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 all entities of [firm] for [month]", a consolidating BS by entity, or to replicate the "Balance Sheet - consolidating" tab format for a different firm/period. Trigger phrases include "consolidating balance sheet", "BS by entity", "balance sheet of all entities". DO NOT TRIGGER for single-entity BS, P&L / income statement (carta-consolidating-pnl), new budgets (carta-create-budget), pulling Carta-stored budgets (carta-fetch-budget), refreshing actuals (carta-fetch-actuals), pacing (carta-budget-analysis), or what-if (carta-budget-scenarios). Also DO NOT TRIGGER for a single-fund / fund-level balance sheet or fund account balances as-of a date — use carta-explore-data for those.
Install with
Claude CodeCodexCursorGitHub CopilotGemini CLI
Supported by the Atlas install prompt. Skill-specific requirements vary.
Skill stats
Skills1CategoryDeveloper toolsStars0
About this skill
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 all entities of [firm] for [month]", a consolidating BS by entity, or to replicate the "Balance Sheet - consolidating" tab format for a different firm/period. Trigger phrases include "consolidating balance sheet", "BS by entity", "balance sheet of all entities". DO NOT TRIGGER for single-entity BS, P&L / income statement (carta-consolidating-pnl), new budgets (carta-create-budget), pulling Carta-stored budgets (carta-fetch-budget), refreshing actuals (carta-fetch-actuals), pacing (carta-budget-analysis), or what-if (carta-budget-scenarios). Also DO NOT TRIGGER for a single-fund / fund-level balance sheet or fund account balances as-of a date — use carta-explore-data for those.
Quick start
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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 all entities of [firm] for [month]", a consolidating BS by entity, or to replicate the "Balance Sheet - consolidating" tab format for a different firm/period. Trigger phrases include "consolidating balance sheet", "BS by entity", "balance sheet of all entities". DO NOT TRIGGER for single-entity BS, P&L / income statement (carta-consolidating-pnl), new budgets (carta-create-budget), pulling Carta-stored budgets (carta-fetch-budget), refreshing actuals (carta-fetch-actuals), pacing (carta-budget-analysis), or what-if (carta-budget-scenarios). Also DO NOT TRIGGER for a single-fund / fund-level balance sheet or fund account balances as-of a date — use carta-explore-data for those.
About this listing
Category
Developer tools
Reported license
Apache-2.0
Listing language (estimated)
English
Review status
Not individually reviewed
Agent compatibility
Atlas installation supports Claude Code, Codex, and Cursor. Skill-specific dependencies and features are checked during setup.
Claude Code
Codex
Cursor
GitHub Copilot
Gemini CLI