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Execute SQL against the WACCY financial dataset to answer specific questions about the data.
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Show the balance sheet for the modelled periods — assets, liabilities, and equity.
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.
Check whether waccy is installed and the MCP server is registered, and fix anything that's missing.
Basado en la clasificación ocupacional SOC
| name | query |
| description | Execute SQL against the WACCY financial dataset to answer specific questions about the data. |
Run arbitrary SQL queries against the financial dataset.
Use the query MCP tool with a SQL statement. The primary table is records with columns:
source — data source (quickbooks, edgar)account_id — standard account identifieraccount_name — display namestatement_kind — income_statement / balance_sheet / cash_flow_statementperiod_label — e.g. 2024, 2024-Q1amount — numeric valuecurrency — e.g. USDExample queries:
-- Total revenue by period
SELECT period_label, SUM(amount) as revenue
FROM records WHERE account_id = 'revenue'
GROUP BY period_label ORDER BY period_label
-- All expense accounts
SELECT account_name, SUM(amount) as total
FROM records WHERE statement_kind = 'income_statement'
AND account_type = 'expense'
GROUP BY account_name ORDER BY total DESC