The expertise you need. The attitude you want.
The expertise you need. The attitude you want.
How to set up a Fractional CFO agent in Claude Projects
If you want Claude to act like a fractional CFO—tax planning questions, entity notes, year-end checklists—without re-explaining your business every chat, put the agent in a Claude Project. This guide walks through the current Claude.ai flow and how a Vibewright build fits in.
Vibewright’s first drop is the Fractional CFO · Tax Planner set (five tones) on Monday, October 26, 2026 at 10:00 AM ET. Until then you can claim the free Funny-tone sample for an email signup; the file itself unlocks on that drop.
What you’ll need
- A Claude.ai account. Projects are available on free and paid plans; free accounts can create up to five projects.
- A Vibewright build file (Markdown system prompt), either the free CFO Tax Planner · Funny sample after 10/26, or a paid build from /pricing.
- Optional: PDFs or notes about your entities, prior-year returns summaries, and tax calendar—for the project knowledge base.
1. Create the Project
- Open claude.ai/projects (or hover the left sidebar and choose Projects).
- Click + New Project.
- Name it for the job, not the tool—for example
CFO · Tax Planner · Q4. Add a short description for yourself (Claude does not see the name or description).
- On Team or Enterprise plans, pick visibility (private vs organization) when prompted.
2. Paste the Vibewright build into project instructions
Anthropic’s docs put standing behavior in project instructions, which apply to every new chat inside that project:
- On the project page, click Set project instructions.
- Open your Vibewright
.md build and paste the full system prompt into the instructions field.
- Click Save instructions.
A Vibewright header looks like CFO · Tax Planner · Funny with a SKU such as CFO-TAX3-FUN-v1.0. Keep the whole prompt—role, emphasis, tone, and guardrails—so Claude stays on-character across chats.
Account-wide “Instructions for Claude” in Settings are separate; use project instructions for this CFO role so other work stays unaffected (Claude personalization help).
3. Add tax context to project knowledge
Chats inside a project do not share context with each other unless that material lives in the project knowledge base.
- On the right side of the project page, use + to add documents, text, or snippets.
- Upload things Claude should always see for this role: entity list, ownership notes, state nexus reminders, recurring deadlines, or CPA contact rules.
- On paid plans, when knowledge nears the context limit, Claude can switch into RAG mode automatically to expand capacity.
Do not upload full tax returns with SSNs or bank numbers into a shared Team project unless your firm’s policy allows it. Prefer redacted summaries.
4. Start a chat and smoke-test the tone
- Start a new chat inside the project (not a standalone chat).
- Ask something concrete: “Draft a year-end tax planning checklist for a PA S-corp with one rental LLC.”
- Confirm the tone matches the build (Funny Sidekick should stay playful without soft-pedaling deadlines; Dry Monotone should stay spare).
- If answers drift, sharpen the project instructions or trim conflicting account-wide instructions—don’t keep re-pasting the prompt into every message.
5. Optional: memory and starring
- Each project has its own memory. To keep CFO memory separate from personal chats, turn off Use account memory under Memory on the project page (see Anthropic’s project memory notes in the same Projects help article).
- Star the project from the ··· menu or the star icon so it stays in your left sidebar.
Which CFO Tax Planner tone to load
All five launch on 10/26:
| Tone | SKU | Fit |
|---|
| Aggressive Hard-Charger | CFO-TAX3-AGR-v1.0 | Deadline pressure, blunt prioritization |
| Affirming Coach | CFO-TAX3-AFF-v1.0 | Steady encouragement while you execute |
| Dry Monotone | CFO-TAX3-DRY-v1.0 | Minimal fluff, checklist energy |
| Funny Sidekick | CFO-TAX3-FUN-v1.0 | Warm, playful; free launch sample |
| Sarcastic Sidekick | CFO-TAX3-SAR-v1.0 | Wit with an edge |
Get the build
- Free sample: Claim the CFO · Tax Planner · Funny build with your email. Delivery is 10/26 at 10:00 AM ET (queued signups email automatically; later signups get it right away). License: personal and commercial use allowed. No redistribution.
- Paid catalog: single build $9 · role pack $49 · launch bundle $79 · All-Access $19/mo or $149/yr · Founding Member $199 lifetime (first 100). Checkout opens 10/26. Refunds: 7-day refund on subscriptions. No refunds on downloads. See pricing.
Builds are not downloadable before their release date. CFO Tax Planner unlocks with the Mon 10/26 drop.
Get the Fractional CFO builds on /pricing · Or grab the free Funny sample