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Show the balance sheet for the modelled periods — assets, liabilities, and equity.
Install with Codex or Claude Copy this prompt, paste it into Codex, Claude, or another assistant, and let it review the skill page and install it for you.
Based on SOC occupation classification
Show the cash flow statement for the modelled periods — operating, investing, and financing activities.
Extract financial data from QuickBooks Online or SEC EDGAR and build the WACCY dataset.
Show the income statement (P&L) for the modelled periods — revenue, expenses, and net income.
Build a three-statement financial model (income statement, balance sheet, cash flow) from the extracted dataset.
Execute SQL against the WACCY financial dataset to answer specific questions about the data.
Check whether waccy is installed and the MCP server is registered, and fix anything that's missing.
| name | balance-sheet |
| description | Show the balance sheet for the modelled periods — assets, liabilities, and equity. |
Show the balance sheet from the financial model.
Use the balance_sheet MCP tool, optionally filtered by period:
balance_sheet(period="2024")
Present the results as a formatted table:
Assets
Liabilities
Equity
Verify: Total Assets = Total Liabilities + Total Equity
Flag any imbalance as a reconciliation error.