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TOPY.AI · AI CFO

السجل الرسمي المالية والمدفوعات

Founders' AI CFO: cash and runway, month-end close, Stripe in QuickBooks, reports, UK deadlines.

الشيفرة المصدرية الموقع التوثيق

التثبيت

أضف هذا إلى إعدادات MCP في عميلك (Claude Desktop: claude_desktop_config.json، وCursor: ‏.cursor/mcp.json، ويستخدم VS Code وغيره الصيغة نفسها «mcpServers»).

Remote (streamable-http)
Claude Code 
claude mcp add --transport http topy-ai-ai-cfo 'https://topy.ai/mcp/cfo'
إعداد JSON (Claude Desktop وCursor وVS Code) 
{
    "mcpServers": {
        "topy-ai-ai-cfo": {
            "type": "http",
            "url": "https://topy.ai/mcp/cfo"
        }
    }
}
NPM package @topy-ai/cfo-mcp
Claude Code 
claude mcp add topy-ai-ai-cfo -e 'TOPY_API_KEY=<your topy_api_key>' -- npx -y @topy-ai/cfo-mcp@0.1.0
إعداد JSON (Claude Desktop وCursor وVS Code) 
{
    "mcpServers": {
        "topy-ai-ai-cfo": {
            "command": "npx",
            "args": [
                "-y",
                "@topy-ai/cfo-mcp@0.1.0"
            ],
            "env": {
                "TOPY_API_KEY": "<your topy_api_key>"
            }
        }
    }
}

متغيرات البيئة

  • TOPY_API_KEY سري A TOPY API key (Dashboard → API keys); or run `npx @topy-ai/cfo-mcp login` once instead.

التوثيق

مأخوذ من ملف README للمشروع على GitHub ويُحدَّث أسبوعيًا. تفتح الروابط على GitHub.

المحتويات
  1. TOPY AI CFO Skills
  2. Install
  3. Connect TOPY.AI
  4. How the skills fit together
  5. Packages
  6. Repository structure
  7. License
  8. Skills

TOPY AI CFO Skills

22 skills that make your coding agent a small company's AI CFO, accountant and bookkeeper: Stripe into QuickBooks, bank feed matching and bank rules, month-end close, management accounts, reports to the other c-levels, runway and UK compliance — on the TOPY.AI CFO MCP server.

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.

ClientHow
Claude, ChatGPT (web, desktop)custom connector https://topy.ai/mcp/cfo
Claude Codeclaude mcp add --transport http topy-cfo https://topy.ai/mcp/cfo
Codexcodex mcp add topy-cfo --url https://topy.ai/mcp/cfo
Clients that only start a commandnpx -y @topy-ai/cfo-mcp after npx @topy-ai/cfo-mcp login
Terminal and scriptsnpm i -g @topy-ai/cfo-cli && cfo-cli login; cfo-cli brief, cfo-cli close 2026-10, cfo-cli chrome-kit

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

PackageWhat it is
@topy-ai/cfo-skillsthese skills, installed into ~20 agents (cfo-skills)
@topy-ai/cfo-mcpa local stdio MCP server for clients that only run local servers (cfo-mcp)
@topy-ai/cfo-clithe AI CFO in the terminal, with the Chrome kit for QuickBooks (cfo-cli)

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.

AI CFO core (MCP) · topy-ai-cfo
SkillTierWhat it does
topy-cfo-briefcoreThe founder's daily money check in five lines — cash in the banks and Stripe, runway, last month's close, the next deadline, anything failed or disputed — silent when nothing changed.
topy-cfo-connectcoreConnects the founder's AI CFO — the TOPY CFO MCP server, Stripe (read-only key), QuickBooks (sign in with Intuit) and the company facts from Companies House.
topy-cfo-goalscoreSets the AI CFO's goals — cash safety, books closed on time, zero late filings, healthy unit economics — as objectives under the CEO's goal tree, so every finance task serves one.
topy-cfo-setupcoreThe first set-up of a small UK company's books with the AI CFO — company facts, share capital as Companies House shows it, Stripe booked month by month, bank transfers paired, suppliers and bank rules — until every bank and Stripe account equals reality.
Bookkeeping & close · topy-ai-cfo-bookkeeping
SkillTierWhat it does
topy-cfo-categoriseconnectedHow a UK bookkeeper categorises a small company's transactions — which account, the tax effect, and when to ask — with suppliers created in QuickBooks.
topy-cfo-journalscoreBooks the journals a bookkeeper needs — accruals, prepayments, reclassifications, corrections — balanced, numbered once and previewed before they reach QuickBooks.
topy-cfo-month-end-closecoreCloses a month the way a senior accountant does — Stripe booked and reconciled, bank feed cleared, nothing uncategorised, every bank reconciled to its statement — then management accounts and the c-level reports.
topy-cfo-share-capitalcoreKeeps share capital as Companies House shows it — shares issued at their nominal value, what each shareholder still owes, and their payments booked against it, not as income.
Stripe service agent · topy-ai-cfo-stripe
SkillTierWhat it does
stripe-official-mcpconnectedWhen money must move in Stripe — a refund, a payment link, a subscription change — the CFO drafts it and the founder does it through Stripe's official MCP server or dashboard, never through TOPY's read-only key.
stripe-revenue-opscoreThe CFO's watch on Stripe — balance and payouts, the month's sales, refunds and fees, failed payments and disputes — with the chasing handed to the CRO.
stripe-to-bookscoreBooks Stripe in QuickBooks the way an accountant does — one journal per month (sales by plan, refunds, fees) and one transfer per payout — so the Stripe account always equals Stripe's balance and each payout matches the bank.
QuickBooks service agent · topy-ai-cfo-quickbooks
SkillTierWhat it does
qbo-bank-feed-matchcoreMatches QuickBooks' bank feed in Chrome — Stripe payouts to their transfers, transfers between the company's own accounts paired — acting only where the date and amount match exactly, with every key press checked first.
qbo-bank-rulescoreCreates QuickBooks bank rules in Chrome from the CFO's rule list — supplier, account, conditions, auto-post — testing each rule's match count before saving, so recurring transactions post themselves correctly.
qbo-close-bookscoreAfter a close, sets QuickBooks' closing date in Chrome (with the founder's yes) so nobody changes a reported month by accident.
qbo-reconcilecoreReconciles each bank account to its statement — record the statement balance, compare it with QuickBooks, find the difference — and, with the founder, completes QuickBooks' own Reconcile in Chrome.
qbo-reportscoreReads QuickBooks' reports — profit and loss, balance sheet, cash flow, trial balance, general ledger, aged debtors and creditors — and explains them in plain words with the figures behind them.
Reporting & runway · topy-ai-cfo-reporting
SkillTierWhat it does
topy-cfo-clevel-reportscoreOne-screen finance reports for each AI cofounder — CEO, CMO, CTO, CRO, CPO, COO, CSO — and the board, each with the numbers that role owns, its flags, and the questions the CFO needs that role to answer.
topy-cfo-management-accountscoreThe month's management accounts in one page — P&L against last month, cash and runway, balance sheet highlights, KPIs and the CFO's commentary — built from QuickBooks and Stripe after the close.
topy-cfo-runwaycoreHow long the cash lasts, the cash floor, and what to do about it — from real monthly net in QuickBooks and Stripe's pending balance, with three costed options when runway is under 12 months.
UK compliance · topy-ai-cfo-compliance
SkillTierWhat it does
topy-cfo-uk-deadlinescoreEvery UK company deadline in one list — annual accounts, Corporation Tax payment and CT600 (split when the first period is over 12 months), confirmation statement — from Companies House, with days left and who does it.
topy-cfo-vat-watchcoreWatches taxable turnover over the rolling 12 months against the UK VAT registration threshold (£90,000) and warns early, so the company registers on time — or confirms it doesn't need to.
topy-cfo-year-endcoreGets a financial year ready for the statutory accounts and the CT600 — every month closed, trial balance, year-end adjustments, tax add-backs — as a checklist with figures for the founder or their accountant.

الأسئلة الشائعة

ما هو TOPY.AI · AI CFO؟

Founders' AI CFO: cash and runway, month-end close, Stripe in QuickBooks, reports, UK deadlines.

كيف أثبّت TOPY.AI · AI CFO؟

يعمل كخادم بعيد. في Claude Code: claude mcp add --transport http topy-ai-ai-cfo 'https://topy.ai/mcp/cfo'. وفي العملاء الآخرين، الصق إعداد JSON من هذه الصفحة في إعدادات MCP الخاصة بهم.

هل يحتاج TOPY.AI · AI CFO إلى مفتاح API؟

نعم. يتطلب TOPY_API_KEY، وتضبطها في إعداداته.

هل TOPY.AI · AI CFO مفتوح المصدر؟

نعم. شيفرته متاحة على GitHub بترخيص MIT.

من يصون TOPY.AI · AI CFO؟

ينشره TOPY-AI-LTD. يدرجه AI.tn لكنه لا يصونه ولا يوصي به.

من سجل MCP الرسمي. الإدراج ليس توصية: راجع شيفرة الخادم وصلاحياته قبل منحه الوصول إلى بياناتك.