A read-only financial dashboard for bootstrapped startups, meaning companies funded by their own revenue rather than investors. It turns CRM, banking, billing, and spending data into measures such as cash runway, recurring revenue, churn, and unpaid invoices.

Use it to create an Excel financial report from CSV files or pull data from supported services such as Attio, Qonto, Stripe, and Moss.

It gives founders a single view of business finances without changing the source data. CSV templates also let it work when the company uses different software systems.

cfo-skill — Skill for Claude Code and Codex by NachoLafuente/5050-gtm

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 NachoLafuente/5050-gtm --skill cfo-skill

Clone the repo

git clone --depth 1 https://github.com/NachoLafuente/5050-gtm

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.

README.md

[![agentmods](https://agentmods.dev/badge/skills/nacholafuente/5050-gtm/cfo-skill/github.svg)](https://agentmods.dev/skills/nacholafuente/5050-gtm/cfo-skill)

Your own site

<a href="https://agentmods.dev/skills/nacholafuente/5050-gtm/cfo-skill"><img src="https://agentmods.dev/badge/skills/nacholafuente/5050-gtm/cfo-skill/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.

Your own site · 80×15

<a href="https://agentmods.dev/skills/nacholafuente/5050-gtm/cfo-skill"><img src="https://agentmods.dev/badge/skills/nacholafuente/5050-gtm/cfo-skill.svg" alt="Reviewed on agentmods" width="80" height="20"></a>

Per session 170 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.

When invoked 2,044 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.

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.

Model	Per session	Once invoked
Fable 5.1	$0.00170	$0.02044
Opus 5.5	$0.00068	$0.00818
Sonnet 5.5	$0.00034	$0.00409
Haiku 4.5	$0.00017	$0.00204

Measured 2mo ago against content hash 1f978d730b88, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

cfo-skill 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 2mo ago.

The scan reads SKILL.md. This mod also ships 8 executable files (cfo.py, pullers/__init__.py, pullers/attio.py, …), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

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/cfo-skill/SKILL.md · 146 lines

How it starts

The opening of the file, as written. The whole thing — 146 lines — stays where its author put it; the contents beside it link to each section on GitHub.

CFO Skill

⚠️ DISCLAIMER

This skill displays data. It is NOT financial, legal, tax, accounting, or investment advice.

Numbers may be stale, miscategorized, or reflect bugs in upstream systems. Frameworks below (LTV:CAC, runway, burn multiple, Rule of 40) are heuristics, not guarantees. Decisions about hiring, fundraising, distributions, taxes, or solvency must be made by you in consultation with a qualified CFO, accountant, lawyer, or tax advisor. The author and contributors accept no liability for decisions made based on this skill's output.

Two ways to use it

Mode 1: CSV templates (works with any stack)

Drop four CSVs into a folder, run one command, get an Excel workbook. Works with any CRM/bank/billing stack, Attio, HubSpot, Salesforce, Pipedrive, Mercury, Brex, Stripe, Chargebee, Ramp, Pleo, whatever.

Templates live in templates/. Realistic example data lives in examples/ so you can try the pipeline before plugging in real data.

python skills/cfo-skill/run.py --source csv --csv-dir ./my-data --output cfo.xlsx

CSV schemas (column headers in templates/):

File	Columns
`customers.csv`	`customer_id, customer_name, status, signed_up_at, churned_at, mrr, plan`
`cash_movements.csv`	`date, account, direction, amount, currency, counterparty, category, department, note`
`invoices.csv`	`invoice_id, customer, issued_at, due_at, amount, currency, status`
`balances.csv`	`account, currency, balance, as_of`

status values: active, churned, lead (only active counts toward MRR). direction values: in, out. Invoice status values: paid, unpaid, draft.

Mode 2: Live API pull (Attio + Qonto + Stripe + Moss)

Set credentials in your environment, run the puller, get the same Excel workbook from live data.

python skills/cfo-skill/run.py --source api --providers all --output cfo.xlsx

Or pick specific providers, they run in the order you list, and later writers win on customers.csv / invoices.csv:

Read the full file on GitHub · 146 lines

Files

What ships with it

22 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

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.

2mo ago First seen · 146 lines · 0 tokens per session scan A 1f978d730b88

Subscribe to this mod's changes

cfo-skill is a skill published in the GitHub repository NachoLafuente/5050-gtm (3 stars, last pushed 4mo ago), licensed MIT. It adds 170 tokens to every session and 2,044 once invoked, about $0.0007 per session on Opus 5.5. 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.

Analytics and metrics Claude Code Finance and fintech agent-skills attio claude-skills cohort-analysis crm

cfo-skill next to 6 skills from other repositories
Mod	Type	Stars	Last push	Licence	Scan	Tokens	Works with
cfo-skillNachoLafuente/5050-gtm	Skill	3	4mo ago	MIT	A	170	Claude Code, Codex
ma-playbookalirezarezvani/claude-skills	Skill	29k	2d ago	MIT	A	29	Claude Code
fiscalisteromainsimon/paperasse	Skill	2.6k	yesterday	MIT	A	320	Claude Code, Codex
comptableromainsimon/paperasse	Skill	2.6k	yesterday	MIT	A	153	Claude Code, Codex
syndicromainsimon/paperasse	Skill	2.6k	yesterday	MIT	A	204	Claude Code, Codex
agent-era-pricingmohitagw15856/pm-claude-skills	Skill	1.5k	today	MIT	A	108	Claude Code
collections-emailmohitagw15856/pm-claude-skills	Skill	1.5k	today	MIT	A	84	Claude Code