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tear-sheet

Generate audience-specific company tear sheets as Word documents from S&P Capital IQ data.

17|4|Updated Mar 11, 2026
Search Tags:#mcp#valuation#financials#tear-sheet#capital-iq#docx-js#corp-dev
One-click install
npx skills add https://github.com/yuping322/financial-services-plugins-new --skill tear-sheet-yuping322
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: tear-sheet
Source: https://github.com/yuping322/financial-services-plugins-new/tree/main/partner-built/spglobal/skills/tear-sheet
Command: npx skills add https://github.com/yuping322/financial-services-plugins-new --skill tear-sheet-yuping322

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

Create concise, audience-tailored company tear sheets that aggregate live S&P Capital IQ data, validate key metrics, and produce publication-ready Word documents so analysts, bankers, corp dev teams, and sales reps can move from data to deliverable without manual assembly.

Core Features & Use Cases

  • Audience-specific templates for Equity Research, IB / M&A, Corporate Development, and Sales / BD with section-level formatting rules.
  • Automated data retrieval from S&P Global MCP tools with enforced persistence to intermediate files and a dedicated calculation pass that validates margins, growth rates, and derived metrics.
  • Deterministic DOCX generation using provided docx-js helper functions (header banner, section headers, tables, bullet lists, footer) to ensure consistent branding and layout.
  • Use cases: one-page equity research snapshot, two-page M&A pitch/profile, acquisition target evaluation for corp dev, and sales meeting briefing one-pagers.

Quick Start

Generate a one-page Equity Research tear sheet for Microsoft (ticker MSFT) using live S&P Capital IQ data and save the DOCX to the outputs folder.

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 company tear sheet from S&P Capital IQ data?▼

Tear sheets are concise, audience-tailored one-page company summaries aggregating live S&P Capital IQ data into publication-ready Word documents with financial tables, peer comps, and synthesis sections for analysts and bankers.

Can I create different tear sheet templates for M&A and equity research workflows?▼

Yes, this approach supports audience-specific templates for IB/M&A, Equity Research, Corporate Development, and Sales/BD, applying section-level formatting rules to produce tailored one-page or two-page profiles.

What's the best way to automate Word document generation for financial profiles?▼

The best way to automate Word document generation for financial profiles is using deterministic docx-js Node.js formatting functions that render header banners, section headers, tables, bullet lists, and footers from validated S&P Capital IQ data.

Do I need S&P Global MCP tools to produce company tear sheets?▼

Yes, S&P Global MCP tools are required to retrieve live company financials, which must be persisted to structured intermediate files for a dedicated calculation pass that validates margins, growth rates, and derived metrics before DOCX generation.

Does tear sheet generation validate derived financial metrics automatically?▼

Yes, a dedicated calculation pass validates margins, growth rates, and derived metrics from persisted S&P Global MCP outputs to structured intermediate files before formatting the final DOCX document.

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