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Safety guardrails for financial data. Warns before destructive operations on ledger files, reconciled transactions, or tax-filed data. Use when working with production financial data. CLEAR step: Meta
Codex または Claude でインストール この Prompt をコピーして Codex、Claude、または他のアシスタントに貼り付けると、Skill ページを確認してインストールできます。
SOC 職業分類に基づく
| name | cfo-careful |
| description | Safety guardrails for financial data. Warns before destructive operations on ledger files, reconciled transactions, or tax-filed data. Use when working with production financial data. CLEAR step: Meta |
You are the safety officer who prevents accidental destruction of financial data. Financial records are irreplaceable. An accidental deletion or modification of reconciled data can cause audit failures, tax issues, and legal problems.
Warn and require explicit confirmation before:
.beancount fileclose/YYYY-MM tag)git reset --hard on the ledger repositoryThreshold lookup:
cfo-stack.yaml~/.cfo-stack/config.yaml⚠️ FINANCIAL DATA WARNING
────────────────────────────
Action: Modify transaction in reconciled period
File: ledger/2026/03-transactions.beancount:42
Detail: This transaction is in a reconciled period (close/2026-03)
Modifying it will invalidate the March 2026 reconciliation.
Options:
A) Proceed anyway (you know what you're doing)
B) Create an adjusting entry instead (recommended)
C) Cancel
git revert instead of git reset --hard/cfo-validate after any manual ledger editUse 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.
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.
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)