Agent skill

Personal Cfo Setup

by Sidiora-Labs in Sidiora-Labs/centra-gideon-agent

Finish setting up the Personal CFO pack — bind the finance folder and the digest day.

Apache-2.0Auto-check passed

Install Personal Cfo Setup

skills CLI
$ npx skills add Sidiora-Labs/centra-gideon-agent --skill personal-cfo-setup -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install Sidiora-Labs/centra-gideon-agent personal-cfo-setup --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/Sidiora-Labs/centra-gideon-agent.git skills-src && mkdir -p .claude/skills && cp -r skills-src/runtime/gideon/extensions/packs/bundled/personal-cfo/setup .claude/skills/personal-cfo-setup && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
personal-cfo-setup
GitHub stars
217
Token cost
~297 tokens
SKILL.md length
153 words
Files
2
Skills in repo
24
Repo updated
First seen
Licence
Apache-2.0

At a glance

Finish setting up the Personal CFO pack — bind the finance folder and the digest day.

  • Works in 2 steps: Which folder holds your statements? This… → Which day should the weekly digest land…
  • SKILL.md covers Interview and What not to do
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Personal Cfo Setup is an agent skill from Sidiora-Labs/centra-gideon-agent. Finish setting up the Personal CFO pack — bind the finance folder and the digest day.

Its SKILL.md is about 300 tokens, which your agent loads only when the skill is triggered. The skill folder holds 1 other file (for example `bindings.json`).

The repository describes itself as: The companion AI agent that learns, adapts and gets the work done no matter the task. The licence is Apache-2.0.

Example prompts

  • “/personal-cfo-setup”

Workflow steps

2 steps, taken from the first numbered list in SKILL.md.

  1. Which folder holds your statements? This is the only folder the pack's skills read.
  2. Which day should the weekly digest land on? Record it with

What it can do on your machine

Read from SKILL.md and the folder at commit ca531ee. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md.

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Personal Cfo Setup loads about 297 tokens when it runs. Until then it costs about 26 tokens; SKILL.md has 153 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~26
When it runs · the whole SKILL.md, loaded when a task matches
~297

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from Sidiora-Labs/centra-gideon-agent at commit ca531ee, republished under its Apache-2.0 licence (© Sidiora-Labs). 153 words, ~297 tokens.

Download SKILL.mdSave it as .claude/skills/personal-cfo-setup/SKILL.md (or your agent's skills folder). This skill also uses 1 other file; get the full folder from GitHub.
name
personal-cfo-setup
description
Finish setting up the Personal CFO pack — bind the finance folder and the digest day.

Finish setting up Personal CFO

Run this once after installing the pack. It is re-runnable: run it again whenever the answers change.

Interview

Ask each question, one at a time, and wait for the answer.

  1. Which folder holds your statements? This is the only folder the pack's skills read. Accept an absolute path to an existing directory. Record it with: POST /api/packs/personal-cfo/bindings {"key": "finance_folder", "value": "<path>"}
  2. Which day should the weekly digest land on? Record it with: POST /api/packs/personal-cfo/bindings {"key": "digest_day", "value": "<weekday>"}

Then tell the user two things plainly:

  • the spending-digest trigger is installed but disabled — they enable it from Automations when they want it to start running;
  • the finance connector is unconfigured until they configure or substitute it.

What not to do

Do not ask for bank credentials. The pack never stores them; the connector requirement collects them through the credential store if the user chooses to configure it.

© Sidiora-Labs, Apache-2.0. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

SKILL.md and 1 other file in runtime/gideon/extensions/packs/bundled/personal-cfo/setup of Sidiora-Labs/centra-gideon-agent.

  • SKILL.md
  • bindings.json

Open the folder on GitHubat commit ca531ee

Compare with similar skills

Personal Cfo Setup next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Personal Cfo Setup compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Personal Cfo Setup this skillSidiora-Labs/centra-gideon-agent217—~297Automated safety check: PassApache-2.0
MarkitdownImCa0/just-laws78214 repos~3.2kAutomated safety check: NotesMIT
Technical Analysttradermonty/claude-trading-skills3k4 repos~4.6kAutomated safety check: PassMIT
Creating Financial ModelsChen-zexi/open-ptc-agent7293 repos~1.3kAutomated safety check: PassMIT
Managing Google Workspacetaylorwilsdon/google_workspace_mcp3.3k—~2.9kAutomated safety check: PassMIT
Data Table Managern8n-io/n8n207k—~2.3kAutomated safety check: PassCustom licence

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Questions about Personal Cfo Setup

What does Personal Cfo Setup do?

Finish setting up the Personal CFO pack — bind the finance folder and the digest day. Personal Cfo Setup is an agent skill from Sidiora-Labs/centra-gideon-agent. Finish setting up the Personal CFO pack — bind the finance folder and the digest day.

How do I install Personal Cfo Setup in Claude Code?

Run `npx skills add Sidiora-Labs/centra-gideon-agent --skill personal-cfo-setup -a claude-code`. Or copy the skill folder (runtime/gideon/extensions/packs/bundled/personal-cfo/setup in Sidiora-Labs/centra-gideon-agent) into .claude/skills/personal-cfo-setup in your project. Claude Code loads it when a task matches its description.

How do I install Personal Cfo Setup in Codex?

Run `npx skills add Sidiora-Labs/centra-gideon-agent --skill personal-cfo-setup -a codex`. Or copy the skill folder (runtime/gideon/extensions/packs/bundled/personal-cfo/setup in Sidiora-Labs/centra-gideon-agent) into .agents/skills/personal-cfo-setup in your project. Codex loads it when a task matches its description.

Can I use Personal Cfo Setup in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add Sidiora-Labs/centra-gideon-agent --skill personal-cfo-setup -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/personal-cfo-setup, .gemini/skills/personal-cfo-setup, .github/skills/personal-cfo-setup and .opencode/skills/personal-cfo-setup in your project.

What does Personal Cfo Setup need to run?

SKILL.md names no scripts, command-line tools or credentials: Personal Cfo Setup is instructions for the agent only.

Does Personal Cfo Setup access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Personal Cfo Setup safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Personal Cfo Setup use?

Personal Cfo Setup is published under the Apache-2.0 licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Personal Cfo Setup use?

About 297 tokens (SKILL.md is roughly 1.2k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Personal Cfo Setup?

Skills that share tags, products or a category with Personal Cfo Setup: Markitdown (ImCa0/just-laws, 782 stars), Technical Analyst (tradermonty/claude-trading-skills, 3k stars), Creating Financial Models (Chen-zexi/open-ptc-agent, 729 stars) and Managing Google Workspace (taylorwilsdon/google_workspace_mcp, 3.3k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Personal Cfo Setup?

Sidiora-Labs (a GitHub organization) maintains it in Sidiora-Labs/centra-gideon-agent, which has 217 GitHub stars. The repository holds 24 skills in this directory. The repository was last updated on October 8, 2026.

Source: Sidiora-Labs/centra-gideon-agent on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.