القائمة
Use when changing setup or uninstall behavior, onboarding intake, install-scope semantics, host registration docs, or setup-related agent guidance that should not live in AGENTS.md.
التثبيت باستخدام Codex أو Claude انسخ هذا Prompt والصقه في Codex أو Claude أو مساعد آخر ليراجع صفحة Skill ويثبّتها لك.
استنادا إلى تصنيف SOC المهني
Use when preparing Canadian tax review packets for T4 employment income, rental income, sole proprietorships, corporations, GST/HST, payroll, or slip season. Anchors the workflow in CRA source pages, uses Taxtips only for secondary checklist ideas, and produces human-review tax prep packages instead of compliance claims.
Initialize a new Beancount ledger from scratch. Chart of accounts for your business type, opening balances, Fava config, git initialization. Use after onboarding scope is clear and the user is ready to create files. CLEAR step: Meta
Root onboarding and routing command for CFO Stack. Start here when the user does not know which skill to use, needs first-run guidance, or wants the agent to decide whether to start zero-knowledge onboarding, set up a ledger, download statements, consult external models, search historical precedent, or review current books. CLEAR step: Meta
Beginner-friendly first-run guidance for users who do not understand bookkeeping, Beancount, or CFO Stack yet. Explains the workflow in plain language, gathers only high-level readiness information, and hands off cleanly to the right next skill. Use before `/cfo-setup` when the user is zero knowledge or overwhelmed. CLEAR step: Meta
Financial health assessment, FIRE planning, net worth tracking, and scenario modeling. Use when you want the big picture of your financial life. CLEAR step: R (Report)
Comprehensive ledger validation and integrity check. Verifies every transaction, checks for common errors, validates completeness, and produces an audit report. Use before filing taxes or at year-end. CLEAR step: Meta
| name | cfo-setup-governance |
| description | Use when changing setup or uninstall behavior, onboarding intake, install-scope semantics, host registration docs, or setup-related agent guidance that should not live in AGENTS.md. |
Use this skill when the task touches:
./setup or ./uninstallDuring setup or ledger initialization, ask blocking questions when any template-driving input is unclear:
Do not guess template-driving answers.
Keep these behaviors stable unless the change is intentional and broadly reflected:
./setup defaults to --host auto./setup codex./setup --host codex/cfo-*) and short aliases (/setup, /capture, /report)./setup defaults to namespaced skill names unless the user explicitly chooses short aliases./uninstall intentionally sweeps both alias styles for safe cleanup rather than selecting one naming mode./uninstall --host auto may intentionally sweep all known host roots so cleanup still works even if a host CLI is no longer installedMachine scope:
~/.claude/skills/~/.agents/skills/~/.openclaw/skills/~/.gemini/antigravity/skills/~/.cfo-stack/config.yamlProject scope:
~/.cfo-stack/config.yamlcfo-stack.yaml./.agents/skills/cfo-chrome-download-statements/SKILL.md.AGENTS.md.skills/setup/SKILL.md.AGENTS.md, this skill, and skills/setup/SKILL.md aligned.