TOPY.AI · AI CRO

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

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

发布方自己的服务：TOPY.AI · AI CEO

已验证Streamable HTTP可网页运行效率与工作流金融商业与电商

概览

AI 生成的概览

远程或本地运行的 MCP 服务器，为助手提供小公司的 AI CRO：基于真实数据的营收复盘、销售管道、交易台、报价与催收。

可以做什么
  • 复盘营收与预测：每周 MRR、新客户、流失与失败付款（来自 AI CFO），以及 LTV:CAC 与常设目标
  • 管理管道与线索：记录带合法联系依据的线索、评分与资格判断、推进交易阶段、清理停滞交易、查看转化漏斗
  • 生成报价与方案：套用交易台的折扣上限与条款、撰写一页方案、为创始人准备成交
  • 起草外联并处理退订：待审批的价值优先序列、即时且永久的退订
  • 留存与定价：失败付款催收步骤、流失与挽回、增购与续约、价格模型、试用与付费墙
适用场景
适合希望让助手基于 Stripe 与 QuickBooks 数据处理经常性营收事务的创始人或小团队：每周营收复盘、管道清理、交易台内的报价，以及失败付款的追回。
运行要求
需要 TOPY.AI 账户（OAuth），或提供 TOPY_API_KEY（也可先本地登录一次）。可连接 topy.ai/mcp/cro 远程端点，或用 Node.js 本地运行 npm 包 @topy-ai/cro-mcp。营收数据来自已连接的 AI CFO（Stripe 与 QuickBooks）；只有拥有 OneMan 运营的账户才能看到其管道。
安装前请注意
需要 OAuth 或 API 密钥，并读取已连接 Stripe 与 QuickBooks 账户中的营收、管道与失败付款数据。它会记录线索、交易、报价并起草外联，变更需先预览再确认。发送外联与成交由创始人负责；扣款、退款与套餐变更不在此处理，需通过 Stripe 官方 MCP。

安装

在 SourceWeft 中

  1. 打开 控制台中的 TOPY.AI · AI CRO，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%2Fcro/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-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.

来源：README.md，提交 e6521f4

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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