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TOPY.AI · AI CFO

作者:TOPY-AI-LTD版本 0.1.0i★ 0i电脑或云端
注册名称ai.topy/cfo

安装方法

概览

作者提供的说明(英文原文)

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

它能帮你做什么

我们还没有为它写通俗的介绍。下面是我们从注册中心读取到的事实。

  • 连接方式: 电脑或云端
  • 传输方式: stdio, Streamable HTTP
  • 分类: 网店与支付
  • 你需要填写:TOPY_API_KEY

安装

选择你使用的 AI 应用,然后复制设置。

通过 5/5 项检查 · 你的提问会经过开发者的服务器(topy.ai)

第一步:你用哪个 AI?

选择你用的应用,步骤会显示在下方。

可连接 Claude · 约 2 分钟

不需要密钥,不用安装程序 · 在 claude.ai 或桌面应用设置一次,即可在聊天中使用 · 免费账户可添加 1 个

  1. 打开 Claude 的 Connectors 页面

    CustomizeConnectors

    CustomizeConnectors1+ Add2https://…3Add4
  2. 点击“+ Add” → “Add custom connector”,填写这 2 项

    把这里的内容复制到 Claude 中同名的输入框,然后点击 Continue

    Name · 名称TOPY.AI · AI CFO
    Remote MCP server URL · 地址https://topy.ai/mcp/cfo

    Authentication 保持 Claude 检测到的设置,然后点击 Add

  3. 在聊天中开启

    +ConnectorsTOPY.AI · AI CFO

  4. 试一试

    用 TOPY.AI · AI CFO 告诉我你能帮我做什么,然后做一件给我看

    ✓ 如果 Claude 说正在使用 TOPY.AI · AI CFO,或回答中出现 TOPY.AI · AI CFO 的工具名称,就表示连接成功

菜单名称已于 2026年11月11日 对照 Anthropic 帮助页面核实 · 你的界面可能因版本略有不同

仅企业版 ChatGPT 可连接

适用于网页版 ChatGPT Business、Enterprise 或 Edu,需由工作区管理员或所有者添加 · 使用 Free、Plus 或 Pro:你的 ChatGPT 方案暂时无法自行连接 MCP

  1. 在网页版 ChatGPT 打开添加 MCP 的页面

    Plugins+Add custom MCP server

    ChatGPTPlugins1+2https://…3Create4
  2. 填写名称和地址

    输入名称,在 Connection 下粘贴地址,勾选风险提示,然后点击 Create as a plugin

    Name · 名称TOPY.AI · AI CFO
    Connection · 地址https://topy.ai/mcp/cfo
  3. 在聊天中选择 TOPY.AI · AI CFO

    开启新聊天,输入前先从插件列表中选择 TOPY.AI · AI CFO

  4. 试一试

    用 TOPY.AI · AI CFO 告诉我你能帮我做什么,然后做一件给我看

    ✓ 如果 ChatGPT 说正在使用 TOPY.AI · AI CFO,或回答中出现 TOPY.AI · AI CFO 的工具名称,就表示连接成功

菜单名称已于 2026年11月11日 对照 OpenAI 帮助页面核实 · 你的界面可能因版本略有不同

可连接 Claude Code · 约 2 分钟

不需要密钥,不用安装程序

  1. 打开终端

    Mac:按 Command+空格,输入 Terminal · Windows:打开 PowerShell

  2. 粘贴这条命令并按 Enter

    claude mcp add --transport http cfo https://topy.ai/mcp/cfo
  3. 在 Claude Code 中输入 /mcp

    应能看到 TOPY.AI · AI CFO 在列表中并显示已连接

  4. 试一试

    用 TOPY.AI · AI CFO 告诉我你能帮我做什么,然后做一件给我看

    ✓ 如果 Claude Code 说正在使用 TOPY.AI · AI CFO,或回答中出现 TOPY.AI · AI CFO 的工具名称,就表示连接成功

菜单名称已于 2026年11月11日 对照 Anthropic 帮助页面核实 · 你的界面可能因版本略有不同

可连接 Cursor · 约 2 分钟

不需要密钥,不用安装程序

  1. 点击这个按钮打开 Cursor

    在 Cursor 中打开

    Cursor 会请你确认安装,点击 Install

  2. 在 Cursor 中以 Agent 模式打开 AI 聊天

  3. 试一试

    用 TOPY.AI · AI CFO 告诉我你能帮我做什么,然后做一件给我看

    ✓ 如果 Cursor 说正在使用 TOPY.AI · AI CFO,或回答中出现 TOPY.AI · AI CFO 的工具名称,就表示连接成功

菜单名称已于 2026年11月11日 对照 Cursor 帮助页面核实 · 你的界面可能因版本略有不同

可连接 VS Code · 约 2 分钟

不需要密钥,不用安装程序

  1. 点击这个按钮打开 VS Code

    在 VS Code 中打开

    VS Code 会请你确认安装,点击 Install

  2. 在 VS Code 中以 Agent 模式打开 AI 聊天

  3. 试一试

    用 TOPY.AI · AI CFO 告诉我你能帮我做什么,然后做一件给我看

    ✓ 如果 VS Code 说正在使用 TOPY.AI · AI CFO,或回答中出现 TOPY.AI · AI CFO 的工具名称,就表示连接成功

菜单名称已于 2026年11月11日 对照 VS Code 帮助页面核实 · 你的界面可能因版本略有不同

其他支持 MCP 的应用(如 Windsurf、Zed、Gemini CLI)添加方式各不相同,请在应用列表中查看

查看所有支持 MCP 的应用 →

通过网页连接的应用使用的地址

地址https://topy.ai/mcp/cfo

JSON 设置在下方“开发者专用”中

卡住了?问问正在用 TOPY.AI · AI CFO 的人💬 讨论 →
开发者专用:终端命令和 JSON 设置

通过网页连接

Claude Code

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

Cursor (~/.cursor/mcp.json)

{
  "mcpServers": {
    "cfo": {
      "url": "https://topy.ai/mcp/cfo"
    }
  }
}

VS Code (mcp.json)

{
  "servers": {
    "cfo": {
      "type": "http",
      "url": "https://topy.ai/mcp/cfo"
    }
  }
}

安装在电脑上

Claude Code

claude mcp add cfo --env TOPY_API_KEY=your-value -- npx -y @topy-ai/cfo-mcp

Claude Desktop (claude_desktop_config.json)

{
  "mcpServers": {
    "cfo": {
      "command": "npx",
      "args": [
        "-y",
        "@topy-ai/cfo-mcp"
      ],
      "env": {
        "TOPY_API_KEY": "your-value"
      }
    }
  }
}

Cursor (~/.cursor/mcp.json)

{
  "mcpServers": {
    "cfo": {
      "command": "npx",
      "args": [
        "-y",
        "@topy-ai/cfo-mcp"
      ],
      "env": {
        "TOPY_API_KEY": "your-value"
      }
    }
  }
}

VS Code (mcp.json)

{
  "servers": {
    "cfo": {
      "type": "stdio",
      "command": "npx",
      "args": [
        "-y",
        "@topy-ai/cfo-mcp"
      ],
      "env": {
        "TOPY_API_KEY": "your-value"
      }
    }
  }
}

需要你填写的值

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

这些设置是根据作者在注册中心的条目生成的。如果 README 的写法不同,请以 README 为准。

一览

每周下载量i
59/周
已验证域名
✓ topy.ai
连接方式
电脑或云端
传输方式
stdio, streamable-http
最新版本i
0.1.0
发布到注册中心i
2026年10月27日
代码最后更新i
2026年11月4日
作者
TOPY-AI-LTD
软件包
npm: @topy-ai/cfo-mcp
网站
topy.ai
注册状态
活跃

哪些应用可以使用它

依据这个服务器的连接方式和各应用自己的文档,检查于 2026年11月10日。

通过互联网连接,适用于

ClaudeChatGPTGooseLM StudioMsty StudioCherry StudioCursorVS Code + GitHub CopilotVisual StudioWindsurf (Devin Desktop)ZedKiroClineContinueJetBrains AI AssistantClaude CodeCodex CLIGemini CLIOpenCodenodecodeWarpLibreChatOpen WebUIRaycast

在你的电脑上运行,适用于

ClaudeGooseLM StudioMsty StudioCherry StudioCursorVS Code + GitHub CopilotVisual StudioWindsurf (Devin Desktop)ZedKiroClineContinueJetBrains AI AssistantClaude CodeCodex CLIGemini CLIOpenCodenodecodeWarpLibreChatRaycast

全部应用及其优缺点 →

它能做什么

服务器要求先登录,才会列出它的工具。

基础检查i

我们检查的是任何人都能看到的信息;我们没有阅读代码。不适用的检查项不计入总数。 · 检查于 2026年11月11日

  • ✓ 通过

    作者与仓库一致

    注册名称已通过域名 topy.ai 验证(注册中心会核实域名所有权)

  • ✓ 通过

    仍在维护

    代码最后更新于8天前

  • ✓ 通过

    有许可证

    使用 MIT

  • ✓ 通过

    端点有响应

    在 66 毫秒内响应(HTTP 401)

  • ✓ 通过

    使用 OAuth 登录

    声明支持 OAuth 登录,你的 AI 应用可以带你去登录

  • … 尚未检查

    工具描述中没有隐藏指令

    尚未检查;我们会在检查端点时读取工具列表

讨论

提问、分享技巧或报告无法使用。按“有帮助”数量排序。

还没有帖子,欢迎第一个提问或分享。

此处内容由用户撰写,不代表 PopNx 团队。

使用 Google 登录后发帖

用户评价

还没有评价

用 Google 登录后写评价

与“网店与支付”中的其他服务器比较i

  • 星标数多于此分类中其他 2704 个服务器的 0%
  • 发布到注册中心的时间比此分类中其他 2704 个服务器的 68% 更新
  • 基础检查结果等于或优于此分类中其他 2704 个服务器的 100%

与注册中心里这个分类中所有活跃的服务器比较。只有当发布者拥有该仓库时,星标数才计入。

常见问题

TOPY.AI · AI CFO 安全吗?

它在 5 项适用的基础检查中通过了 5 项。我们没有阅读代码。在添加密钥或令牌之前,请先看看这个服务器要求哪些权限,并使用只具备所需权限的密钥。

它需要哪些密钥或代码?

你需要填写:TOPY_API_KEY

它在我的电脑上运行还是在云端?

两种方式都可以:安装在你的电脑上,或者连接云端版本。

它还在维护吗?

GitHub 仓库最后更新于8天前,最新版本(0.1.0)于15天前进入注册中心。

哪些应用可以使用它?

支持 MCP 的应用,例如 Claude Desktop、Claude Code、Cursor 和 VS Code。它通过 URL 连接,因此也能用于支持远程 MCP 的应用,例如 ChatGPT Business 及以上方案。

有什么可以替代它?

同一分类中有:Spree Commerce developer docs for AI agents, Stripe MCP, Sessy — Amazon SES observability

替代选择

同一分类中其他作者的服务器,按星标数排序。

如何看卡片:↓ 每周下载量i★ GitHub 星标i三大支柱:评价 · 检查 · 使用情况i更新 = 最新版本发布到注册中心的时间i

Spree Commerce developer docs for AI agents

Spree Commerce docs for AI coding agents: build headless B2B and marketplace ecommerce on its APIs.

作者:spree广泛使用★ 1.6万 整个仓库的星标12天前更新

在云端运行

Stripe MCP

MCP server integrating with Stripe - tools for customers, products, payments, and more.

作者:stripe广泛使用★ 205413个月前更新

在云端运行✓ stripe.com

Sessy — Amazon SES observability

Read-only Amazon SES observability: search events, inspect bounces, pull delivery stats.

作者:marckohlbrugge正在增长★ 9453个月前更新

在云端运行

作者的 README

打开 README

按原文从作者的仓库复制。PopNx MCP 没有审查或背书其内容。HTML、图片和脚本已被移除。链接会离开本站。

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.


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 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 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

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 · `t

只显示了开头部分;其余内容请在仓库中阅读