Finance

Financial Reporter - Claude MCP Skill

Generate comprehensive financial reports including P&L, balance sheets, and cash flow statements

SEO Guide: Enhance your AI agent with the Financial Reporter tool. This Model Context Protocol (MCP) server allows Claude Desktop and other LLMs to generate comprehensive financial reports including p&l, balance sheets, and cash flow statements... Download and configure this skill to unlock new capabilities for your AI workflow.

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financial-reporting accounting statements

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Documentation

SKILL.md

# Financial Reporter

Generate comprehensive financial reports that tell the story of your business. From P&L statements to cash flow analysis, create reports that inform decisions.

## Core Workflows

### Workflow 1: P&L Statement
1. **Revenue Collection** - Gather all revenue streams
2. **Expense Categorization** - Organize costs by category
3. **Gross Margin** - Calculate gross profit
4. **Operating Expenses** - Deduct operating costs
5. **Net Income** - Calculate bottom line
6. **Variance Analysis** - Compare to budget/prior period

### Workflow 2: Balance Sheet
1. **Assets** - List current and fixed assets
2. **Liabilities** - Document current and long-term debt
3. **Equity** - Calculate owner's equity
4. **Balance Check** - Verify assets = liabilities + equity
5. **Ratio Analysis** - Calculate key financial ratios

## Quick Reference

| Action | Command |
|--------|---------|
| P&L report | "Generate P&L for [period]" |
| Balance sheet | "Create balance sheet as of [date]" |
| Cash flow | "Generate cash flow statement" |