create-new-company-sql

name	create-new-company-sql
version	0.1
description	Fetch financial data from SEC 10-K filings and Yahoo Finance for a NEW company (2018 through current year), reconcile values, and generate SQL files to insert the company_info row and all financials rows. Does NOT write to the database directly. Triggered by "/create-new-company-sql TICKER [CIK]".

create-new-company-sql

Generate SQL files to add a new company to the BusMgmtBenchmarks Dolt database, spanning 2018 through the current year. No database connection is made for writes — this skill writes files only.

Use this for brand-new companies not yet in the Dolt DB. If the company already exists, use /verify-dolt-db-financials instead.

Inputs

/create-new-company-sql TICKER [CIK]

• TICKER — stock ticker symbol (e.g. WSM, BBW, GPS)
• CIK — (optional) SEC Central Index Key number. If omitted, the skill will look it up from Yahoo or prompt the user.

Step 1 — Verify company does not already exist

Query the Dolt database to check if this company already exists:

SELECT company, ticker_symbol FROM company_info WHERE ticker_symbol = '{TICKER}'

If a row is returned, stop and tell the user:

{display_name} ({TICKER}) already exists in the Dolt database. Use /verify-dolt-db-financials {TICKER} to update or verify its data.

If no row is returned, proceed.

Step 2 — Determine CIK and company name

If CIK was provided:

• Use it directly.
• Fetch the company name via SEC: mcp__mcp-sec-10ks__process_financial_data_from_sec(company_name='Company', year=2024, cik=CIK) — the response will contain the legal company name. Extract it.

If CIK was NOT provided:

• Fetch Yahoo Finance data to get company metadata:

  mcp__mcp-yfinance-10ks__process_financial_data_from_yahoo(company_name='Company', ticker_symbol=TICKER)
  

  The response headers usually contain the company name. Extract display_name from the results.
• Search the web for the company's CIK number: "{display_name} SEC CIK number" or use "{display_name} CIK sec.gov".
• If CIK cannot be found, set CIK = NULL (non-US company or no SEC filing) and skip Step 3 (SEC fetches). Use Yahoo as the sole source.

Step 3 — Gather company metadata

Collect or confirm these fields. Prompt the user for any that cannot be auto-detected:

Field	How to determine
company	The company name used as the company_name key in financials. Use the legal name from SEC/Yahoo, shortened if needed (e.g. "Williams-Sonoma" not "Williams-Sonoma, Inc.").
display_name	Full display name (e.g. "Williams-Sonoma")
CIK	From Step 2 (or NULL)
ticker_symbol	From user input
segment	Retail segment from the list: Online, Specialty, Grocery, Warehouse Clubs, Off Price, Department Store, Discount Store, Fast Fashion, Home Improvement, Health & Pharmacy, Resale. Look up the company's business description if unsure. Prompt the user.
subsegment	Optional subsegment (e.g. Apparel, Category Killer, Accessories and Shoes, Beauty, Home). Can be NULL. Prompt the user.
currency	Reporting currency (e.g. USD, EUR, GBP). Usually USD for US SEC filers.
units	Always thousands for BusMgmtBenchmarks (all values stored in thousands).

Show the user the proposed metadata and ask for confirmation before proceeding.

Step 4 — Fetch all data sources

4a. Determine the year range. Current year is 2026. The range is 2018 through 2026 inclusive.

4b. Fetch Yahoo Finance data (one call covers all years):

mcp__mcp-yfinance-10ks__process_financial_data_from_yahoo(company_name=display_name, ticker_symbol=TICKER)

Inspect the column headers to identify which fiscal years Yahoo provides data for. Note any years in the 2018–2026 range that Yahoo is missing.

4c. Fetch SEC data (one call per year, if CIK is available). For each year from 2018 to 2026:

mcp__mcp-sec-10ks__process_financial_data_from_sec(company_name=display_name, year=YEAR, cik=CIK)

Note any years where SEC data is unavailable (e.g. company wasn't public yet).

4d. Display the coverage summary:

Data coverage for {display_name} ({TICKER}):

Year	SEC	Yahoo
2018	✓	✓
...
2026	✓	✓

Step 5 — Extract and reconcile values (per year, 2018 → current)

For each available year, process independently (oldest first):

5a. Extract the 13 standard fields from each source.

All values in thousands of dollars:

Field	Notes
Net Revenue
Cost of Goods	Positive value
Gross Margin	Revenue − COGS (calculate; don't trust source directly)
SGA	Most error-prone — see anomaly rules in references
Operating Profit	Can be negative
Net Profit	Can be negative
Inventory	NULL for pure marketplace companies
Current Assets
Total Assets
Current Liabilities
Liabilities	Total Assets − Total SE (calculate)
Total Shareholder Equity	Can be negative
Total Liabilities and Shareholder Equity	Must equal Total Assets

Also extract reportDate (fiscal year-end date, e.g. 2024-12-31).

5b. Apply anomaly detection rules.

Read the anomaly-rules.md file from the verify-dolt-db-financials references:

• references/anomaly-rules.md (accessible via the existing skill's references)
• Apply all SGA composite rules (Rules 1–4)
• Apply balance sheet identity check
• Apply gross margin sanity check
• Apply inventory rules

If the company has no SEC data (CIK is NULL), use Yahoo values directly but flag a [WARNING] that SEC data was unavailable.

5c. For each year, determine the action:

• If this year has data (from SEC, Yahoo, or both): mark as New insert
• If no data source has this year: mark as No data — skip

Step 6 — Build the SQL file

6a. Create the extract/2026/create_company/ directory if it does not exist.

6b. Build a single SQL file: extract/2026/create_company/{TICKER}_create.sql

The file contains two sections, in order:

Section A — Company info:

-- ============================================================
-- {TICKER} — New company setup
-- Generated by /create-new-company-sql on YYYY-MM-DD
-- ============================================================

INSERT INTO company_info (
  company, CIK, display_name, ticker_symbol,
  segment, subsegment, currency, units
) VALUES (
  '{company}', {CIK_OR_NULL}, '{display_name}', '{TICKER}',
  '{segment}', {subsegment_OR_NULL}, '{currency}', 'thousands'
);

Section B — Financials (one REPLACE INTO per year, oldest first):

-- ============================================================
-- Financials: {display_name} ({TICKER}) — FY2018 to FY{current_year}
-- ============================================================

-- {display_name} FY{year} — New insert
REPLACE INTO financials (
  company_name, year, reportDate,
  `Net Revenue`, `Cost of Goods`, `Gross Margin`, `SGA`,
  `Operating Profit`, `Net Profit`, `Inventory`,
  `Current Assets`, `Total Assets`, `Current Liabilities`,
  `Liabilities`, `Total Shareholder Equity`,
  `Total Liabilities and Shareholder Equity`
) VALUES (
  '{company}', {year}, '{reportDate}',
  {Net_Revenue}, {Cost_of_Goods}, {Gross_Margin}, {SGA},
  {Operating_Profit}, {Net_Profit}, {Inventory_OR_NULL},
  {Current_Assets}, {Total_Assets}, {Current_Liabilities},
  {Liabilities}, {Total_SE},
  {Total_LSE}
);

6c. Show the full SQL file contents to the user.

Step 7 — Write the report file

Write a report to reports/{TICKER}-create.md summarizing:

1. Company metadata (what was inserted into company_info)
2. Per-year data coverage table (which years had SEC, Yahoo, or both)
3. Per-year reconciled values table
4. Any anomalies or warnings found
5. A note that no existing Dolt data was overwritten (new company)

Start the report with:

# {display_name} ({TICKER}) — New Company Data (FY2018–FY{current_year})

**Generated:** {today's date}
**Source:** /create-new-company-sql skill
**Action:** New company setup

---

Step 8 — Print summary and apply instructions

After writing the files, display:

---

Files written:

File	Path
SQL	extract/2026/create_company/{TICKER}_create.sql
Report	reports/{TICKER}-create.md

SQL covers:

• company_info — 1 INSERT
• financials — {N} REPLACE statements (years: {year_list})

To apply this to your local Dolt database clone:

# 1. Navigate to your local Dolt repo
cd /path/to/your/dolt/BusMgmtBenchmarks

# 2. Run the SQL
dolt sql < /path/to/BusMgmtBenchmarks/extract/2026/create_company/{TICKER}_create.sql

# 3. Review what changed
dolt diff

# 4. Commit locally when satisfied
dolt commit -am "Add {display_name} ({TICKER}) — new company (FY2018–FY{current_year})"

# 5. Push to DoltHub when ready
dolt push

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That's it. The skill's job is done once the files are written.