Document Generator (Word & Excel)

Generates Word (.docx) reports and Excel (.xlsx) workbooks as real downloadable files. Use when the user wants a file output — not a text answer — for SMSF,...

Security Scan

The skill's code, instructions, and requirements are consistent with its stated purpose of producing .docx and .xlsx files and do not request unrelated credentials or perform suspicious actions.

Purpose & Capability

Name/description (Word & Excel document generation) match the included scripts, templates, and requirements. The included Python files implement the described features (basic Word elements, simple Excel templates and JSON-driven sheets).

Instruction Scope

SKILL.md instructs only to run the provided scripts with JSON/config or simple CLI args. It explicitly warns not to execute arbitrary code and to write files only with user approval. The instructions do not reference unrelated files, secrets, or external endpoints.

Install Mechanism

No registry install spec; the skill is instruction-only but includes a requirements.txt and a clear pip install line for python-docx and openpyxl (standard PyPI packages). No downloads from arbitrary URLs or extract steps; installation approach is standard and proportional.

Credentials

The skill requests no environment variables, no credentials, and no config paths. The code reads only user-specified JSON/config files and writes only the user-specified output path (with overwrite protection unless --force is used).

Persistence & Privilege

Skill flags are default (always:false, user-invocable:true). It does not request persistent presence, nor does it modify other skills or system-wide settings.

Assessment

This skill appears to do exactly what it claims: generate simple .docx and .xlsx files from JSON or CLI args using python-docx and openpyxl. Before installing or running: (1) install dependencies in a virtual environment (pip install -r requirements.txt); (2) run the example commands locally to verify output; (3) only supply JSON/config files you trust (the scripts parse JSON but do not execute code); (4) confirm output paths before running (the scripts resolve paths and create directories and will not overwrite unless you pass --force); and (5) review generated documents with a qualified professional for any compliance/legal use. If you need branding, macros, or advanced Excel features, this skill cannot produce them.

SMSF Document Creator

Generates Microsoft Word and Excel files from structured input. Designed for repeatable SMSF, accounting, and compliance workflows where the user needs a real file — not just a formatted text response.

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When to use this skill

Trigger this skill when the user asks for a file, such as:

• "Draft a Word document for the trustee review"
• "Create an Excel budget workbook"
• "Generate a .docx / .xlsx file"
• "Make a checklist I can send to the client"
• "Produce a working paper in Excel"
• "I need a spreadsheet with this data"

Do not trigger this skill when:

• The user only wants a text response or inline table
• No file output is requested
• The document requires heavy formatting, macros, or branding this skill cannot produce (see Limitations)

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What this skill produces

Word documents (.docx)

Element	Supported
Document title	✅
Headings (levels 1–2)	✅
Paragraphs	✅
Bullet lists	✅
Numbered lists	✅
Basic tables	✅
Images / branding	❌
Advanced styles	❌

Typical uses: trustee resolution drafts, client checklists, engagement summaries, compliance review notes, internal workpaper notes, business letters.

Excel workbooks (.xlsx)

Mode	How to invoke
Budget template	--template budget
Invoice template	--template invoice
Custom data (JSON)	--data your-file.json

Features: styled header rows, auto-sized columns, simple SUM/difference formulas, bar chart (budget template only).

Typical uses: budget sheets, invoice layouts, cashflow working papers, financial review tables, data exports.

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Usage

Use {baseDir} to refer to the skill directory.

Word — simple

python3 "{baseDir}/create_docx.py" \
  --title "SMSF Trustee Review Summary" \
  --content "This draft summarises matters identified during the annual compliance review." \
  --output "./trustee-review-summary.docx"

Word — from JSON config

python3 "{baseDir}/create_docx.py" \
  --config "{baseDir}/templates/example_doc.json" \
  --output "./smsf-report.docx"

Excel — budget template

python3 "{baseDir}/create_xlsx.py" \
  --template budget \
  --output "./budget.xlsx"

Excel — invoice template

python3 "{baseDir}/create_xlsx.py" \
  --template invoice \
  --output "./invoice.xlsx"

Excel — from JSON data

python3 "{baseDir}/create_xlsx.py" \
  --data "{baseDir}/templates/example_sheet.json" \
  --output "./quarterly-data.xlsx"

Use --force on any command to overwrite an existing output file.

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JSON input formats

Word document

{
  "title": "Document Title",
  "sections": [
    {
      "heading": "Section Heading",
      "level": 1,
      "paragraphs": ["Paragraph one.", "Paragraph two."],
      "bullets": ["Point A", "Point B"],
      "numbered": ["Step 1", "Step 2"],
      "table": [
        ["Header 1", "Header 2"],
        ["Value 1",  "Value 2"]
      ]
    }
  ]
}

• title and all section keys are optional
• level should be 1 or 2
• All rows in a table must have the same column count

Excel workbook — single sheet

{
  "title": "Quarterly Data",
  "headers": ["Month", "Revenue", "Expenses", "Profit"],
  "rows": [
    ["January",  120000, 80000, 40000],
    ["February", 140000, 85000, 55000]
  ]
}

Excel workbook — multiple sheets

{
  "sheets": [
    {
      "title": "Income",
      "headers": ["Month", "Amount"],
      "rows": [["January", 1000], ["February", 1200]]
    },
    {
      "title": "Expenses",
      "headers": ["Month", "Amount"],
      "rows": [["January", 700], ["February", 650]]
    }
  ]
}

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Safety rules

1. Only write files to locations the user has explicitly approved. Do not write to shared, client, or regulated folders without confirmation.
2. Do not overwrite existing files unless the user has clearly asked for that (use --force only when authorised).
3. All output is a draft. Never present generated documents as final, signed, or legally compliant without separate professional review.
4. SMSF and compliance documents must be reviewed by a qualified accountant, auditor, or adviser before use with a client or regulator.
5. Do not interpolate free-form user input directly into shell commands. Use structured JSON input instead.
6. Do not execute arbitrary code supplied by the user as part of document content or config.

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Limitations

This skill does not:

• Apply business branding, logos, or letterheads
• Produce advanced Word styles beyond the built-in Normal/Heading/List set
• Create complex Excel formulas, pivot tables, or VBA macros
• Validate legal or regulatory wording
• Replace professional review for any client-facing or lodgement document
• Produce macro-enabled .xlsm or .dotm files

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Requirements

pip install python-docx openpyxl

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Files

File	Purpose
create_docx.py	Generates Word documents
create_xlsx.py	Generates Excel workbooks
templates/example_doc.json	Sample Word config
templates/example_sheet.json	Sample Excel data

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Author: R.J. — MySMSF. Generated documents are drafts and working files only.