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CREATE_FINANCIAL_MODEL

Creates a multi-scenario financial model (base/bull/bear) with 12-month projections. Outputs a formatted .xlsx file with overview, scenarios, and charts.

Parameters

NameTypeRequiredDescription
output_pathstringyesOutput .xlsx path
company_namestringyesCompany name
base_revenuenumberyesStarting monthly revenue
base_expensesnumberyesStarting monthly expenses
revenue_growth_ratesobject—Monthly growth rates per scenario: {bear: 0.02, base: 0.05, bull: 0.10}
expense_growth_ratenumber—Monthly expense growth rate (default 0.02)
monthsinteger—Projection months (default 12)

How to use it

You normally trigger this by describing what you want in chat — the agent selects CREATE_FINANCIAL_MODEL automatically. For example:

Try saying
“create a financial tools document”

In a workflow

As a step in a multi-step workflow DAG:

json
{
  "id": "s1",
  "agent": "financial_tools",
  "action": "CREATE_FINANCIAL_MODEL",
  "args": {
    "output_path": "/Users/me/Documents/file.txt",
    "company_name": "…",
    "base_revenue": 1,
    "base_expenses": 1
  },
  "depends_on": [],
  "outputs": []
}

Direct call

For scripting, call it directly via POST /execute_tool. Every tool returns { success, message, data }.

bash
curl -X POST http://127.0.0.1:8000/execute_tool \
  -H "Content-Type: application/json" \
  -d '{"tool_name":"CREATE_FINANCIAL_MODEL","args":{"output_path":"/Users/me/Documents/file.txt","company_name":"…","base_revenue":1,"base_expenses":1}}'

Part of the financial_tools plugin. Browse the full Plugin & Tool Catalog or the relevant feature guide.