How do I install the AI CFO skill?

Run npx skillmds@latest add modbender/ai-cfo in your terminal (requires Node.js), paste this page's agent-chat prompt into Claude, Cursor, or any MCP-connected agent, or download the SKILL.md file and copy it into your agent's skills directory.

Is AI CFO safe to use?

This skill has not completed SkillMD's automated safety review yet. Capability flags: executes scripts, makes network calls, reads secrets. SkillMD never runs a skill's scripts for you; review the SKILL.md before installing.

Which AI agents work with AI CFO?

This skill is tagged as working with Claude Code, Claude.ai, OpenAI Codex. SKILL.md is an open format, so most agents that read a skills directory can load it too.

Is AI CFO free to use?

Yes. Installing skills from SkillMD is free. This skill is licensed under MIT.

Who published AI CFO?

modbender (@modbender) published this skill. Their other Agent Skills are listed on their SkillMD profile.

AI CFO by modbender — Agent Skill

Name: AI CFO
Rating: 4.2 (5 reviews)
Author: modbender

AI CFO

Full AI Chief Financial Officer — connects Mercury Banking + Stripe into real-time business intelligence. Daily cash position, automated P&L, revenue tracking, expense categorization, cash flow forecasting, burn rate alerts, and weekly financial reports.

modbender Updated Sep 9, 2026 12 repo stars

File contents

📊 AI CFO

Full AI Chief Financial Officer for Agent6ix LLC

Connects Mercury Banking + Stripe into real-time business intelligence. Daily cash position, automated P&L, revenue tracking, expense categorization, cash flow forecasting, burn rate alerts, and weekly financial reports.

Commands

Command	Description
`dashboard`	Full financial dashboard — balances, MRR, burn rate, runway
`transactions`	Recent transactions with AI categorization
`pnl`	P&L statement for any date range
`cashflow`	Cash flow analysis with 30/60/90 day forecast
`revenue`	Stripe revenue breakdown — MRR, new vs recurring, churn
`expenses`	Categorized expenses with trends and anomaly detection
`report`	Weekly/monthly executive financial report
`budget`	Set and track budgets by category
`runway`	Burn rate and runway calculation
`invoice`	Outstanding Stripe invoices and aging

Environment Variables

Variable	Required	Description
`MERCURY_API_TOKEN`	Yes	Mercury Banking API token (read-only)
`STRIPE_API_KEY`	Yes	Stripe secret key (restricted, read-only)
`OPENROUTER_API_KEY`	Yes	For AI transaction categorization

Usage

python3 scripts/ai_cfo.py dashboard
python3 scripts/ai_cfo.py transactions --days 30
python3 scripts/ai_cfo.py pnl --start 2026-01-01 --end 2026-01-31
python3 scripts/ai_cfo.py cashflow
python3 scripts/ai_cfo.py revenue
python3 scripts/ai_cfo.py expenses --days 30
python3 scripts/ai_cfo.py report --period weekly
python3 scripts/ai_cfo.py budget --set Marketing 5000
python3 scripts/ai_cfo.py runway
python3 scripts/ai_cfo.py invoice

Daily Automation

# Add to cron for daily 8 AM brief
python3 scripts/cfo_cron.py

Data Storage

All data stored in .data/sqlite/cfo.db:

Categorized transactions
Budget allocations
Daily snapshots
Monthly P&L snapshots

Credits

Built by M. Abidi | agxntsix.ai YouTube | GitHub Part of the AgxntSix Skill Suite for OpenClaw agents.

📅 Need an AI CFO for your business? Book a free consultation

---name: ai-cfodescription: Full AI Chief Financial Officer — connects Mercury Banking + Stripe into real-time business intelligence. Daily cash position, automated P&L, revenue tracking, expense categorization, cash flow forecasting, burn rate alerts, and weekly financial reports.license: MIT--- # 📊 AI CFO **Full AI Chief Financial Officer for Agent6ix LLC** Connects Mercury Banking + Stripe into real-time business intelligence. Daily cash position, automated P&L, revenue tracking, expense categorization, cash flow forecasting, burn rate alerts, and weekly financial reports. ## Commands | Command | Description | |---------|-------------| | `dashboard` | Full financial dashboard — balances, MRR, burn rate, runway | | `transactions` | Recent transactions with AI categorization | | `pnl` | P&L statement for any date range | | `cashflow` | Cash flow analysis with 30/60/90 day forecast | | `revenue` | Stripe revenue breakdown — MRR, new vs recurring, churn | | `expenses` | Categorized expenses with trends and anomaly detection | | `report` | Weekly/monthly executive financial report | | `budget` | Set and track budgets by category | | `runway` | Burn rate and runway calculation | | `invoice` | Outstanding Stripe invoices and aging | ## Environment Variables | Variable | Required | Description | |----------|----------|-------------| | `MERCURY_API_TOKEN` | Yes | Mercury Banking API token (read-only) | | `STRIPE_API_KEY` | Yes | Stripe secret key (restricted, read-only) | | `OPENROUTER_API_KEY` | Yes | For AI transaction categorization | ## Usage ```bash python3 scripts/ai_cfo.py dashboard python3 scripts/ai_cfo.py transactions --days 30 python3 scripts/ai_cfo.py pnl --start 2026-01-01 --end 2026-01-31 python3 scripts/ai_cfo.py cashflow python3 scripts/ai_cfo.py revenue python3 scripts/ai_cfo.py expenses --days 30 python3 scripts/ai_cfo.py report --period weekly python3 scripts/ai_cfo.py budget --set Marketing 5000 python3 scripts/ai_cfo.py runway python3 scripts/ai_cfo.py invoice ``` ## Daily Automation ```bash # Add to cron for daily 8 AM brief python3 scripts/cfo_cron.py ``` ## Data Storage All data stored in `.data/sqlite/cfo.db`: - Categorized transactions - Budget allocations - Daily snapshots - Monthly P&L snapshots ## Credits Built by [M. Abidi](https://www.linkedin.com/in/mohammad-ali-abidi) | [agxntsix.ai](https://www.agxntsix.ai) [YouTube](https://youtube.com/@aiwithabidi) | [GitHub](https://github.com/aiwithabidi) Part of the **AgxntSix Skill Suite** for OpenClaw agents. 📅 **Need an AI CFO for your business?** [Book a free consultation](https://cal.com/agxntsix/abidi-openclaw)

Frequently asked questions