TOPY.AI · AI CFO

ai.topy由 topy.ai 发布官方发布者v0.1.0更新于 Oct 29, 2026

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

发布方自己的服务：TOPY.AI · AI CEO

已验证Streamable HTTP可网页运行浏览器自动化金融商业与电商

概览

AI 生成的概览

把编码助手变成小型英国公司的 AI CFO：现金与跑道、月末结账、Stripe 入账 QuickBooks、报表与申报截止日。

可以做什么
  • 连接账户并设定 CFO 的常设目标，获取每日资金简报
  • 对交易分类、记日记账与股本，并执行月末结账
  • 把 Stripe 的销售、退款、手续费与打款记入 QuickBooks，并监控收入运营
  • 在 Chrome 中匹配银行流水、创建银行规则、对账并锁定已结账月份
  • 读取 QuickBooks 报表，生成管理账、跑道与面向各高管的一页报表
  • 跟踪英国 Companies House 与 HMRC 截止日、VAT 门槛与年结准备
适用场景
适合在英国小型公司负责账务的创始人或记账人员，账目在 QuickBooks、收款走 Stripe，希望助手承担例行结账、对账、报表与截止日跟踪。不在英国或没有这些账户时意义不大。
运行要求
远程端点 topy.ai/mcp/cfo，使用 TOPY.AI 账户 OAuth 登录；或使用本地 npm 包 @topy-ai/cfo-mcp，先登录再用 npx 启动，也可改用 TOPY_API_KEY。Stripe（只读受限密钥）与 QuickBooks（Intuit 登录）在对话中连接。QuickBooks 的银行流水、银行规则与结账日期操作通过 Chrome 完成。
安装前请注意
它会操作真实财务记录：TOPY、QuickBooks 或 Stripe 中的改动应先预览再由你确认，部分 QuickBooks 操作通过驱动 Chrome 完成。它会索取 Stripe 受限密钥与 QuickBooks 访问权限，应尽量缩小授权范围。资金划转交由 Stripe 官方工具或后台完成；README 声明其内容不构成税务、法律或投资建议。

安装

在 SourceWeft 中

  1. 打开 控制台中的 TOPY.AI · AI CFO，将其添加到工作区。
  2. 连接 所需的 凭据。它们会被私密存储，绝不会在公开页面上展示。
  3. 为需要使用其工具的对话启用该服务。

Web executable，通过 Streamable HTTP。 远程服务在工作区中配置后即可从网页运行时运行。

交给智能体安装

把这段提示词粘贴到 Claude Code、Codex、Cursor 等智能体，或 SourceWeft 对话中。智能体会读取该服务器的安装指南，先向你展示发布者、端点和登录方式，经你同意后再把它添加到你的客户端。密钥不会写进任何命令。

阅读 https://sourceweft.com/mcp/ai.topy%2Fcfo/install.md，并按其中说明把这个 MCP 服务器接入我的客户端。修改任何配置之前，先告诉我它的发布者、端点和登录方式，等我确认。不要把 API 密钥写进命令或我会提交的文件；问我密钥应从哪里获取。

查看智能体所依据的安装指南

其他 MCP 客户端

把它添加到你客户端的 mcpServers 配置中。 客户端会在首次连接时完成 OAuth 登录。

{
  "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.

来源：README.md，提交 b5bf987

工具

0
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版本历史

1
  1. v0.1.0最新Oct 29, 2026

评分

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