| name | balance-sheet |
| description | Show the balance sheet for the modelled periods — assets, liabilities, and equity. |
Balance Sheet
Show the balance sheet from the financial model.
When to Use
- "Show the balance sheet"
- "What are total assets?"
- "Show liabilities and equity"
- "Does the balance sheet balance?"
Steps
Use the balance_sheet MCP tool, optionally filtered by period:
balance_sheet(period="2024")
Present the results as a formatted table:
Assets
- Cash & Equivalents
- Accounts Receivable
- Inventory
- PPE (net)
- Total Assets
Liabilities
- Accounts Payable
- Accrued Expenses
- Debt
- Total Liabilities
Equity
- Retained Earnings
- Total Equity
Verify: Total Assets = Total Liabilities + Total Equity
Flag any imbalance as a reconciliation error.