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tear-sheet

Generate audience-specific tear sheets from MCP data into DOCX files.

Updated May 6, 2026
Search Tags:#mcp#document-generation#financial-data#equity-research#tear-sheet#ciq#ib-ma
One-click install
npx skills add https://github.com/nvmohinani/financial_services --skill tear-sheet-nvmohinani
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: tear-sheet
Source: https://github.com/nvmohinani/financial_services/tree/main/plugins/partner-built/spglobal/skills/tear-sheet
Command: npx skills add https://github.com/nvmohinani/financial_services --skill tear-sheet-nvmohinani

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill automates the end-to-end creation of investor tear sheets by converting S&P Capital IQ data into consistently formatted, publication-ready documents, reducing manual drafting and ensuring data fidelity across audiences.

Core Features & Use Cases

  • Generate audience-specific tear sheets for Equity Research, IB/M&A, Corp Dev, and Sales/BD.
  • Pull four fiscal years of financial data, segment information, relationships, and M&A activity from MCP and render them into a standardized Word template using the provided docx-js utilities.
  • Produce a consistent header, narrative synthesis, footers, and sectioned content that aligns with regulatory and presentation standards.

Quick Start

Run the tear-sheet workflow for a target company and audience to generate a [CompanyName]TearSheet[Audience]_[YYYYMMDD].docx.

Frequently Asked Questions about tear-sheet

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

FAQPage Schema
How do I automate tear sheet generation from S&P Capital IQ MCP data?▼

Tear sheet generation is automated by pulling four fiscal years of financial data, segments, relationships, and M&A activity from MCP into a standardized Word template. The workflow validates data integrity at each step before assembling a publication-ready DOCX file.

Can I create audience-specific tear sheets for Equity Research and IB/M&A?▼

Yes, audience-specific tear sheets can be generated for Equity Research, IB/M&A, Corp Dev, and Sales/BD. Each output tailors sections, formatting, and narrative synthesis to match the targeted audience's presentation and regulatory standards.

What's the best way to format investor tear sheets from financial data into DOCX?▼

The best way to format investor tear sheets is using docx-js utilities that render MCP financial data into a standardized Word template. This ensures consistent headers, footers, narrative synthesis, and sectioned content alignment across documents.

Does the tear sheet workflow validate data integrity before creating the final document?▼

Yes, the workflow validates data integrity before assembling the final DOCX. It writes intermediate MCP outputs to a temporary directory after each query step, ensuring the assembled financial data is accurate and consistently formatted.

Do I need MCP data to generate a tear sheet for a financial target?▼

Yes, MCP data is required to generate a tear sheet. The workflow extracts four fiscal years of financial data, segment information, relationships, and M&A activity from MCP sources to populate the standardized document template.

Why does my tear sheet generation write intermediate outputs to a temporary directory?▼

Tear sheet generation writes intermediate MCP outputs to a temporary directory after each query step to validate data integrity. This step ensures that only verified financial data populates the final assembled DOCX document.

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