Official agent skill

Deal Team Summary

by anthropics in anthropics/claude-for-legal

Aggregate diligence findings into a deal team briefing at the right altitude for the audience — exec summary for leadership, working summary for the team.

OfficialApache-2.0Auto-check passedBusiness, Finance & HR

Install Deal Team Summary

skills CLI
$ npx skills add anthropics/claude-for-legal --skill deal-team-summary -a claude-code

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

GitHub CLI
$ gh skill install anthropics/claude-for-legal deal-team-summary --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/anthropics/claude-for-legal.git skills-src && mkdir -p .claude/skills && cp -r skills-src/corporate-legal/skills/deal-team-summary .claude/skills/deal-team-summary && 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
deal-team-summary
GitHub stars
9.6k
Used in
3 other repos
Token cost
~1.3k tokens
SKILL.md length
417 words
Files
1
Skills in repo
147
Repo updated
First seen
Licence
Apache-2.0

At a glance

Aggregate diligence findings into a deal team briefing at the right altitude for the audience — exec summary for leadership, working summary for the team.

  • User says brief the deal team
  • SKILL.md covers Matter context, Purpose, Load context and Audience tiers, plus 5 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md
  • Whats the state of diligence

What it does

Deal Team Summary is an agent skill from anthropics/claude-for-legal, published by the product's own GitHub organization. Aggregate diligence findings into a deal team briefing at the right altitude for the audience — exec summary for leadership, working summary for the team. Use when user says "brief the deal team", "what's the state of diligence", "summarize findings for [audience]", "deal update", or on the briefing cadence.

Its SKILL.md is about 1.3k tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.

It sits in Business, Finance & HR, covering OKRs and executive reporting. The repository describes itself as: A suite of plugins for legal workflows. The licence is Apache-2.0.

When your agent uses it

  • User says brief the deal team
  • Whats the state of diligence
  • Summarize findings for [audience]
  • On the briefing cadence

Example prompts

  • “brief the deal team”
  • “s the state of diligence”
  • “summarize findings for [audience]”
  • “/deal-team-summary”

What it can do on your machine

Read from SKILL.md and the folder at commit 4a6c651. 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 (its code samples are markdown).

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

  • Network

    No URLs in SKILL.md.

    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

Deal Team Summary loads about 1.3k tokens when it runs. Until then it costs about 82 tokens; SKILL.md has 417 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~82
When it runs · the whole SKILL.md, loaded when a task matches
~1.3k

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 anthropics/claude-for-legal at commit 4a6c651, republished under its Apache-2.0 licence (© anthropics). 417 words, ~1,264 tokens.

Download SKILL.mdSave it as .claude/skills/deal-team-summary/SKILL.md (or your agent's skills folder).
name
deal-team-summary
description
Aggregate diligence findings into a deal team briefing at the right altitude for the audience — exec summary for leadership, working summary for the team. Use when user says "brief the deal team", "what's the state of diligence", "summarize findings for [audience]", "deal update", or on the briefing cadence.

Deal Team Summary

Matter context

Matter context. Check ## Matter workspaces in the practice-level CLAUDE.md. If Enabled is ✗ (the default for in-house users), skip the rest of this paragraph — skills use practice-level context and the matter machinery is invisible. If enabled and there is no active matter, ask: "Which matter is this for? Run /corporate-legal:matter-workspace switch <slug> or say practice-level." Load the active matter's matter.md for matter-specific context and overrides. Write outputs to the matter folder at ~/.claude/plugins/config/claude-for-legal/corporate-legal/matters/<matter-slug>/. Never read another matter's files unless Cross-matter context is on.


Purpose

The deal lead doesn't read 200 findings. They read: what's material, what changed since last brief, what needs a decision. This skill compresses the diligence output to the right level for the reader.

Load context

  • ~/.claude/plugins/config/claude-for-legal/corporate-legal/CLAUDE.md → Deal team briefing (cadence, format, what the business reads)
  • ~/.claude/plugins/config/claude-for-legal/corporate-legal/deals/[code]/deal-context.md → deal lead, timeline
  • Current findings from diligence-issue-extraction output

Audience tiers

Per ~/.claude/plugins/config/claude-for-legal/corporate-legal/CLAUDE.md — what the business reads vs. what's for the file. Default tiers:

AudienceGetsDoesn't get
Board / exec sponsorTop 3-5 material issues, price/structure impact, decision itemsCategory detail, green findings, process
Deal leadAll reds, all yellows, progress, decision items, next stepsGreen finding detail
Working teamEverything — full findings, status by category, gapsNothing withheld

Ask which tier if not obvious.

The summary

Exec tier
markdown
[WORK-PRODUCT HEADER — per plugin config ## Outputs — differs by role; see `## Who's using this`]

> This brief aggregates privileged diligence findings and inherits the sources' privilege and confidentiality status. Distribution beyond the privilege circle (including to broader business teams) can waive privilege — confirm the distribution list matches the privilege circle before sending.

# [Deal code] — Diligence Brief — [date]

**Status:** [On track / Issues identified / Material findings]
**Coverage:** [X]% of VDR reviewed

## Material findings

[3-5 max. One paragraph each. What it is, why it matters to the deal, what
we're doing about it.]

## Decisions needed

- [ ] [Specific decision — price adjustment, indemnity ask, walk-away trigger]
  — [who decides] — [by when]

## Since last brief

[What changed. New findings, findings resolved, coverage progress.]
Deal lead tier

Same as above plus:

markdown
## All open issues by category

### 🔴 Red
[Finding title + one-line — link to full finding for detail]

### 🟡 Yellow
[same]

## Progress

| Category | Docs reviewed | Coverage | Reds | Yellows | Status |
|---|---|---|---|---|---|
| [name] | [N/M] | [%] | [N] | [N] | [Complete / In progress / Blocked] |

## Gaps and follow-ups

- [Supplemental request items outstanding]
- [Questions to management]

## Next 72 hours

[What's getting reviewed, what briefings are scheduled]
Working team tier

Full finding detail. Same structure as above but every finding gets its full house-format block, not a one-liner.

Show full SKILL.md (177 more words)Show less

Deltas

If this is a recurring brief (per ~/.claude/plugins/config/claude-for-legal/corporate-legal/CLAUDE.md cadence), lead with what changed:

  • New findings since last brief
  • Findings upgraded/downgraded in severity
  • Findings resolved (consent obtained, issue clarified away)
  • Coverage movement

Deal leads care more about movement than state. "Still 12 yellows" is less useful than "2 new yellows, 3 resolved."

Handoffs

  • From diligence-issue-extraction: This skill reads the accumulated findings.
  • To closing-checklist: Any "decision needed" items that resolve into closing conditions go on the checklist.

Close with the next-steps decision tree

End with the next-steps decision tree per CLAUDE.md ## Outputs. Customize the options to what this skill just produced — the five default branches (draft the X, escalate, get more facts, watch and wait, something else) are a starting point, not a lock-in. The tree is the output; the lawyer picks.

What this skill does not do

  • It doesn't make the materiality call — it reports the calls that were made at extraction time.
  • It doesn't decide what the deal team does about a finding — it surfaces the decision.
  • It doesn't distribute the brief — drafts it, human sends.

© anthropics, 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

Just SKILL.md in corporate-legal/skills/deal-team-summary of anthropics/claude-for-legal.

Open the folder on GitHubat commit 4a6c651

Used in 3 other repositories

We found 3 copies of this SKILL.md (exact, near-identical or edited) in other folders, from 3 other GitHub owners. This page covers the copy in anthropics/claude-for-legal, which our catalogue first saw on October 7, 2026.

Compare with similar skills

Deal Team Summary 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.

Deal Team Summary compared with similar skills
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Analytics Strategyrampstackco/claude-skills945—~2.4kAutomated safety check: PassMIT
Onboarding Plannerbpinheiroms/dotfiles108—~5.4kAutomated safety check: PassNone
Replit Decksanqiufong/slides-from-anything1321 repos~2.9kAutomated safety check: PassApache-2.0
Building Streamlit Dashboardsiusztinpaul/designing-real-world-ai-agents-workshop512—~1.1kAutomated safety check: PassApache-2.0

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Questions about Deal Team Summary

What does Deal Team Summary do?

Aggregate diligence findings into a deal team briefing at the right altitude for the audience — exec summary for leadership, working summary for the team. Deal Team Summary is an agent skill from anthropics/claude-for-legal, published by the product's own GitHub organization. Aggregate diligence findings into a deal team briefing at the right altitude for the audience — exec summary for leadership, working summary for the team.

When should I use Deal Team Summary?

Deal Team Summary fits situations like: user says brief the deal team; whats the state of diligence; summarize findings for [audience]; on the briefing cadence.

How do I install Deal Team Summary in Claude Code?

Run `npx skills add anthropics/claude-for-legal --skill deal-team-summary -a claude-code`. Or copy the skill folder (corporate-legal/skills/deal-team-summary in anthropics/claude-for-legal) into .claude/skills/deal-team-summary in your project. Claude Code loads it when a task matches its description.

How do I install Deal Team Summary in Codex?

Run `npx skills add anthropics/claude-for-legal --skill deal-team-summary -a codex`. Or copy the skill folder (corporate-legal/skills/deal-team-summary in anthropics/claude-for-legal) into .agents/skills/deal-team-summary in your project. Codex loads it when a task matches its description.

Can I use Deal Team Summary 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 anthropics/claude-for-legal --skill deal-team-summary -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/deal-team-summary, .gemini/skills/deal-team-summary, .github/skills/deal-team-summary and .opencode/skills/deal-team-summary in your project.

What does Deal Team Summary need to run?

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

Does Deal Team Summary access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Deal Team Summary 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 Deal Team Summary use?

Deal Team Summary 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 Deal Team Summary use?

About 1.3k tokens (SKILL.md is roughly 5.1k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Deal Team Summary?

Skills that share tags, products or a category with Deal Team Summary: Pine Backtester (TradersPost/pinescript-agents, 170 stars), Analytics Strategy (rampstackco/claude-skills, 945 stars), Onboarding Planner (bpinheiroms/dotfiles, 108 stars) and Replit Deck (sanqiufong/slides-from-anything, 132 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Deal Team Summary?

anthropics (a GitHub organization, an official publisher) maintains it in anthropics/claude-for-legal, which has 9,633 GitHub stars. The repository holds 147 skills in this directory. The repository was last updated on September 29, 2026.

Source: anthropics/claude-for-legal on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.