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Skillv1.0.0

fondo-install-auth

Set up Fondo account and configure integrations with Gusto, QuickBooks, and bank accounts for automated startup bookkeeping and R&D tax credits. Trigger: "setup fondo", "fondo account", "fondo integra

by jeremylongshore(0) 0 installs
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About

Imported from jeremylongshore/tons-of-skills-marketplace (skills/.curated/fondo-install-auth/SKILL.md). Install upstream with npx skills add jeremylongshore/tons-of-skills-marketplace --skill fondo-install-auth. Copyright stays with the author (MIT).

Fondo Install & Auth

Output

Record authentication method, approved scope, secret-manager reference, validation time, owner, and revocation procedure. Never include keys, financial response data, or account identifiers.

Examples

Use a scoped staging credential for a read-only fictional record, record the redacted outcome, and verify the old credential is denied after revocation.

Overview

Set up Fondo for automated startup bookkeeping, tax filing, and R&D tax credits. Fondo is a managed platform (not an API-first service) that integrates with payroll providers, banks, and expense tools. Configuration happens through the Fondo dashboard and OAuth connections.

Prerequisites

  • US-incorporated startup (C-corp or LLC)
  • Fondo account at fondo.com
  • Active payroll provider (Gusto, Rippling, ADP, etc.)
  • Business bank account

Instructions

Step 1: Create Fondo Account

  1. Sign up at fondo.com
  2. Select your plan: TaxPass (bookkeeping + taxes + R&D credits)
  3. Complete company profile (EIN, incorporation date, state)

Step 2: Connect Payroll Provider

Provider Connection Type Data Synced
Gusto OAuth 2.0 Payroll runs, employee data, tax filings
Rippling OAuth 2.0 Payroll, benefits, headcount
ADP API key Payroll summaries, tax deposits
Justworks OAuth 2.0 PEO payroll, contractor payments
QuickBooks Payroll OAuth 2.0 Payroll journal entries
Paychex Manual upload Pay stubs, tax forms

Navigate to Fondo Dashboard > Integrations > Connect Payroll and authorize.

Step 3: Connect Bank Accounts

Fondo Dashboard > Integrations > Banking
  → Connect via Plaid (most banks)
  → Or manual CSV upload for unsupported banks
  → Mercury, SVB, Brex, Chase all supported via Plaid

Step 4: Connect Expense Tools

Tool What It Provides
Brex Corporate card transactions
Ramp Card spend, reimbursements
Expensify Receipt data, categorized expenses
Bill.com AP/AR, vendor payments
Stripe Revenue data, payouts

Step 5: Verify Connection

After connecting, verify in Dashboard > Integrations:

  • Green check = connected and syncing
  • Yellow warning = needs re-authorization
  • Red X = connection failed, re-connect needed

Error Handling

Issue Cause Solution
OAuth expired Token expiry (90 days typical) Re-authorize in Dashboard > Integrations
Missing transactions Bank feed lag Wait 24h or upload CSV manually
Duplicate entries Multiple connections to same account Remove duplicate connection
Sync paused Provider API change Contact Fondo support

Resources

Next Steps

After setup, proceed to fondo-hello-world to verify your first financial sync.

Use it

Copy one of these into your project. Installing also returns the manifest and these snippets.

yaml
targets:
  - https://api.opensmartroute.ai/api/v1/registry/jeremylongshore-tons-of-skills-marketplace-fondo-install-auth/manifest   # or paste the manifest below

Manifest

An Open Capability Manifest: the router reads it to know what this does, what it costs and when to pick it.

jeremylongshore-tons-of-skills-marketplace-fondo-install-auth.ocm.jsonjson
{
  "ocm": "1",
  "id": "jeremylongshore-tons-of-skills-marketplace-fondo-install-auth",
  "kind": "skill",
  "name": "fondo-install-auth",
  "description": "Set up Fondo account and configure integrations with Gusto, QuickBooks, and bank accounts for automated startup bookkeeping and R&D tax credits. Trigger: \"setup fondo\", \"fondo account\", \"fondo integrations\", \"connect fondo\".",
  "publisher": "jeremylongshore",
  "version": "1.0.0",
  "capabilities": {
    "domains": [
      "finance"
    ],
    "tags": [
      "skill-md",
      "saas",
      "accounting",
      "fondo",
      "skills-sh"
    ],
    "languages": [
      "en"
    ]
  },
  "quality_prior": 0.6,
  "examples": [
    "Set up Fondo account and configure integrations with Gusto, QuickBooks, and bank accounts for automated startup bookkeeping and R&D tax credits. Trigger: \"setup fondo\", \"fondo account\", \"fondo integrations\", \"connect fondo\"."
  ],
  "primary": false,
  "metadata": {
    "source": {
      "provider": "skills.sh",
      "repository": "https://github.com/jeremylongshore/tons-of-skills-marketplace",
      "path": "skills/.curated/fondo-install-auth/SKILL.md",
      "ref": "HEAD",
      "url": "https://github.com/jeremylongshore/tons-of-skills-marketplace/blob/HEAD/skills/.curated/fondo-install-auth/SKILL.md",
      "key": "jeremylongshore/tons-of-skills-marketplace/skills/.curated/fondo-install-auth/SKILL.md"
    },
    "compatibility": "Designed for Claude Code",
    "allowed_tools": [
      "Read,",
      "Write,",
      "Edit,",
      "Bash(curl:*),",
      "Grep"
    ],
    "license": "MIT"
  },
  "instructions": "# Fondo Install & Auth\n\n## Output\n\nRecord authentication method, approved scope, secret-manager reference, validation time, owner, and revocation procedure. Never include keys, financial response data, or account identifiers.\n\n## Examples\n\nUse a scoped staging credential for a read-only fictional record, record the redacted outcome, and verify the old credential is denied after revocation.\n\n## Overview\n\nSet up Fondo for automated startup bookkeeping, tax filing, and R&D tax credits. Fondo is a managed platform (not an API-first service) that integrates with payroll providers, banks, and expens",
  "cost": {
    "context_tokens": 759
  }
}

Fetch it by URL: GET /api/v1/registry/jeremylongshore-tons-of-skills-marketplace-fondo-install-auth/manifest?version=1.0.0

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