Finance Toolkit
by JerBouma
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Computer or cloud★ 5,496MITUpdated yesterday
Install
Obra Cfo
Overview
Description from the maker (original English)
Local-first MCP that runs an investment committee on your pitch and scores funding readiness.
PopNx MCP’s three pillars
These three are never merged into one score: opinions, measurements and popularity are different things.
- User voiceiNo reviews yetReviews open together with accounts in a later step
- Our basic checksi0 of 1 passedChecked from public information; code not scanned yet
- UsageiNot measured yet★ –
What you can do with it
We have not written a plain-language summary for this one yet. Below are the facts we read from the registry.
- Connection: Runs on your computer
- Transport: stdio
- Category: Accounting, finance & tax
Install
Pick the AI app you use, then copy the settings.
Before you install
- Basic checks: 0 of 1 passed
- Runs on your computer with your user’s permissions (files, network, apps).
- The registry lists no key to fill in.
You need
- npmNode.js installed (for the npx command)
Which app do you use?
Pick your app above. We remember it, so next time the button says “Install in …”.
Open Claude Desktop → Settings → Developer → Edit Config, and paste this into claude_desktop_config.json
{
"mcpServers": {
"obra-cfo": {
"command": "npx",
"args": [
"-y",
"obra-cfo"
]
}
}
}Run this in your terminal
claude mcp add obra-cfo -- npx -y obra-cfoOr copy the settings yourself
Paste into .cursor/mcp.json in your project, or ~/.cursor/mcp.json
{
"mcpServers": {
"obra-cfo": {
"command": "npx",
"args": [
"-y",
"obra-cfo"
]
}
}
}Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.
Or copy the settings yourself
Paste into .vscode/mcp.json in your project
{
"servers": {
"obra-cfo": {
"type": "stdio",
"command": "npx",
"args": [
"-y",
"obra-cfo"
]
}
}
}Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.
This one runs on your computer, and ChatGPT can only connect to servers on the internet. Pick another app.
Your choice stays on this device in a cookie; no account needed.
These settings are generated from the maker’s registry entry. If the README says otherwise, follow the README.
What it can do
Runs on your computer; the tool list appears in your AI app after you install it.
Basic checksi
We check information anyone can see; we have not read the code. Checks that do not apply are left out of the count. · Checked Nov 8, 2026
- ! Caution
Maker matches the repo
The publisher (get-obra.com) is not the repo owner (lilycip); someone else may have listed it
- … Not checked yet
Still maintained
We have not read this repo from GitHub yet
- … Not checked yet
Has a licence
We have not read this repo from GitHub yet
- – Not applicable
Endpoint responds
This one runs on your computer; there is no internet endpoint
- – Not applicable
Sign-in with OAuth
Runs on your computer and uses local settings instead
- … Not checked yet
No hidden instructions in tool descriptions
Runs on your computer; we can only read tool lists from internet endpoints
Compared with others in Accounting, finance & taxi
- More stars than 0% of the other 2907 servers in this category
- Published to the registry more recently than 17% of the other 2907 servers in this category
- Basic checks equal to or better than 27% of the other 2907 servers in this category
Compared with every active server in this category in the registry. Stars count only when the publisher owns the repo.
Common questions
Is Obra Cfo safe?
It passed 0 of 1 applicable basic checks. We have not read the code. Before adding a key or token, see what access the server asks for and use a key with only the permissions you need.
What keys or codes does it need?
The registry does not list a required key, though some servers ask you to sign in on first use.
Does it run on my computer or in the cloud?
It runs on your computer. Your AI app starts it when needed, and data does not pass through the maker’s servers (unless it calls an online service itself).
Is it still maintained?
The GitHub repo last changed –, and the latest version (0.1.1) reached the registry 4 months ago.
Which apps can use it?
Apps that support MCP, such as Claude Desktop, Claude Code, Cursor and VS Code. You also need Node.js on your computer.
What can I use instead?
In the same category: Finance Toolkit, SolidInvoice, Korea Tax Calculator
Alternatives
Servers in the same category from other makers, sorted by stars.
Reading a card:★ GitHub starsiThree pillars: reviews · checks · usageiUpdated = latest version published to the registryi
SolidInvoice
by SolidInvoice
Create and send invoices and quotes, manage clients, and track payments in SolidInvoice.
Runs in the cloud★ 981MITUpdated 8 days ago
Install
Korea Tax Calculator
by UpstageAI
Korean tax calculation and tax-audit judgment MCP: 96 tools with statutory citations.
Runs on your computer★ 97MITUpdated yesterday
Install
README from the maker
Open the README
Copied from the maker’s repo as written. PopNx MCP has not reviewed or endorsed it. HTML, images and scripts are removed. Links lead off this site.
Obra CFO
A local-first MCP server that makes you funding-ready. You install it in your own Claude. It reads your pitch materials on your machine and runs the investment committee on you before a real one does. Nothing is uploaded.
This is the free preview of Obra's role lineup, and it stays free and local. It is the sibling of the Obra CTO: the CTO proves your build, the CFO turns that proof into a funding case. The full playbook, the deep committee, and the templates that fix each gap live in the Build with Obra community.
The Obra founders' toolkit
Two free, local, open-source MCPs built to work as a pair:
- Obra CTO: is it built? Scores your codebase and surfaces what a technical diligence would flag. GitHub · npm
- Obra CFO (this one): is it fundable? Runs the investment committee on your pitch and turns your verified build into a funding case. GitHub · npm
Run the CTO first. The CFO reads its report as grade-A technical evidence. The method, the deep versions, and Obra in beta live in Build with Obra.
Why local-first
A tool that reads your deck, plan, and financials should not ship them somewhere. This server makes no network calls. Your materials stay where they are. You can read every line of this server before you run it, which is the point of keeping it open.
Two modes
Build. If you have no deck yet or a weak one, deck_blueprint hands your Claude the framework for a fundable deck at your stage: the slide structure with an evidence bar for each, the research to run first, and the artifacts to produce before the deck exists (business plan, pricing, go-to-market). Each piece is a paste-in prompt you give your own Claude. You build it on your machine; we give the framework, not the finished writing.
Rank. When the deck exists, prepare_assessment reads your materials and hands your Claude a rigorous rubric. Your Claude separates facts from assumptions, extracts your thesis, rates each dimension with evidence and confidence, finds your weakest load-bearing assumption, and runs a six-persona investment committee. Then score_funding_readiness turns that into a stage-calibrated dashboard.
What a dashboard looks like
# Obra CFO: funding readiness74 / 100 · Promising, diligence required
| Signal | Reading |
|---|---|
| Investment score | 74 / 100 |
| Confidence in assessment | 61% |
| Venture return potential | High |
| Execution risk | Medium |
| Market risk | Medium |
| Team risk | Low |
| Technical risk | Low (from Obra CTO: 88/100, grade A) |
| Recommendation | Proceed to targeted diligence |
Under it: your facts/assumptions/opinions ledger, your weakest assumption, what must be true, the unknowns register, and the committee views. Calibrated to your stage, not a one-size score.
The Obra CTO handoff
The CFO reads the Obra CTO's report from .obra/cto-report.json if it is there. A verified, tested build is grade-A technical evidence that a deck alone can never claim, and it feeds the Technical Reviewer and your Moat slide. If the report is missing, the CFO tells you to run the CTO first, because without it your technical claims rest on assertion (grade D) and an investor's diligence will cap them exactly the same way.
Tools
deck_blueprintreturns the fundable-deck framework and the prompts to build it.prepare_assessmentreads your materials and returns the assessment rubric for your Claude to work through.score_funding_readinessturns your Claude's structured assessment into the dashboard.
A normal run is: build the deck (blueprint) or point at your existing one, prepare the assessment, then score.
Install
Add it to your Claude MCP config (Claude Desktop or Claude Code):
{"mcpServers": { "obra-cfo": { "command": "npx", "args": ["-y", "obra-cfo"] } } }
Then ask your Claude: "Give me the Obra CFO pitch deck blueprint for seed stage," or "Assess my funding materials in ./fundraise with Obra CFO."
Prefer to run from source? Clone the repo, run npm install && npm run build, and point the config at node /absolute/path/to/obra-cfo/dist/index.js.
What this is not
Not a deck generator, not a guarantee of a term sheet, not a replacement for your own Claude reading your materials. It is the investment committee, run on you first, from your real materials and your verified build, so you walk in prepared.
What's next
The Obra CFO is the free preview. To go further:
- The full cook: the deep authoring behind each slide, current market intelligence, the full six-persona committee, and the templates that fix each gap.
- The rest of the team: the Obra CTO for build readiness, and each new role as it ships.
- Obra itself, in beta: the AI employee that runs your back office. Members go first.
See the whole toolset and where it is going at https://get-obra.com/build
The full method and the community live in Build with Obra: https://www.skool.com/build-with-obra-5361/about
License
Apache-2.0.