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cfo-init

Initialize CFO onboarding workflows for French SMEs using SIREN-based enrichment.

1|Updated Apr 14, 2026
Search Tags:#onboarding#portfolio#scheduled-tasks#siren#pappers#insee#fiscal-calendar
One-click install
npx skills add https://github.com/RuddyMoriarty/moriarty-cfo --skill cfo-init
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: cfo-init
Source: https://github.com/RuddyMoriarty/moriarty-cfo/tree/main/cfo-init
Command: npx skills add https://github.com/RuddyMoriarty/moriarty-cfo --skill cfo-init

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

Réduit le travail manuel et les erreurs lors de l'onboarding d'une société française en automatisant l'identification (SIREN/Pappers/INSEE), la classification par taille et CSRD, la génération d'un calendrier fiscal absolu et la programmation des routines et rappels locaux. Il standardise le profil client (mono-société ou portfolio cabinet) et produit des artefacts locaux idempotents consommés par les autres skills du bundle.

Core Features & Use Cases

  • Identification d'entité hybride (API Pappers > Annuaire INSEE > WebFetch) avec normalisation vers templates/company.template.json.
  • Classification multi-critères (taille, csrd_wave, régime fiscal/TVA, DOM‑TOM) et génération de private/company.json.
  • Calcul automatique du calendrier fiscal sur 18 mois, affichage couleur des 30 prochains jours et génération de payloads pour rappels J-15/J-7/J-1.
  • Derivation et programmation des routines idempotentes (cron / scheduled-tasks), gestion de portfolio cabinet, et système local d'achievements.
  • Use case: un dirigeant PME fournit un SIREN; le skill enrichit la fiche, crée private/company.json, produit private/calendar-fiscal.json, programme les notifications et initialise private/cfo-progress.json.

Quick Start

Lancez l'onboarding en demandant à l'agent : "Initialise ma session CFO pour SIREN 552120222 en mode PME, calcule le calendrier fiscal et programme les routines."

Frequently Asked Questions about cfo-init

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

FAQPage Schema
How do I automate French company onboarding using a SIREN number?▼

Automate French company onboarding by providing a SIREN number to trigger entity identification via Pappers API or INSEE, classify company size and CSRD wave, and generate local profile artifacts. It computes an 18-month fiscal calendar and schedules routine tasks automatically.

Can I manage multiple companies in a single accounting firm portfolio?▼

Yes, you can manage multiple companies using portfolio mode designed for accounting firms. The skill supports both single-entity SME onboarding and multi-entity portfolio management, creating standardized local profiles for each company.

How does fiscal calendar generation handle business day adjustments and reminders?▼

Fiscal calendar generation computes 18 months of deadlines using business-rule date offsets and next-business-day adjustments. It produces scheduled-tasks payloads for J-15, J-7, and J-1 reminders, ensuring notifications align with working days.

What happens if the Pappers API is unavailable during SIREN enrichment?▼

If the Pappers API is unavailable, the skill falls back to the INSEE directory and then to WebFetch to complete SIREN-based enrichment. This hybrid identification approach ensures entity data normalization continues without interruption.

Does this onboarding workflow classify companies for CSRD reporting compliance?▼

Yes, the onboarding workflow classifies companies by size and determines their CSRD wave eligibility. It applies multi-criteria classification including fiscal regime, VAT, and DOM-TOM considerations to generate compliant company profiles.

What scheduled-tasks payloads are generated for an MCP scheduler?▼

The skill generates idempotent scheduled-tasks payloads for monthly, quarterly, and annual fiscal routines. These payloads are consumed by an MCP scheduler to trigger notifications and automate recurring compliance tasks without duplicate execution.

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