@topy-ai/cfo-skills0.1.1

Install the TOPY.AI AI CFO skills (bookkeeping, Stripe, QuickBooks, reporting, UK compliance) into Claude Code, Codex, Pi, Cursor, Gemini CLI, OpenCode, Copilot and other coding agents, for one project or for your user. Also a Pi package.

balalior Published 7 days ago MIT ~323 downloads/mo

Untested on omp

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@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.