How do I install TOPY.AI · AI CFO?

Copy the http config for Cursor, Claude Desktop, Claude Code, or VS Code on this page. It uses the publisher's install, not a PlugMCP proxy.

Does TOPY.AI · AI CFO need an API key?

The publisher lists these environment variables: TOPY_API_KEY.

What transport does TOPY.AI · AI CFO use?

TOPY.AI · AI CFO is reached over HTTP.

When was TOPY.AI · AI CFO last checked?

Last checked 2026-11-07. Founders' AI CFO: cash and runway, month-end close, Stripe in QuickBooks, reports, UK deadlines.

TOPY.AI · AI CFO MCP server

Power your agent

Add this server

The publisher's own URL. Not a PlugMCP endpoint.

Add to Cursor Add in Claude Add to VS Code Run on PlugMCP

Host a copy with our keys and logs.

Server URL

https://topy.ai/mcp/cfo

Credentials from the publisher

TOPY_API_KEY — A TOPY API key (Dashboard → API keys); or run `npx @topy-ai/cfo-mcp login` once instead.

The Claude button above opens Claude with the name and URL filled in. You still confirm it there.

shClaude Code

1claude mcp add --transport http ai.topy-cfo https://topy.ai/mcp/cfo

Run in a terminal.

jsonClaude Desktop

1{2  "mcpServers": {3    "ai.topy-cfo": {4      "command": "npx",5      "args": [6        "-y",7        "mcp-remote",8        "https://topy.ai/mcp/cfo"9      ]10    }11  }12}

claude_desktop_config.json

Remote · HTTPPublisher installStep-by-step: add this in Claude

Remote URL or a command on your machine? How the two installs differ

Run on PlugMCP

Host a copy with our keys and logs.

A new server you create. It is not this listing's official endpoint. Use the publisher install when you want their URL and their credentials.

Launch

Server facts

Remote

Transport: http
Version: 0.1.0
API key

Tools

No tool list yet. Remote servers get one after the first health check.

FAQ

Questions

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

npx @topy-ai/cfo-skills install                  # this project, for the agents set up here
npx @topy-ai/cfo-skills install -g --mcp         # your user, plus the MCP server
npx @topy-ai/cfo-skills install --category stripe,quickbooks
npx @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 TOPY.AI dashboard.

Client	How
Claude, ChatGPT (web, desktop)	custom connector `https://topy.ai/mcp/cfo`
Claude Code	`claude mcp add --transport http topy-cfo https://topy.ai/mcp/cfo`
Codex	`codex mcp add topy-cfo --url https://topy.ai/mcp/cfo`
Clients that only start a command	`npx -y @topy-ai/cfo-mcp` after `npx @topy-ai/cfo-mcp login`
Terminal and scripts	`npm 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

Package	What it is
`@topy-ai/cfo-skills`	these skills, installed into ~20 agents (`cfo-skills`)
`@topy-ai/cfo-mcp`	a local stdio MCP server for clients that only run local servers (`cfo-mcp`)
`@topy-ai/cfo-cli`	the 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 marketplace
skills.json                         machine-readable catalogue
packages/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

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`

Skill	Tier	What it does
`topy-cfo-brief`	core	The 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-connect`	core	Connects 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-goals`	core	Sets 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-setup`	core	The 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`

Skill	Tier	What it does
`topy-cfo-categorise`	connected	How 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-journals`	core	Books the journals a bookkeeper needs — accruals, prepayments, reclassifications, corrections — balanced, numbered once and previewed before they reach QuickBooks.
`topy-cfo-month-end-close`	core	Closes 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-capital`	core	Keeps 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`

Skill	Tier	What it does
`stripe-official-mcp`	connected	When 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-ops`	core	The 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-books`	core	Books 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`

Skill	Tier	What it does
`qbo-bank-feed-match`	core	Matches 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-rules`	core	Creates 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-books`	core	After a close, sets QuickBooks' closing date in Chrome (with the founder's yes) so nobody changes a reported month by accident.
`qbo-reconcile`	core	Reconciles 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-reports`	core	Reads 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`

Skill	Tier	What it does
`topy-cfo-clevel-reports`	core	One-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-accounts`	core	The 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-runway`	core	How 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`

Skill	Tier	What it does
`topy-cfo-uk-deadlines`	core	Every 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-watch`	core	Watches 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-end`	core	Gets 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.

Add this server

Host a copy with our keys and logs.

Server facts

Tools

Questions

How do I install TOPY.AI · AI CFO?

Does TOPY.AI · AI CFO need an API key?

What transport does TOPY.AI · AI CFO use?

When was TOPY.AI · AI CFO last checked?

Documentation

Install

Connect TOPY.AI

How the skills fit together

Packages

Repository structure

License

Skills

AI CFO core (MCP) · topy-ai-cfo

Bookkeeping & close · topy-ai-cfo-bookkeeping

Stripe service agent · topy-ai-cfo-stripe

QuickBooks service agent · topy-ai-cfo-quickbooks

Reporting & runway · topy-ai-cfo-reporting

UK compliance · topy-ai-cfo-compliance

AI CFO core (MCP) · `topy-ai-cfo`

Bookkeeping & close · `topy-ai-cfo-bookkeeping`

Stripe service agent · `topy-ai-cfo-stripe`

QuickBooks service agent · `topy-ai-cfo-quickbooks`

Reporting & runway · `topy-ai-cfo-reporting`

UK compliance · `topy-ai-cfo-compliance`