Getting Started Relevant source files
This document provides an overview of how to install and begin using the CSV Data Summarizer Claude Skill. It covers prerequisites, the two primary installation paths (Claude.ai platform integration and local development), and the initial workflow for running your first analysis.
For detailed step-by-step installation instructions, see Installing on Claude.ai and Local Installation. For a guided walkthrough of analyzing your first CSV file, see Running Your First Analysis.
PrerequisitesBefore installing the CSV Data Summarizer, ensure you have the necessary requirements depending on your installation path:
RequirementClaude.ai UsersLocal DevelopersPython version Not required (handled by platform) 3.8 or higher
Claude.ai account Required Optional (for testing deployment)
Git Not required Recommended
Python package manager Not required pip required
Dependency Requirements
The analysis engine requires three core Python libraries with specific minimum versions:
Diagram: Core Dependencies and Their Usage in analyze.py
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Installation PathsThe CSV Data Summarizer supports two distinct installation and usage modes:
Diagram: Installation Path Decision Tree
Claude.ai Platform IntegrationThe primary deployment method packages the skill as csv-data-summarizer.zip, which contains:
SKILL.md - Skill metadata and behavioral requirements
analyze.py - Core analysis engine
requirements.txt - Dependency specifications
resources/ - Sample data and documentation
examples/ - Demo datasets (financial P&L data)
Once uploaded to Claude.ai, the skill automatically activates when CSV files are detected. See Installing on Claude.ai for detailed instructions.
Local Development EnvironmentFor developers who want to test, modify, or extend the analysis engine, local installation provides direct access to the Python code. This path requires:
Cloning the repository or downloading source files
Installing dependencies via pip
Running analyze.py directly from the command line
See Local Installation for detailed setup instructions.
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Package ContentsThe skill package is organized into a specific directory structure:
Diagram: Package Structure and File Organization
File/DirectoryPurposeUsed InSKILL.md Defines skill behavior for Claude.ai platform; specifies automatic activation and no-prompting requirement Claude.ai deployment
analyze.py Core analysis engine; contains summarize_csv() function that processes CSV files Both paths
requirements.txt Python dependency specifications with minimum versions Local installation
resources/sample.csv Simple 6-column sales dataset for basic testing Testing and examples
examples/showcase_financial_pl_data.csv Complex 25-metric financial dataset demonstrating advanced capabilities Testing and examples
resources/README.md Usage examples and customization instructions Developer reference
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Quick Start WorkflowThe following diagram illustrates the end-to-end workflow from installation to first analysis:
Diagram: Quick Start Execution Flow
The workflow follows this sequence:
Acquisition: Download csv-data-summarizer.zip from the repository
Deployment: Upload to Claude.ai through the Skills interface
Registration: Platform parses SKILL.md and registers the skill
Activation: Upload any CSV file to Claude.ai
Execution: The summarize_csv() function in automatically processes the file
Output: Receive structured text summary plus generated visualizations
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File Path ReferenceFor quick reference during installation and testing:
ComponentFile PathDeployment package csv-data-summarizer.zip
Analysis engine analyze.py
Skill definition SKILL.md
Dependencies requirements.txt
Simple test data resources/sample.csv
Complex test data examples/showcase_financial_pl_data.csv
Usage documentation resources/README.md
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VerificationAfter installation, verify the setup by checking:
For Claude.ai UsersSkill appears in Settings → Capabilities → Skills
Skill status shows as "Enabled"
Uploading resources/sample.csv triggers automatic analysis
For Local DevelopersAll dependencies install without errors: pip install -r requirements.txt
Analysis runs successfully: python analyze.py resources/sample.csv
Output files generate in working directory:
correlation_heatmap.png
distributions.png
categorical_distributions.png
time_series_analysis.png (if date columns present)
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Next StepsContinue to the detailed installation instructions:
For understanding the skill's behavior and outputs, see User Guide.
For technical details about the analysis engine, see Analysis Engine (analyze.py).
