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tear-sheet

Generate standardized DOCX tear sheets from live S&P Capital IQ data via Kensho MCP.

12|5|Updated Feb 23, 2026
Search Tags:#mcp#docx#financial-analysis#tear-sheet#ciq#kensho#capital-iq
One-click install
npx skills add https://github.com/kensho-technologies/spglobal-agent-skills --skill tear-sheet
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: tear-sheet
Source: https://github.com/kensho-technologies/spglobal-agent-skills/tree/main/plugins/spglobal-plugin/skills/tear-sheet
Command: npx skills add https://github.com/kensho-technologies/spglobal-agent-skills --skill tear-sheet

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Automates the end-to-end creation of standardized, audience-tailored tear sheets by pulling live S&P Capital IQ data through the Kensho MCP API, ensuring consistency and time savings for finance professionals.

Core Features & Use Cases

  • Live-data tear sheets: Generates audience-specific documents (Equity Research, IB, Corp Dev, Sales/BD) from live Capital IQ data.
  • Header-driven formatting: Applies enterprise-grade header and footer structure with standardized metrics and source attribution.
  • Multi-audience templates: Supports four audience types with synthesis, relationship, and risk sections, plus embedded footnotes and disclosures.
  • Output flexibility: Produces a DOCX document consistent with internal branding and layout guidelines.

Quick Start

Generate a tear sheet for a given company using MCP data and output a DOCX document.

Frequently Asked Questions about tear-sheet

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

FAQPage Schema
How do I generate a tear sheet from S&P Capital IQ data?▼

A tear sheet is a standardized financial summary document generated from live S&P Capital IQ data. This Skill creates audience-specific DOCX tear sheets with required fiscal metrics, derived data, and standardized headers for finance professionals.

Can I create tear sheets for different audiences like IB, Corp Dev, or Equity Research?▼

Yes, tear sheets support four audiences: Equity Research, IB/M&A, Corp Dev, and Sales/BD. Each audience receives a customized DOCX document with specific synthesis, relationship, risk sections, and standardized header rules.

How do I automate financial analysis report generation with Capital IQ data?▼

You automate financial analysis report generation by pulling live S&P Capital IQ data via Kensho MCP to produce a standardized 2-page DOCX tear sheet. The process applies enterprise-grade headers, footers, and source attribution automatically.

Does generating a tear sheet require a minimum amount of financial data?▼

Yes, generating a tear sheet requires four fiscal years of data to ensure data integrity. This prerequisite guarantees sufficient historical financial metrics are available for the derived calculations in the standardized DOCX output.

What format does the tear sheet output use?▼

The tear sheet output is a consistent 2-page DOCX document. It includes a fixed footer, standardized metrics, source attribution, and embedded footnotes to align with enterprise branding and layout guidelines.

What limitations exist when automating tear sheets from Kensho MCP?▼

Limitations include a strict 2-page DOCX output length and a mandatory requirement for four fiscal years of underlying data. The template structure is fixed, meaning custom sections outside the four supported audience types are not available.

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