Guide · Agent skill
How to use the CFO Review Skill agent skill
Updated · written with AI from the project's own documentation and checked against our catalogue data
The cfo-review skill is an agent skill for Claude that acts as a skeptical finance reviewer. You give it a plan that involves meaningful spending, such as a hiring wave, a fundraise decision or a new channel budget, and it works through six fixed finance questions and returns a green, yellow or red verdict. It is written for founders, finance leads and small teams who want a structured check before approving a large commitment. By the end of this guide you will know what the skill does, how to install it, how to trigger it, and what it needs from you to produce useful output.
CFO Review Skillalirezarezvani/claude-skills · MIT Download the skill Quick start
- 1Download and unzip. Download the ZIP from this page and unzip it. It contains SKILL.md.
- 2Choose the install location. Place the folder in ~/.claude/skills/ for personal use or in .claude/skills/ inside a project. Alternatively, upload it under Settings → Capabilities → Skills in the Claude apps.
- 3Install the required plugin. Make sure Claude Code has the c-level-agents plugin installed, since the calculator scripts live in its vendor folder.
- 4Gather your figures. Collect revenue, net burn, gross margin, CAC by channel and cash balance for the plan you are reviewing.
- 5Make the request. Use /c-level-agents:cfo-review with the plan, or describe the spend in plain language and include your figures.
- 6Act on the verdict. Choose green, yellow or red. For yellow, write down the cut triggers and the checkpoint date before committing.
What an agent skill is and what cfo-review makes the agent do
An agent skill is a folder containing a SKILL.md file with instructions that Claude loads when a request matches the skill's description. The skill changes how the agent reasons and what it outputs for that kind of task.
The cfo-review skill is described as a numerate-skeptic interrogation of any plan that touches money, covering unit economics, runway, dilution and capital allocation. When it runs, the agent answers six questions: burn and runway, unit economics, dilution path, capital allocation alternative, revenue quality, and bear case survival.
- Burn and runway: burn multiple (net burn divided by net new ARR, where above 2x is flagged as a problem) and months of cash at base, bull and bear cases.
- Unit economics: LTV/CAC per channel and payback period on the top two channels, where LTV/CAC above 3x and payback under 12 months are described as healthy.
- Dilution: founder dilution per round and cumulative dilution over the next two rounds, at base and bear valuations.
- Opportunity cost: three alternative uses for the money (hiring, product, marketing) with expected return.
- Gross margin: current margin and whether it compresses as the company scales.
- Bear case: whether the company survives 18 months if revenue is 50% of plan, with cut triggers identified in advance if not.
Install the cfo-review skill from the ZIP
Download the ZIP for this skill from this page and unzip it. The package contains a single file, SKILL.md. Place the unzipped folder in one of two locations, depending on how you want to use it.
For a personal install available across your projects, put the folder in your user skills directory, ~/.claude/skills/. For a single project, put it in that project's .claude/skills/ folder so it applies only there.
If you use the Claude apps instead of Claude Code, you can upload the skill under Settings → Capabilities → Skills.
- Personal install: ~/.claude/skills/
- Project install: .claude/skills/ inside your project folder
- Claude apps: Settings → Capabilities → Skills, then upload the skill
Meet the requirements before you run it
The skill's instructions reference three bundled Python calculators, and they live in the c-level-agents plugin's vendor folder. The skill expects Claude Code with the c-level-agents plugin installed and Python available to run those scripts. The calculators themselves are not included in the file you download, so the skill will only have working scripts if that plugin is present.
You also need to supply your own company figures in the conversation, such as revenue, burn, margins and customer acquisition cost. The skill does not read your books. If you do not provide numbers, the output will be weak.
- Claude Code with the c-level-agents plugin installed
- Python, to run the referenced calculator scripts
- Your own figures (revenue, burn, gross margin, CAC) given in the conversation
Trigger the skill with a natural request
The skill is written for requests where a plan commits meaningful spend. Its description names three examples: a hiring wave, a fundraise decision, or a new channel budget. You can ask for it directly with the slash command form, or describe the plan in plain language and say you want it reviewed for money risk.
The skill also lists situations where it should be run: before approving any spend above 1% of revenue, before opening a new hiring requisition, before a fundraise conversation, before changing pricing or unit economics, and before signing a multi-year contract.
- Slash form: /c-level-agents:cfo-review [plan]
- Plain request: "Review this plan for a hiring wave of six engineers. Here are our revenue, burn and runway figures."
- Plain request: "Before we commit a new paid channel budget, stress-test it against our CAC and payback."
/c-level-agents:cfo-review [plan]Read the output and the verdict
The skill asks for a structured report with a Numbers section, a verdict, conditions if the verdict is yellow, and a recommendation of three next steps. The agent is instructed to answer each question with numbers rather than adjectives, so vague answers mean the inputs were thin.
The verdicts mean: green is fund it, yellow is fund with cut triggers, and red is kill or revise. A yellow verdict comes with a cut trigger in the form of a metric, a threshold and an action, plus a review checkpoint date.
- GREEN: fund it
- YELLOW: fund with cut triggers, each set as metric below threshold leads to action
- RED: kill or revise the plan
- Bear-case survival is reported as PASS or FAIL
Safety notes: scripts and network access
The skill runs scripts. Its workflow calls three Python files from the plugin's vendor folder. Review those scripts before running them, since the skill itself does not include them. The skill does not use the network, according to its listing.
The skill is an analytical prompt, not regulated financial advice. It cannot see your accounting records, and its verdicts are only as reliable as the numbers you give it.
- Runs scripts: yes, three Python calculators from the c-level-agents plugin vendor folder
- Uses network: no
- Not legal, tax or accounting advice
What people use it for
- Checking a hiring wave against runway in the base, bull and bear cases before opening requisitions.
- Testing whether a new paid channel's LTV/CAC and payback period justify scaling the budget.
- Preparing for a fundraise by pressure-testing burn multiple and dilution at base and bear valuations.
- Reviewing a multi-year vendor contract for bear-case survival before signing.
- Deciding whether a pricing change or unit economics change is worth the margin risk.
Frequently asked questions
Is the cfo-review skill free to use?
The skill is published under the MIT licence, as listed on this page. The c-level-agents plugin it depends on is a separate requirement, and this page does not state its cost, so check its terms before installing.
What do I need installed to run cfo-review?
You need Claude Code with the c-level-agents plugin installed, because the calculator scripts live in that plugin's vendor folder. You also need Python to run those scripts, and your own company figures in the conversation.
Where do I put the cfo-review skill folder?
Put it in ~/.claude/skills/ for personal use, or in .claude/skills/ inside a project for that project only. In the Claude apps, you can instead upload it under Settings → Capabilities → Skills.
Why does the skill need the c-level-agents plugin?
The SKILL.md file tells the agent to run three Python calculators: burn_rate_calculator.py, unit_economics_analyzer.py and fundraising_model.py. Those files are in the plugin's vendor folder and are not included in the file you download, so the skill depends on the plugin being present.
Can cfo-review replace an accountant or CFO?
No. It gives analytical prompts and a structured checklist, not legal, tax or accounting advice, and it cannot see your actual books. It works best as a second pair of eyes for founders and small teams without a dedicated CFO.
How is cfo-review different from asking a general chatbot to review a budget?
The skill fixes six specific questions and a green, yellow or red output format, and it tells the agent to answer with numbers. A general request may cover some of these points but without the fixed checklist, thresholds such as 3x LTV/CAC or 12-month payback, or the cut-trigger structure.
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Our verdict
Use cfo-review if you want a repeatable checklist that forces numbers into a spend decision, especially if you are a founder or small team without a finance lead. Skip it if you have no real figures to supply, need legal, tax or accounting advice, or cannot install the c-level-agents plugin that its calculator scripts depend on.
Download the skill