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@topy-ai/cfo-cli

v0.1.0

Published

TOPY.AI's AI CFO on the command line: cash and runway, month-end close, Stripe in the books, QuickBooks reports and journals, bank rules, UK deadlines and reports for every c-level, plus a local MCP server.

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Links

Git

Maintainers

balaliorbalalior

Keywords

topy.aiai-cfobookkeepingquickbooksstripemcpcli

Readme

@topy-ai/cfo-cli

TOPY.AI's AI CFO from your terminal: a senior CFO, accountant and bookkeeper working from your own Stripe and QuickBooks — cash and runway, the month-end close, Stripe in the books, QuickBooks reports and journals, bank rules, UK deadlines (Companies House, Corporation Tax, VAT) and a finance report for every c-level.

The same tools Claude and ChatGPT get from https://topy.ai/mcp/cfo, with the same TOPY account and rules: reads run straight away; anything that writes (QuickBooks journals, suppliers, Stripe entries) shows a preview and asks first.

npx @topy-ai/cfo-cli login        # sign in with your TOPY account (or set TOPY_API_KEY)
npx @topy-ai/cfo-cli brief        # cash, runway, last month's close, next deadline, goal health
npx @topy-ai/cfo-cli close 2026-10
npx @topy-ai/cfo-cli report cto 2026-10
npx @topy-ai/cfo-cli books_stripe_preview --through 2026-10-26
npx @topy-ai/cfo-cli tools --group quickbooks

What QuickBooks' API can't do

Matching the bank feed, pairing transfers between your own accounts, bank rules, reconciling and the closing date are only in QuickBooks' web app. The CFO plans them (qbo_bank_feed_expectations, qbo_bank_rules_suggest, qbo_bank_rule_save) and a browser-driving agent does them in Chrome with the checks in cfo-cli chrome-kit: it acts only where the date and amount match exactly, checks every target before pressing, and tests each rule before saving. You sign in to QuickBooks yourself.

Workflows

cfo-cli prompts lists them: set-up, daily cash, weekly review, month-end close, Stripe into the books, the bank feed, c-level reports, compliance, year-end and runway. cfo-cli prompt cfo-month-end-close --month 2026-10 prints one for your agent.

Skills for Claude Code, Codex, Cursor and Gemini CLI: npx @topy-ai/cfo-skills install. Stripe refunds and payment links go through Stripe's official MCP server (https://mcp.stripe.com); TOPY only reads Stripe.

MIT · topy.ai/developers