Clone the Round finance agents repo, configure Round MCP with the exact mcp-remote command, authenticate with Round, and run controlled CFO workflows from your terminal.
Built for technical operators who want the repo, command path, source ledger, and QA harness visible.
Modelled after the exact workflows of Anthropic's Finance teams
Claude Code path for technical finance teamsWhat changed, what matters, and the one decision needed.
Keep the tax reserve ring-fenced until the next collections review.
Install
Open the repo, add the Round MCP bridge, authenticate with Round OAuth, then run one of the five finance commands. The QA agents must pass before the final output is used.
Enter your work email and download the Claude Code setup notes with the Round MCP command, workflow commands, and QA gate checklist.
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Claude Codegit clone https://github.com/mlobo2012/round-finance-agents.git
cd round-finance-agentsExact Round MCP command
MCP_REMOTE_CONFIG_DIR="${HOME}/.config/anthropic-cfo-agents/round-mcp-auth" \
npx -y mcp-remote https://mcp.roundtreasury.com/mcp 3334 \
--host 127.0.0.1 --transport http-only --auth-timeout 600/board-pack/monthly-financial-review/cfo-cash-brief/payment-payroll-readiness/forecast-model-diagnosticsFive CFO workflows
Each workflow starts from Round evidence, creates a source ledger, drafts the finance artifact, and passes through the QA agents before the final controller can publish.
Every visible figure is traced back to Round, Round-Xero evidence, or a supplied source.
No confident board narrative built on an unproven spreadsheet assumption.
Clear decisions, risks, owners, and next steps instead of a generic memo.
AGENT 1
Turns Round cash evidence into the liquidity story the board can act on.
What changed, what matters, and the one decision needed.
Keep the tax reserve ring-fenced until the next collections review.
AGENT 2
Your 9am cash control note: what can move, what should wait, and what needs a source check.
Cash position, headroom, and the immediate operating call.
Fund the operating account. Do not draw reserve before collections are checked.
AGENT 3
Shows whether cash is there, what is missing, and which release decisions still need a human.
Funding confidence without pretending Claude can approve or release money.
AGENT 4
Treasury review today. Full close review when Xero is connected through Round.
Round cash and movement first. Full P&L, balance sheet, invoices, and AR/AP when Xero is available through Round.
CFO action: confirm June supplier timing before increasing discretionary spend.
AGENT 5
Pressure-test the runway number before it reaches the board.
Cash baseline now. Model risks, formula gaps, and sensitivities when the file is available.
Round supports the cash baseline now. Full diagnostics need the model plus Xero actuals.
The control model
Before anything is final, multiple specialist QA agents check the numbers, the story, the evidence, and the overall CFO usefulness. If something is uncertain or unsupported, the workflow sends it back for revision instead of letting it through.
Recomputes displayed numbers from Round MCP, Round-Xero evidence, or source extracts.
Checks whether the story is supported by the audited numbers and source ledger.
Scores artifact quality, decision usefulness, CFO tone, and unsupported-claim discipline.
Publishes only when the finance checks pass. Unsupported claims are removed or blocked.
Watch it work
The gated flow is Round MCP, source ledger, draft, Numerical QA, Narrative, CFO Quality, then Final Controller publishes.
Branded board templates
Custom build your own CFO agents
The free Round agents are the clean starting point when your finance work starts in Round. If your month-end still runs across Round, Xero, QuickBooks, NetSuite, Sheets, payroll files, board templates, approval threads, and finance rules that live in people's heads, Marco can customise Gina to the way your business actually works.
Gina / CFO AssociateRound, ledger, payroll, spreadsheets, board templates, approvals, and the places finance work really happens.
Source tracing, QA gates, approval rules, no-go decisions, and the finance judgement Gina must respect.
Board packs, cash briefs, month-end reviews, and readiness checks delivered inside your workflow, with humans approving the calls.
FAQ
It is for technical users who want the repo, MCP command, workflow commands, and QA harness visible while they connect Round MCP to Claude Code.
No. The agents can prepare readiness and evidence packs, but release decisions stay behind human review and the final controller can block unsupported output.
They give the finance output multiple quality checks before it is used: numbers are checked, claims are matched to evidence, and anything uncertain is sent back instead of passed through.
The repo includes board pack, monthly financial review, CFO cash brief, payment and payroll readiness, and forecast model diagnostics workflows.
Claude Code connects to Round through the Round MCP bridge, then the finance agents use Round evidence as the source layer for each workflow.
Yes. The board pack workflow is designed for your branded deck: Claude fills the finance slides while brand, legal, intro, appendix, and locked template slides stay untouched.
No. Use the Claude Cowork version if you want the visual plugin upload path instead of cloning the repo and configuring MCP from Claude Code.
Round MCP signup
Round is an AI-powered finance automation platform for modern finance teams, covering treasury, accounts payable, payroll, and multi-entity cash workflows.
Talk to Marco