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

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

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

Resources

• Fondo
• Fondo R&D Credits FAQ
• TaxPass Overview

Next Steps

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