mcpbeat

Morning Note

anthropics/financial-services-morning-note

Draft concise morning meeting notes summarizing overnight developments, trade ideas, and key events for coverage stocks. Designed for the 7am morning meeting format — tight, opinionated, actionable. Triggers on "morning note", "morning meeting", "what happened overnight", "trade idea", "morning call prep", or "daily note".

This is a copy. The original lives at anthropics/morning-note.

759 tokens
context cost
the whole folder, loaded on every use
1
files
instructions only
0
copies elsewhere
how many repositories repackaged it
33987
stars on the repo
on the repository, not the skill itself

Install

one command, takes just this skill from the repository 
npx skills add https://github.com/anthropics/financial-services --skill morning-note

The instruction itself

7 sections, as written by the author

Morning Note

Workflow

Step 1: Overnight Developments

Scan for relevant events across coverage universe:

Earnings & Guidance

  • Any coverage companies reporting overnight or pre-market?
  • Earnings surprises (beat/miss on revenue, EPS, key metrics)
  • Guidance changes (raised, lowered, maintained)

News & Events

  • M&A announcements or rumors
  • Management changes
  • Product launches or regulatory decisions
  • Analyst upgrades/downgrades from competitors
  • Macro data or policy changes affecting the sector

Market Context

  • Overnight futures / pre-market moves
  • Sector ETF performance
  • Relevant commodity or currency moves
  • Key economic data releases today

Step 2: Morning Note Format

Keep it tight — a morning note should be readable in 2 minutes:

[Date] Morning Note — [Analyst Name]

[Sector Coverage]

Top Call: [Headline — the one thing PMs need to hear]

  • 2-3 sentences on the key development and why it matters
  • Stock impact: price target, rating reiteration/change

Overnight/Pre-Market Developments

  • [Company A]: One-line summary of earnings/news + our take
  • [Company B]: One-line summary + our take
  • [Sector/Macro]: Relevant sector-wide development

Key Events Today

  • [Time]: [Company] earnings call
  • [Time]: Economic data release (expectations vs. our view)
  • [Time]: Conference or investor day

Trade Ideas (if any)

  • [Long/Short] [Company]: 1-2 sentence thesis + catalyst
  • Risk: What would make this wrong

Step 3: Quick Takes on Earnings

If a coverage company reported, provide a quick reaction:

| Metric | Consensus | Actual | Beat/Miss |

|--------|-----------|--------|-----------|

| Revenue | | | |

| EPS | | | |

| [Key metric] | | | |

| Guidance | | | |

Our Take: 2-3 sentences — is this good or bad for the stock? Does it change our thesis?

Action: Maintain / Upgrade / Downgrade rating? Adjust price target?

Step 4: Output

  • Markdown text for email/Slack distribution
  • Word document if formal distribution is needed
  • Keep to 1 page max — PMs and traders won't read more

Important Notes

  • Be opinionated — morning notes that just summarize news without a view are useless
  • Lead with the most important thing — don't bury the headline
  • "No news" is a valid morning note — say "nothing material overnight, maintaining positioning"
  • Distinguish between actionable events (earnings, M&A) and noise (minor analyst notes, non-events)
  • Time-stamp your takes — if you're writing at 6am, note that pre-market may change by open
  • If you're wrong, own it in the next morning note — credibility matters more than being right every time

How to use it

Copy the folder

Take anthropics/financial-services-morning-note from the repository into ~/.claude/skills for personal use, or into .claude/skills inside a project.

Check the name does not clash

The agent identifies a skill by the name field in its header. Two skills with the same name cannot sit side by side — one of them will be ignored.