analyze_balance_sheet

io.github.HelloBooksAIAgents/hellobooks-mcp · Verify this server

Take a Balance Sheet CSV export from QuickBooks Online, Xero, Zoho Books, or Wave (source auto-detected) and run three checks: (1) bs.equation_broken — the fundamental accounting equation Assets = Liabilities + Equity does not hold (every downstream ratio analysis is invalid until fixed); (2) bs.negative_asset — Cash / AR / Inventory line items with negative balances (reconciliation error signal); (3) bs.negative_equity — Total Equity < 0 (insolvency signal). Input is raw CSV text of a Balance Sheet (Reports → Balance Sheet in QBO / Xero / Zoho / Wave). Max 5,000 rows; max 5 MB. Returns flags with severity, totals (totalAssets, totalLiabilities, totalEquity, equationBalances boolean), and a shareable URL. Use this when a user pastes a Balance Sheet and asks "does my balance sheet balance?", "is the accounting equation satisfied?", or "is my company solvent on paper?". A Balance Sheet that fails Assets = Liabilities + Equity invalidates every downstream financial-ratio analysis — this is the single most important check for any BS.