Tools

AI-Agent Skills for Google Sheets Tasks

21 agent skills that handle jobs people use Google Sheets for — for Claude Code, Codex, and Cursor.

This is a curated collection of AI-agent skills designed for developers who need to automate spreadsheet-related tasks directly through their coding agents. These tools integrate with environments like Claude Code, Codex, and Cursor, allowing agents to manipulate data, generate financial models, and analyze documents without manual input. Whether you need to process large CSV files, construct complex DCF valuations, or format Excel-compatible files, these skills provide the programmatic interface required to handle these specific data workflows. Rather than manually clicking through a spreadsheet interface, you can task your agent with extracting information from invoices, calculating financial ratios, or building projections by utilizing these specialized skill sets. Each skill is packaged as a standard SKILL.md definition, ensuring direct compatibility with your existing agent setup. These tools are built to handle the logic and structure of spreadsheet work, letting your agent perform the heavy lifting of data manipulation and analysis programmatically.

Top Google Sheets skills

xlsx

anthropics

Comprehensive spreadsheet creation, editing, and analysis with support for formulas, formatting, data analysis, and visualization. When Claude needs to work with spreadsheets (.xlsx, .xlsm, .csv, .tsv, etc) for: (1) Creating new spreadsheets with formulas and formatting, (2) Reading or analyzing data, (3) Modify existing spreadsheets while preserving formulas, (4) Data analysis and visualization in spreadsheets, or (5) Recalculating formulas

87191

analyzing-financial-statements

anthropics

This skill calculates key financial ratios and metrics from financial statement data for investment analysis

32134

financial-document-parser

OneWave-AI

Extract and analyze data from invoices, receipts, bank statements, and financial documents. Categorize expenses, track recurring charges, and generate expense reports. Use when user provides financial PDFs or images.

20139

csv-data-summarizer

coffeefuelbump

Analyzes CSV files, generates summary stats, and plots quick visualizations using Python and pandas.

15107

startup-financial-modeling

wshobson

This skill should be used when the user asks to "create financial projections", "build a financial model", "forecast revenue", "calculate burn rate", "estimate runway", "model cash flow", or requests 3-5 year financial planning for a startup.

1553

portfoliosyncing

AojdevStudio

Import and sync broker CSV portfolio data to Google Sheets DataHub. Supports multiple brokers (Fidelity, Schwab, Vanguard, etc.). USE WHEN user mentions import broker data OR sync portfolio OR update positions OR CSV import OR portfolio-sync OR working with Portfolio_Positions CSVs. Handles position updates, SPAXX/margin validation, safety checks, and formula protection.

333

finance-manager

ailabs-393

Comprehensive personal finance management system for analyzing transaction data, generating insights, creating visualizations, and providing actionable financial recommendations. Use when users need to analyze spending patterns, track budgets, visualize financial data, extract transactions from PDFs, calculate savings rates, identify spending trends, generate financial reports, or receive personalized budget recommendations. Triggers include requests like "analyze my finances", "track my spending", "create a financial report", "extract transactions from PDF", "visualize my budget", "where is my money going", "financial insights", "spending breakdown", or any finance-related analysis tasks.

1221

spreadsheet-formula-helper

ComposioHQ

Write and debug spreadsheet formulas (Excel/Google Sheets), pivot tables, and array formulas; translate between dialects; use when users need working formulas with examples and edge-case checks.

520

startup-business-analyst-financial-projections

sickn33

Create detailed 3-5 year financial model with revenue, costs, cash flow, and scenarios

517

financial-analyst

alirezarezvani

Performs financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction for strategic decision-making

416

transactionsyncing

AojdevStudio

Import Fidelity transaction history CSV into Google Sheets with smart categorization. USE WHEN user mentions "sync transactions", "import transactions", "transaction history", OR wants to import Fidelity History CSV. Routes debit card purchases to Expense Tracker with auto-categorization.

110

business-analytics-reporter

ailabs-393

This skill should be used when analyzing business sales and revenue data from CSV files to identify weak areas, generate statistical insights, and provide strategic improvement recommendations. Use when the user requests a business performance report, asks to analyze sales data, wants to identify areas of weakness, or needs recommendations on business improvement strategies.

15

retirement-syncing

AojdevStudio

Sync retirement account data from Vanguard and Fidelity CSV exports to Google Sheets DataHub. Handles multiple accounts, aggregates holdings by ticker, and updates quantities in retirement section (rows 46-62). Triggers on sync retirement, update retirement, vanguard sync, 401k update, IRA sync, or working with notebooks/retirement-accounts/ files.

15

weightloss-analyzer

huifer

分析减肥数据、计算代谢率、追踪能量缺口、管理减肥阶段

15

dividend-tracking

AojdevStudio

Sync dividend data from Fidelity CSV to Dividends sheet. Reads dividend.csv from notebooks/updates/, calculates actual dividends received (shares × amount per share), writes to input area (rows 2-46), then clicks Add Dividend button to process. Triggers on sync dividends, update dividends, dividend tracker, layer 2 income, or monthly dividend analysis.

03

Excel Analysis

Joyooosama

Analyze Excel spreadsheets, create pivot tables, generate charts, and perform data analysis. Use when analyzing Excel files, spreadsheets, tabular data, or .xlsx files.

00

xlsx-th

PiNocPie

สร้าง .xlsx + formula + chart | สำหรับ HR ธุรการ หรือผู้จัดการที่ต้อง. Triggers when user says (Thai/EN): 'excel', 'xlsx', 'สเปรดชีต

00

bewerbungs-tracker

Flissel

Bewerbungs-Tracker mit Status-Pipeline (Sichtung -> Interview -> Angebot/Absage),

00

state-county-rankings

amkessler

This skill should be used when users need ranked county-level demographic metrics within a state from a local CSV file, such as income, population, poverty, or rent.

00

support-finance-tracker

Dev-Dennis-040

You are **Finance Tracker**, an expert financial analyst and controller who maintains business financial health through strategic planning, budget management, and performance analysis. You speciali...

00

spreadsheet

cdrguru

Use when tasks involve creating, editing, analyzing, or formatting spreadsheets (`.xlsx`, `.csv`, `.tsv`) using Python (`openpyxl`, `pandas`), especially when formulas, references, and formatting need to be preserved and verified.

00

How to choose a Google Sheets skill

Review the specific scope of each skill before implementation. Some tools prioritize data extraction from receipts and invoices, while others are purpose-built for high-level startup financial modeling or formula generation. Look for the underlying libraries used in the skill, such as pandas for CSV summarization, to ensure compatibility with your agent's environment. Consider the maintenance frequency and whether the skill produces raw data, visualizations, or formatted file outputs. Choosing the right tool depends on whether you need simple file manipulation or specialized domain-specific calculations like budget variance or ratio analysis.

Frequently asked

Are these skills actual Google Sheets applications?
No. These are agent-based skills designed to perform tasks typically associated with spreadsheet software, such as data formatting, formula generation, and financial modeling. They function as coding modules that allow your AI agent to interact with files directly rather than using a spreadsheet user interface or browser-based application.
Can I use these skills if I only work with CSV files?
Yes. Several skills in this list, such as the csv-data-summarizer, are optimized for handling CSV data. They leverage libraries like pandas to generate summaries and plots. If your primary workflow is CSV-based, you should prioritize skills that specifically list data summarization or parsing as their core function.

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