Agent skill · data analytics · jeremylongshore
fondo-hello-world
Verify Fondo setup by checking financial data sync, reviewing categorized
Why this skill is useful
Provides specific procedures for verifying financial data sync and R&D tax credit eligibility that the AI wouldn't reliably generate on its own.
What it needs
Requires fondo account access. About 2k tokens when loaded. Last updated 2026-08-07. 2,604 stars on the source repository.
What this skill does
Fondo Hello World Prerequisites A scoped staging credential, a fictional data fixture, secret-manager access, and an authorized finance owner. Output Return only an opaque test ID, schema result, review state, and redacted failure reference; never emit account, transaction, payroll, or tax data. Examples Run the smallest read-only check against a fictional staging record, verify logs have no sensitive values, and revoke the test credential after validation. Overview Verify your Fondo setup is working: check that bank transactions are syncing, payroll data is flowing, and your company qualifies for R&D tax credits. Instructions Step 1: Verify Bank Transaction Sync Navigate to Fondo Dashboard > Transactions: Confirm recent bank transactions appear (may take 24-48h for initial sync) Check that Plaid connection shows "Connected" status Verify transaction dates match your bank statement Step 2: Review Auto-Categorization Fondo automatically categorizes transactions: Category Examples Tax Impact ---------- ---------- ------------ Payroll Gusto payments, contractor 1099s Deductible, R&D qualified Software AWS, GitHub, Figma Deductible, R&D qualified Office WeWork, office supplies Deductible Travel Flights, hotels, meals Partially deductible Revenue Stripe payouts, customer payments Taxable income Transfers Between own accounts Not taxable Review and correct any miscategorized transactions in Dashboard > Transactions. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills jeremylongshore/fondo-hello-world