Adds the new `otlp_resource_attributes` key (comma-separated k=v, same
format as OTEL_RESOURCE_ATTRIBUTES) to:
- build-manifest.mjs KEYS validator
- manifest.md / bootstrap.md telemetry sections
- update-user-attrs.md key table
Paired with anthropics/office-agent OA-336.
JSON object of extra HTTP headers the add-in attaches to every request
it sends to the configured gateway. Lets enterprise gateways receive
accounting or routing tags without a header-injecting proxy in front.
- build-manifest.mjs: KEYS validator entry
- manifest.md / bootstrap.md / update-user-attrs.md: documented with
example and reserved-header list
Adds examples/python-bootstrap/: a ~80-line FastAPI reference for the
bootstrap endpoint. Validates the Entra ID token, reads oid/groups from
claims, parses X-Claude-User-Agent for the Office host, and returns
skills + mcp_servers via a first-match RULES table in config.py.
Includes mint_dev_token.py (loopback-only RS256 dev tokens),
get_tenant_id.py, requirements.txt, and README.
Also documents the X-Claude-User-Agent request header and recommended
CORS preflight (Allow-Headers: Authorization, X-Claude-User-Agent, *)
in commands/bootstrap.md.
Add azure_resource_name and azure_api_key to the build-manifest KEYS
table so admins can bake Foundry config into the add-in manifest.
Document the Foundry path in setup.md and the keys table in manifest.md.
Adds gateway_api_format (anthropic | bedrock | vertex) to the config key
set so admins can deploy against gateways exposing Bedrock InvokeModel
or Vertex rawPredict pass-through routes instead of /v1/messages.
- build-manifest.mjs: KEYS entry with /^(anthropic|bedrock|vertex)$/
- setup.md: gateway wizard asks for API format; vertex => also capture
gcp_project_id + gcp_region; Step 6 smoke test now has three
format-specific curls (path + body shape differ per format)
- manifest.md / update-user-attrs.md / bootstrap.md: docs for the key
Adds mcp_servers to the recognized KEYS table so admins can bake an
org-wide MCP server list into the manifest URL. Documents the key in
commands/manifest.md alongside the other cross-cutting keys, with a
shell-quoted example and a pointer to bootstrap.md for the full schema
and per-user delivery.
Adds a new section to the /debug skill covering how to attach browser
devtools to the add-in WebView on both platforms. The macOS recipe
includes the three-gate sequence (defaults write, Safari Develop menu,
Sonoma Privacy & Security allowlist) plus the gotcha that Office updates
silently reset the defaults-write flag. Windows covers both WebView2
(right-click or Edge DevTools Preview) and the IE11/Trident legacy path
via IEChooser.exe.
Also adds a triage table row so admins asking 'how do I see the console'
route here directly.
Adds bootstrap_expires_at to the bootstrap endpoint response example
and explains it enables proactive config refresh — the add-in re-calls
the endpoint before expiry. Epoch seconds or milliseconds, auto-detected.
Explains the x-api-key vs Authorization: Bearer choice in the Gateway
section of setup.md, adds the key to manifest.md's per-cloud table, and
updates the Step 6 smoke-test curl with the alternate header form.
Adds gateway_auth_header to the KEYS table so admins can configure
which header carries the gateway token. Accepts "x-api-key" (default)
or "authorization" (sends Authorization: Bearer <token>).
Pairs with add-in support for the same key in CustomerConfig.
Consent is only required when entra_sso=1 (Bedrock or per-user config).
Gateway and Vertex with org-wide config skip it. Updates setup.md flow
and consent.md to reflect this.
Migrated from anthropics/office-agent. Provides /setup, /manifest, /consent,
/update-user-attrs, and /debug commands for M365 admins provisioning the
Claude Office add-in with direct cloud access (Vertex AI, Bedrock, or an
LLM gateway).
Portfolio-wide AI opportunity scanner for operating partners. Ingests
quarterly materials across portcos, runs a go/wait gate on each
(data ready? owner? 30-day pilot?), ranks quick wins by EBITDA impact,
and surfaces replays that hit multiple companies at once.
Substring matching checked 'T' before 'thousand', so 't' matched inside
'thousand' and returned the 1e12 multiplier instead of 1e3. Sort keys by
length descending so longer, more specific units always win.
- Rewrite competitive-analysis: cleaner prose, explain-the-why over imperatives
- Rename check-deck -> ib-check-deck with the same rewrite treatment
- Add deck-refresh: updates figures across an existing deck without rebuilding,
with a four-phase workflow (get data -> find all -> approve -> execute)
Adds critical principles across all Excel model-building skills (dcf-model, lbo-model, comps-analysis, 3-statements, clean-data-xls): prefer live formulas over computed values, verify step-by-step with user, Office JS environment support with merge-cell pitfall fix, minimal blue/grey color palette, and odd-grid sensitivity tables with highlighted base-case center cell. Merges check-model into audit-xls as a scope-based workflow (selection/sheet/model) so there's a single audit entry point.
- clean-data-xls: clean messy spreadsheet data (whitespace, casing,
numbers-as-text, date formats, duplicates, mixed types, encoding)
- audit-xls: audit formulas for accuracy and mistakes; scopes to sheet,
whole model, or selection; reuses check-model for full-workbook audits
- Created partner-built/ directory for plugins maintained by data partners
- Moved lseg/ and spglobal/ into partner-built/
- Updated marketplace.json source paths
- Added Partner-Built Plugins section to README
- Replace employee names (Matt Piccolella, Nicholas Lin) with Anthropic
- Replace Anthropic example in initiating-coverage templates with
generic Acme Health company
- Remove anthropic-fsi- and anthropic-initiation-coverage prefixes
from all skill names and references
- Clean skill names: 3-statements, competitive-analysis, pitch-deck,
datapack-builder, initiating-coverage
- Replace all fsi-plugins-dev/anthropic-experimental references with
anthropics/financial-services-plugins
- Update marketplace.json name
- Clean up IB README to reflect actual skills in that plugin
(removed cross-references to equity-research and financial-analysis skills)