balance-sheet

balance-sheet is a skill for Claude Code, Codex from OctagonAI/skills. It costs 46 tokens per session (1,045 once invoked), scanned A, original, MIT.

A lookup tool for public companies' balance sheets, which describe what a company owns, owes, and has left for its owners. It retrieves figures such as assets, liabilities, equity, and net debt through Octagon MCP for current or historical periods.

In plain words
What is it for?
Use it to analyze a company's financial position, capital structure, and borrowing or leverage.
Why use it?
It saves you from extracting and organizing balance-sheet figures from company filings. You can request a chosen number of yearly or quarterly records for comparison.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it to analyze a company's financial position, capital structure, and borrowing or leverage.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/octagonai/skills/balance-sheet
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add OctagonAI/skills --skill balance-sheet
Clone the repo
git clone --depth 1 https://github.com/OctagonAI/skills

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for balance-sheet

README.md
[![agentmods](https://agentmods.dev/badge/skills/octagonai/skills/balance-sheet/github.svg)](https://agentmods.dev/skills/octagonai/skills/balance-sheet)
Your own site
<a href="https://agentmods.dev/skills/octagonai/skills/balance-sheet"><img src="https://agentmods.dev/badge/skills/octagonai/skills/balance-sheet/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for balance-sheet

Your own site · 80×15
<a href="https://agentmods.dev/skills/octagonai/skills/balance-sheet"><img src="https://agentmods.dev/badge/skills/octagonai/skills/balance-sheet.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 46 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,045 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00046 $0.01045
Opus 5 $0.00023 $0.00522
Sonnet 5 $0.00009 $0.00209
Haiku 4.5 $0.00005 $0.00104

Measured 13d ago against content hash df7b12341389, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

balance-sheet scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 13d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/balance-sheet/SKILL.md · 112 lines

How it starts

The opening of the file, as written. The whole thing — 112 lines — stays where its author put it; the contents beside it link to each section on GitHub.

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"
  }
}

Output Format

The agent returns a table with absolute financial figures:

Fiscal Year Total Assets (USD) Total Current Assets (USD) Total Non-Current Assets (USD) Total Liabilities (USD) Total Equity (USD) Net Debt (USD)
2025 359,241.00 million 147,957.00 million 211,284.00 million 285,508.00 million 73,733.00 million 89,749.00 million
2024 364,980.00 million 152,987.00 million 211,993.00 million 308,030.00 million 56,950.00 million 89,116.00 million
2023 352,583.00 million 143,566.00 million 209,017.00 million 290,437.00 million 62,146.00 million 93,965.00 million
2022 352,755.00 million 135,405.00 million 217,350.00 million 302,083.00 million 50,672.00 million 108,834.00 million
2021 351,002.00 million 134,836.00 million 216,166.00 million 287,912.00 million 63,090.00 million 101,582.00 million

Data Source: octagon-financials-agent

Key Observations Pattern

After receiving data, generate observations:

  1. Asset base changes: Track total assets trajectory over time
  2. Asset composition: Analyze current vs non-current asset mix
  3. Equity trends: Monitor shareholders' equity changes
  4. Leverage position: Track net debt levels and direction
  5. Capital structure: Compare liabilities to equity ratios

Read the full file on GitHub · 112 lines

Files

What ships with it

4 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 13d ago First seen · 112 lines · 46 tokens per session scan A df7b12341389

Subscribe to this mod's changes

balance-sheet is a skill published in the GitHub repository OctagonAI/skills (127 stars, last pushed 3mo ago), licensed MIT. It adds 46 tokens to every session and 1,045 once invoked, about $0.0002 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

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