TOPY.AI · AI CRO

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

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

發布方自己的服務：TOPY.AI · AI CEO

已驗證Streamable HTTP可網頁執行效率與工作流金融商業與電商

概覽

AI 產生的概覽

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。

可以做什麼
  • 檢視營收與預測：每週 MRR、新客戶、流失與失敗付款（來自 AI CFO），以及 LTV:CAC 與常設目標
  • 管理管道與潛在客戶：記錄具合法聯絡依據的名單、評分與資格判斷、推進交易階段、清理停滯交易、查看轉換漏斗
  • 產生報價與提案：套用交易台的折扣上限與條款、撰寫一頁提案、為創辦人準備成交
  • 起草外聯並處理退訂：待核准的價值優先序列、立即且永久的退訂
  • 留存與定價：失敗付款催收步驟、流失與挽回、升級與續約、價格模型、試用與付費牆
適用情境
適合希望讓助理依 Stripe 與 QuickBooks 數據處理經常性營收事務的創辦人或小型團隊：每週營收檢視、管道整理、交易台內的報價，以及失敗付款的追回。
執行需求
需要 TOPY.AI 帳號（OAuth），或提供 TOPY_API_KEY（也可先在本機登入一次）。可連線 topy.ai/mcp/cro 遠端端點，或以 Node.js 在本機執行 npm 套件 @topy-ai/cro-mcp。營收數據來自已連接的 AI CFO（Stripe 與 QuickBooks）；只有擁有 OneMan 營運的帳號才能看到其管道。
安裝前請注意
需要 OAuth 或 API 金鑰，並讀取已連接 Stripe 與 QuickBooks 帳號中的營收、管道與失敗付款資料。它會記錄名單、交易、報價並起草外聯，變更需先預覽再確認。發送外聯與成交由創辦人負責；扣款、退款與方案變更不在此處理，須透過 Stripe 官方 MCP。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 TOPY.AI · AI CRO，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%2Fcro/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-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.

來源：README.md，提交 e6521f4

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

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TOPY.AI · AI COO

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TOPY.AI 的 AI COO 伺服器，讓助理監控 AI 共同創辦人的排程 Routine、失敗、審批與每週營運報告。

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