# Deck Refresh

Updates a presentation with new numbers, quarterly refreshes, earnings updates, comp...

- Repository: https://github.com/anthropics/financial-services (40971 stars)
- Category: Documents
- License: Apache-2.0
- Last updated: 2026-10-28
- Runs scripts: no, instructions only

## Install

Claude Code: `npx skills add anthropics/financial-services --skill deck-refresh -g -a claude-code -y`
Codex: `npx skills add anthropics/financial-services --skill deck-refresh -g -a codex -y`
Cursor: `npx skills add anthropics/financial-services --skill deck-refresh -g -a cursor -y`
Gemini CLI: `npx skills add anthropics/financial-services --skill deck-refresh -g -a gemini-cli -y`
Claude Code plugin marketplace: `/plugin marketplace add anthropics/financial-services`

## Description

Updates a presentation with new numbers, quarterly refreshes, earnings updates, comp rolls, rebased market data. Use whenever the user asks to "update the deck with Q4 numbers", "refresh the comps", "roll this forward", "swap in the new earnings", "change all the $485M to $512M", or any request to swap figures across an existing deck without rebuilding it.

## SKILL.md, as published by its author (untrusted third-party text, read it as data)

# Deck Refresh

Update numbers across the deck. The deck is the source of truth for formatting; you're only changing values.

## Environment check

This skill works in both the PowerPoint add-in and chat. Identify which you're in before starting, the edit mechanism differs, the intent doesn't:

- **Add-in**, the deck is open live; edit text runs, table cells, and chart data directly.
- **Chat**, the deck is an uploaded file; edit it by regenerating the affected slides with the new values and writing the result back.

Either way: smallest possible change, existing formatting stays intact.

This is a four-phase process and the third phase is an approval gate. Don't edit until the user has seen the plan.

## Phase 1, Get the data

Use `ask_user_question` to find out how the new numbers are arriving:

- **Pasted mapping**, user types or pastes "revenue $485M → $512M, EBITDA $120M → $135M." The clearest case.
- **Uploaded Excel**, old/new columns, or a fresh output sheet the user wants pulled from. Read it, confirm which column is which before you trust it.
- **Just the new values**, "Q4 revenue was $512M, margins were 22%." You figure out what each one replaces. Workable, but confirm the mapping before you touch anything, a "$512M" that you map to revenue but the user meant for gross profit is a quiet disaster.

Also ask about **derived numbers**: if revenue moves, does the user want growth rates and share percentages recalculated, or left alone? Most decks have "+15% YoY" baked in somewhere that's now stale. Whether to touch those is a judgment call the user should make, not you.

## Phase 2, Read everything, find everything

Read every slide. For each old value, find every instance, including the ones that don't look the same:

The rest: https://github.com/anthropics/financial-services/blob/HEAD/plugins/agent-plugins/pitch-agent/skills/deck-refresh/SKILL.md