Document XLSX Skill — Quick Reference

This skill enables creation, editing, and analysis of Excel spreadsheets programmatically. Claude should apply these patterns when users need to generate data reports, financial models, automate Excel workflows, or process spreadsheet data.

Modern Best Practices (Jan 2026):

• Treat spreadsheets as software: clear inputs/outputs, auditability, and versioning.
• Protect data integrity: control totals, validation, and traceability to sources.
• Accessibility: labels, contrast, structure; use Excel's Accessibility Checker; meet procurement/regulatory requirements when distributing externally.
• If distributing in the EU or regulated contexts, follow applicable accessibility requirements (often aligned with EN 301 549 / WCAG).
• Ship with a review loop and an owner (avoid "mystery models").
• Security: treat untrusted input/workbooks as hostile (formula injection, external links, hidden content, macros).

Quick Reference

Guardrails and Caveats

• Formula calculation: libraries write formulas; Excel computes results when opened. If you need computed values server-side, calculate in code and write values (or use a dedicated formula engine).
• Pivot tables: programmatic creation is limited. Prefer pandas summaries (pivot tables as data) or Excel automation (xlwings/Office Scripts/VBA) if you truly need native pivots.
• Macros: openpyxl can preserve existing VBA (keep_vba=True) but does not author macros; never generate or execute macros from untrusted input.
• Spreadsheet injection: never put untrusted strings into formula fields; write them as text values and validate/sanitize user-provided data used in exports.

Core Operations

Create Spreadsheet (Node.js - exceljs)

import ExcelJS from 'exceljs';

const workbook = new ExcelJS.Workbook();
const sheet = workbook.addWorksheet('Sales Report');

// Headers with styling
sheet.columns = [
  { header: 'Product', key: 'product', width: 20 },
  { header: 'Quantity', key: 'qty', width: 12 },
  { header: 'Price', key: 'price', width: 12 },
  { header: 'Total', key: 'total', width: 15 },
];

// Style header row
sheet.getRow(1).font = { bold: true };
sheet.getRow(1).fill = {
  type: 'pattern',
  pattern: 'solid',
  fgColor: { argb: 'FF4472C4' }
};

// Add data
const data = [
  { product: 'Widget A', qty: 100, price: 10 },
  { product: 'Widget B', qty: 50, price: 25 },
];

data.forEach((item, index) => {
  sheet.addRow({
    product: item.product,
    qty: item.qty,
    price: item.price,
    total: { formula: `B${index + 2}*C${index + 2}` }
  });
});

// Add totals row
const lastRow = sheet.rowCount + 1;
sheet.addRow({
  product: 'TOTAL',
  total: { formula: `SUM(D2:D${lastRow - 1})` }
});

// Currency formatting
sheet.getColumn('price').numFmt = '$#,##0.00';
sheet.getColumn('total').numFmt = '$#,##0.00';

await workbook.xlsx.writeFile('report.xlsx');

Create Spreadsheet (Python - openpyxl)

from openpyxl import Workbook
from openpyxl.styles import Font, PatternFill

wb = Workbook()
ws = wb.active
ws.title = 'Sales Report'

# Headers
headers = ['Product', 'Quantity', 'Price', 'Total']
for col, header in enumerate(headers, 1):
    cell = ws.cell(row=1, column=col, value=header)
    cell.font = Font(bold=True, color='FFFFFF')
    cell.fill = PatternFill(start_color='4472C4', end_color='4472C4', fill_type='solid')

# Data
data = [
    ('Widget A', 100, 10),
    ('Widget B', 50, 25),
    ('Widget C', 75, 15),
]

for row_idx, (product, qty, price) in enumerate(data, 2):
    ws.cell(row=row_idx, column=1, value=product)
    ws.cell(row=row_idx, column=2, value=qty)
    ws.cell(row=row_idx, column=3, value=price)
    ws.cell(row=row_idx, column=4, value=f'=B{row_idx}*C{row_idx}')

# Totals row
total_row = len(data) + 2
ws.cell(row=total_row, column=1, value='TOTAL')
ws.cell(row=total_row, column=4, value=f'=SUM(D2:D{total_row-1})')

# Number formatting
for row in range(
how to use document-xlsx
CursorClaude CodeClineCodexWindsurfGooseGitHub CopilotVS CodeGemini CLIKiloOpencodeKimi CLIRoo ClineAiderContinueZedBolt.newLovablev0Replit AgentSweepSmol DeveloperDevinCavemanAmpAntigravity
How to use document-xlsx 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 document-xlsx
2
Execute installation command
Execute the skills CLI command in your project's root directory to begin installation:
$npx skills add https://github.com/vasilyu1983/ai-agents-public --skill document-xlsxcopy
The skills CLI fetches document-xlsx from GitHub repository vasilyu1983/ai-agents-public 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/document-xlsx
Reload or restart Cursor to activate document-xlsx. Access the skill through slash commands (e.g., /document-xlsx) 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.
Additional Resources
›View source code on GitHub›Skills CLI documentation›Learn more about Cursor›What are agent skills?