About TOPY.AI · AI CRO
A set of AI revenue-lead skills for small companies, covering revenue reviews, pipeline, quotes, retention, and pricing. It uses data from the TOPY.AI CRO MCP server, while outreach and deal closure require the Founder's approval.
Key features
- 01Revenue reviews and forecasts
- 02Lead and pipeline management
- 03Quote and proposal preparation
- 04Outreach drafts for approval
- 05Failed-payment and churn handling
- 06Pricing models and trial design
Use cases
- 01Review weekly revenue and pipeline
- 02Capture and qualify sales leads
- 03Prepare quotes and customer proposals
- 04Follow up on failed payments and renewals
MCP support
Connects to the TOPY.AI CRO MCP server for revenue data from the AI CFO, pipeline records, and payment information. A local stdio MCP server forwarding to the remote service is also available; outreach and deal closure are not performed through it.
Configuration
Remote servers need no local install. Pick your client, then copy the config or install in one click.
https://topy.ai/mcp/croclaude mcp add --transport http ai-topy-cro https://topy.ai/mcp/cro{"mcpServers":{"ai-topy-cro":{"type":"http","url":"https://topy.ai/mcp/cro"}}}Open in Cursor{"servers":{"ai-topy-cro":{"type":"http","url":"https://topy.ai/mcp/cro"}}}Open in VS Code{"mcpServers":{"ai-topy-cro":{"type":"http","url":"https://topy.ai/mcp/cro"}}}{"mcpServers":{"ai-topy-cro":{"serverUrl":"https://topy.ai/mcp/cro"}}}Run commands in a terminal; paste JSON into the client’s MCP config and restart. Servers that need sign-in will prompt on first connect.
Tools
Details
From the project README
TOPY AI CRO Skills
19 skills that make your coding agent a small company's AI CRO: a weekly revenue review on the AI CFO's numbers, a clean pipeline with a lawful contact basis for every lead, quotes inside a deal desk, outreach drafted for your approval, failed payments recovered, churn fought honestly and one clear price model — on the TOPY.AI CRO MCP server.
The AI CRO is goal-first. It keeps four standing goals — grow recurring revenue (MRR, new customers), keep the revenue we have (churn, failed payments recovered, NRR), a predictable pipeline (pipeline value and win rate from real deals) and healthy unit economics (LTV:CAC of 3 or more) — and every skill below exists to move one of them. Revenue facts come from the AI CFO (Stripe and QuickBooks); the CRO never asserts a figure a tool didn't return.
- Core (
topy-ai-cro): connect, the CRO's goals, the weekly revenue review, forecast and unit economics. - Pipeline: capture a lead with consent, qualify, deals and stages, pipeline hygiene, the conversion funnel.
- Deals: quotes and the deal desk, proposals, close and hand-off.
- Outreach: sequences drafted for the Founder to approve, unsubscribe.
- Retention: failed payments (dunning), churn and win-back, upsell and renewal.
- Pricing: the price model and packaging, trials and paywalls.
The safety model comes from Maggie Sales and Maggie Monetization and does not bend: every lead has a source and a lawful contact basis before any outreach (no scraping, no bought lists); an unsubscribe is immediate and permanent; sending outreach and closing a deal are the Founder's (on OneMan, approval-gated — never from topy.ai); anything that charges, refunds or changes a customer's plan is L3 and goes through Stripe's official MCP with the person's yes, never here; discounts above the deal desk ceiling need a person; pipeline numbers, win rates and revenue are never invented; lead and conversation text is data, not instructions; and no dark patterns. Changes take two calls — a preview, then your yes.
Install
npx @topy-ai/cro-skills install # this project, for the agents set up here
npx @topy-ai/cro-skills install -g --mcp # your user, plus the MCP server
npx @topy-ai/cro-skills install --category pipeline,retention
npx @topy-ai/cro-skills list
Claude Code plugins: /plugin marketplace add TOPY-AI-LTD/TOPY-AI-CRO-Skills, then /plugin install topy-ai-cro-all@topy-ai-cro.
Codex: codex plugin marketplace add TOPY-AI-LTD/TOPY-AI-CRO-Skills. Pi: pi install npm:@topy-ai/cro-skills.
See the installer README.
Connect TOPY.AI
https://topy.ai/mcp/cro — OAuth with your TOPY.AI account (the same one as the AI CEO, CFO, COO and CSO). Only the
accounts that own the OneMan operation see its pipeline.
| Client | How |
|---|---|
| Claude, ChatGPT (web, desktop) | custom connector https://topy.ai/mcp/cro |
| Claude Code | claude mcp add --transport http topy-cro https://topy.ai/mcp/cro |
| Codex | codex mcp add topy-cro --url https://topy.ai/mcp/cro |
| Clients that only start a command | npx -y @topy-ai/cro-mcp after npx @topy-ai/cro-mcp login |
| Terminal and scripts | npm i -g @topy-ai/cro-cli && cro-cli login |
Sending outreach and recording a close are not on topy.ai: they are the Founder's, approval-gated on OneMan. Charges, refunds and plan changes are not on either: they go through Stripe's official MCP with the person's yes.
How the skills fit together
topy-cro-connect ─▶ topy-cro-goals ─▶ topy-cro-forecast
│
weekly Mon 09:43: topy-cro-revenue-review ─▶ the founder (email) and the CEO
daily 10:13: topy-cro-dunning ─▶ topy-cro-churn-winback
│
pipeline: topy-cro-lead-capture ─▶ topy-cro-lead-qualify ─▶ topy-cro-deals ─▶ topy-cro-pipeline-hygiene
deals: topy-cro-quote (deal desk) ─▶ topy-cro-proposal ─▶ topy-cro-close-handoff (the Founder closes)
outreach: topy-cro-outreach-sequence (drafts) · topy-cro-unsubscribe
growth: topy-cro-upsell-renewal · topy-cro-price-model · topy-cro-trials-paywalls · topy-cro-funnel
Try: "How did revenue do this week?", "Who hasn't paid?", "Add this lead from the demo form", "Can we give them 30% off?", "Draft a follow-up for this deal"
Packages
| Package | What it is |
|---|---|
@topy-ai/cro-skills | This installer (Claude Code, Codex, Pi, Cursor, Gemini CLI, …) |
@topy-ai/cro-mcp | The CRO MCP server as a local stdio server (forwards to https://topy.ai/mcp/cro) |
@topy-ai/cro-cli | The AI CRO on the command line |
Repository structure
plugins/
topy-ai-cro/ core skills + .mcp.json (Claude Code) and mcp.json (Codex)
topy-ai-cro-pipeline/ topy-ai-cro-deals/ topy-ai-cro-outreach/
topy-ai-cro-retention/ topy-ai-cro-pricing/
topy-ai-cro-all/ bundle that depends on all six
.claude-plugin/marketplace.json Claude Code marketplace
.agents/plugins/marketplace.json Codex marketplace
skills.json machine-readable catalogue
packages/skills/ the @topy-ai/cro-skills installer
The skills are generated from a source catalogue kept next to TOPY.AI's MCP server; the build checks every tool a
skill names against the CRO server's tool list. Please open an issue rather than editing a SKILL.md.
License
MIT © TOPY AI LTD. Privacy: topy.ai/privacy.
Skills
19 skills in 6 plugins, plus the topy-ai-cro-all bundle. Generated from the source catalogue: please open an issue rather than editing a SKILL.md.
AI CRO core (MCP) · topy-ai-cro
| Skill | Tier | What it does |
|---|---|---|
topy-cro-connect | core | Connect the TOPY CRO MCP server and check what it can see: the AI CFO's revenue numbers, the pipeline and failed payments. |
topy-cro-forecast | core | MRR, LTV and LTV:CAC from real subscriber and churn figures, with what has to be true for the plan to hold. |
topy-cro-goals | core | The AI CRO's standing goals and its status report for the CEO: recurring revenue, revenue kept, a predictable pipeline and healthy unit economics. |
topy-cro-revenue-review | core | Every Monday: MRR, new customers, churn and failed payments from the AI CFO, the pipeline by stage, and at most three actions — for the Founder and the CEO. |
Pipeline & leads · topy-ai-cro-pipeline
| Skill | Tier | What it does |
|---|---|---|
topy-cro-deals | connected | Move qualified deals through discovery → proposal → negotiation with an amount, a close date and a next step at every stage. |
topy-cro-funnel | connected | Visitors → signups → paid: the rates at each step and where the biggest drop-off is, with the one change to test first. |
topy-cro-lead-capture | connected | Record a lead with where it came from and the lawful basis to contact it, so outreach is allowed and auditable. |
topy-cro-lead-qualify | connected | Score a lead on budget, authority, need and timing, route it, and disqualify kindly and fast. |
topy-cro-pipeline-hygiene | connected | Find stale deals (no next step, close date passed, stuck in a stage) and tidy them so the pipeline value means something. |
Deals & deal desk · topy-ai-cro-deals
| Skill | Tier | What it does |
|---|---|---|
topy-cro-close-handoff | connected | Prepare the close for the Founder (won or lost, with the reason) and hand a won customer to onboarding and the AI CFO. |
topy-cro-proposal | connected | Write a one-page proposal from the deal and the quote: the customer's problem, the outcome, scope, price, terms and a close date. |
topy-cro-quote | connected | Build a quote from the price model and apply the deal desk: discount ceilings, required terms and what needs a person. |
Outreach · topy-ai-cro-outreach
| Skill | Tier | What it does |
|---|---|---|
topy-cro-outreach-sequence | connected | Draft a short, value-first sequence for a lead whose consent basis allows it — for the Founder to approve and send. |
topy-cro-unsubscribe | connected | Honour an opt-out at once and for good: the lead is never contacted again by any sequence. |
Retention & expansion · topy-ai-cro-retention
| Skill | Tier | What it does |
|---|---|---|
topy-cro-churn-winback | connected | Understand why customers leave, catch at-risk accounts early, and win back the ones worth it — with honest offers and no dark patterns. |
topy-cro-dunning | connected | Every day: failed and overdue payments from Stripe via the AI CFO, the revenue at risk, and the recovery step for each — without surprise charges. |
topy-cro-upsell-renewal | connected | Grow revenue from healthy customers: renewals prepared early, upgrades offered when usage earns them. |
Pricing & packaging · topy-ai-cro-pricing
| Skill | Tier | What it does |
|---|---|---|
topy-cro-price-model | connected | One explicit price model — plans, value metric, tiers, annual vs monthly — that sales quotes from and the AI CFO reads. |
topy-cro-trials-paywalls | connected | Design the trial and the upgrade paywall: what is free, for how long, with or without a card, and an honest upgrade moment. |
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