mcpField
I
income-statement

income-statement

github.com/octagonaiData & databases130270 installsUpdated 21w ago
Repository

About income-statement

This skill retrieves real-time income statement data for public companies through Octagon MCP. It is intended for company and financial analysis, with queries filtered by record count and reporting period and results including revenue, net income, and diluted EPS.

Key features

  1. 01Retrieve public-company income statements
  2. 02Filter by fiscal year or quarter
  3. 03Review revenue, net income, and diluted EPS
  4. 04Analyze year-over-year changes and margins

Use cases

  1. 01Track company revenue and earnings trends
  2. 02Compare financial results across periods
  3. 03Calculate and monitor net margins
  4. 04Prepare metrics for peer comparisons

MCP support

Configure Octagon MCP in an AI agent and use the octagon-agent tool to query income statement data from octagon-financials-agent.

Install

Copy the command and run it in a terminal.

$npx skills add https://github.com/octagonai/skills --skill income-statement

After installing, type/income-statementin Claude Code to confirm it loaded.

Bundled files

References and scripts installed along with SKILL.md.

marketplace.json
README.md
references/
interpreting-results.md
mcp-setup.md

Details

From the project README

Income Statement

Retrieve real-time income 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 real-time income 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 real-time income 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 YearRevenue (USD)Net Income (USD)EPS (Diluted)
2025$416,161,000,000$112,010,000,0007.46
2024$391,035,000,000$93,736,000,0006.08
2023$383,285,000,000$96,995,000,0006.13
2022$394,328,000,000$99,803,000,0006.11
2021$365,817,000,000$94,680,000,0005.61

Data Source: octagon-financials-agent

Key Observations Pattern

After receiving data, generate observations:

  1. Revenue trajectory: Calculate dollar and percentage changes year-over-year
  2. Net income trends: Track profitability in absolute terms
  3. EPS progression: Note earnings per share expansion or contraction
  4. Margin calculation: Compute Net Income / Revenue for net margin
  5. Scale context: Compare figures to industry peers

Metrics Reference

MetricDefinition
RevenueTotal sales/top-line income for the period
Net IncomeBottom-line profit after all expenses and taxes
EPS (Diluted)Earnings per share assuming all dilutive securities converted

Analysis Tips

Revenue Scale
  • Use to compare company size across industry
  • Track absolute dollar growth, not just percentages
  • Larger base requires more absolute growth to maintain % growth
Net Income Quality
  • Compare Net Income to Operating Income for non-operating items
  • Check for one-time gains/losses distorting figures
  • Look for consistent growth trajectory
EPS Analysis
  • EPS can grow faster than Net Income due to buybacks
  • Compare to analyst estimates and guidance
  • Check shares outstanding for context
Margin Calculation

Calculate from the data:

Net Margin = Net Income / Revenue × 100

Example: $112B / $416B = 26.9% net margin

Period Comparisons
  • FY for annual strategic view
  • Q for seasonal patterns and recent trends
  • Compare same periods (Q1 vs Q1) for seasonality

Follow-up Queries

Based on results, suggest deeper analysis:

  • "What factors contributed to the revenue growth in [YEAR]?"
  • "How does [COMPANY]'s [YEAR] net margin compare to industry peers?"
  • "What are the key drivers of the EPS expansion over the [N]-year period?"
  • "Retrieve quarterly income statement data for [TICKER] to see seasonal patterns"

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