company-cfo

company-cfo is a skill for Claude Code, Codex from matteotitta/genesys-skills. It costs 167 tokens per session (4,164 once invoked), scanned A, original, MIT.

A recurring finance workflow for closing a company’s monthly accounts and reviewing its financial position. It uses Xero and Wise transaction data to track cash, revenue, spending, reconciliation, and future scenarios.

In plain words
What is it for?
Use it to calculate month-end cash, reconcile transactions, categorize income and expenses, update projections, and prepare a monthly financial snapshot.
Why use it?
It helps replace ad-hoc financial checks with a repeatable monthly view of cash, runway, hiring capacity, and spending decisions.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it to calculate month-end cash, reconcile transactions, categorize income and expenses, update projections, and prepare a monthly financial snapshot.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/matteotitta/genesys-skills/company-cfo
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.

Any agent
npx skills add matteotitta/genesys-skills --skill company-cfo
Clone the repo
git clone --depth 1 https://github.com/matteotitta/genesys-skills

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for company-cfo

README.md
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Your own site
<a href="https://agentmods.dev/skills/matteotitta/genesys-skills/company-cfo"><img src="https://agentmods.dev/badge/skills/matteotitta/genesys-skills/company-cfo/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for company-cfo

Your own site · 80×15
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Per session 167 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 4,164 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe. Third-party audits
  • NVIDIA SkillSpector pass 7 Sept 2026
How audits are shown
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 5.1 $0.00167 $0.04164
Opus 5 $0.00084 $0.02082
Sonnet 5 $0.00033 $0.00833
Haiku 4.5 $0.00017 $0.00416

Measured 9d ago against content hash d4e354e54e4f, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

company-cfo 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 9d 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.

skills/primitives/ops/company-cfo/SKILL.md · 221 lines

How it starts

The opening of the file, as written. The whole thing — 221 lines — stays where its author put it; the contents beside it link to each section on GitHub.

company-cfo — monthly company CFO workflow

The standing analysis leadership (Matteo) uses to make runway / hiring / director-drawing / spend decisions. Primary cadence is monthly — run on the 1st for the closed prior month. Weekly, scenario, and pickup modes cover the in-between.

Genesys Growth is a single-director UK Ltd (Genesis Growth Ltd, #14363665), GBP base currency, lumpy consulting revenue collected on monthly invoices through Wise + bank. Same discipline as the source skill (transaction-sum EOM, categorization traps, scenario modeling) applied to Genesys books on Xero.

Data-integrity contract (binding — read before any run)

This skill touches real financial data. Accuracy is non-negotiable. It obeys two rules verbatim:

  • .claude/rules/financial-data.md — NEVER fabricate, estimate, or hallucinate any figure, client name, amount, or date. Xero MCP is the primary source of truth; Wise CSV exports are the secondary/historical cross-reference — these are the ONLY sources. If both are unavailable or context is lost, STOP and ask ("I don't have access to the source data — connect Xero or share the CSVs"). Never reconstruct from memory. Apply the verified client-name mappings (Granular Insights → Clarisights, Powerplay → Cello, Helium → SmartPricing, 13740668 Canada Inc./Xplenty → Integrate, Simplyk → ClientCo, Octave Technolog → Voiceflow, Raised Networks → Nimbus) when parsing Wise Source name / Target name. Watch the red flags: any client list built without reading the source, any "approximate" figure, any two clients merged, any client not in source data → STOP.
  • .claude/rules/pii-redaction.md — before any report is stored or shared, redact PII (end-client contact names, emails, account/sort-code numbers, IBANs). Keep the signal (client company, category, amount, deal context); mask the identity. The report lands in projects/genesys/goals/ and may be pushed to GDrive — redact before both.

Xero access is READ-ONLY. This skill only ever calls: list-bank-transactions, list-payments, list-invoices, list-profit-and-loss, list-accounts, and the read reports list-report-balance-sheet, list-trial-balance, list-aged-receivables-by-contact, list-aged-payables-by-contact, list-organisation-details. It NEVER calls any create-* or update-* Xero tool. Xero is not a paid-credit MCP — reads are free — but the read-only boundary is a hard rule regardless.

Read the full file on GitHub · 221 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. 9d ago First seen · 221 lines · 167 tokens per session scan A d4e354e54e4f

Subscribe to this mod's changes

company-cfo is a skill published in the GitHub repository matteotitta/genesys-skills (36 stars, last pushed 1mo ago), licensed MIT. It adds 167 tokens to every session and 4,164 once invoked, about $0.0008 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 2026-09-03.

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