query

name	query
description	Execute SQL against the WACCY financial dataset to answer specific questions about the data.

Query Financial Data

Run arbitrary SQL queries against the financial dataset.

When to Use

• "Query the financial data"
• "How much revenue did we have in 2024?"
• "Show me all expense accounts"
• "What are the top expense categories?"

Steps

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 identifier
• account_name — display name
• statement_kind — income_statement / balance_sheet / cash_flow_statement
• period_label — e.g. 2024, 2024-Q1
• amount — numeric value
• currency — e.g. USD

Example 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