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fm-orchestrator

Orchestrate the 6-phase CRaFT financial model build lifecycle across 13 model types.

1|Updated Jun 12, 2026
Search Tags:#financial modeling#model orchestration#model lifecycle#financial audit#sumproduct#craft methodology#excel models
One-click install
npx skills add https://github.com/Sampi314/Sam-Plugin-Marketplace --skill fm-orchestrator
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: fm-orchestrator
Source: https://github.com/Sampi314/Sam-Plugin-Marketplace/tree/main/Financial%20Modelling/skills/fm-orchestrator
Command: npx skills add https://github.com/Sampi314/Sam-Plugin-Marketplace --skill fm-orchestrator

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

Building financial models end-to-end is often disjointed, leading to inconsistent quality, missed critical steps, and non-compliance with SumProduct's CRaFT (Consistency, Robustness, Flexibility, Transparency) quality standards for production-grade Excel models.

Core Features & Use Cases

  • Coordinates the full 6-phase CRaFT model build lifecycle (Scope, Plan, Design, Build, Test, Implement) by invoking dedicated phase-specific sub-skills for each stage of work.
  • Carries state, artefacts, and model type context between phases to ensure continuity and correct application of type-specific checks and standards.
  • Handles test failure routing, fix-and-retest loops, and mid-lifecycle build resumption via structured lifecycle logs for reliable, repeatable model development.
  • Use Case: SumProduct teams building 3-statement integrated models, DCF valuations, project finance models, or any of the 13 supported financial model types that require strict adherence to CRaFT principles.

Quick Start

Use the fm-orchestrator skill to build a 3-statement integrated financial model for a manufacturing client from scratch following CRaFT methodology.

Frequently Asked Questions about fm-orchestrator

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
What is the CRaFT methodology for financial modeling?▼

Financial model orchestration coordinates a complete 6-phase build lifecycle—Scope, Plan, Design, Build, Test, and Implement—by routing work to dedicated phase-specific sub-skills. It carries state and model type context between phases to ensure continuity and consistent CRaFT quality standards.

How do I build a DCF valuation model from scratch following CRaFT standards?▼

Building a DCF valuation model involves a 6-phase lifecycle: Scope, Plan, Design, Build, Test, and Implement. The orchestrator routes each phase to dedicated sub-skills while carrying state and model type context between stages to ensure continuity and strict CRaFT compliance.

Can I resume a financial model build if it fails testing midway?▼

Mid-lifecycle resumption of a financial model build is handled via structured lifecycle logs. The orchestrator automatically routes test failures to the correct remediation phase and manages fix-and-retest loops, ensuring reliable and repeatable model development.

Does the CRaFT model lifecycle support 3-statement integrated models?▼

The CRaFT model lifecycle supports 3-statement integrated models as one of 13 supported financial model types. The orchestrator applies type-specific checks and standards across all 6 build phases, ensuring consistent CRaFT quality for each specific model structure.

Why do disjointed Excel financial models fail quality audits?▼

Disjointed Excel financial models fail audits due to missed critical steps and non-compliance with CRaFT standards. Orchestrating the full 6-phase build lifecycle ensures continuity, carries state between phases, and enforces consistent CRaFT quality across the entire development process.

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