# Personal Cfo Setup

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

- **Type:** Skill
- **Install:** `agentstack add skill-personalclaw-personalclaw-setup`
- **Verified:** Yes — security-reviewed for prompt injection and unsafe behavior
- **Seller:** [PersonalClaw](https://agentstack.voostack.com/s/personalclaw)
- **Installs:** 0
- **Category:** [AI & ML](https://agentstack.voostack.com/c/ai-and-ml)
- **Latest version:** 0.1.0
- **License:** MIT
- **Upstream author:** [PersonalClaw](https://github.com/PersonalClaw)
- **Source:** https://github.com/PersonalClaw/PersonalClaw/tree/main/src/personalclaw/packs/bundled/personal-cfo/setup
- **Website:** https://personalclaw.dev

## Install

```sh
agentstack add skill-personalclaw-personalclaw-setup
```

Requires the [AgentStack CLI](https://agentstack.voostack.com/docs/cli). Works with Claude Code, Cursor, and any MCP-compatible agent.

## 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.

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": ""}`
2. **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](https://github.com/PersonalClaw)
- **Source:** [PersonalClaw/PersonalClaw](https://github.com/PersonalClaw/PersonalClaw)
- **License:** MIT
- **Homepage:** https://personalclaw.dev

Install and usage instructions live in the source repository linked above.

## Pricing

- **Free** — Free

## Security capabilities

Automated source analysis of v0.1.0 — what this tool can access:

- **Network access:** no
- **Filesystem access:** no
- **Shell / process execution:** no
- **Environment & secrets:** no
- **Dynamic code execution:** no

*"Yes" means the capability is present in the source — more access means more to trust, not that it is unsafe.*


## Versions

- **0.1.0** — security scan: passed — Imported from the upstream source.

## Links

- Listing page: https://agentstack.voostack.com/l/skill-personalclaw-personalclaw-setup
- Seller: https://agentstack.voostack.com/s/personalclaw
- Browse the marketplace: https://agentstack.voostack.com/browse

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Listed on AgentStack — the marketplace for AI agent skills and MCP servers. Every listing is security-reviewed. Creators keep 70%.