Deal Tracker

OrganizationPopular

anthropics

deal-tracker

Track multiple live deals with milestones, deadlines, action items, and status updates. Maintains a deal pipeline view and surfaces upcoming deadlines and overdue items. Use when managing a book of business, tracking process milestones, or preparing for weekly deal reviews. Triggers on "deal tracker", "deal status", "where are we on", "process update", "deal pipeline", or "weekly deal review".

Overview

Publisher	anthropics
Repository	`financial-services`
Skill name	`deal-tracker`
Stars	38.4K
Forks	5.5K
Bundled files	Instructions only
License	Apache-2.0
Links	Skill source Repository

Markdown instructions
A SKILL.md file the model loads on demand, so it only costs tokens when a request actually matches.
Works with any LLM
AI skills are plain Markdown, not provider-specific code, so this works with GPT, Claude, Gemini, Grok, or a local model.
Self-contained
Everything the model needs lives in the instructions — no extra files to sync.
Open source
Published by anthropics on GitHub. Read the source before you install it.

Installation

Install the Deal Tracker AI skill in TypingMind to use it with any LLM, or drop it into another agent that reads SKILL.md.

Install in TypingMind

TypingMind installs a skill straight from its GitHub folder — it reads SKILL.md, bundles the resource files, and stores the result locally.

Open the app and go to Plugins → Skills.
Choose "Install from GitHub".
Paste the skill folder URL below and confirm.
https://github.com/anthropics/financial-services/tree/main/plugins/vertical-plugins/investment-banking/skills/deal-tracker
Enable the skill in any chat where you want it available.

Store

Installed

Skills

Add skills

Import one or more skills from a public GitHub folder or a local .skill or .zip archive, or SKILL.md file.

From GitHub URLFrom .skill, .zip, or SKILL.md

GitHub repo or folder

https://github.com/anthropics/financial-services/tree/main/plugins/vertical-plugins/investment-banking/skills/deal-tracker

Points to a single skill folder, or any folder that contains multiple skills. Public repos only.

CancelContinue

Plugins → Skills → Add skill → From GitHub URL, then paste the folder URL and press Continue.

Install in another agent

Any agent that reads the Agent Skills format can use this skill — copy the folder into that agent's skills directory.

Claude Code — .claude/skills

git clone --depth 1 https://github.com/anthropics/financial-services.git /tmp/financial-services
mkdir -p .claude/skills
cp -r /tmp/financial-services/plugins/vertical-plugins/investment-banking/skills/deal-tracker .claude/skills/deal-tracker

Restart Claude Code after copying so it picks up the new skill.

Use it in TypingMind

Enable Deal Tracker in any TypingMind chat and the model takes it from there. Its name and description sit in the system prompt, and the moment a request matches, the model loads the full instructions itself — you never invoke it by hand, and it costs no tokens until it is actually used.

The model loads Deal Tracker on its own as soon as a request matches it.

Works with any AI model

AI skills are plain Markdown instructions rather than provider-specific code, so Deal Tracker is not tied to the model it was written for. Install it once in TypingMind and use it with GPT-5, Claude, Gemini, Grok, DeepSeek, Mistral, Llama, or a local model you run yourself — all on your own API keys.

Loaded only when it is needed
The system prompt carries just the name and description. The instructions are fetched on the first matching request, so an idle skill costs nothing.
Switch models mid-chat
Because the skill is instructions rather than code, changing model does not break it — the next model reads the same SKILL.md.

Skill instructions

This is the SKILL.md content the model loads. Read it before installing — a skill is instructions your model will follow.

Deal Tracker

Workflow

Step 1: Deal Setup

For each deal, capture:

Deal name / code name: Project [Name]
Client: Seller or buyer name
Deal type: Sell-side, buy-side, financing, restructuring
Role: Lead advisor, co-advisor, fairness opinion
Deal size: Expected enterprise value
Stage: Pre-mandate → Engaged → Marketing → IOI → Diligence → Final bids → Signing → Close
Team: MD, VP, Associate, Analyst assigned
Key dates: Engagement date, CIM distribution, IOI deadline, management meetings, final bid deadline, target close

Step 2: Milestone Tracking

Track key milestones per deal:

Milestone	Target Date	Actual Date	Status	Notes
Engagement letter signed
CIM / teaser drafted
Buyer list approved
Teaser distributed
NDA execution
CIM distributed
IOI deadline
IOIs received / reviewed
Shortlist selected
Management meetings
Data room opened
Final bid deadline
Bids received / reviewed
Exclusivity granted
Confirmatory diligence
Purchase agreement signed
Regulatory approval
Close

Status: On Track / At Risk / Delayed / Complete

Step 3: Action Items

Maintain a running action item list across all deals:

Action	Deal	Owner	Due Date	Priority	Status
				P0/P1/P2	Open/Done/Blocked

Step 4: Weekly Deal Review

Generate a summary for weekly team meetings:

For each active deal:

One-line status update
Key developments this week
Upcoming milestones (next 2 weeks)
Blockers or risks
Action items for next week

Pipeline summary:

Total active deals by stage
Deals at risk (missed milestones, stalled processes)
New mandates / pitches in pipeline
Expected closings this quarter

Step 5: Output

Excel workbook with:
- Pipeline overview (all deals, one row each)
- Per-deal milestone tracker tabs
- Action item master list
- Weekly review summary
Optional: Markdown summary for email/Slack distribution

Important Notes

Update the tracker weekly at minimum — stale trackers are worse than no tracker
Flag deals where milestones are slipping — early warning prevents surprises
Action items without owners and due dates don't get done — be specific
The pipeline view should show deal stage, size, and likelihood — useful for revenue forecasting
Keep notes on buyer/investor feedback — patterns in feedback inform strategy adjustments
Archive closed/dead deals separately — keep the active view clean

Frequently asked questions

What does the Deal Tracker AI skill do?

Why use Deal Tracker on TypingMind?

Because you install it once and use it with any model. Deal Tracker is plain Markdown rather than provider-specific code, so the same skill runs on GPT-5, Claude, Gemini, Grok, or a local model — and you can switch model mid-chat without it breaking. TypingMind runs on your own API keys, so you pay providers directly instead of a per-seat subscription, and your skills and chats stay in your own storage.

How do I install Deal Tracker in TypingMind?

Open Plugins → Skills → Install from GitHub in TypingMind and paste https://github.com/anthropics/financial-services/tree/main/plugins/vertical-plugins/investment-banking/skills/deal-tracker. TypingMind reads its SKILL.md and installs it as a skill you can enable per chat.

Which AI models can use Deal Tracker?

Any model you connect in TypingMind. AI skills are plain Markdown instructions rather than provider-specific code, so GPT, Claude, Gemini, Grok, and local models can all load this skill when a request matches it.

How many AI models can I use with Deal Tracker?

As many as you like. As long as a model supports skills, you can use Deal Tracker with it — GPT, Claude, Gemini, Grok, DeepSeek, Mistral, Llama and more — all on TypingMind with your own API keys.

Is the Deal Tracker AI skill free?

Yes. It is published on GitHub by anthropics under the Apache-2.0 license. You only pay your own AI provider for the tokens you use.

What are AI skills?

An AI skill is a reusable instruction bundle that teaches an AI model how to do one specific task. It follows the open Agent Skills format: a SKILL.md file with a name and description, plus any scripts, templates or reference files the model may need. The model reads the instructions only when your request matches the skill, so an installed skill costs nothing until it is used.

How are AI skills different from plugins or MCP servers?

A plugin or MCP server gives a model new tools to call — code that runs somewhere and returns a result. An AI skill gives the model knowledge and process instead: how to approach a task, which steps to follow, what good output looks like. Skills are plain Markdown, so they need no server, no API key and no runtime, and they work with any model.

View all

Slack

openclaw

OrganizationPopular

Slack messaging workflows through OpenClaw's message tool.

Eightctl

Control Eight Sleep pods (status, temperature, alarms, schedules).

Investor Outreach

Draft cold emails, warm intro blurbs, follow-ups, update emails, and investor communications for fundraising. Use when the user wants outreach to angels, VCs, strategic investors, or accelerators and…

Ai Regression Testing

affaan-m

CommunityPopular

AI 支援開発のためのリグレッションテスト戦略。データベース依存なしのサンドボックスモード API テスト、自動化されたバグチェックワークフロー、同じモデルがコードを書いてレビューする AI のブラインドスポットを捕捉するパターン。

Overview

Installation

Install in TypingMind

Install in another agent

Use it in TypingMind

Works with any AI model

Skill instructions

Deal Tracker

Workflow

Step 1: Deal Setup

Step 2: Milestone Tracking

Step 3: Action Items

Step 4: Weekly Deal Review

Step 5: Output

Important Notes

Frequently asked questions

Related AI Skills

Set up your own AI workspace now