claude-office-skills/pdf form filler
Fill out PDF forms programmatically and extract form data
npx skills add https://github.com/claude-office-skills/skills --skill PDF Form Filler
Fill out PDF forms automatically and extract data from completed forms.
This skill helps you:
"Fill this PDF form with the following data:
- Name: John Smith
- Date: 2026-01-29
- Amount: $1,500"
"Extract all form field values from this PDF"
"What data is filled in this form?"
"Fill 50 copies of this form using data from the spreadsheet"
"Generate forms for each row in this CSV"
| Field Type | Description | Fill Method |
|------------|-------------|-------------|
| Text Field | Single/multi-line text | Direct text entry |
| Checkbox | Yes/No selection | Check/uncheck |
| Radio Button | One of many options | Select option |
| Dropdown | List selection | Choose value |
| Date Field | Date picker | Date value |
| Signature | Digital signature | Signature image/certificate |
| Combo Box | Dropdown with text entry | Select or type |
## Form Fields: [Form Name]
### Field Map
| Field Name | Type | Required | Page | Notes |
|------------|------|----------|------|-------|
| applicant_name | Text | Yes | 1 | Max 50 chars |
| birth_date | Date | Yes | 1 | MM/DD/YYYY |
| gender | Radio | Yes | 1 | M/F/Other |
| employed | Checkbox | No | 1 | Check if yes |
| state | Dropdown | Yes | 2 | US states |
| signature | Signature | Yes | 3 | Digital sig |
## Form Fill Template: [Form Name]
### Form Info
- **File**: application_form.pdf
- **Total Fields**: 25
- **Required Fields**: 15
### Field Mappings
applicant_name: "${firstName} ${lastName}"
date_of_birth: "${birthDate}"
ssn_last_four: "${ssnLast4}"
phone: "${phone}"
email: "${email}"
street_address: "${address.street}"
city: "${address.city}"
state: "${address.state}"
zip_code: "${address.zip}"
currently_employed: ${isEmployed} # checkbox
employer_name: "${employer.name}"
job_title: "${employer.title}"
payment_method: "${paymentMethod}" # dropdown
agree_terms: true # checkbox
### Sample Data
{
"firstName": "John",
"lastName": "Smith",
"birthDate": "1990-05-15",
"phone": "555-123-4567",
"email": "[email protected]",
"address": {
"street": "123 Main St",
"city": "New York",
"state": "NY",
"zip": "10001"
},
"isEmployed": true,
"employer": {
"name": "Acme Corp",
"title": "Manager"
},
"paymentMethod": "Direct Deposit"
}
## Form Fill Result
### Summary
| Status | Value |
|--------|-------|
| **Form** | application_form.pdf |
| **Fields Filled** | 23/25 |
| **Errors** | 2 |
| **Output** | filled_application.pdf |
### Filled Fields
| Field | Value | Status |
|-------|-------|--------|
| applicant_name | John Smith | ✅ |
| date_of_birth | 05/15/1990 | ✅ |
| phone | 555-123-4567 | ✅ |
| state | NY | ✅ |
| payment_method | Direct Deposit | ✅ |
### Errors/Warnings
| Field | Issue | Suggestion |
|-------|-------|------------|
| ssn | Field not found | Check field name |
| signature | Requires certificate | Add signature manually |
### Validation
- ✅ All required fields filled
- ✅ Date formats correct
- ⚠️ Signature field needs manual completion
## Form Data Extraction
### Source: completed_form.pdf
### Extracted Values
{
"form_title": "Employment Application",
"submission_date": "2026-01-29",
"fields": {
"applicant_name": "Jane Doe",
"date_of_birth": "1985-03-20",
"email": "[email protected]",
"phone": "555-987-6543",
"address": "456 Oak Ave, Chicago, IL 60601",
"position_applied": "Senior Developer",
"salary_expectation": "$120,000",
"available_start": "2026-03-01",
"references_provided": true
}
}
### Field Statistics
| Metric | Value |
|--------|-------|
| Total fields | 30 |
| Filled fields | 28 |
| Empty fields | 2 |
| Extraction confidence | 98% |
## Batch Form Fill
### Configuration
- **Template Form**: w9_form.pdf
- **Data Source**: vendors.csv
- **Records**: 150
- **Output Folder**: /filled_w9s/
### Data Preview
| Row | Name | TIN | Address |
|-----|------|-----|---------|
| 1 | Acme Corp | XX-XXX1234 | 123 Main St |
| 2 | Beta LLC | XX-XXX5678 | 456 Oak Ave |
| ... | ... | ... | ... |
### Progress
| Status | Count | % |
|--------|-------|---|
| ✅ Completed | 145 | 97% |
| ⚠️ Warnings | 3 | 2% |
| ❌ Errors | 2 | 1% |
### Errors
| Row | Issue |
|-----|-------|
| 47 | Invalid TIN format |
| 89 | Missing required: Address |
### Output Files
- w9_acme_corp.pdf
- w9_beta_llc.pdf
- ...
## Form Validation Rules
### Field Validations
| Field | Rule | Error Message |
|-------|------|---------------|
| email | Valid email format | "Invalid email address" |
| phone | 10 digits | "Phone must be 10 digits" |
| ssn | XXX-XX-XXXX format | "Invalid SSN format" |
| date | MM/DD/YYYY | "Use MM/DD/YYYY format" |
| zip | 5 or 9 digits | "Invalid ZIP code" |
| amount | Numeric, > 0 | "Enter positive number" |
### Cross-Field Validations
| Rule | Fields | Condition |
|------|--------|-----------|
| Conditional required | employer_name | Required if employed = true |
| Date range | end_date | Must be after start_date |
| Sum check | item_totals | Must equal grand_total |
## Pre-Fill Validation
### Data Validation Results
| Field | Value | Valid | Issue |
|-------|-------|-------|-------|
| email | john@email | ❌ | Missing domain |
| phone | 555-1234 | ❌ | Only 7 digits |
| date | 2026-01-29 | ✅ | - |
| zip | 10001 | ✅ | - |
### Summary
- ✅ Valid: 18 fields
- ❌ Invalid: 2 fields
- ⚠️ Warnings: 3 fields
### Recommendations
1. Fix email format: add domain (e.g., @company.com)
2. Complete phone number with area code
| Form | Purpose | Key Fields |
|------|---------|------------|
| W-9 | Tax identification | TIN, name, address |
| I-9 | Employment eligibility | ID info, citizenship |
| W-4 | Withholding | Allowances, status |
| 1099 | Contractor income | Income, payer info |
| Form | Purpose | Key Fields |
|------|---------|------------|
| NDA | Confidentiality | Parties, terms, dates |
| Invoice | Billing | Items, amounts, terms |
| PO | Purchase order | Items, quantities, vendor |
| Application | Various | Personal info, history |
Take claude-office-skills/pdf form filler from the repository into ~/.claude/skills for personal
use, or into .claude/skills inside a project.
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.