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Morning Note

OrganizationPopular
anthropics
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".

Overview

Publisheranthropics
Repositoryfinancial-services
Skill namemorning-note
Stars
38.4K
Forks
5.5K
Bundled files
Instructions only
LicenseApache-2.0
Links
  • 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 Morning Note AI skill in TypingMind to use it with any LLM, or drop it into another agent that reads SKILL.md.

1

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.

  1. Open the app and go to Plugins → Skills.
  2. Choose "Install from GitHub".
  3. Paste the skill folder URL below and confirm.
    https://github.com/anthropics/financial-services/tree/main/plugins/agent-plugins/earnings-reviewer/skills/morning-note
  4. Enable the skill in any chat where you want it available.
Plugins → Skills → Add skill → From GitHub URL, then paste the folder URL and press Continue.
2

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/agent-plugins/earnings-reviewer/skills/morning-note .claude/skills/morning-note
Restart Claude Code after copying so it picks up the new skill.

Use it in TypingMind

Enable Morning Note 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 Morning Note 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 Morning Note 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.

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:

MetricConsensusActualBeat/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

Frequently asked questions

What does the Morning Note AI skill do?

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".

Why use Morning Note on TypingMind?

Because you install it once and use it with any model. Morning Note 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 Morning Note in TypingMind?

Open Plugins → Skills → Install from GitHub in TypingMind and paste https://github.com/anthropics/financial-services/tree/main/plugins/agent-plugins/earnings-reviewer/skills/morning-note. TypingMind reads its SKILL.md and installs it as a skill you can enable per chat.

Which AI models can use Morning Note?

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 Morning Note?

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

Is the Morning Note 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.

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