Personal Cfo Setup
Finish setting up the Personal CFO pack — bind the finance folder and the digest day.
Install
$ agentstack add skill-personalclaw-personalclaw-setup ✓ scanned · ✓ verified, works with Claude Code, Cursor, and more.
Security review
✓ PassedNo issues found. Passed automated security review. · v0.1.0 How review works →
- ✓ Prompt-injection patterns
- ✓ Secret / credential exfiltration
- ✓ Dangerous shell & filesystem operations
- ✓ Untrusted network calls
- ✓ Known-malicious package signatures
What it can access
- ✓ Network access No
- ✓ Filesystem access No
- ✓ Shell / process execution No
- ✓ Environment & secrets No
- ✓ Dynamic code execution No
From automated source analysis of v0.1.0. “Used” means the capability is present in the source — more access means more to trust, not that it’s unsafe.
Verified badge
Passed review? Show it. Paste this badge into your README, it links to the public security report.
Links to your public security report.[](https://agentstack.voostack.com/security/report/skill-personalclaw-personalclaw-setup) Reliability & compatibility
Declared compatibility
Compatibility is declared by the source manifest. End-to-end runtime verification is coming, see below.
We're building live execution health for every listing: tool-call success rate, median latency, uptime, and last-checked timestamps, measured, not self-reported. It isn't live yet, so we don't show numbers we can't stand behind.
How agent discovery & health will work →About
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.
- 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": ""}
- Which day should the weekly digest land on? Record it with:
POST /api/packs/personal-cfo/bindings {"key": "digest_day", "value": ""}
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.
Source & license
This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.
- Author: PersonalClaw
- Source: PersonalClaw/PersonalClaw
- License: MIT
- Homepage: https://personalclaw.dev
Install and usage instructions live in the source repository linked above.
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Versions
- v0.1.0 Imported from the upstream source.