TOPY.AI · AI CFO

ai.topyPublished by topy.aiOfficial publisherv0.1.0Updated Oct 29, 2026

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

The publisher's own server: TOPY.AI · AI CEO

VerifiedStreamable HTTPWeb executableBrowser AutomationFinanceBusiness & Commerce

Overview

AI-generated overview

Turns a coding agent into a small UK company's AI CFO: cash and runway, bookkeeping close, Stripe-to-QuickBooks, reports and filing deadlines.

What you can do
  • Connect accounts and set the CFO's standing goals, then get a daily money brief
  • Categorise transactions, book journals and share capital, and run a month-end close
  • Book Stripe sales, refunds, fees and payouts into QuickBooks and watch revenue operations
  • Match bank feeds, create bank rules, reconcile accounts and lock closed months in QuickBooks via Chrome
  • Read QuickBooks reports and produce management accounts, runway and per-role c-level reports
  • Track UK Companies House and HMRC deadlines, VAT threshold and year-end preparation
When to use it
Useful for founders or bookkeepers of a small UK company who keep books in QuickBooks and take payments through Stripe and want an assistant to handle routine close, reconciliation, reporting and deadline tracking. Less relevant outside the UK or without those accounts.
Requirements
Remote endpoint at topy.ai/mcp/cfo with OAuth against a TOPY.AI account, or the local npm package @topy-ai/cfo-mcp run via npx after a login step; a TOPY_API_KEY can be supplied instead. Stripe (read-only restricted key) and QuickBooks (Intuit sign-in) connections are set up in chat. QuickBooks bank-feed, bank-rule and closing-date work is driven in Chrome.
Before you install
It touches real financial records: changes in TOPY, QuickBooks or Stripe are meant to be previewed and then confirmed by you, and some QuickBooks actions are performed by driving Chrome. It asks for a Stripe restricted key and QuickBooks access, so scope them narrowly. Money movements are left to Stripe's own tools or the dashboard, and the README states it is not tax, legal or investment advice.

Installation

In SourceWeft

  1. Open TOPY.AI · AI CFO in the dashboard and add it to a workspace.
  2. Connect the required credentials. They are stored privately and never shown on public pages.
  3. Enable the server for the chats that should use its tools.

Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.

Use with an agent

Paste this prompt into Claude Code, Codex, Cursor or another agent — or into SourceWeft chat. The agent reads this server's install guide, shows you its publisher, endpoint and sign-in, and adds it to your client once you agree. Keys never go into a command.

Read https://sourceweft.com/mcp/ai.topy%2Fcfo/install.md and connect the MCP server it describes to my client. Before changing any config, show me its publisher, endpoint and sign-in method and wait for my OK. Never put an API key in a command or in a file I would commit; ask me where it should come from.

Read the install guide the agent follows

Other MCP clients

Add this to your client's mcpServers config. The client completes OAuth sign-in on first connect.

{
  "mcpServers": {
    "topy-ai-ai-cfo": {
      "type": "http",
      "url": "https://topy.ai/mcp/cfo"
    }
  }
}

README

[TOPY AI CFO]

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.

[npm] [MIT License] [MCP]

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

sh
npx @topy-ai/cfo-skills install                  # this project, for the agents set up herenpx @topy-ai/cfo-skills install -g --mcp         # your user, plus the MCP servernpx @topy-ai/cfo-skills install --category stripe,quickbooksnpx @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 chat (topy-cfo-connect).

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 marketplaceskills.json                         machine-readable cataloguepackages/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.

Source: README.md at commit b5bf987

Tools

0
This server asks you to sign in, so SourceWeft could not read its tools without an account and has not indexed them. What a connected account sees can depend on that account and its permissions.

Version history

1
  1. v0.1.0LatestOct 29, 2026

Score

85% of the applicable checks met

How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.

  • Reached in the last 30 daysRequired25 pts
  • Auth declaredRequired10 pts
  • Tools listed15 pts

    Answer tools/list without a credential, or ship a package that starts in a sandbox without one.

  • DescriptionRequired15 pts
  • Logo10 pts
  • Documentation15 pts
  • License10 pts

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