How do I install the Fondo Install Auth skill?

Run npx skillmds@latest add jeremylongshore/fondo-install-auth in your terminal (requires Node.js), paste this page's agent-chat prompt into Claude, Cursor, or any MCP-connected agent, or download the SKILL.md file and copy it into your agent's skills directory.

Is Fondo Install Auth safe to use?

This skill has not completed SkillMD's automated safety review yet. Independent scanners report: SkillSpector: PASS, Skill Scanner: PASS. Capability flags: makes network calls, reads secrets. SkillMD never runs a skill's scripts for you; review the SKILL.md before installing.

Which AI agents work with Fondo Install Auth?

This skill is tagged as working with Claude Code, Claude.ai, OpenAI Codex. SKILL.md is an open format, so most agents that read a skills directory can load it too.

Is Fondo Install Auth free to use?

Yes. Installing skills from SkillMD is free, and the skill stays under its author's original license.

Who published Fondo Install Auth?

jeremylongshore (@jeremylongshore) published this skill. Their other Agent Skills are listed on their SkillMD profile.

Fondo Install Auth by jeremylongshore

Name: Fondo Install Auth
Rating: 4.2 (5 reviews)
Author: jeremylongshore

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 integrations", "connect fondo". '

File contents

Fondo Install & Auth

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

Sign up at fondo.com
Select your plan: TaxPass (bookkeeping + taxes + R&D credits)
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.

Source: jeremylongshore/claude-code-plugins-plus-skills → skills/.curated/fondo-install-auth/SKILL.md

Also appears in: jeremylongshore/claude-code-plugins-plus-skills/plugins/saas-packs/fondo-pack/skills/fondo-install-auth/SKILL.md

---name: fondo-install-authdescription: "'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\". '"allowed-tools: "Read, Write, Edit, Bash(curl:*), Grep"category: business-and-financesource_repo: jeremylongshore/claude-code-plugins-plus-skillssource_path: "skills/.curated/fondo-install-auth/SKILL.md"source_url: https://github.com/jeremylongshore/claude-code-plugins-plus-skills/blob/HEAD/skills/.curated/fondo-install-auth/SKILL.md---# Fondo Install & Auth## OverviewSet 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](https://fondo.com)- Active payroll provider (Gusto, Rippling, ADP, etc.)- Business bank account## Instructions### Step 1: Create Fondo Account1. Sign up at [fondo.com](https://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 ConnectionAfter 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- [Fondo](https://fondo.com)- [Fondo R&D Credits FAQ](https://fondo.com/blog/fondo-rd-credits-faq)- [TaxPass Overview](https://fondo.com/taxpass)## Next StepsAfter setup, proceed to `fondo-hello-world` to verify your first financial sync.---**Source:** [`jeremylongshore/claude-code-plugins-plus-skills`](https://github.com/jeremylongshore/claude-code-plugins-plus-skills) → `skills/.curated/fondo-install-auth/SKILL.md`**Also appears in:** `jeremylongshore/claude-code-plugins-plus-skills/plugins/saas-packs/fondo-pack/skills/fondo-install-auth/SKILL.md`

Frequently asked questions