Automated Three-Statement Forecasting

Dynamically links Income Statement, Balance Sheet, and Cash Flow statements from historical data to project future periods.

Accounting MCP Tool · Accounting 3236 installs Open source · Free Eval-verified
Corporate Finance Teams & CFOs · ERP systems (SAP/Oracle) SEC filings
Last updated Sep 1, 2026

Changelog

2026-09-01 Reviewed — no change Reviewed against the September 2026 eval suite — all assertions pass, no change to logic.

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MCP Config — Paste into Claude Desktop

Server: Accounting · Function: three_statement_forecast · 26 total tools · SSE endpoint ↗ 
{
  "mcpServers": {
    "accounting": {
      "url": "https://claudefinancelab.com/accounting/sse"
    }
  }
}
SSE Endpoint ↗

Let Claude install it for you

Copy this prompt → paste into a new Claude conversation.

I want to install the ClaudeFinanceLab MCP server for "Automated Three-Statement Forecasting".

Please add the following to my Claude Desktop config file:
- Mac path: ~/Library/Application Support/Claude/claude_desktop_config.json
- Windows path: %APPDATA%\Claude\claude_desktop_config.json

{
  "mcpServers": {
    "accounting": {
      "url": "https://claudefinancelab.com/accounting/sse"
    }
  }
}

Open the file, merge this into the existing mcpServers block (don't overwrite other servers), save it, and tell me when done. I'll restart Claude Desktop after.

Works with Claude Desktop, Cursor, Windsurf, and any MCP-compatible client.

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