cfo-store

Store financial documents in Google Cloud Storage or Azure Blob Storage.

Updated May 30, 2026
One-click install
npx skills add https://github.com/InnerScopeHearing/otchealth-claude-tools --skill cfo-store
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: cfo-store
Source: https://github.com/InnerScopeHearing/otchealth-claude-tools/tree/main/skills/cfo-store
Command: npx skills add https://github.com/InnerScopeHearing/otchealth-claude-tools --skill cfo-store

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) components.

What problem does it solve?

This Skill provides a durable, access-controlled object store for CFOs to securely store and manage their financial exports and source documents, ensuring compliance and data protection.

Core Features & Use Cases

  • Dual Backend Storage: Offers secure storage options via Google Cloud Storage and Azure Blob Storage, allowing for flexibility and migration support.
  • Financial Document Management: Designed for QuickBooks/Xero exports, bank statements, invoices, and other source documents.
  • Use Case: Ideal for CFOs who need to offload ephemeral session data to a permanent, secure location for compliance and historical record-keeping.

Quick Start

Use the cfo-store skill to upload a QuickBooks export to the cloud storage of your choice with the command: cfo-store store put <localFile> <objectName>

Frequently Asked Questions about cfo-store

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

FAQPage Schema
How do I securely store financial documents in cloud storage for compliance?

Securely store financial documents by uploading QuickBooks exports and bank statements to access-controlled cloud backends. This dual-backend solution ensures durable, compliant data protection and historical record-keeping for CFOs.

Does this financial document storage tool support both Google Cloud Storage and Azure Blob Storage?

Yes, financial document storage supports both Google Cloud Storage and Azure Blob Storage. It provides a dual-backend solution allowing CFOs flexibility and migration support while maintaining persistent, compliant data storage.

What types of financial source documents can I upload to Azure Blob Storage?

You can upload financial source documents like QuickBooks exports, Xero exports, bank statements, and invoices to Azure Blob Storage. It is designed to offload ephemeral session data to a permanent, secure location for compliance.

How do I configure backend selection for storing financial data exports?

Configure backend selection for storing financial data exports using environment variables. You must provide credentials for both Google Cloud Storage and Azure Blob Storage services to enable persistent, compliant data retrieval.

What is the best way to offload ephemeral session data to permanent secure storage?

The best way to offload ephemeral session data to permanent secure storage is using a dual-backend object store. It moves financial exports and source documents to durable Google Cloud Storage or Azure Blob Storage for compliance.

Do I need credentials for both Google Cloud Storage and Azure to manage financial documents?

Yes, credentials for both Google Cloud Storage and Azure storage services are required. This ensures CFOs can securely store and manage financial exports across the dual-backend solution while maintaining access control and compliance.