Claude at Work · Natixis · Session 2 of 5

Skills

One line
capital-structuring-ibskill loaded
  • Title
  • Context
  • Diagnostic
  • Need
  • Grid
  • Recommendation
  • Elimination
  • Market
  • The bank
  • Risks
  • Disclaimer

One line in. The full deck out.

01

Introduction

Where we come from, and where we go today.

1 2 3 4 5
Session 1, 9 Sept. 2026

Last week, in one sentence

A model knows nothing about your company, and it invents.
We give it what it needs: instructions, files, skills.

You left with six things

  • Project instructions
  • Prompt library
  • capital-structuring-ib skill
  • Try it yourself PDF
  • Investor profile Excel
  • Financing deck

Today

  1. 1What a skill isWe open capital-structuring-ib and read what is inside.
  2. 2When to write oneAnd when not to.
  3. 3How to build oneDescribed in plain language, on your own machine. Run on Airbus, then kept current on its own.
  4. 4Two skills, one deckThe price file feeds the financing deck. And three skills for your desk.
02

What a skill is

A folder, one text file, and a method written once. What it is, and what it is not.

What a skill is

Five prompts, or one line

Last week · Airbus

01Research Airbus SE's current credit profile…

02Consolidate this into an investor profile and export it as Excel…

03The CFO wants a single financing recommendation… Give me the diagnostic first.

04Recommend one financing solution and explain what you eliminate…

05Build the PowerPoint deliverable, following the template…

or
Today · Airbus

Airbus SE. EUR 10bn over five years. Keep the rating. One argued recommendation, and the deck.

capital-structuring-ib does the rest.

Same company, same brief, same eleven slides. Not the model, not the question: the method, written once.

What a skill is

A recipe, written once

capital-structuring-ib/
SKILL.mdthe method
deck-template.mdoptional
example-airbus.mdoptional

A folder. One text file inside, always the same name. Other files next to it if you want: a template, an example, a checklist.

Inside the file: the steps in order, the output format, the conventions, what to check before you finish.

Method, not data. Your client, your numbers, your files stay in the conversation. The skill says how to work. Not on what.

Claude reads it when it needs it. Not before.

Inside capital-structuring-ib

---
name: capital-structuring-ib
description: Use when a CFO asks how to finance a need under
  a rating constraint. Triggers on: capital structuring,
  financing recommendation, instrument choice.
---
The headerA name, and a description. The description decides when Claude opens the rest.
## Construction sequence (5 blocks, in order)
1. Financial diagnostic   2. Need analysis
3. Comparison grid        4. Recommendation
5. Market conditions
The methodWhat you saw on screen last week. Written down, in order.
## Presentation conventions
Every figure with its source and date.
"To be verified" on anything unconfirmed.
Never the recommendation before the diagnostic.
The conventionsThe house rules. They apply every time, without being asked.
## Deliverable, PowerPoint output
PURPLE 581D74 · BLUE 2690B7 · Montserrat / Calibri
11 slides: Title, Context, Diagnostic, Need, Grid,
Recommendation, Elimination, Market, Bank, Risks, Disclaimer
The templateWhy the same deck comes out, every time, without asking.

Nothing technical. A document. A good analyst wrote it.

What a skill is

The description decides

The only part Claude reads all the time. The rest of the skill stays closed until the description matches your request.

Bad

Helps with finance.

When should Claude open it? It does not know. So it does not.

Good · the real one

Use when a CFO asks how to finance a need under a rating constraint. Triggers on: capital structuring, financing recommendation, instrument choice.

Now Claude knows. And so does your colleague.

Write it for the reader who decides in one second. That reader is Claude.

What a skill is

Two ways to open it

The description is how Claude decides. The name is how you decide. Same skill, same method, same deck at the end.

Claude decides · what we just did

Airbus SE. EUR 10bn over five years. Keep the rating. One argued recommendation, and the deck.

Your words match the description. Claude opens the skill. You never named it.

The normal way. You ask for the work, not for the tool.

You decide · in the prompt

/capital-structuring-ib Airbus SE, EUR 10bn, keep the rating.

A slash, the name, your request. Nothing to match. Nothing to guess.

When you know which skill you want. Or when two of them could answer.

If you have to name it every time, the skill is not the problem. The description is.

03

Four drawers

Prompt, project, skill, connector. Four places to put what you know. Which one, for what.

Four drawers

Prompt, project, skill, connector

Prompt One question, one time.
Lives in
the conversation
Lasts
until you close it
Carries
a question
Project One workspace, one standing context.
Lives in
one project
Lasts
every conversation there
Carries
instructions, files
Skill A way of working. It travels.
Lives in
your skills, anywhere
Lasts
until you change it
Carries
a method, its files
Connector Not knowledge. Access.
Lives in
MCP, session 1
Lasts
while connected
Carries
your tools, your data

Last week you used all four without naming them. The mistake is to put everything in the first drawer.

Four drawers

When to write one

  1. 1The rule of threeThe third time you paste the same instructions, stop. That is a skill.
  2. 2A fixed formatA memo with the same sections. A deck with the same slides. That is a skill.
  3. 3A method the team must shareTwo analysts, two different investor profiles: the method is not written. Write it.

And when not to. A task you do once. A prompt is enough.

Four drawers

What never goes in

A skill travels. Your colleague installs it. Think of it as a document that leaves your desk.

Method, format, conventionsThe steps, the sections, the house rules, the template. This is what a skill is for.
Client names, client numbers, anything under NDAThey stay in the conversation. Or in the project, if the project is approved for that.
Passwords, tokens, access keysNever. Not in a skill, not in a prompt, not anywhere you type.

The skill says how. The conversation says on what.

04

How Claude
reads it

Three levels of reading. And why you can have fifty skills without a problem.

How Claude reads it

Three levels

Last week, the box: everything you give it has to fit. So Claude does not read fifty skills. It reads three levels.

1
The descriptiontwo lines per skill
Always in the box. Fifty skills, one hundred lines. Cheap.
2
SKILL.mdthe method, a few pages
Opened only when the description matches. One skill at a time.
3
The other filestemplate, examples, checklists
Opened only when the method says so. And only the one it needs.

Cheap to carry. Loaded when useful. Nothing else.

How Claude reads it

You already used two

How did Claude know how to build a PowerPoint last week? Same answer. A skill, written by Anthropic. Already there.

xlsxExcelThe investor profile. Source, date, status.used last week
pptxPowerPointThe financing deck. Eleven slides, the template.used last week
docxWordMemos, letters, anything with a table of contents.
pdfPDFRead, merge, fill, extract.

A skill is not exotic. It is how Claude knows how to do anything precise.

05

Build one

Described in plain language, the way you would brief an intern. Built on your machine, run on Airbus.

Build one

MCP, skill, Cowork

So far, you asked Claude for things. The three blocks of today give it arms, a method, and a workshop.

MCP the arms A connector that gives Claude access to something outside itself. Today: a browser that reads share prices off the web.
Skill the method A business method written once, replayable by anyone, on any company. Today: the file format, the no-duplicate rule, the “Not available” rule.
Cowork the workshop Claude works inside a folder on your PC, on demand or on a schedule. Today: Prices_AIR.PA.xlsx lands in your folder, then keeps itself current.

Arms, a method, a workshop. It works on your files, even when you do not ask.

Build one

A mechanism, not a slide

The share price moves every day. The deck does not.
Nobody reopens a pitch every morning to re-paste a chart.

By the end of the hour

Prices_AIR.PA.xlsx One Excel file per company In your shared folder. Company, ticker, exchange in the header. It keeps itself current. the source
slide 2 A share-price slide in the Airbus deck The 12-month curve, and three key figures. Drawn from the file, every time the deck is built. the view

So we do not add a slide. We add a mechanism.

Build one

An asset, not a picture

The question always comes: why go through an Excel file, and not the chart straight into the deck?

The chart, pasted in the deck

A picture. Frozen the day you paste it.

One deck, one moment. Next week, wrong. Next pitch, all over again.

The file, then the deck

The file is the source. It serves all your decks. The deck is one view of it, at one moment.

An asset. It keeps itself current, and every deck reads it.

The data and the document are two different things. Put the data in a file, and you have an asset.

Build one

Describe it

We do not write the skill. We describe it. Plain language, the way you brief an intern on day one. What it fetches, where it writes, what it must never do.

Claude proposes the file format. It does not ask. That is normal: a skill is text, not code. You read it back, and you correct it.

Copy the prompt from the resources page. Send it. Watch what happens.

Prompt 01 · your machine, now

Create me a skill, named stock-histo-prices, that fetches:

  • one year of daily prices — Date, Open, High, Low, Close — for a listed company
  • through a web-browsing MCP connector
  • into one Excel file per company, in a shared folder — never duplicating a date already present, never overwriting history
  • a missing or uncertain figure is “Not available”, never an estimate
  • a batch mode: “update every price file” processes every Prices_*.xlsx in the folder, reading each file’s header for company, ticker and exchange
Build one

Read it

Three rules. Read them out loud.

One file per company. Named by its ticker. The header says which company, which listing, which source.

Never a duplicate date. A date already in the file is never rewritten, even when the source now shows another number.

“Not available”, never an estimate. A visible gap is recoverable. A fabricated price is not.

Not technical. Your analyst discipline, written down once. An estimated figure in a pitch is a wrong figure.

---
name: stock-histo-prices
description: Fetch one year of daily prices
  for a listed company by browsing a financial
  data site, then merge them into one Excel file
  per company, never duplicating a date, never
  overwriting history. Use when asked for a price
  history, or to update every price file.
---
## What this skill is for
1. History is immutable.
2. Nothing is ever estimated. "Not available".
## File layout   Prices_<TICKER>.xlsx
A1 Company  A2 Ticker  A3 Exchange  A5 Source
A8 Date | Open | High | Low | Close
Build one

Install it

Claude
  • stock-histo-prices.skill
  • Save skill
Claude hands you the packaged folder at the end, with a button. One click and it is in your own profile.
Cowork
  • Skills folder
  • Drop the folder
On your desktop. Same folder, same file, nothing to convert.
Claude Code
  • .claude/skills/
  • Copy the folder
For the technical colleagues. Same skill, same file.

It is now in your list of skills, on every surface signed in to your account. Once. Not once per conversation.

Build one

Run it

Prompt 02 · a new conversation

/stock-histo-prices Airbus SE (AIR.PA, Euronext Paris) and drop the file in my Share_Prices folder. Show me the last 5 rows you fetched before saving.

Watch where the file appears. Not in the conversation. In your folder.

  1. 1The connector opensThat is MCP, live. It reads the page right now, the way you would.
  2. 2Five rows, before it savesYou see what it read. A check before it writes anything.
  3. 3Your folder fills upThat is Cowork. Open Prices_AIR.PA.xlsx in Excel now: the effect is there, not in the chat.
  4. 4The headerCompany, Ticker, Exchange, Source at the top. Remember it: batch mode, in ten minutes.
06

Keep it
current

A frozen file is no better than a frozen slide. Three ways to keep it current, from the most manual to the most autonomous.

Keep it current

On demand

Prompt 03 · one company

Update the Airbus price file.

No slash. No skill named. The description decides. You ask for the work, not for the tool.

It reads the last date in the fileAnd asks the source only for what comes after. Not the year again.
It adds the missing daysUnder the rows you already have. Same columns, same header.
Not one existing row movedIf the source now says something else, it tells you. It does not replace.
Keep it current

Every file in the folder

Prompt 04 · the whole folder

Update every price file.

Four words. No company, no ticker, no exchange.

  1. 1It lists the folderEvery Prices_*.xlsx in it.
  2. 2It reads each headerCompany, ticker, exchange, and the source already used. Never guessed from the file name.
  3. 3It updates each oneOnly the missing days. Same rules, same checks. One bad ticker never stops the others.
  4. 4One summaryOne line per file: updated, already current, or failed and why.

You named no company at all. That is the difference between an assistant and a tool.

Keep it current

On a schedule

Prompt 05 · a scheduled task, in Cowork

Create a scheduled task: every Friday at 6pm, update every Prices_*.xlsx file in my Share_Prices folder, then send me a summary of the week’s moves by company.

Mon
Tue
Wed
Thu
Fri · 18:00Every price file updated. Then a summary of the week’s moves, by company.

It runs on your laptop, with Claude open.
Closed at six? It runs when you are back.

Keep it current

What it refuses to do

Rewrite a date already in the fileEven when the source now says another number. Reported, never applied.
Estimate a missing figure“Not available”. Never the previous close, never an average.
Write a row that does not add upHigh below low, close outside the day’s range: refused, and listed.
Count a dividend as a sessionA dividend line, a split, an adjusted close: not a trading day. Left out.

This is the part you cannot get from a prompt. Written once, it holds every time.

07

Two skills,
one deck

One skill produces the data. One skill produces the deck. A skill can call another skill.

Two skills, one deck

A skill calls a skill

capital-structuring-ib will not display a price. It asks stock-histo-prices to make sure the file is current. Then it reads that file, and draws the slide.

stock-histo-pricesMakes sure the file is currentFetches only the missing days. Or nothing, if the file is up to date.
Prices_AIR.PA.xlsxThe sourceClose column, twelve months. Header: company, ticker, exchange, source.
capital-structuring-ibReads the file, draws slide 2The curve, three figures, the source in the footer. Then the eleven slides you know.
slide 2 of 12Share price performanceTwelve months. Rebuilt from the file every time the deck is built.

One skill produces the data. One skill produces the deck. Last step, and the most important of the day.

Two skills, one deck

Amend the deck skill

What the new slide 2 holds

Source. Prices_<TICKER>.xlsx in the shared folder, Close column. Missing or out of date? Call stock-histo-prices first.

Content. A 12-month Close curve, in purple. Three key figures: performance in %, period high, period low, with their dates.

Footer. The source, and the date of the last close in the file.

“Show me what you intend to change before saving.” Never let a skill rewrite itself unreviewed.

Prompt 06 · trainer screen

Open the capital-structuring-ib skill. In the “Deliverable — PowerPoint output” block, insert a new slide in position 2, titled “Share price performance — 12 months”, shifting the existing slides down by one: the deck goes from 11 to 12 slides. It is fed by the stock-histo-prices skill.

Do not modify any other block of the skill. Show me what you intend to change before saving.

Two skills, one deck

Regenerate the deck

Prompt 07 · trainer screen

Regenerate Airbus_SE_Financing_Recommendation_S6-Training.pptx, inserting the new slide 2 from the Prices_AIR.PA.xlsx file. The 11 existing slides keep their content and shift down by one. Save the result next to the original, without overwriting it.

Twelve slides. Eleven untouched. Saved next to the original: the same rule as a minute ago, applied to a client deliverable.

  • Title
  • Share price
  • Context
  • Diagnostic
  • Need
  • Grid
  • Recommendation
  • Elimination
  • Market
  • The bank
  • Risks
  • Disclaimer
Airbus SE · slide 2 of 12
Share price performance — 12 months
12 months ago last close
+ x %12-month performance
Highvalue · date
Lowvalue · date
Source: Prices_AIR.PA.xlsx · last close in the file: date

The next recommendation, on any company, gets its price slide. Nothing to redo.

08

Skills for your desk

Three skills you take home today. And the ones you will write yourself.

Skills for your desk

Three skills

stock-histo-prices Price history in a company, a ticker, an exchange out its price file, kept current, never a date twice described this morning
capital-structuring-ib Capital structuring in a financing need out the argued recommendation, and the deck — twelve slides now session 1 · amended today
investor-profile-ib Investor profile in one company out the Excel profile, sourced line by line the prompt library, packaged

Three roads to the same thing. A need described in plain language. A method you already had, and amended. A sequence of prompts you already ran. All three on the resources page.

Skills for your desk

Beyond IB

Find the thing you do the same way, every time.

  • A credit memo. Same sections every time.
  • A KYC summary. Same checks, same order, same output.
  • A term sheet review. Same points to check.
  • An RFP answer. Same structure, your house style.
  • Meeting notes into the CRM. Same fields.
  • Regulatory watch. Same sources, same summary format.

Which one is yours?

Skills for your desk

One skill, one owner

A skill is a document. Treat it as a document.

One ownerThe person who wrote it, and who updates it. Their name in the file.
Personal, then sharedStart personal. When a colleague asks for it, it becomes shared. Then someone reviews it.
VersionsWhen the method changes, the skill changes. Say what changed. And read the change before it is saved.

Nothing new. It is how you already handle a template, or a checklist.

Wrap-up

In one hour

MCPYou gave Claude armsA browser that reads share prices off the web.the arms
skillYou wrote a method that outlives youThe format, the rules, written once. Replayable on any company.the method
CoworkYou put it in your folder, on a scheduleThe file keeps itself current. On your laptop, with Claude open.the workshop
skill → skillYou plugged one method into anotherThe deck gets its price slide. For Airbus, and for every name you cover.the chain

What you built today is not a slide. It is a chain that produces that slide.

One sentence ties it all together
A skill is your way of working.
Written once.
That Claude reads when it needs it.

The words

SkillA way of working, packaged once.
SKILL.mdThe one file inside. The method.
DescriptionThe two lines that decide.
TriggerThe words that open it. Or its name, typed.
ResourceA file next to it. A template, a script, an example.
Progressive disclosureThree levels of reading. Cheap to carry, loaded when useful.
MCPNot knowledge. Access. Today: the browser that read the prices.
CoworkThe workshop. Claude works in a folder on your PC, on demand or on a schedule.
Batch modeOne line for the whole folder. Each file says which company it is.
Scheduled taskEvery Friday at six. The folder updates itself, and you get a summary.
Not availableWhat a missing figure says. Never an estimate.
A skill calls a skillOne produces the data, the other reads it. The deck gets its slide.
Before next session

Run it on your coverage

Homework

  1. 1Two companiesRun the skill on two names from your own coverage.
  2. 2Monday morning“Update every price file.” Check that nothing was duplicated.
  3. 3One fixReread your skill. Fix one thing that bothers you. Anything.

You take away

  • Three skills, ready to install, and their method
  • The seven prompts, in the order they were run
  • Try it yourself, session 2, PDF
  • The files produced live today

The point is that you touch a skill’s text at least once.

Questions?

Thank you.

Claude at Work · Natixis · Session 2 of 5
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