~1,668 tokens.

Download SKILL.mdSave it as .claude/skills/audit-xls/SKILL.md (or your agent's skills folder). This skill also uses 4 other files; get the full folder from GitHub.
name
audit-xls
description
Audit spreadsheet, formula error detection, hardcoded cell finder, cross-sheet reference audit, workbook auditor, Excel model audit, financial model QA, spreadsheet review, cell dependency trace, formula integrity check
multi_ticker_semantics
single_target
temporal_scope.default_quarters
1
temporal_scope.max_quarters
1
temporal_scope.description
Typical lookback: 1 quarters, max: 1
retrieval_scope
simple_lookup
min_tool_diversity
3

audit-xls

Triggers

  • Audit spreadsheet
  • formula error detection
  • hardcoded cell finder
  • cross-sheet reference audit
  • workbook auditor
  • Excel model audit
  • financial model QA
  • spreadsheet review
  • cell dependency trace
  • formula integrity check

Defaults

ParameterDefault ValueRationale
ticker(required)Stock symbol to analyze
lookback_quarters1Standard lookback for this skill type

Methodology

1. Retrieval Scope

This skill operates with retrieval_scope: simple_lookup. It uses only profile/entity metadata tools — no document or XBRL retrieval at scale.

2. Retrieval Strategy

Follows the retrieval strategy decision tree in contracts/retrieval.md. Primary branch: (d) Simple Lookup. Resolve the canonical ticker first (exact → fuzzy alias → share-class) before any data call.

3. Temporal Scope

Default lookback: 1 fiscal quarter(s); maximum: 1. The default balances recency against the trend window this analysis requires.

4. Tool Allowlist

Per frontmatter allowed_tools:

  • search_companies — ticker resolution + company context (entity-alias fuzzy match)
  • get_company_financials — consolidated IS/BS/CF highlights
  • get_calculation_tree — XBRL calculation linkbase (weights)
  • validate_calculation — XBRL calc-consistency validation
  • list_sources — used by this skill per the retrieval strategy
5. Protocol
  1. Pre-flight: get_company_fiscal_calendar/{ticker} then get_ticker_coverage/{ticker}.
  2. Lookup: get_company_profile/{ticker} / get_entity_knowledge for the requested metadata field(s).
  3. Output: write the deliverable per ## Output File, then append to agentii.md.

Deliverable Chain

Inputs → Build → Validate → Output → Next

  1. Inputs: resolved ticker + structured facts (search_xbrl_facts, get_company_financials) and any filing pages from the three-layer protocol.
  2. Build: perform the formula / hardcoded-cell / cross-sheet-reference audit on the input workbook and write the .md audit report per ## Output Structure.
  3. Validate: run the ## Validation Gates below.
  4. Output: write the artifact path per ## Output File.
  5. Next: append to agentii.md; hand off to a downstream pitch/review skill if requested.

Validation Gates

  1. **calculation arc cross-validation **: workbook computed totals verified against gold.xbrl_calculations weights. Compare get_calculation_tree(accession_number) expected values against workbook formulas. Flag discrepancies ≥1% of parent concept value. If failed: If material discrepancy (≥5%): refuse delivery. If minor (1-5%): flag in audit findings with severity: warning.
  2. hardcoded cell detection: zero hardcoded values in cells tagged as formulas. Use xlsx_audit hardcoded-count output. If failed: If hardcoded_count > 0: refuse delivery with audit report listing each hardcoded cell location.
  3. cross-sheet reference integrity: all cross-sheet references resolve to valid cell ranges. If failed: If broken references found: refuse delivery with broken reference map.
  4. tool diversity: distinct MCP tools used in this invocation >= min_tool_diversity (3). If failed: flag as depth-insufficient in Coverage Gaps.

Output File

Write the final deliverable to {ticker}/{YYYY-MM-DD_HHMM}_audit-xls_{affix}.md .

Show full SKILL.md (284 more words)Show less

Output Structure

  1. Executive Summary (≤200 words) — headline conclusions for the analysis.
  2. Data Sources — filings + structured endpoints used, with {ticker} {citation_id} page<N> citations.
  3. Analysis — the core findings, tables, and commentary for this dimension.
  4. Key Metrics — the quantitative results with QoQ/YoY context where relevant.
  5. Coverage Gaps & Citations — data not retrievable + citation index.

Citations & memory: follow contracts/citation-and-memory.md — ≥1 citation per 200 words; every material fact, table row, and metric is immediately followed by its inline clickable https://agentii.ai/v/{ticker}/{citation_id}/{N} link; a bottom Citations section provides a non-duplicative roll-up index; the closing TUI reply includes a compact Key Citations list (headline 5–10 facts) of clickable /v/ URLs; and append the run to agentii.md per contracts/agentii-md-schema.md.

Preflight

Run canonical pre-flight per contracts/preflight.md.

Include the X-Agentii-Trace header on every tool call per contracts/x-agentii-trace-header.md — carry the _run_id from your first tool result and name yourself (and your parent, if you were spawned).

Memory & Snapshot

  • Memory load (pre-flight): load prior workspace context for the ticker before retrieval — see contracts/memory-load.md.
  • Structured output frontmatter: emit the FR-090 block (key_metrics, conclusions, facts_count, deducted_count, views_count, citation_count) per contracts/output-frontmatter-schema.md.
  • Snapshot synthesis: after writing the deliverable, update the two-tier snapshot and classify findings as [FACT]/[DEDUCTED]/[VIEW] — see contracts/snapshot-synthesis.md.
  • Session archival: record the run under sessions/{YYYY-MM-DD}/ and update sessions/INDEX.md per contracts/session-format.md.

Final Summary (TUI)

End the closing chat reply with a compact Key Citations list (headline 5–10 facts), each a clickable https://agentii.ai/v/{ticker}/{citation_id}/{N} link, so the user can cmd+click straight to the exact SEC page. See contracts/citation-and-memory.md.

Error Handling

ErrorAction
Ticker not foundSuggest checking spelling or trying list_coverage
No data availableFlag in Coverage Gaps, proceed with available data
API key invalidDirect user to agentii.ai/api-keys
MCP server unreachableRetry once; if persistent, halt with AGENTII_MCP_UNREACHABLE

© agentii-ai, Apache-2.0. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

SKILL.md and 4 other files (references) in plugins/vertical-plugins/models-and-pitches/skills/agentii/audit-xls of agentii-ai/agentii-investment-intelligence.

  • SKILL.md
  • references/formula-sheet.md
  • references/institutional-defaults.md
  • references/modes.md
  • references/validation-checklist.md

Open the folder on GitHubat commit 86980e1

Compare with similar skills

Audit Xls next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Audit Xls compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Audit Xls this skillagentii-ai/agentii-investment-intelligence207—~1.7kAutomated safety check: PassApache-2.0
Officecli Commonly TemplatesTeam-Commonly/commonly1.4k—~1.7kAutomated safety check: PassApache-2.0
Brigade Spreadsheet Builderspinabot/brigade11k—~1.4kAutomated safety check: PassMIT
Open-Sheet Workbook Creatorlianghsun/open-sheet127—~1.4kAutomated safety check: PassMIT
Lark Sheetsrongxinzy/RongxinAI1542 repos~5.3kAutomated safety check: PassAGPL-3.0
Officecli Data DashboardFerroxLabs/wayland6084 repos~9.2kAutomated safety check: PassAGPL-3.0

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Questions about Audit Xls

What does Audit Xls do?

Audit spreadsheet, formula error detection, hardcoded cell finder, cross-sheet reference audit, workbook auditor, Excel model audit, financial model QA, spreadsheet review, cell dependency trace…. Audit Xls is an agent skill from agentii-ai/agentii-investment-intelligence.

When should I use Audit Xls?

Audit Xls fits situations like: tasks that involve Excel spreadsheets; tasks that involve Financial modeling.

How do I install Audit Xls in Claude Code?

Run `npx skills add agentii-ai/agentii-investment-intelligence --skill audit-xls -a claude-code`. Or copy the skill folder (plugins/vertical-plugins/models-and-pitches/skills/agentii/audit-xls in agentii-ai/agentii-investment-intelligence) into .claude/skills/audit-xls in your project. Claude Code loads it when a task matches its description.

How do I install Audit Xls in Codex?

Run `npx skills add agentii-ai/agentii-investment-intelligence --skill audit-xls -a codex`. Or copy the skill folder (plugins/vertical-plugins/models-and-pitches/skills/agentii/audit-xls in agentii-ai/agentii-investment-intelligence) into .agents/skills/audit-xls in your project. Codex loads it when a task matches its description.

Can I use Audit Xls in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add agentii-ai/agentii-investment-intelligence --skill audit-xls -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/audit-xls, .gemini/skills/audit-xls, .github/skills/audit-xls and .opencode/skills/audit-xls in your project.

What does Audit Xls need to run?

SKILL.md names no scripts, command-line tools or credentials: Audit Xls is instructions for the agent only.

Does Audit Xls access the network?

SKILL.md names 1 domain. In commands or code: agentii.ai; the agent is likely to contact it when it follows the instructions. This is read from the text; nothing was executed.

Is Audit Xls safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Audit Xls use?

Audit Xls is published under the Apache-2.0 licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Audit Xls use?

About 1.7k tokens (SKILL.md is roughly 6.7k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 355 tokens, read only when the agent opens those files.

What are the alternatives to Audit Xls?

Skills that share tags, products or a category with Audit Xls: Officecli Commonly Templates (Team-Commonly/commonly, 1.4k stars), Brigade Spreadsheet Builder (spinabot/brigade, 11k stars), Open-Sheet Workbook Creator (lianghsun/open-sheet, 127 stars) and Lark Sheets (rongxinzy/RongxinAI, 154 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Audit Xls?

agentii-ai (a GitHub user) maintains it in agentii-ai/agentii-investment-intelligence, which has 207 GitHub stars. The repository holds 79 skills in this directory. The repository was last updated on September 29, 2026.

Source: agentii-ai/agentii-investment-intelligence on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.