Content
75%Weight 40%Scale 1-5Reviews the quality of instructions and guidance provided to agents. Good implementation is clear, handles edge cases, and produces reliable results.
The body is a well-structured, token-efficient checklist of deal inputs, table templates, and expert-level notes that trusts Claude's financial knowledge rather than re-teaching it. Its main weaknesses are a vestigial MCP/data-sources section that references passages that no longer exist, a placeholder path in its only command, and no validation/recovery loop around the recalculation step.
Suggestions
Rewrite the 'Data sources' section to drop the stale framing ('Many passages below say...') and simply state the sourcing hierarchy: prefer a configured financial-data MCP, else EDGAR/IR pages, and flag unsourced cells as [UNSOURCED].
Resolve the placeholder path in the recalc command (e.g., instruct how to locate the excel-author skill's scripts directory) so the single executable command is copy-paste ready.
Add an explicit validation loop around delivery, e.g., 'After recalculation, verify no #REF!/#DIV/0! cells in the output and that accretion/dilution ties to the summary tab before delivering the workbook.'
| Dimension | Reasoning | Score |
|---|---|---|
Conciseness | The body is dominated by lean, purposeful step templates and input checklists with no explanations of concepts Claude already knows. One exception: the 'Data sources' section opens with "Many passages below say 'use the S&P Kensho MCP / Daloopa MCP / FactSet MCP'" — a vestigial claim (no such passages follow) wrapped in adaptation narrative that could be trimmed, matching anchor 4 rather than 5. | 4 / 5 |
Actionability | Concrete guidance throughout: named tabs ("Assumptions tab", "Sources & uses", "Sensitivity tables"), explicit line items ("Foregone interest on cash (after tax)", "Intangible amortization (after tax)"), and one executable command ("python /path/to/excel-author/scripts/recalc.py ./out/model.xlsx"). The command path is a placeholder and the underlying EPS/exchange-ratio formulas are left to be inferred rather than stated, which are minor gaps consistent with anchor 4. | 4 / 5 |
Workflow Clarity | A clearly sequenced 7-step workflow (gather inputs, purchase price analysis, sources & uses, pro forma EPS, sensitivity, breakeven, output) with an explicit checkpoint "Recalculate before delivery". Workbook generation is not a destructive or batch operation, so the score-3 cap does not apply; the gap to anchor 5 is the absence of an error-recovery loop around the recalculation step. | 4 / 5 |
Progressive Disclosure | No bundle files exist (references/, scripts/, assets/ are absent), and the ~130-line body is well-sectioned with clear headers and clearly signaled external references (the excel-author skill and its recalc script), with no nested reference chains. Minor gaps: the tab templates and the MCP-fallback guidance could live in separate reference files, and the referenced recalc script cannot be verified locally, so it stays at anchor 4. | 4 / 5 |
Total | 16 / 20 Passed |