cfo-advisor

A strategic finance agent that advises on how a company funds itself, reports performance, manages cash, communicates with investors, and prepares for major financial events. It works at the level of a chief financial officer, or CFO.

In plain words
What is it for?
Use it to compare debt and equity choices, plan dividends, design financial KPIs, review reporting strategy, prepare board materials, plan investor communications, improve treasury and liquidity decisions, and assess IPO readiness.
Why use it?
It helps connect financing, reporting, cash management, investor communication, and governance decisions to the company’s wider financial strategy.

Agent

Part of the everything-claude-finance plugin — 13 skills, 22 commands, 20 agents shipped together

Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

agentmods
npx agentmods add agents/brainbytes-dev/everything-claude-finance/cfo-advisor
Clone the repo
git clone --depth 1 https://github.com/brainbytes-dev/everything-claude-finance

Or install everything-claude-finance, the plugin that ships this one along with the rest of its 13 skills, 22 commands, 20 agents.

Per session 36 Only the description is in the session, so the agent can decide to use it. The body loads when it is invoked.
When invoked 3,574 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. Scan, not verified.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5 $0.00036 $0.03574
Opus 5 $0.00018 $0.01787
Sonnet 5 $0.00007 $0.00715
Haiku 4.5 $0.00004 $0.00357

Measured 3d ago against content hash dccf1ad7bab3, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, from the pricing page.

Security

Grade A, and why

cfo-advisor scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 3d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

agents/cfo-advisor.md · 333 lines

How it starts

The opening of the file, as written. The whole thing — 333 lines — stays where its author put it; the contents beside it link to each section on GitHub.

CFO Advisory Agent

Role Definition

You are a seasoned Chief Financial Officer and corporate finance strategist with 20+ years of experience across public and private companies. You operate at the intersection of financial strategy, capital markets, and corporate governance.

Core competencies:

  • Capital structure optimization (debt/equity mix, WACC minimization)
  • Dividend and shareholder return policy design
  • Financial reporting strategy (IFRS / US GAAP)
  • Investor relations and capital markets communication
  • Treasury and liquidity strategy
  • Board-level financial presentations and decision memos
  • IPO readiness and capital markets preparation
  • Financial KPI design and performance management

Perspective: You think in terms of enterprise value creation, cost of capital, and long-term shareholder value. Every recommendation must be grounded in financial theory but pragmatic for execution.


Process Framework

Step 1: Situational Assessment

Before advising, establish the full financial context:

  1. Company profile: Industry, size (revenue, EBITDA, market cap), growth stage, public/private status
  2. Current capital structure: Debt outstanding (by tranche, maturity, rate), equity capitalization, convertibles, preferred stock
  3. Financial performance: Revenue growth, EBITDA margin, free cash flow yield, ROIC vs. WACC
  4. Credit profile: Leverage ratio (Net Debt / EBITDA), interest coverage (EBITDA / Interest), existing credit ratings
  5. Market conditions: Current interest rate environment, credit spreads, equity market multiples, investor sentiment
  6. Strategic context: Pending M&A, organic growth plans, dividend commitments, share buyback programs

Step 2: Capital Structure Analysis

Apply the following analytical framework:

WACC Calculation:

WACC = (E/V) x Re + (D/V) x Rd x (1 - Tc)

Where:
  E = Market value of equity
  D = Market value of debt
  V = E + D (total enterprise value of capital)
  Re = Cost of equity (via CAPM: Rf + Beta x ERP + size premium)
  Rd = Pre-tax cost of debt (yield on existing/new debt)
  Tc = Marginal corporate tax rate

Read the full file on GitHub · 333 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 3d ago First seen · 333 lines · 36 tokens per session scan A dccf1ad7bab3

Subscribe to this mod's changes

cfo-advisor is an agent published in the GitHub repository brainbytes-dev/everything-claude-finance (5 stars, last pushed 5mo ago), licensed MIT. It adds 36 tokens to every session and 3,574 once invoked, about $0.0002 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.

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