Balance Sheet

Pulls balance sheet data for public companies through Octagon MCP, giving you assets, liabilities, equity, and net debt broken down by fiscal period. Returns actual dollar figures in a table format, not just links or summaries. Useful when you need to check capital structure, track leverage over time, or compare current versus non-current assets without opening a browser. The output includes follow-up prompts for deeper analysis, like comparing debt-to-equity across peers or investigating specific line item changes. Works best when you know the ticker and want quick access to the foundational numbers that show how a company finances itself.

skills.sh installs: 303
GitHub stars: 130
last updated: Aug 21, 2026

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Install

$ npx -y skills add octagonai/skills --skill balance-sheet --agent claude-code

Installs into .claude/skills of the current project.

Files

Balance Sheet

Retrieve detailed balance sheet statement data for public companies using Octagon MCP.

Prerequisites

Ensure Octagon MCP is configured in your AI agent (Cursor, Claude Desktop, Windsurf, etc.). See references/mcp-setup.md for installation instructions.

Query Format

Retrieve detailed balance sheet statement data for <TICKER>, limited to <N> records and filtered by period <FY|Q>.

MCP Call:

{
  "server": "octagon-mcp",
  "toolName": "octagon-agent",
  "arguments": {
    "prompt": "Retrieve detailed balance sheet statement data for AAPL, limited to 5 records and filtered by period FY"
  }
}