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CREATE_FINANCIAL_REPORT

Creates a consolidated financial report .xlsx with P&L, Balance Sheet, Cash Flow summary sheets from provided data. Includes dashboard with key ratios.

Parameters

NameTypeRequiredDescription
output_pathstringyesOutput .xlsx path
company_namestringyesCompany name
periodstringyesReporting period
income_dataobject—P&L data: {revenue, cogs, operating_expenses, ...}
balance_dataobject—Balance sheet: {total_assets, total_liabilities, ...}
cash_flow_dataobject—Cash flow: {operating, investing, financing, ...}

How to use it

You normally trigger this by describing what you want in chat — the agent selects CREATE_FINANCIAL_REPORT 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_REPORT",
  "args": {
    "output_path": "/Users/me/Documents/file.txt",
    "company_name": "…",
    "period": "…"
  },
  "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_REPORT","args":{"output_path":"/Users/me/Documents/file.txt","company_name":"…","period":"…"}}'

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