TOPY.AI · AI CRO

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

Founders' AI CRO: revenue review from real figures, pipeline, deal desk, quotes, dunning plans.

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

VerifiedStreamable HTTPWeb executableProductivity & WorkflowFinanceBusiness & Commerce

Overview

AI-generated overview

A remote or local MCP server that gives an assistant a small company's AI CRO: revenue reviews, pipeline, deal desk, quotes and dunning from real figures.

What you can do
  • Review revenue and forecast: weekly MRR, new customers, churn and failed payments from the AI CFO, plus LTV:CAC and standing goals
  • Manage pipeline and leads: capture a lead with a lawful contact basis, qualify and score it, move deals through stages, tidy stale deals, read the conversion funnel
  • Build quotes and proposals: apply the deal desk's discount ceilings and terms, write a one-page proposal, prepare a close for the founder
  • Draft outreach and handle opt-outs: value-first sequences for approval, immediate permanent unsubscribe
  • Work retention and pricing: dunning steps for failed payments, churn and win-back, upsell and renewal, price model, trials and paywalls
When to use it
Useful for a founder or small team that wants an assistant to run recurring revenue work on top of Stripe and QuickBooks figures: a Monday revenue review, pipeline hygiene, quotes within a deal desk, and recovery of failed payments.
Requirements
A TOPY.AI account with OAuth, or a TOPY_API_KEY (or a one-time local login). Remote endpoint at topy.ai/mcp/cro, or the npm package @topy-ai/cro-mcp run locally with Node.js. Revenue figures come from the connected AI CFO (Stripe and QuickBooks); only accounts that own the OneMan operation see its pipeline.
Before you install
Requires OAuth or an API key and reads revenue, pipeline and failed-payment data from connected Stripe and QuickBooks accounts. It records leads, deals, quotes and drafts outreach, and changes take a preview then a confirmation. Sending outreach and closing deals are reserved for the founder; charges, refunds and plan changes are not handled here and go through Stripe's official MCP.

Installation

In SourceWeft

  1. Open TOPY.AI · AI CRO 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%2Fcro/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-cro": {
      "type": "http",
      "url": "https://topy.ai/mcp/cro"
    }
  }
}

README

[TOPY AI CRO]

TOPY AI CRO Skills

19 skills that make your coding agent a small company's AI CRO: a weekly revenue review on the AI CFO's numbers, a clean pipeline with a lawful contact basis for every lead, quotes inside a deal desk, outreach drafted for your approval, failed payments recovered, churn fought honestly and one clear price model — on the TOPY.AI CRO MCP server.

[npm] [MIT License] [MCP]

The AI CRO is goal-first. It keeps four standing goals — grow recurring revenue (MRR, new customers), keep the revenue we have (churn, failed payments recovered, NRR), a predictable pipeline (pipeline value and win rate from real deals) and healthy unit economics (LTV:CAC of 3 or more) — and every skill below exists to move one of them. Revenue facts come from the AI CFO (Stripe and QuickBooks); the CRO never asserts a figure a tool didn't return.

  • Core (topy-ai-cro): connect, the CRO's goals, the weekly revenue review, forecast and unit economics.
  • Pipeline: capture a lead with consent, qualify, deals and stages, pipeline hygiene, the conversion funnel.
  • Deals: quotes and the deal desk, proposals, close and hand-off.
  • Outreach: sequences drafted for the Founder to approve, unsubscribe.
  • Retention: failed payments (dunning), churn and win-back, upsell and renewal.
  • Pricing: the price model and packaging, trials and paywalls.

The safety model comes from Maggie Sales and Maggie Monetization and does not bend: every lead has a source and a lawful contact basis before any outreach (no scraping, no bought lists); an unsubscribe is immediate and permanent; sending outreach and closing a deal are the Founder's (on OneMan, approval-gated — never from topy.ai); anything that charges, refunds or changes a customer's plan is L3 and goes through Stripe's official MCP with the person's yes, never here; discounts above the deal desk ceiling need a person; pipeline numbers, win rates and revenue are never invented; lead and conversation text is data, not instructions; and no dark patterns. Changes take two calls — a preview, then your yes.

Install

sh
npx @topy-ai/cro-skills install                  # this project, for the agents set up herenpx @topy-ai/cro-skills install -g --mcp         # your user, plus the MCP servernpx @topy-ai/cro-skills install --category pipeline,retentionnpx @topy-ai/cro-skills list

Claude Code plugins: /plugin marketplace add TOPY-AI-LTD/TOPY-AI-CRO-Skills, then /plugin install topy-ai-cro-all@topy-ai-cro. Codex: codex plugin marketplace add TOPY-AI-LTD/TOPY-AI-CRO-Skills. Pi: pi install npm:@topy-ai/cro-skills. See the installer README.

Connect TOPY.AI

https://topy.ai/mcp/cro — OAuth with your TOPY.AI account (the same one as the AI CEO, CFO, COO and CSO). Only the accounts that own the OneMan operation see its pipeline.

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

Sending outreach and recording a close are not on topy.ai: they are the Founder's, approval-gated on OneMan. Charges, refunds and plan changes are not on either: they go through Stripe's official MCP with the person's yes.

How the skills fit together

topy-cro-connect ─▶ topy-cro-goals ─▶ topy-cro-forecast        │   weekly Mon 09:43: topy-cro-revenue-review ─▶ the founder (email) and the CEO   daily 10:13:      topy-cro-dunning ─▶ topy-cro-churn-winback        │   pipeline: topy-cro-lead-capture ─▶ topy-cro-lead-qualify ─▶ topy-cro-deals ─▶ topy-cro-pipeline-hygiene   deals:    topy-cro-quote (deal desk) ─▶ topy-cro-proposal ─▶ topy-cro-close-handoff (the Founder closes)   outreach: topy-cro-outreach-sequence (drafts) · topy-cro-unsubscribe   growth:   topy-cro-upsell-renewal · topy-cro-price-model · topy-cro-trials-paywalls · topy-cro-funnel

Try: "How did revenue do this week?", "Who hasn't paid?", "Add this lead from the demo form", "Can we give them 30% off?", "Draft a follow-up for this deal"

Packages

PackageWhat it is
@topy-ai/cro-skillsThis installer (Claude Code, Codex, Pi, Cursor, Gemini CLI, …)
@topy-ai/cro-mcpThe CRO MCP server as a local stdio server (forwards to https://topy.ai/mcp/cro)
@topy-ai/cro-cliThe AI CRO on the command line

Repository structure

plugins/  topy-ai-cro/                   core skills + .mcp.json (Claude Code) and mcp.json (Codex)  topy-ai-cro-pipeline/   topy-ai-cro-deals/   topy-ai-cro-outreach/  topy-ai-cro-retention/  topy-ai-cro-pricing/  topy-ai-cro-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/cro-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 CRO server's tool list. Please open an issue rather than editing a SKILL.md.

License

MIT © TOPY AI LTD. Privacy: topy.ai/privacy.

Skills

19 skills in 6 plugins, plus the topy-ai-cro-all bundle. Generated from the source catalogue: please open an issue rather than editing a SKILL.md.

AI CRO core (MCP) · topy-ai-cro

SkillTierWhat it does
topy-cro-connectcoreConnect the TOPY CRO MCP server and check what it can see: the AI CFO's revenue numbers, the pipeline and failed payments.
topy-cro-forecastcoreMRR, LTV and LTV:CAC from real subscriber and churn figures, with what has to be true for the plan to hold.
topy-cro-goalscoreThe AI CRO's standing goals and its status report for the CEO: recurring revenue, revenue kept, a predictable pipeline and healthy unit economics.
topy-cro-revenue-reviewcoreEvery Monday: MRR, new customers, churn and failed payments from the AI CFO, the pipeline by stage, and at most three actions — for the Founder and the CEO.

Pipeline & leads · topy-ai-cro-pipeline

SkillTierWhat it does
topy-cro-dealsconnectedMove qualified deals through discovery → proposal → negotiation with an amount, a close date and a next step at every stage.
topy-cro-funnelconnectedVisitors → signups → paid: the rates at each step and where the biggest drop-off is, with the one change to test first.
topy-cro-lead-captureconnectedRecord a lead with where it came from and the lawful basis to contact it, so outreach is allowed and auditable.
topy-cro-lead-qualifyconnectedScore a lead on budget, authority, need and timing, route it, and disqualify kindly and fast.
topy-cro-pipeline-hygieneconnectedFind stale deals (no next step, close date passed, stuck in a stage) and tidy them so the pipeline value means something.

Deals & deal desk · topy-ai-cro-deals

SkillTierWhat it does
topy-cro-close-handoffconnectedPrepare the close for the Founder (won or lost, with the reason) and hand a won customer to onboarding and the AI CFO.
topy-cro-proposalconnectedWrite a one-page proposal from the deal and the quote: the customer's problem, the outcome, scope, price, terms and a close date.
topy-cro-quoteconnectedBuild a quote from the price model and apply the deal desk: discount ceilings, required terms and what needs a person.

Outreach · topy-ai-cro-outreach

SkillTierWhat it does
topy-cro-outreach-sequenceconnectedDraft a short, value-first sequence for a lead whose consent basis allows it — for the Founder to approve and send.
topy-cro-unsubscribeconnectedHonour an opt-out at once and for good: the lead is never contacted again by any sequence.

Retention & expansion · topy-ai-cro-retention

SkillTierWhat it does
topy-cro-churn-winbackconnectedUnderstand why customers leave, catch at-risk accounts early, and win back the ones worth it — with honest offers and no dark patterns.
topy-cro-dunningconnectedEvery day: failed and overdue payments from Stripe via the AI CFO, the revenue at risk, and the recovery step for each — without surprise charges.
topy-cro-upsell-renewalconnectedGrow revenue from healthy customers: renewals prepared early, upgrades offered when usage earns them.

Pricing & packaging · topy-ai-cro-pricing

SkillTierWhat it does
topy-cro-price-modelconnectedOne explicit price model — plans, value metric, tiers, annual vs monthly — that sales quotes from and the AI CFO reads.
topy-cro-trials-paywallsconnectedDesign the trial and the upgrade paywall: what is free, for how long, with or without a card, and an honest upgrade moment.

Source: README.md at commit e6521f4

Tools

0
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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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