cfo-setup-governance

name: cfo-setup-governance description: Use when changing setup or uninstall behavior, onboarding intake, install-scope semantics, host registration docs, or setup-related agent guidance that should not live in AGENTS.md.

CFO Setup Governance

Use this skill when the task touches:

• ./setup or ./uninstall
• onboarding and first-run guidance
• install-scope semantics
• host registration paths
• docs or prompts that describe setup behavior

Onboarding Intake

During setup or ledger initialization, ask blocking questions when any template-driving input is unclear:

• personal vs business vs family/household
• country
• entity type
• province/state when relevant
• operating currency

Do not guess template-driving answers.

Setup Contract

Keep these behaviors stable unless the change is intentional and broadly reflected:

• ./setup defaults to --host auto
• shorthand positional host form is valid: ./setup codex
• explicit flag form is also valid: ./setup --host codex
• skill naming supports both namespaced (/cfo-*) and short aliases (/setup, /capture, /report)
• interactive ./setup defaults to namespaced skill names unless the user explicitly chooses short aliases
• ./uninstall intentionally sweeps both alias styles for safe cleanup rather than selecting one naming mode
• machine-scope install must stay path-agnostic
• ./uninstall --host auto may intentionally sweep all known host roots so cleanup still works even if a host CLI is no longer installed

Machine scope:

• Claude: ~/.claude/skills/
• Codex: ~/.agents/skills/
• OpenClaw: ~/.openclaw/skills/
• Antigravity: ~/.gemini/antigravity/skills/
• global fallback policy: ~/.cfo-stack/config.yaml

Project scope:

• register skills inside the target project
• skip global ~/.cfo-stack/config.yaml
• expect policy overrides in ledger-local cfo-stack.yaml

Related Workflow Guidance

• For browser-assisted statement downloads, prefer ./.agents/skills/cfo-chrome-download-statements/SKILL.md.
• Keep statement export human-in-the-loop and LLM-driven rather than selector-pack driven.

Editing Guidance

• Keep high-order setup rules summarized in AGENTS.md.
• Move operational detail, examples, and edge cases here or into the command-specific slash skills such as skills/setup/SKILL.md.
• When setup behavior changes, keep AGENTS.md, this skill, and skills/setup/SKILL.md aligned.