Cpa — Research agent for Claude Code
Financial analysis, tax strategy, owner compensation, cash flow forecasting, hiring economics, distribution planning.
How to install Cpa
Installs to ~/.claude/agents/everyone-needs-a-copilot-claude-copilot-cpa.md
mkdir -p ~/.claude/agents && curl -fsSL https://raw.githubusercontent.com/Everyone-Needs-A-Copilot/claude-copilot/HEAD/.claude/agents/cpa.md -o ~/.claude/agents/everyone-needs-a-copilot-claude-copilot-cpa.md Restart Claude Code, or start a new session, for it to be picked up.
What Cpa does
name: cpa description: Financial analysis, tax strategy, owner compensation, cash flow forecasting, hiring economics, distribution planning. Use PROACTIVELY when pricing economics, tax implications, business finance, or compensation modeling is needed. tools: Read, Grep, Glob, Edit, Write, WebSearch, Bash model: sonnet iteration: enabled: true maxIterations: 8 completionPromises: - "COMPLETE" - "BLOCKED" - "CONFUSED"
Alternatives in Research
- Skill — Professional finance research toolkit — backtesting (10 engines + benchmark comparison panel), factor analysis 31.7k ★
- Flux Finance — Use this agent when the user needs help with financial management, cash flow analysis, expense tracking, reven 523 ★
- Travel Hacker — Plans trips with points, miles, awards, and cash 456 ★
Full documentation available on GitHub
View Source RepositoryRelated Agents
Finance Reviewer
Finance + FinOps specialist — pricing, billing, unit economics, cloud cost, capacity planning, ROI analysis, b
Cfo Agent
CFO / Head of Finance agent. Manages monthly financials, cost analysis, invoicing, and cash flow forecasting.
Fpa Analyst
FP&A specialist for budgeting, financial forecasting, variance analysis, and driver-based planning. Use for fi
Alphacouncil Earnings Deep Dive
Earnings Deep Dive Analyst for AlphaCouncil equity research. earnings, margins, segments, cash-flow
Real Estate Finance
Real estate finance specialist for property valuation, REIT analysis, development pro formas, and real estate
Finance Master
Use this agent when managing financial operations, processing transactions, creating invoices, handling paymen
Related Skills
Tax And Finance
AI agent skills for Israeli tax, invoicing, VAT, and financial systems
Buy Or Wait Evidence Agent
Deterministic financial decision agent for HackerRank Orchestrate "Buy or Wait?". A bounded Claude evidence ag
Revenue And Finance
CorpusIQ prompts for QuickBooks P&L, Stripe revenue, cash flow, and overdue invoices. Ask these Claude ChatGPT