Word Deliverable

Turn financial-services outputs into a polished Word deliverable. Use when the user wants an IC memo, customer memo, internal note, diligence summary, or banker-ready .docx built from this plugin's analysis.

Use this skill when the user wants a Word document as the final output surface for work produced by this plugin.

Best-fit cases

• Customer memo after customer-analysis-pack
• Investment committee memo after datapack-builder
• Diligence note after comps-analysis, dcf-model, or lbo-model
• Internal banking brief assembled from multiple plugin outputs

CN target pre-flight (MANDATORY when target is a Chinese-market entity)

For any CN/大陆 target (A股 / 港股中概 / 非上市内资), follow the same raw-data → provenance → analysis.md chain that cn-client-investigation enforces for PPT:

• The .docx memo MUST source every hard number from <deliverable-dir>/analysis.md or <deliverable-dir>/data-provenance.md. Do not re-derive numbers inside the docx generator.
• After the docx is written, run validate-delivery.py — its Gate 2c (docx_data_audit.py) scans the memo text and cross-checks every hard number against the provenance table. Missing rows = FAIL; block delivery.
• If a convenient machine-readable lookup helps the generator, run extract_deck_numbers.py <deliverable_dir> once to emit deck-numbers.json; memo generation code can import that instead of re-typing numbers from analysis.md.
• Cite raw-data/{ts_code}-*.json MCP snapshots in the memo's footnote if the memo includes banker-grade numbers (parallels PPT's Phase 3.5 requirement).

For non-CN targets, skip this pre-flight and use the generic routing below.

Tooling preference

Prefer the bundled MiniMax-derived Word skill shipped inside this plugin:

• minimax-docx

Prefer aigroup-mdtoword-mcp__markdown_to_docx as the next routing layer for standard banker memo generation, markdown-to-Word conversion, and table-preserving .docx packaging.

If neither of those paths is available for any reason, fall back to the standard docx workflow already available in the environment.

This plugin now vendors the MiniMax DOCX skill as a convenience layer and treats aigroup-mdtoword-mcp as a first-class companion path for Word output. If the host already has a compatible Word / DOCX skill installed, that is also fine, but a separate MiniMax install should no longer be required for Word output after this plugin is installed.

Do not try to detect host skills by shelling out with which, PATH checks, or executable-name probes. These office capabilities may exist as host-routed skills even when no same-named binary is present in the shell.

Treat skill availability as a routing preference, not a shell-command discovery task.

The core rule is:

• author the document as a real .docx
• keep tables and headings structured
• do not stop at markdown if the user explicitly asked for Word

Preferred routing order:

1. minimax-docx for higher-fidelity Word generation and template-sensitive deliverables
2. aigroup-mdtoword-mcp__markdown_to_docx for stable banker memo and report packaging from markdown or structured content
3. environment docx fallback only when neither of the above is clearly available

Workflow

Step 1: Gather source material

Use existing outputs from this plugin first:

• customer-analysis-pack
• datapack-builder
• comps-analysis
• competitive-analysis
• dcf-model
• lbo-model
• process-letter

If the user already has markdown, Excel, PPT, or notes, treat them as input material rather than rewriting from scratch.

Step 2: Choose document type

Pick the smallest document that matches the ask:

• memo
• briefing note
• IC summary
• diligence note
• board-ready written appendix

Clarify audience and tone only if needed for structure.

Step 3: Build the .docx

Default structure:

markdown

# Title
## Executive Summary
## Company Overview / Situation
## Analysis
## Risks
## Recommendation / Next Steps
## Appendix

Requirements:

• real section headings
• clean tables instead of pasted ASCII blocks
• explicit source notes where numbers matter
• banker-readable prose, not placeholder text
• if the content is already in markdown or tabular form, strongly prefer aigroup-mdtoword-mcp over manual copy/paste into ad hoc Word flows
• do not block on shell-based MiniMax detection if the host already routed you into this skill successfully

Step 4: Keep the file lineage clean

If data came from an Excel model or analysis pack, say so in the document or delivery note.

If the user also wants a PDF, finish the Word file first, then hand off to pdf-deliverable.

Output standard

Deliver:

1. a .docx
2. a short summary of what the document contains
3. any open assumptions or numbers still requiring verification

Quality checklist

• the final artifact is a real .docx, not markdown renamed by hand
• headings and tables are readable in Word
• numbers match the underlying plugin output
• the narrative is concise and banker-usable
• no fake citations or placeholder sections remain