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agente-cfo

Integrate Omie ERP data with Wacli WhatsApp alerts for daily cash-flow summaries.

1|Updated May 5, 2026
Search Tags:#automation#alerts#whatsapp#erp#cfo#cash-flow#panel
One-click install
npx skills add https://github.com/MindOpsTeam/agente-cfo --skill agente-cfo
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: agente-cfo
Source: https://github.com/MindOpsTeam/agente-cfo/tree/main/skills/agente-cfo
Command: npx skills add https://github.com/MindOpsTeam/agente-cfo --skill agente-cfo

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) components.

What problem does it solve?

CFO virtual para PME brasileira que orquestra Omie (ERP) e wacli (alertas por WhatsApp) para entregar visibilidade financeira diária, classificar lançamentos e monitorar a saúde do sistema, permitindo decisões rápidas sem depender de planilhas.

Core Features & Use Cases

  • Orquestra dados do ERP Omie com alertas via WhatsApp (Wacli) para gerar insights diários de fluxo de caixa.
  • Categorização de lançamentos do ERP para uma visão integrada de DRE e métricas operacionais.
  • Monitora a saúde do ecossistema financeiro (alertas proativos, dashboards e auditoria via painel).

Quick Start

Ask Marcos to generate a daily financial summary and alert you to any cash-flow issues.

Frequently Asked Questions about agente-cfo

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate daily cash-flow summaries and send them to WhatsApp?▼

Automating daily cash-flow summaries to WhatsApp is done by integrating Omie ERP data with Wacli alerts. This orchestrates financial data and delivers daily visibility and health indicators directly through WhatsApp channels.

Can I monitor ERP cash positions in real-time without relying on spreadsheets?▼

Real-time cash position monitoring replaces manual spreadsheets by integrating Omie ERP data with automated alerts. It categorizes ERP transactions and alerts you to cash-flow issues, enabling quick financial decisions.

How do I set up WhatsApp alerts for cash-flow issues using Omie ERP data?▼

Setting up WhatsApp alerts for Omie ERP cash-flow issues requires configuring environment variables and integrating OpenClaw MCP with deterministic prompts. Once configured, it delivers proactive financial health alerts across channels.

Does this cash-flow automation work for small and medium-sized enterprises?▼

This cash-flow automation is specifically designed for small and medium-sized enterprises (PMEs). It targets daily financial visibility by classifying ERP entries and monitoring system health, removing spreadsheet dependencies.

What is needed to categorize ERP transactions for operational metrics?▼

Categorizing ERP transactions for operational metrics requires Omie ERP integration configured via environment variables and OpenClaw MCP. This integration classifies entries to provide an integrated income statement and operational health view.

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