# Officecli Financial Model (agent skill)

> Officecli Financial Model is an agent skill (a SKILL.md file) from iOfficeAI/OfficeCLI. Agents load it when the user wants to build a financial model — 3-statement model, DCF valuation, LBO, SaaS unit economics, sensitivity /… It works with Claude Code, Codex, Cursor, GitHub Copilot and OpenCode and has 31,632 GitHub stars across a repository of 6 listed skills.

Use this skill when the user wants to build a financial model — 3-statement model, DCF valuation, LBO, SaaS unit economics, sensitivity / scenario analysis, debt schedule, or fundraising projections — in Excel. Trigger on: 'financial model', '3-statement model', 'P&L + BS + CF', 'DCF', 'WACC', 'NPV', 'terminal value', 'LBO', 'debt schedule', 'cash sweep', 'MOIC', 'IRR / XIRR', 'sensitivity table', 'scenario analysis', 'ARR model', 'unit economics', 'CAC / LTV', 'cap table forecast'.

## Key facts

| Fact | Value |
|---|---|
| Repository | https://github.com/iOfficeAI/OfficeCLI |
| Skill path | skills/officecli-financial-model/SKILL.md |
| Skill name | officecli-financial-model |
| GitHub stars | 31,632 |
| Installs on skills.sh | not listed |
| License | Apache-2.0 |
| Skills in repo | 6 |
| Plugin marketplace | no |
| Official | no |
| Works with | Claude Code, Codex, Cursor, GitHub Copilot, OpenCode |
| Category | Data & analysis |
| Last commit | Oct 6, 2026 |

## When it triggers

- Use this skill when the user wants to build a financial model — 3-statement model, DCF valuation, LBO, SaaS unit economics, sensitivity / scenario analysis, debt schedule, or fundraising projections — in Excel.
- Trigger on: 'financial model', '3-statement model', 'P&L + BS + CF', 'DCF', 'WACC', 'NPV', 'terminal value', 'LBO', 'debt schedule', 'cash sweep', 'MOIC', 'IRR / XIRR', 'sensitivity table', 'scenario analysis', 'ARR model', 'unit economics'
- invoke for a simple budget tracker, CSV dump, or operational KPI sheet — route those to officecli-xlsx base.

## Add this skill

### Claude Code

```sh
git clone --depth 1 https://github.com/iOfficeAI/OfficeCLI.git
cp -r OfficeCLI/skills/officecli-financial-model ~/.claude/skills/officecli-financial-model   # personal, or .claude/skills in a project
```

In the Claude apps, zip the skill folder and upload it under Customize > Skills > + > Upload a skill (code execution must be on).

### ChatGPT / Codex

```sh
git clone --depth 1 https://github.com/iOfficeAI/OfficeCLI.git
cp -r OfficeCLI/skills/officecli-financial-model .agents/skills/officecli-financial-model   # repo; ~/.agents/skills for all projects
```

### Cursor

```sh
git clone --depth 1 https://github.com/iOfficeAI/OfficeCLI.git
cp -r OfficeCLI/skills/officecli-financial-model .cursor/skills/officecli-financial-model   # project; ~/.cursor/skills for all projects
```

Sources (checked 2026-10-07): https://code.claude.com/docs/en/skills, https://support.claude.com/en/articles/12512180-using-skills-in-claude, https://learn.chatgpt.com/docs/build-skills, https://cursor.com/docs/context/skills

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