Clean Report Export
Generate analysis-ready CSV or TSV exports from any Numeric financial statement. No summary rows, no merged cells, no formatting artifacts — pure data records ready for Excel pivots, pandas, or any BI tool.
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Clean Report Export
Generate analysis-ready CSV or TSV exports from any Numeric financial statement. No summary rows, no merged cells, no formatting artifacts — pure data records ready for Excel pivots, pandas, or any BI tool.
Before You Begin
- Numeric MCP connected.
- Numeric Toolkit installed.
- A saved report, OR enough context to build one (statement type, period, entity).
How It Works
- Ask Claude to export. Example prompts:
- "Export the March IS as CSV."
- "Give me a clean TSV of the balance sheet."
- "Pull my saved YTD income statement for analysis."
- Claude routes to either a saved report (
list_reports→get_report_data) or an ad-hoc build (build_report). - Claude picks the comparison type based on your phrasing: single month, YTD, MoM 3/6/12, QTD.
- Claude strips non-data rows — summary rows, group headers, computed subtotals, blank spacers.
- Claude writes the output file with a clean header row and consistent column names.
What You Get
A .tsv (default) or .csv file, named like Acme_IS_2026-03_MoM3.tsv, containing:
- Clean header row with consistent column names
- Only leaf account rows — no subtotals, group headers, or section separators
- Optional
groupcolumn preserving hierarchy context - Monetary values as raw numbers (scaled to
$K/$Mon request) - Correct currency symbol based on entity's
organization_currency
Default 2-decimal precision (override on request)
Comparison type mapping:
Troubleshooting
FAQ
- Can I export multiple reports at once? Yes — ask for "all income statements" or "IS and BS for all entities" and it runs in bulk.
- CSV or TSV default? TSV (avoids comma escaping). Ask for CSV explicitly if you need it.
- Can I keep the summary rows? Not from this skill. Use Report + Transaction Detail if you need the full report structure preserved.
- Non-USD entities? Fully supported — currency symbol is read from entity metadata.
Download & Install
Download the full Numeric Toolkit (15 community skills, including this one):
Install via Claude Code CLI:
/plugin marketplace add geoff-lew/numeric-toolkit
/plugin install numeric-mcp-toolkit
Need help? Reach out to support@numeric.io.
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