get-financials

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Actualizado12 de mayo de 2026 a las 09:26

Pull the most recent annual accounts of a known company and extract the headline financial figures: revenue / turnover, operating profit, net income, total assets, equity, cash, and (where filed) employee count. Source is the registry's filing archive, raw iXBRL / XBRL / PDF bytes. Use when the user asks 'what's the revenue of X', 'how profitable is X', 'pull X's latest accounts', 'read X's annual report', 'what does X's balance sheet say', 'EBITDA of X', or 'turnover of X'. Requires a known company_id.

Instalación

Instalar con Codex o Claude Copia este prompt, pégalo en Codex, Claude u otro asistente, y deja que revise la página de la skill y la instale por ti.

Fuente

sophymarine

sophymarine/openregistry

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Ocupaciones relacionadasSOC

Basado en la clasificación ocupacional SOC

Analistas financieros y de inversionesOperaciones empresariales y financieras·SOC 13-2051

SKILL.md

readonly

name	get-financials
description	Pull the most recent annual accounts of a known company and extract the headline financial figures: revenue / turnover, operating profit, net income, total assets, equity, cash, and (where filed) employee count. Source is the registry's filing archive, raw iXBRL / XBRL / PDF bytes. Use when the user asks 'what's the revenue of X', 'how profitable is X', 'pull X's latest accounts', 'read X's annual report', 'what does X's balance sheet say', 'EBITDA of X', or 'turnover of X'. Requires a known company_id.
license	Apache-2.0
compatibility	Requires the OpenRegistry MCP server (https://openregistry.sophymarine.com/mcp)
metadata	{"categories":"Finance, Compliance, Research","version":"1.0","author":"sophymarine"}

Get Financials

Pull the latest annual accounts and extract headline numbers.

When to use

"What was Microsoft Ltd's revenue last year?"
"How profitable is Acme Trading?"
"Pull Tesla Limited's most recent annual report."
"EBITDA or total assets of company SIREN 552081317?"

When NOT to use

User wants ALL filings (not just accounts) → get-filings
User wants a non-accounts filing (officer change, charge, resolution) → get-filings then fetch the specific doc
User wants directors / shareholders → those have dedicated skills

Example

What was Microsoft Ltd's revenue last year? Company is GB 01624297.
Pull the last 3 years of Samsung Electronics accounts (KR).

Workflow

1. If user only gave a name, run find-company first.

2. list_filings({ jurisdiction, company_id, category: "accounts", limit: 3 })
     → capture document_id of the most recent (or top N for multi-year)

3. get_document_metadata({ jurisdiction, document_id })
     → check size + available_formats before fetching

4. fetch_document({ jurisdiction, document_id })
     - kind='embedded': bytes_base64 is the full doc; read directly
     - kind='resource_link': oversized PDF. Use get_document_navigation to find
       the relevant section, then re-call fetch_document(pages='N-M', format='pdf')

5. EXTRACT from the bytes (record the XBRL concept URI for each figure when present):
     - Revenue / Turnover
     - Operating profit, PBT, Net income
     - Total assets, Equity, Cash
     - Average employees, Dividends declared
     - Going-concern note, qualified audit opinion flag

6. REPORT (tabular):
     - Concept | Value | Currency | Year | document_id | page
     - Cite document_id + page number on every figure.

Edge cases

Paywalled body (has_document: false or empty available_formats): surface the upstream's purchase link, do not fabricate numbers.
Scanned PDF (text_layer='none'): OCR may be poor. Prefer format='png' per page; warn the user that figures need manual verification.
Micro-entity exemption (GB): small companies file abridged accounts with no P&L. Surface this scope honestly.
Currency / scale: record currency code and whether amounts are in thousands / millions.
No memory fallback: if fetch_document fails (rate-limit / 5xx / timeout), do NOT fill in numbers from training data. Tell the user what failed and offer retry or source_url_official.
iXBRL navigation aids are not citations: never cite a snippet from get_document_navigation; always quote from the actual fetched page bytes.

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get-filings

sophymarine/openregistry

Retrieve the filing history of a known company — every document the company has filed with its national registry, with filing_date, category, description, and a document_id you can pass to read the specific filing's content. Use when the user asks 'what did X file', 'list X's filings', 'recent filings for X', 'has X filed accounts this year', 'history of changes at X', or 'is there a charge / officer / resolution filing for X'. Returns metadata only; the actual filing bytes come from a follow-up fetch_document call. Requires a known company_id.

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Retrieve the registered shareholders, members, or quota-holders of a known company — the statutory equity roster as published by the national company registry. Use when the user asks 'who owns X', 'who are the shareholders of X', 'list the members of X', 'show me the cap table for X', or 'who holds equity in X'. Important: shareholders are NOT the same as beneficial owners / PSCs / UBOs (see edge cases). Requires a known company_id.

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get-director-details

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Retrieve the current and historical officers of a known company — directors, secretaries, board members, partners, with roles, appointment dates, and (where the registry publishes them) resignation dates. Use when the user asks 'who are the directors of X', 'who runs X', 'who is on the board of X', 'list officers of X', or 'who resigned from X'. Requires a known company_id; if the user only gave a name, run find-company first.

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find-company

sophymarine/openregistry

Verify a specific company exists in its national government registry and capture its core identity: current status (active / dissolved / inactive), incorporation date, registered address, and registry-assigned ID. Use when the user asks 'is X a real company', 'is X active', 'find Acme Ltd', 'what's the registry ID of X', or 'verify this counterparty's existence'. Returns identity only — directors, shareholders, filings, and documents are separate skills.

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Live, real-time queries to **Australian Business Register (ABR — ABN Lookup)** (Australia). Drops the OpenRegistry MCP toolset onto a single-country workflow when the user names ABR / ASIC, the country, or its registry directly. ID format: 11-digit ABN or 9-digit ACN (e.g. ABN `33 123 456 789`, ACN `004 028 077` for BHP Group Limited). Returns the registry's response unmodified — every field name, status string, and filing byte preserved verbatim. Use this skill when the user explicitly mentions: Australian company, ABN, ACN, ABR, ABN Lookup, ASIC, Pty Ltd, Australian Pty Ltd, Australian SA, Aussie company, who owns this Australian company. KYC Australia, AML Australia, due diligence Australia, company search Australia.

2026-05-0813

belgium-kbo-bce-lookup

sophymarine/openregistry

Live, real-time queries to **KBO/BCE — Crossroads Bank for Enterprises** (Belgium). Drops the OpenRegistry MCP toolset onto a single-country workflow when the user names KBO/BCE, the country, or its registry directly. ID format: 10-digit Belgian enterprise number (e.g. `0403.201.185` formatted, `0403201185` raw — Anheuser-Busch InBev SA/NV). Returns the registry's response unmodified — every field name, status string, and filing byte preserved verbatim. Use this skill when the user explicitly mentions: Belgian company, KBO, BCE, Kruispuntbank, Banque-Carrefour des Entreprises, BV, NV, SA, SRL, Belgian SA, Belgian NV, Belgian directors. KYC Belgium, AML Belgium, due diligence Belgium, company search Belgium.

2026-05-0813

name	get-financials
description	Pull the most recent annual accounts of a known company and extract the headline financial figures: revenue / turnover, operating profit, net income, total assets, equity, cash, and (where filed) employee count. Source is the registry's filing archive, raw iXBRL / XBRL / PDF bytes. Use when the user asks 'what's the revenue of X', 'how profitable is X', 'pull X's latest accounts', 'read X's annual report', 'what does X's balance sheet say', 'EBITDA of X', or 'turnover of X'. Requires a known company_id.
license	Apache-2.0
compatibility	Requires the OpenRegistry MCP server (https://openregistry.sophymarine.com/mcp)
metadata	{"categories":"Finance, Compliance, Research","version":"1.0","author":"sophymarine"}

Get Financials

Pull the latest annual accounts and extract headline numbers.

When to use

"What was Microsoft Ltd's revenue last year?"
"How profitable is Acme Trading?"
"Pull Tesla Limited's most recent annual report."
"EBITDA or total assets of company SIREN 552081317?"

When NOT to use

User wants ALL filings (not just accounts) → get-filings
User wants a non-accounts filing (officer change, charge, resolution) → get-filings then fetch the specific doc
User wants directors / shareholders → those have dedicated skills

Example

What was Microsoft Ltd's revenue last year? Company is GB 01624297.
Pull the last 3 years of Samsung Electronics accounts (KR).

Workflow

1. If user only gave a name, run find-company first.

2. list_filings({ jurisdiction, company_id, category: "accounts", limit: 3 })
     → capture document_id of the most recent (or top N for multi-year)

3. get_document_metadata({ jurisdiction, document_id })
     → check size + available_formats before fetching

4. fetch_document({ jurisdiction, document_id })
     - kind='embedded': bytes_base64 is the full doc; read directly
     - kind='resource_link': oversized PDF. Use get_document_navigation to find
       the relevant section, then re-call fetch_document(pages='N-M', format='pdf')

5. EXTRACT from the bytes (record the XBRL concept URI for each figure when present):
     - Revenue / Turnover
     - Operating profit, PBT, Net income
     - Total assets, Equity, Cash
     - Average employees, Dividends declared
     - Going-concern note, qualified audit opinion flag

6. REPORT (tabular):
     - Concept | Value | Currency | Year | document_id | page
     - Cite document_id + page number on every figure.

Edge cases

Paywalled body (has_document: false or empty available_formats): surface the upstream's purchase link, do not fabricate numbers.
Scanned PDF (text_layer='none'): OCR may be poor. Prefer format='png' per page; warn the user that figures need manual verification.
Micro-entity exemption (GB): small companies file abridged accounts with no P&L. Surface this scope honestly.
Currency / scale: record currency code and whether amounts are in thousands / millions.
No memory fallback: if fetch_document fails (rate-limit / 5xx / timeout), do NOT fill in numbers from training data. Tell the user what failed and offer retry or source_url_official.
iXBRL navigation aids are not citations: never cite a snippet from get_document_navigation; always quote from the actual fetched page bytes.