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: