Use Case
Stop doing repetitive finance & investment tasks manually. Ai Cfo lets your AI agent handle them automatically through natural conversation. Full AI Chief Financial Officer β connects Mercury Banking + Stripe into real-time business intelligence. Daily cash position, automated P&L, revenue trackin... This guide shows practical examples of using Ai Cfo to automate common finance & investment workflows and save hours every week.
Install Ai Cfo: npx clawhub@latest --dir ~/.claude/skills install ai-cfo
Identify the repetitive finance & investment tasks you want to automate
Describe the task to your AI in plain English
Ai Cfo will execute the task and return results directly in the chat
Chain multiple tasks: ask your AI to run a sequence of operations
Copy these prompts and use them with your AI agent after installing Ai Cfo
Automate my finance & investment tasks using Ai Cfo
What repetitive tasks can Ai Cfo handle for me?
Set up a workflow that runs Ai Cfo every morning
Select your agent
Option 1: Install via CLI (recommended)
Recommended (no pre-install needed)
npx clawhub@latest --dir ~/.claude/skills install ai-cfoOr via clawhub CLI (if already installed)
clawhub --dir ~/.claude/skills install ai-cfoβ οΈ Requires Node.js 18+. No Node? Use Option 2 below to download the ZIP instead. Install Node.js β
Option 2: Manual install (no Node required)
Download the ZIP, extract it, and place the folder at the path below. Restart your agent to activate.
Install path
~/.claude/skills/ai-cfo/π‘Extract and place the folder at the path above, then restart your agent.