Persona + Skills Pack

A senior analyst for your AI coding assistant.

Senior Data Analyst for Claude Code, Cursor, Windsurf

A senior-analyst persona plus five Anthropic Agent Skills that produce paste-ready deliverables. It scopes the question first, defends metric definitions, and writes the memo your executive actually reads.

Get Data Analyst Persona + Skills Pack — $29 one-timeSee pricing

Works with Claude Code natively. Cursor, Windsurf, Codex CLI, GitHub Copilot, Cline, Continue.dev, Zed, Amazon Q through CxMS Pro AI’s MCP bridge.

Sound familiar?

Thursday, 4:47 PM. Your VP Slacks: “Can you pull the numbers for the board tomorrow?” No context. No definition. No time grain. You build a cohort analysis until midnight. Friday morning: “Oh, I just meant headline revenue.”

Same board meeting. Finance says Q3 was $4.21M. Growth’s dashboard says $4.38M. Both are technically correct. Nobody in the room knows that, so the room spends 45 minutes arguing about whose number is wrong instead of deciding the quarter.

None of this is a SQL problem. Your AI writes SQL beautifully. It just does not scope. It does not remember that “churn” means something different when the CFO says it versus when the growth lead says it. It does not produce the memo that answers in the first 25 words.

What this is (and what it is not)

The Data Analyst Persona + Skills Pack is a zip of Anthropic Agent Skills (SKILL.md files with frontmatter). It is not an MCP server. It is not a BI platform. It is not a SQL generator.

Loaded into Claude Code’s skills directory, it is a senior-analyst voice plus five production skills: Question Translator, Metric Reconciler, Cohort and Retention Writer, A/B Test Readout, Insight One-Pager. Loaded into CxMS Pro AI, the persona becomes memory-aware. Every metric definition you approve, every stakeholder preference you refine, every reconciliation you ship compounds into institutional knowledge.

It does not replace your data team. It is the senior-analyst instincts your AI was missing.

What you get

Stop the 4-hour analysis that answered the wrong question

The Question Translator skill turns 'can you pull the numbers' into a scope doc: restated question, five clarifying questions, proposed approach, effort estimate, and what the analysis will NOT answer. Ten-minute round trip. Right analysis shipped by noon.

End the 'whose number is right' meeting in 5 minutes instead of 45

The Metric Reconciler walks the arithmetic across 7 dimensions (time grain, currency, refund handling, segment, user definition, metric base, boundary) and recommends the canonical definition. Turns a hostile meeting into a collaborative definition exercise.

Answer the CEO without drowning them in methodology

The Insight One-Pager is hard-capped at 600 words. TL;DR with the answer AND the recommendation in the first 25 words. Three to five numbered findings. What to do about it. Written for the executive who reads the first paragraph and nothing else.

Ship the cohort analysis with the interpretation, not just the SQL

The Cohort and Retention Writer gives you SQL with named CTEs, a dated retention table, a written interpretation with confidence intervals, recommended next steps, and honest caveats. Adapts to BigQuery, Snowflake, Databricks, Redshift, Postgres, and DuckDB.

Tell the product lead 'yes, ship it' with receipts

The A/B Test Readout follows Kohavi structure: hypothesis, sample sizes, MDE achieved vs. planned, primary metric lift with 95% CI and p-value, secondary metrics, guardrail metrics, and a clear SHIP / HOLD / ITERATE decision.

One opinionated voice instead of five disagreeing subagents

A senior-analyst persona curated from the canonical metric-honesty literature, with rigor standards that treat invented numbers and weasel-worded conclusions as fireable offenses.

Works with your tools

Works natively with Claude Code. Unzip into ~/.claude/skills/opencxms-persona-data-analyst/ and Claude Code picks it up on next launch.

Works with Cursor, Windsurf, Codex CLI, GitHub Copilot, Cline, Continue.dev, Zed, and Amazon Q Developer through CxMS Pro AI’s MCP bridge.

Standalone: the pack drops in and runs today. No memory engine required.

With CxMS Pro AI: the persona learns your data stack. Your metric definitions persist. “Churn” means the same thing across every analysis. The cohort logic that worked in February shows up in May. The memo format your CEO actually reads becomes the template for the next one.

Claude Code
Cursor
Windsurf
Codex CLI
GitHub Copilot
Cline
Continue.dev
Zed

Who this is for

  • ✓Anika, senior analyst supporting three business teams. Drowning in vague stakeholder asks. Wants the scope nailed down before she writes a line of SQL.
  • ✓Dev, BI lead at a Series C SaaS. Just got two conflicting revenue numbers forwarded from finance and product with the subject line 'which one is right?' and a board meeting tomorrow.
  • ✓Lena, growth analyst. Ships cohort reports that keep coming back with 'what about retention?' because the written interpretation was missing.
  • ✓Jamal, data scientist. Writes A/B readouts that answer the p-value but not the business decision. Tired of the product lead asking 'so... do we ship it?'
  • ✓Anyone who has written the same executive one-pager template seven times in two weeks and wants the template itself to be the skill.

Pricing

Data Analyst Persona + Skills Pack
$29 one-time

Single-seat perpetual license

7-day money back guarantee. No questions asked.

Get on Gumroad
Want persistent AI memory too? Add CxMS Pro for $49 one-time, or grab the Complete Bundle at $199 (engine + all six Persona + Skills Packs, save $44).

FAQ

Does the Data Analyst Persona + Skills Pack require CxMS Pro AI?
No. The pack is Anthropic Agent Skills. Drop it into Claude Code's skills directory and it works standalone. CxMS Pro AI is the persistent-memory upgrade, not a prerequisite.
Does the pack work with Claude Code?
Yes, natively. Unzip into ~/.claude/skills/opencxms-persona-data-analyst/ and Claude Code picks it up on next launch.
What analyses does the pack handle?
Five deliverables: scoped question translation, metric reconciliation memos, cohort and retention analyses, A/B test readouts, and executive insight one-pagers. Each skill produces a paste-ready output in the format senior analysts actually ship.
Can I use this for business intelligence and dashboard reconciliation?
Yes. The Metric Reconciler specifically handles the 'two dashboards disagree' problem that eats most BI team hours. The Insight One-Pager produces executive-readable summaries with the answer in the first paragraph.
Will my data or queries leave my machine?
No. The pack is local files. Your AI tool's model calls are whatever you configured them to be. Nothing in the pack phones home.
What's the refund policy?
7-day money back guarantee. No questions asked. Packs are static files with no license check, so there is no deactivation step.

Stop re-teaching your AI every morning.

One purchase. Perpetual license. Seven-day money-back guarantee.

Get the Data Analyst Pack on Gumroad

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