@topy-ai/cfo-skills

The TOPY.AI AI CFO skills for Claude Code, Codex, Pi, Cursor, Gemini CLI, OpenCode, GitHub Copilot, Windsurf and other coding agents: 22 skills that keep a small company's books and finances the way a senior CFO, accountant and bookkeeper would — Stripe into QuickBooks, bank feed matching and bank rules (driven in Chrome where QuickBooks has no API), month-end close, management accounts, reports to the other c-levels, runway and UK compliance — powered by the TOPY.AI CFO MCP server.

npx @topy-ai/cfo-skills install                  # this project, for the agents set up here
npx @topy-ai/cfo-skills install -g               # your user: every project
npx @topy-ai/cfo-skills install -g -a codex,pi   # pick the agents
npx @topy-ai/cfo-skills install --mcp            # also add the CFO MCP server to .mcp.json (Claude Code)

Pi users can also install it as a Pi package: pi install npm:@topy-ai/cfo-skills.

Supported platforms

| Platform | Install | MCP server | |---|---|---| | Claude Code | npx @topy-ai/cfo-skills install -a claude, or the plugin marketplace | install --mcp writes .mcp.json, or the topy-ai-cfo plugin | | Codex | npx @topy-ai/cfo-skills install -a codex, or codex plugin marketplace add TOPY-AI-LTD/TOPY-AI-CFO-Skills | codex mcp add topy-cfo --url https://topy.ai/mcp/cfo | | Pi | pi install npm:@topy-ai/cfo-skills | npx -y @topy-ai/cfo-mcp | | Cursor, Gemini CLI, OpenCode, Copilot, Windsurf and others | npx @topy-ai/cfo-skills install -a <agent> | Remote URL https://topy.ai/mcp/cfo | | Claude.ai, Claude Desktop, ChatGPT | Upload a skill folder as a zip | Custom connector https://topy.ai/mcp/cfo |

The QuickBooks bank-feed and bank-rule skills drive QuickBooks' own web pages in Chrome (Claude in Chrome or another browser agent); you sign in yourself, and every key press is checked first.

Agents and folders

--agent (-a) takes one or more agent ids, comma-separated. auto (the default) installs for the agents already set up in that scope (their folders exist), else for Claude Code; all installs for every agent below. Agents that share a folder get one copy.

| --agent | Agent | Project scope | User scope (-g) | |---|---|---|---| | claude | Claude Code | .claude/skills | ~/.claude/skills (CLAUDE_CONFIG_DIR) | | codex | Codex | .agents/skills | ~/.agents/skills | | pi | Pi | .agents/skills | ~/.agents/skills | | cursor | Cursor | .agents/skills | ~/.cursor/skills | | gemini | Gemini CLI | .agents/skills | ~/.gemini/skills | | opencode | OpenCode | .agents/skills | ~/.config/opencode/skills | | copilot | GitHub Copilot | .agents/skills | ~/.copilot/skills | | amp | Amp | .agents/skills | ~/.config/agents/skills | | cline | Cline | .agents/skills | ~/.agents/skills | | windsurf | Windsurf | .windsurf/skills | ~/.codeium/windsurf/skills | | goose | Goose | .goose/skills | ~/.config/goose/skills | | kiro | Kiro | .kiro/skills | ~/.kiro/skills | | qwen | Qwen Code | .qwen/skills | ~/.qwen/skills | | trae | Trae | .trae/skills | ~/.trae/skills | | roo | Roo Code | .roo/skills | ~/.roo/skills | | kilo | Kilo Code | .kilocode/skills | ~/.kilocode/skills | | augment | Augment | .augment/skills | ~/.augment/skills | | droid | Factory Droid | .factory/skills | ~/.factory/skills | | openhands | OpenHands | .openhands/skills | ~/.openhands/skills | | antigravity | Antigravity | .agent/skills | ~/.gemini/antigravity/skills |

npx @topy-ai/cfo-skills agents prints this table and marks the agents found on your machine. The install record lives in <project>/.topy-ai/cfo-skills-install.json, or ~/.config/topy/cfo-skills-install.json for the user scope (TOPY_HOME). Commit the project's skill folders and .topy-ai/ to share the skills with your team.

Pick what you need

npx @topy-ai/cfo-skills list                                     # every skill, by category
npx @topy-ai/cfo-skills install --category stripe,quickbooks     # categories (or plugin names like topy-ai-cfo-quickbooks)
npx @topy-ai/cfo-skills install qbo-bank-rules topy-cfo-runway   # single skills

Categories: core (connect, brief, goals, setup — always installed), bookkeeping, stripe, quickbooks, reporting, compliance.

Connect the MCP server

https://topy.ai/mcp/cfo — the same TOPY.AI account and sign-in (OAuth) as the AI CEO; Stripe and QuickBooks are connected once in the TOPY.AI dashboard. For scheduled agents, an API key as TOPY_API_KEY.

npx @topy-ai/cfo-skills mcp -g     # prints the commands for Claude Code, Codex, Gemini CLI, Cursor and Pi

Update and remove

npx @topy-ai/cfo-skills@latest update          # this project (-g for your user)
npx @topy-ai/cfo-skills remove qbo-reports     # or --all
npx @topy-ai/cfo-skills doctor

Files you edited are kept on update and remove unless you pass --force. Every command accepts --dry-run. The CEO and CFO skill packages install side by side; each keeps its own record.

Standalone install

git clone --depth 1 https://github.com/TOPY-AI-LTD/TOPY-AI-CFO-Skills.git
mkdir -p ~/.agents/skills
cp -R TOPY-AI-CFO-Skills/plugins/*/skills/* ~/.agents/skills/

Or npx skills add TOPY-AI-LTD/TOPY-AI-CFO-Skills -a <agent>. Claude Code plugins: /plugin marketplace add TOPY-AI-LTD/TOPY-AI-CFO-Skills, then /plugin install topy-ai-cfo-all@topy-ai-cfo.

Source, skills index and changelog: TOPY-AI-LTD/TOPY-AI-CFO-Skills.

License

MIT © TOPY AI LTD.