Skill

carta-consolidating-balance-sheet

Generate a consolidating Balance Sheet for all entities under a firm for a given month and write it as a side-by-side Excel tab with Assets / Liabilities / Equity sections and a Total column. Sourced from Carta MCP (firm/entity resolution + DWH SQL). TRIGGER when the user asks for "balance sheet of

Claim this listing

Connect your GitHub to prove you own or maintain this listing. We verify repo access automatically — most publishers are confirmed in seconds.

1Connect GitHub

2Submit your claim

3Auto-verified, or reviewed within 48h