TOPY.AI · AI CFO

ai.topy由 topy.ai 發布官方發布者v0.1.0更新於 Oct 29, 2026

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

發布方自己的服務：TOPY.AI · AI CEO

已驗證Streamable HTTP可網頁執行瀏覽器自動化金融商業與電商

概覽

AI 產生的概覽

把編碼助理變成小型英國公司的 AI CFO：現金與跑道、月底結帳、Stripe 入帳 QuickBooks、報表與申報截止日。

可以做什麼
  • 連接帳戶並設定 CFO 的常設目標，取得每日資金簡報
  • 為交易分類、記日記帳與股本，並執行月底結帳
  • 把 Stripe 的銷售、退款、手續費與撥款記入 QuickBooks，並監看營收營運
  • 在 Chrome 中比對銀行流水、建立銀行規則、對帳並鎖定已結帳月份
  • 讀取 QuickBooks 報表，產出管理帳、跑道與各高階主管的一頁報表
  • 追蹤英國 Companies House 與 HMRC 截止日、VAT 門檻與年結準備
適用情境
適合英國小型公司負責帳務的創辦人或記帳人員，帳目在 QuickBooks、收款走 Stripe，希望助理分擔例行結帳、對帳、報表與截止日追蹤。不在英國或沒有這些帳戶時幫助有限。
執行需求
遠端端點 topy.ai/mcp/cfo，以 TOPY.AI 帳號 OAuth 登入；或使用本機 npm 套件 @topy-ai/cfo-mcp，先登入再以 npx 啟動，也可改用 TOPY_API_KEY。Stripe（唯讀受限金鑰）與 QuickBooks（Intuit 登入）在對話中連接。QuickBooks 的銀行流水、銀行規則與結帳日期操作透過 Chrome 完成。
安裝前請注意
它會操作真實財務紀錄：TOPY、QuickBooks 或 Stripe 的變更應先預覽再由你確認，部分 QuickBooks 操作是透過驅動 Chrome 完成。它會要求 Stripe 受限金鑰與 QuickBooks 存取權，應盡量縮小授權範圍。資金移轉交由 Stripe 官方工具或後台處理；README 聲明內容不構成稅務、法律或投資建議。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 TOPY.AI · AI CFO，將其新增到工作區。
  2. 連接 所需的 憑證。它們會被私密儲存，絕不會在公開頁面上展示。
  3. 為需要使用其工具的對話啟用該服務。

Web executable，透過 Streamable HTTP。 遠端服務在工作區中設定後即可從網頁執行環境執行。

交給代理程式安裝

把這段提示詞貼上到 Claude Code、Codex、Cursor 等代理程式，或 SourceWeft 對話中。代理程式會讀取該伺服器的安裝指南，先向你展示發布者、端點和登入方式，經你同意後再把它新增到你的客戶端。金鑰不會寫進任何命令。

閱讀 https://sourceweft.com/mcp/ai.topy%2Fcfo/install.md，並按其中說明把這個 MCP 伺服器接入我的客戶端。修改任何設定之前，先告訴我它的發布者、端點和登入方式，等我確認。不要把 API 金鑰寫進命令或我會提交的檔案；問我金鑰應從哪裡取得。

檢視代理程式所依據的安裝指南

其他 MCP 客戶端

把它新增到你客戶端的 mcpServers 設定中。 客戶端會在首次連接時完成 OAuth 登入。

{
  "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.

來源：README.md，提交 b5bf987

工具

0
該伺服器需要登入，因此 SourceWeft 無法在沒有帳號的情況下讀取其工具，也未收錄。已連接帳號所能看到的內容可能因帳號及其權限而異。

版本歷史

1
  1. v0.1.0最新Oct 29, 2026

評分

已滿足適用檢查項的 85%

該評分衡量此收錄條目的完整程度，依據註冊中心條目、端點與公開來源計算得出。它不是對伺服器本身的評價，也不表示伺服器安全或目前可用：可連通性是帶日期的檢查結果，評分也不包含安裝量或使用者評價。

  • 近 30 天內可連通必需25 分
  • 已宣告認證方式必需10 分
  • 已列出工具15 分

    請讓伺服器在無憑證時回應 tools/list，或發布可在沙箱中無憑證啟動的軟體包。

  • 描述必需15 分
  • 圖示10 分
  • 文件15 分
  • 授權條款10 分

其他 Topy 整合

TOPY.AI · AI CEO

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TOPY.AI 的 AI CEO MCP 伺服器，讓助理撰寫並維護創辦人的商業計畫、CEO 紀錄、募資與財務工作。

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TOPY.AI · AI CTO

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TOPY.AI AI CTO 讓程式開發助理透過 GitHub 處理 CI 失敗、PR 審查、發布、部署與安全告警，扮演小型團隊的 AI 技術長。

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TOPY.AI · AI CSO

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TOPY.AI AI CSO 讓編碼助理具備資安長能力：CVE 與相依套件檢查、金鑰掃描、已驗證網站的網頁檢查、威脅模型與事件報告。

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TOPY.AI · AI CRO

ai.topy官方發布者

遠端或本機執行的 MCP 伺服器，為助理提供小型公司的 AI CRO：依真實數據做營收檢視、銷售管道、交易台、報價與催收。

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TOPY.AI · AI CPO

ai.topy官方發布者

TOPY.AI AI CPO 讓助理具備產品管理能力：回饋分流、優先順序排序、PRD、預先註冊實驗與決策日誌。

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