菜单
Extract financial data from QuickBooks Online or SEC EDGAR and build the WACCY dataset.
用 Codex 或 Claude 帮你安装 复制这段 Prompt，粘贴到 Codex、Claude 或其他助手里，让它检查 Skill 页面并帮你完成安装。
基于 SOC 职业分类
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.
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.
Execute SQL against the WACCY financial dataset to answer specific questions about the data.
Check whether waccy is installed and the MCP server is registered, and fix anything that's missing.
| name | extract |
| description | Extract financial data from QuickBooks Online or SEC EDGAR and build the WACCY dataset. |
Extract and load financial data from a supported source.
Ask the user which source to extract from if not specified:
quickbooks — QuickBooks Online (requires OAuth credentials)edgar — SEC EDGAR (requires a CIK number)QuickBooks:
waccy extract quickbooks
EDGAR:
waccy extract edgar --option cik=<CIK>
waccy status
Report the number of records extracted and any unmapped accounts.
Offer to run /model to build the three-statement model from the extracted data.