Query Financial Data

Run arbitrary SQL queries against the financial dataset.

When to Use

• "Query the financial data"
• "How much revenue did we have in 2024?"
• "Show me all expense accounts"
• "What are the top expense categories?"

Steps

Use the query MCP tool with a SQL statement. The primary table is records with columns:

• source — data source (quickbooks, edgar)
• account_id — standard account identifier
• account_name — display name
• statement_kind — income_statement / balance_sheet / cash_flow_statement
• period_label — e.g. 2024, 2024-Q1
• amount — numeric value
• currency — e.g. USD

Example queries:

-- Total revenue by period
SELECT period_label, SUM(amount) as revenue
FROM records WHERE account_id = 'revenue'
GROUP BY period_label ORDER BY period_label

-- All expense accounts
SELECT account_name, SUM(amount) as total
FROM records WHERE statement_kind = 'income_statement'
  AND account_type = 'expense'
GROUP BY account_name ORDER BY total DESC