Use Case
Stop doing repetitive finance & investment tasks manually. CFO / Chief Financial Officer lets your AI agent handle them automatically through natural conversation. Be the CFO with financial planning, cash management, fundraising, capital allocation, and strategic financial leadership. This guide shows practical examples of using CFO / Chief Financial Officer to automate common finance & investment workflows and save hours every week.
Install CFO / Chief Financial Officer: npx clawhub@latest --dir ~/.claude/skills install cfo
Identify the repetitive finance & investment tasks you want to automate
Describe the task to your AI in plain English
CFO / Chief Financial Officer 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 CFO / Chief Financial Officer
Automate my finance & investment tasks using CFO / Chief Financial Officer
What repetitive tasks can CFO / Chief Financial Officer handle for me?
Set up a workflow that runs CFO / Chief Financial Officer every morning
Select your agent
Option 1: Install via CLI (recommended)
Recommended (no pre-install needed)
npx clawhub@latest --dir ~/.claude/skills install cfoOr via clawhub CLI (if already installed)
clawhub --dir ~/.claude/skills install 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/cfo/π‘Extract and place the folder at the path above, then restart your agent.