Financial Statements
Financeby anthropics
3/3 audits passApache-2.0
Generate financial statements (income statement, balance sheet, cash flow) with period-over-period comparison and variance analysis.
Financial Statements, published by anthropics in the knowledge-work-plugins finance plugin under Apache-2.0, generates an income statement with period-over-period and budget comparisons and flags material variances. It takes a period type (monthly, quarterly, annual or YTD) and a period, pulls trial balance data from a connected ERP or data warehouse or asks you to paste or upload it, and lays out revenue, cost of revenue, gross profit, operating expenses, operating income and net income in a multi-column format. For each line it computes dollar and percentage variance, basis-point changes for margins, applies materiality thresholds, and decomposes drivers into volume, rate, mix, one-time, timing and currency effects.
The output is the formatted statement, a key-metrics summary, a material-variance table with investigation flags and follow-up questions. It also carries reference formats and GAAP presentation notes (ASC 220, 210 and 230) for the balance sheet and cash flow statement. It is for controllers, FP&A and founders closing the books. The skill states it does not provide financial advice and that statements should be reviewed by qualified professionals.
Inside BusinessMCP it can run as a playbook against revenue from your connected Stripe account or a connected database, with the analyst citing the figures it reads.
What you can do with it
- Build a monthly P&L with prior-month and prior-year comparison
- Flag line items that breach dollar or percentage materiality
- Summarise gross, operating and net margin changes in basis points
- List follow-up questions for unexplained variances before review
Run it on your business data
Imported into BusinessMCP, Financial Statements becomes a playbook your AI business analyst applies to your Stripe revenue and connected databases.
Use Financial Statements in BusinessMCPInstall it in a coding agent
One command adds Financial Statements to your project.
npx skills add https://github.com/anthropics/knowledge-work-plugins --skill financial-statementsHow we vetted it
- Source
- anthropics/knowledge-work-plugins at da38ec1
- Licence
- Apache-2.0
- Security audits (skills.sh)
- Gen Agent Trust Hub: Pass · Socket: Pass · Snyk: Pass
- Bundled scripts
- None, instructions only
Checked 2026-09-25 against its skills.sh listing. How we vet skills
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Frequently asked questions
How do I install Financial Statements?
Run `npx skills add anthropics/knowledge-work-plugins --skill financial-statements` to add it to a Claude Code or other skills-compatible agent. You can also import it from the BusinessMCP dashboard, where it becomes a playbook in your workspace.
What data does it need?
Trial balance or income statement data for the current and comparison periods. It pulls this from a connected ERP or data warehouse, or you can paste it or upload a spreadsheet.
Is the output ready to file?
No. The skill states it does not provide financial advice and that all statements should be reviewed by qualified financial professionals before use in reporting or filings.
Run Financial Statements against your whole business
Free plan, no credit card.
Use Financial Statements in BusinessMCP