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Agent skill

Financial Metrics Analysis

by OctagonAI in OctagonAI/skills

Analyze year-over-year growth in income statement items and financial metrics using Octagon MCP.

MITAuto-check passedBusiness, Finance & HR

Install Financial Metrics Analysis

skills CLI
$ npx skills add OctagonAI/skills --skill financial-metrics-analysis -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install OctagonAI/skills financial-metrics-analysis --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/OctagonAI/skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/financial-metrics-analysis .claude/skills/financial-metrics-analysis && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
financial-metrics-analysis
GitHub stars
127
Token cost
~975 tokens
SKILL.md length
300 words
Files
5 (incl. references)
Skills in repo
53
Repo updated
First seen
Licence
MIT

At a glance

Analyze year-over-year growth in income statement items and financial metrics using Octagon MCP.

  • Works in 4 steps: Identify Analysis Parameters → Execute Query via Octagon MCP → Expected Output → …
  • Retrieving YoY Revenue Growth
  • SKILL.md covers Prerequisites, Workflow, Example Queries and Key Metrics Explained, plus 1 more section
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Financial Metrics Analysis is an agent skill from OctagonAI/skills. Analyze year-over-year growth in income statement items and financial metrics using Octagon MCP. Use when retrieving YoY Revenue Growth, Cost of Revenue Growth, Gross Profit Growth, Operating Income Growth, Net Income Growth, or comparing financial performance across fiscal periods for any public company.

Its SKILL.md is about 980 tokens, which your agent loads only when the skill is triggered. The skill folder holds 5 other files, including reference files (for example `README.md`, `marketplace.json` and `references/interpreting-results.md`).

It sits in Business, Finance & HR, covering Financial analysis and MCP servers. It works with Model Context Protocol. The repository describes itself as: A collection of Claude skills for agentic financial research by Octagon. The licence is MIT.

When your agent uses it

  • Retrieving YoY Revenue Growth
  • Cost of Revenue Growth
  • Gross Profit Growth
  • Operating Income Growth

Example prompts

  • “/financial-metrics-analysis”

Workflow steps

4 steps, taken from the step headings in SKILL.md.

  1. Identify Analysis Parameters
  2. Execute Query via Octagon MCP
  3. Expected Output
  4. Interpret Results

What it can do on your machine

Read from SKILL.md and the folder at commit 51e938c. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md (its code samples are json).

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Financial Metrics Analysis loads about 975 tokens when it runs, and up to ~2.8k if it reads all its reference files. Until then it costs about 83 tokens; SKILL.md has 300 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~83
When it runs · the whole SKILL.md, loaded when a task matches
~975
With references · SKILL.md plus every file in references/, read only if the agent opens them
~2.8k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from OctagonAI/skills at commit 51e938c, republished under its MIT licence (© OctagonAI). 300 words, ~975 tokens.

Download SKILL.mdSave it as .claude/skills/financial-metrics-analysis/SKILL.md (or your agent's skills folder). This skill also uses 4 other files; get the full folder from GitHub.
name
financial-metrics-analysis
description
Analyze year-over-year growth in income statement items and financial metrics using Octagon MCP. Use when retrieving YoY Revenue Growth, Cost of Revenue Growth, Gross Profit Growth, Operating Income Growth, Net Income Growth, or comparing financial performance across fiscal periods for any public company.

Financial Metrics Analysis

Retrieve and analyze year-over-year growth in key income statement items for public companies using the Octagon MCP server.

Prerequisites

Ensure Octagon MCP is configured in your AI agent (Cursor, Claude Desktop, Windsurf, etc.). See references/mcp-setup.md for installation instructions.

Workflow

1. Identify Analysis Parameters

Determine the following before querying:

  • Ticker: Stock symbol (e.g., AAPL, MSFT, GOOGL)
  • Records: Number of periods to retrieve (e.g., 5 years)
  • Period: FY (fiscal year) or Q (quarterly)
2. Execute Query via Octagon MCP

Use the octagon-agent tool with a natural language prompt:

Retrieve year-over-year growth in key income-statement items for <TICKER>, limited to <N> records and filtered by period <FY|Q>.

MCP Call Format:

json
{
  "server": "octagon-mcp",
  "toolName": "octagon-agent",
  "arguments": {
    "prompt": "Retrieve year-over-year growth in key income-statement items for AAPL, limited to 5 records and filtered by period FY"
  }
}
3. Expected Output

The agent returns a tabular response with YoY growth percentages:

YearRevenue GrowthCost of Revenue GrowthGross Profit GrowthOperating Income GrowthNet Income Growth
20242.0%1.5%3.1%5.2%4.8%
2023-2.8%-1.2%-4.5%-8.1%-10.2%
..................

Data Sources: octagon-companies-agent, octagon-financials-agent

4. Interpret Results

See references/interpreting-results.md for guidance on:

  • Reading growth percentages
  • Identifying trends and inflection points
  • Spotting operating leverage signals
  • Comparing to industry benchmarks

Example Queries

Basic YoY Analysis:

Retrieve year-over-year growth in key income-statement items for AAPL, limited to 5 records and filtered by period FY.

Quarterly Analysis:

Retrieve year-over-year growth in key income-statement items for TSLA, limited to 8 records and filtered by period Q.

Extended Historical View:

Retrieve year-over-year growth in key income-statement items for MSFT, limited to 10 records and filtered by period FY.

Key Metrics Explained

MetricDefinition
Revenue GrowthYoY change in total revenue/sales
Cost of Revenue GrowthYoY change in direct costs (COGS)
Gross Profit GrowthYoY change in Revenue minus COGS
Operating Income GrowthYoY change in income from operations
Net Income GrowthYoY change in bottom-line profit

Analysis Tips

  1. Revenue vs Net Income divergence: If Net Income grows faster than Revenue, the company is improving margins or reducing costs.

  2. Operating leverage: When Operating Income grows faster than Revenue, fixed costs are being spread over more sales.

  3. Margin compression: If Cost of Revenue grows faster than Revenue, margins are declining.

  4. Consistency: Look for companies with consistent positive growth across all metrics.

  5. Trend reversals: A switch from negative to positive growth often signals a turnaround.

© OctagonAI, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

SKILL.md and 4 other files (references) in skills/financial-metrics-analysis of OctagonAI/skills.

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

Open the folder on GitHubat commit 51e938c

Compare with similar skills

Financial Metrics Analysis next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Financial Metrics Analysis compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Financial Metrics Analysis this skillOctagonAI/skills127—~975Automated safety check: PassMIT
Datapack Builderw95/awesome-claude-corporate-skills2441 repos~6kAutomated safety check: PassMIT
Stock Market Data MCP QueryYourdaylight/stock_datasource189—~1.1kAutomated safety check: PassMIT
Tradingview MCPatilaahmettaner/tradingview-mcp5k—~1.3kAutomated safety check: PassMIT
Earnings AnalysisWind-Alice/AliceMarket1343 repos~2.2kAutomated safety check: PassNone
Okx Cex Marketdex-original/okx-agent-trade-kit1101 repos~2.7kAutomated safety check: PassMIT

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Works with

Categories

Questions about Financial Metrics Analysis

What does Financial Metrics Analysis do?

Analyze year-over-year growth in income statement items and financial metrics using Octagon MCP. Financial Metrics Analysis is an agent skill from OctagonAI/skills. Analyze year-over-year growth in income statement items and financial metrics using Octagon MCP.

When should I use Financial Metrics Analysis?

Financial Metrics Analysis fits situations like: retrieving YoY Revenue Growth; cost of Revenue Growth; gross Profit Growth; operating Income Growth.

How do I install Financial Metrics Analysis in Claude Code?

Run `npx skills add OctagonAI/skills --skill financial-metrics-analysis -a claude-code`. Or copy the skill folder (skills/financial-metrics-analysis in OctagonAI/skills) into .claude/skills/financial-metrics-analysis in your project. Claude Code loads it when a task matches its description.

How do I install Financial Metrics Analysis in Codex?

Run `npx skills add OctagonAI/skills --skill financial-metrics-analysis -a codex`. Or copy the skill folder (skills/financial-metrics-analysis in OctagonAI/skills) into .agents/skills/financial-metrics-analysis in your project. Codex loads it when a task matches its description.

Can I use Financial Metrics Analysis in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add OctagonAI/skills --skill financial-metrics-analysis -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/financial-metrics-analysis, .gemini/skills/financial-metrics-analysis, .github/skills/financial-metrics-analysis and .opencode/skills/financial-metrics-analysis in your project.

What does Financial Metrics Analysis need to run?

SKILL.md names no scripts, command-line tools or credentials: Financial Metrics Analysis is instructions for the agent only.

Does Financial Metrics Analysis access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Financial Metrics Analysis safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Financial Metrics Analysis use?

Financial Metrics Analysis is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Financial Metrics Analysis use?

About 975 tokens (SKILL.md is roughly 3.9k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 1.8k tokens, read only when the agent opens those files.

What are the alternatives to Financial Metrics Analysis?

Skills that share tags, products or a category with Financial Metrics Analysis: Datapack Builder (w95/awesome-claude-corporate-skills, 244 stars), Stock Market Data MCP Query (Yourdaylight/stock_datasource, 189 stars), Tradingview MCP (atilaahmettaner/tradingview-mcp, 5k stars) and Earnings Analysis (Wind-Alice/AliceMarket, 134 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Financial Metrics Analysis?

OctagonAI (a GitHub organization) maintains it in OctagonAI/skills, which has 127 GitHub stars. The repository holds 53 skills in this directory. The repository was last updated on June 5, 2026.

Source: OctagonAI/skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.