The AI CFO is goal-first. It keeps four standing goals — cash safety (runway above the floor), books closed (every month closed and reconciled by the 10th), compliance (no deadline missed) and unit economics — and every routine below exists to move one of them.
- Core (
topy-ai-cfo): connect, the daily brief, the CFO's goals, first-time setup. - Bookkeeping: categorising transactions (UK treatment), the month-end close, journals, share capital.
- Stripe (service agent): Stripe into the books (monthly journals + payout transfers that reconcile to Stripe's balance), revenue operations (failed payments, disputes), and money moves through Stripe's official MCP.
- QuickBooks (service agent): bank-feed matching and bank rules driven in Chrome where QuickBooks has no API, reconciliation, locking a closed month, reports.
- Reporting: management accounts, one-screen reports for the CEO, CMO, CTO, CRO, CPO, COO, CSO and the board, runway.
- Compliance (UK): Companies House and HMRC deadlines (including the split first CT period), the VAT threshold, year-end.
Every change in TOPY, QuickBooks or Stripe takes two calls: a preview the agent shows you, then a confirmed call after you say yes. Skills never confirm for you, never move money, and never type your passwords.
Install
npx @topy-ai/cfo-skills install # this project, for the agents set up here
npx @topy-ai/cfo-skills install -g --mcp # your user, plus the MCP server
npx @topy-ai/cfo-skills install --category stripe,quickbooks
npx @topy-ai/cfo-skills list
Claude Code plugins: /plugin marketplace add TOPY-AI-LTD/TOPY-AI-CFO-Skills, then /plugin install topy-ai-cfo-all@topy-ai-cfo.
Codex: codex plugin marketplace add TOPY-AI-LTD/TOPY-AI-CFO-Skills. Pi: pi install npm:@topy-ai/cfo-skills.
See the installer README.
Connect TOPY.AI
https://topy.ai/mcp/cfo — OAuth with your TOPY.AI account (the same one as the AI CEO). Connect Stripe (a read-only
restricted key) and QuickBooks once in the TOPY.AI dashboard.
How the skills fit together
topy-cfo-connect ─▶ topy-cfo-setup ─▶ topy-cfo-goals
│
daily: topy-cfo-brief · stripe-revenue-ops
│
monthly: stripe-to-books ─▶ qbo-bank-feed-match ─▶ qbo-bank-rules / topy-cfo-categorise
─▶ qbo-reconcile ─▶ topy-cfo-month-end-close ─▶ qbo-close-books
─▶ topy-cfo-management-accounts ─▶ topy-cfo-clevel-reports · topy-cfo-runway
│
compliance: topy-cfo-uk-deadlines · topy-cfo-vat-watch ─▶ topy-cfo-year-end
Try: "Book Stripe into QuickBooks", "Match my Stripe payouts in the bank feed", "Close October", "How long will our cash last?", "What are my filing deadlines?"
Packages
Repository structure
plugins/
topy-ai-cfo/ core skills + .mcp.json (Claude Code) and mcp.json (Codex)
topy-ai-cfo-bookkeeping/ topy-ai-cfo-stripe/ topy-ai-cfo-quickbooks/
topy-ai-cfo-reporting/ topy-ai-cfo-compliance/
topy-ai-cfo-all/ bundle that depends on all six
.claude-plugin/marketplace.json Claude Code marketplace
.agents/plugins/marketplace.json Codex marketplace
skills.json machine-readable catalogue
packages/skills/ the @topy-ai/cfo-skills installer
The skills are generated from a source catalogue kept next to TOPY.AI's MCP server; the build checks every tool a
skill names against the CFO server's tool list. Please open an issue rather than editing a SKILL.md.
Not tax, legal or investment advice: filings and money movements stay with the founder or their accountant.
License
MIT © TOPY AI LTD. Privacy: topy.ai/privacy.
Skills
22 skills in 6 plugins, plus the topy-ai-cfo-all bundle. Generated from the source catalogue: please open an issue rather than editing a SKILL.md.