Skip to main content
Three tools work together to produce financial statements:
ToolPurpose
syrto_list_financial_statement_templatesDiscover what statement formats are available
syrto_get_financial_statement_templatePreview the blank structure of a template
syrto_generate_financial_statementGenerate a statement filled with actual company values

​
List templates

syrto_list_financial_statement_templates returns all available financial statement formats.

​
Ask for this when

  • You want to know what financial statement formats are available before generating one
Example prompts: “What financial statements can you generate?”, “Show me available templates”

​
Arguments

No arguments required.

​
Returns

A JSON list of templates, each with:
​
display_name
string
Human-readable template name — always show this to users.
​
countries
string
Country/region applicability (e.g. "IT", "*").

​
Get template structure

syrto_get_financial_statement_template returns the blank line-item structure of a template, without any company values filled in.

​
Ask for this when

  • You want to see the structure or line items of a statement format before generating it with real company data
Example prompts: “Show me the income statement template”, “What does the balance sheet look like?”

​
Arguments

​
slug
string
required
Template slug from syrto_list_financial_statement_templates.
​
language
string
"en" for English (default) or "it" for Italian.

​
Returns

​
result
string
Markdown template with (syrto_code) placeholders where values will be injected.

​
Generate a statement

syrto_generate_financial_statement fetches company metric values and injects them into the chosen template(s), producing a filled statement in markdown.

​
Ask for this when

  • You want a filled income statement, balance sheet, or other financial statement for a specific company and year
Example prompts: “Generate the income statement for Ferrari”, “Show me the balance sheet for 2022”, “Generate both the income statement and balance sheet for ENI”

​
Arguments

​
company_id
string
required
The company ID from syrto_find_company. Always call syrto_find_company first.
​
template_slugs
string[]
required
One or more template slugs (e.g. ["italian_income_statement"]). Use syrto_list_financial_statement_templates to discover available slugs. You can request multiple templates in a single call.
​
year
integer
Fiscal year to generate for (e.g. 2022). Defaults to the most recent available year.
​
language
string
"en" for English (default) or "it" for Italian.

​
Returns

A JSON list of generated statements, each with:
​
company_name
string
Legal name.
​
year
integer
Fiscal year of the generated statement.
​
template_name
string
Human-readable template title — show this to users.
​
metrics_matched
integer
Number of line items successfully filled with values.
​
total_slots
integer
Total number of line items in the template.
​
content
string
Markdown with values injected inline as bold numbers.
​
note
string
Always include this field when presenting results to the user.

​
Examples

​
Example 1: Generate a single statement

User prompt: “Generate the income statement for Barilla for 2022” Tool call: 
{
  "company_id": "Zm86SVRfMDE2NTQwMTAzNDVfVTox",
  "template_slugs": ["italian_income_statement"],
  "year": 2022,
  "language": "en"
}
What happens:
  • Returns a filled income statement in markdown with actual Barilla metric values injected inline as bold numbers
  • metrics_matched shows how many line items were successfully populated out of total_slots

​
Example 2: Generate multiple statements in one call

User prompt: “Show me both the income statement and balance sheet for Barilla” Tool call: 
{
  "company_id": "Zm86SVRfMDE2NTQwMTAzNDVfVTox",
  "template_slugs": ["italian_income_statement", "reclassified_balance_sheet_according_to_the_financial_criterion"],
  "language": "en"
}
What happens:
  • Both statements are generated in a single call and returned as a list
  • Omitting year defaults to the most recent available year

​
Example 3: Discover templates first, then generate

User prompt: “What financial statements can you generate for Italian companies?” What happens:
  • Call syrto_list_financial_statement_templates with no arguments to retrieve all available templates with their display_name and applicability
  • Present the list to the user, then call syrto_generate_financial_statement with the chosen template_slugs