Claude Skill

Financial Tear Sheet Generator

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.

Editor's Note

Page Outline

Style Configuration

Source Content

Normalized top-level metadata comes from the directory layer. The body below is the upstream source content for this item.

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.
**Below the banner, key-value pairs MUST be rendered in a two-column borderless table spanning the full page width.** Left column: company identifiers (ticker, HQ, founded, employees, sector). Right column: financial identifiers (market cap, EV, stock price, shares outstanding). Each cell contains a bold label and regular-weight value on the same line (e.g., "**Market Cap** $124.7B"). Do not left-justify all fields in a single column — this wastes horizontal space and looks unprofessional. The two-column spread is the single most important visual signal that distinguishes a professional tear sheet from a default document.
**Implementation:** Create a 2-column table with `borders: none` and `shading: none` on all cells. Set column widths to 50% each. Place left-column fields (ticker, HQ, founded, employees) as separate paragraphs in the left cell. Place right-column fields (market cap, EV, stock price, shares outstanding) in the right cell. Each field is a single paragraph: bold run for the label, regular run for the value.
The specific fields in each column vary by audience — see the reference file's header spec. The principle is always: spread across the page, not clumped left.
**Do not use a bordered table for the header key-value block.** Bordered tables are reserved for financial data only.
Key metrics in the header (market cap, EV, stock price) should be displayed as inline key-value pairs, not in a separate bordered table.

**Section Headers:**

Each section header gets a horizontal rule (thin line, #CCCCCC, 0.5pt) directly beneath it to create clean visual separation between sections.
**Render the rule as a bottom border on the header paragraph itself** — do not insert a separate paragraph element for the rule. A separate paragraph adds its own before/after spacing and causes excessive whitespace below section titles.
**Implementation:** In docx-js, apply a bottom border to the section header paragraph via `paragraph.borders.bottom = { style: BorderSty

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