clean-data-xls

anthropics/financial-services-plugins · updated Apr 8, 2026

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$npx skills add https://github.com/anthropics/financial-services-plugins --skill clean-data-xls
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summary

Clean messy data in the active sheet or a specified range.

skill.md

Clean Data

Clean messy data in the active sheet or a specified range.

Environment

  • If running inside Excel (Office Add-in / Office JS): Use Office JS directly (Excel.run(async (context) => {...})). Read via range.values, write helper-column formulas via range.formulas = [["=TRIM(A2)"]]. The in-place vs helper-column decision still applies.
  • If operating on a standalone .xlsx file: Use Python/openpyxl.

Workflow

Step 1: Scope

  • If a range is given (e.g. A1:F200), use it
  • Otherwise use the full used range of the active sheet
  • Profile each column: detect its dominant type (text / number / date) and identify outliers

Step 2: Detect issues

Issue What to look for
Whitespace leading/trailing spaces, double spaces
Casing inconsistent casing in categorical columns (usa / USA / Usa)
Number-as-text numeric values stored as text; stray $, ,, % in number cells
Dates mixed formats in the same column (3/8/26, 2026-03-08, March 8 2026)
Duplicates exact-duplicate rows and near-duplicates (case/whitespace differences)
Blanks empty cells in otherwise-populated columns
Mixed types a column that's 98% numbers but has 3 text entries
Encoding mojibake (é, ’), non-printing characters
Errors #REF!, #N/A, #VALUE!, #DIV/0!

Step 3: Propose fixes

Show a summary table before changing anything:

Column Issue Count Proposed Fix

Step 4: Apply

  • Prefer formulas over hardcoded cleaned values — where the cleaned output can be expressed as a formula (e.g. =TRIM(A2), =VALUE(SUBSTITUTE(B2,"$","")), =UPPER(C2), =DATEVALUE(D2)), write the formula in an adjacent helper column rather than computing the result in Python and overwriting the original. This keeps the transformation transparent and auditable.
  • Only overwrite in place with computed values when the user explicitly asks for it, or when no sensible formula equivalent exists (e.g. encoding/mojibake repair)
  • For destructive operations (removing duplicates, filling blanks, overwriting originals), confirm with the user first
  • After each category of fix (whitespace → casing → number conversion → dates → dedup), show the user a sample of what changed and get confirmation before moving to the next category
  • Report a before/after summary of what changed
how to use clean-data-xls

How to use clean-data-xls on Cursor

AI-first code editor with Composer

1

Prerequisites

Before installing skills in Cursor, ensure your development environment meets these requirements:

  • Cursor installed and configured on your development machine
  • Node.js version 16.0+ with npm package manager (verify with node --version)
  • Active project directory or workspace where you want to add clean-data-xls
2

Execute installation command

Execute the skills CLI command in your project's root directory to begin installation:

$npx skills add https://github.com/anthropics/financial-services-plugins --skill clean-data-xls

The skills CLI fetches clean-data-xls from GitHub repository anthropics/financial-services-plugins and configures it for Cursor.

3

Select Cursor when prompted

The CLI will show a list of available agents. Use arrow keys to navigate and space to select Cursor:

◆ Which agents do you want to install to?
│ ── Universal (.agents/skills) ── always included ────
│ • Amp
│ • Antigravity
│ • Cline
│ • Codex
│ ●Cursor(selected)
│ • Cursor
│ • Windsurf
4

Verify installation

Confirm successful installation by checking the skill directory location:

.cursor/skills/clean-data-xls

Reload or restart Cursor to activate clean-data-xls. Access the skill through slash commands (e.g., /clean-data-xls) or your agent's skill management interface.

Security & Verification Notice

We perform automated surface-level scans (Gen AI Scanner, Socket, Snyk) during installation. These checks detect common vulnerabilities but do not guarantee complete security. Always review skill source code and verify the publisher's reputation before production use.

Skills execute code in your development environment. Always verify the publisher's identity, review recent commits, and test in isolated environments before production deployment.

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Use Cases

User Story & Requirements Generation

Create detailed user stories, acceptance criteria, and feature specs

Example

Generate user stories for 'password reset feature' with acceptance criteria, edge cases, and test scenarios

Reduce spec writing time by 50%, ensure comprehensive coverage

Competitive Analysis

Research competitors, compare features, identify gaps

Example

Analyze 5 competitor products, create feature comparison matrix, suggest differentiation opportunities

Complete competitive research in 2 hours instead of 2 days

Roadmap Prioritization

Evaluate features using frameworks (RICE, ICE, Kano) and create prioritized backlogs

Example

Score 20 feature ideas using RICE framework, generate prioritized roadmap with rationale

Make data-driven prioritization decisions faster

Stakeholder Communication

Draft PRDs, status updates, and stakeholder presentations

Example

Create executive summary of Q3 roadmap, monthly progress report, feature launch announcement

Save 3-5 hours/week on communication overhead

Implementation Guide

Prerequisites

  • Claude Desktop or compatible AI client
  • Access to product documentation and roadmap tools (Jira, Notion, etc.)
  • Understanding of product management frameworks (RICE, Jobs-to-be-Done, etc.)
  • Stakeholder contact information and communication channels

Time Estimate

30-60 minutes to see productivity improvements

Installation Steps

  1. 1.Install product management skill
  2. 2.Start with user story generation for known feature
  3. 3.Progress to competitive analysis: research 2-3 competitors
  4. 4.Use for roadmap prioritization: apply RICE/ICE scoring
  5. 5.Draft stakeholder communications and refine based on feedback
  6. 6.Build template library for recurring PM tasks
  7. 7.Share effective prompts with product team

Common Pitfalls

  • Not validating competitive research—verify facts before sharing
  • Accepting user stories without involving engineering team
  • Over-relying on frameworks without qualitative judgment
  • Not customizing outputs to company culture and communication style
  • Skipping stakeholder validation of generated requirements

Best Practices

✓ Do

  • +Validate research and competitive analysis with real data
  • +Collaborate with engineering when generating technical requirements
  • +Customize frameworks and templates to your company context
  • +Use skill for first drafts, refine with stakeholder input
  • +Document successful prompt patterns for PM tasks
  • +Combine AI efficiency with human judgment and intuition

✗ Don't

  • Don't publish competitive analysis without fact-checking
  • Don't finalize user stories without engineering review
  • Don't make prioritization decisions solely on AI scoring
  • Don't skip customer validation of generated requirements
  • Don't ignore company-specific context and culture

💡 Pro Tips

  • Provide context: company goals, constraints, customer feedback
  • Ask for alternatives: 'Show 3 ways to prioritize this roadmap'
  • Request stakeholder-specific formatting: 'Executive summary vs. engineering spec'
  • Use skill for 70% generation + 30% customization to company needs

When to Use This

✓ Use When

Use for user story writing, competitive research, roadmap prioritization, stakeholder communication, and PRD drafting. Best for reducing repetitive documentation and research work.

✗ Avoid When

Avoid for strategic product vision (requires deep customer empathy), pricing decisions (needs market and financial expertise), or when face-to-face customer discovery is more valuable than speed.

Learning Path

  1. 1Basic: user stories, feature specs, status updates
  2. 2Intermediate: competitive analysis, prioritization frameworks, PRDs
  3. 3Advanced: product strategy, go-to-market planning, OKR setting
  4. 4Expert: product vision, market positioning, business model innovation

Discussion

Product Hunt–style comments (not star reviews)
  • No comments yet — start the thread.
general reviews

Ratings

4.772 reviews
  • Pratham Ware· Dec 28, 2024

    Solid pick for teams standardizing on skills: clean-data-xls is focused, and the summary matches what you get after install.

  • Anika Malhotra· Dec 16, 2024

    clean-data-xls has been reliable in day-to-day use. Documentation quality is above average for community skills.

  • Arya Singh· Dec 12, 2024

    clean-data-xls reduced setup friction for our internal harness; good balance of opinion and flexibility.

  • Sofia Tandon· Dec 8, 2024

    clean-data-xls is among the better-maintained entries we tried; worth keeping pinned for repeat workflows.

  • Kaira Abbas· Dec 4, 2024

    I recommend clean-data-xls for anyone iterating fast on agent tooling; clear intent and a small, reviewable surface area.

  • Sofia Menon· Dec 4, 2024

    clean-data-xls fits our agent workflows well — practical, well scoped, and easy to wire into existing repos.

  • Mateo Patel· Nov 27, 2024

    Useful defaults in clean-data-xls — fewer surprises than typical one-off scripts, and it plays nicely with `npx skills` flows.

  • Liam Mehta· Nov 23, 2024

    Keeps context tight: clean-data-xls is the kind of skill you can hand to a new teammate without a long onboarding doc.

  • Min Mehta· Nov 23, 2024

    Registry listing for clean-data-xls matched our evaluation — installs cleanly and behaves as described in the markdown.

  • Kaira Nasser· Nov 15, 2024

    clean-data-xls fits our agent workflows well — practical, well scoped, and easy to wire into existing repos.

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