Fondo Prod Checklist

What it does

When your agent uses it

• Tasks that involve Tax preparation
• Tasks that involve Financial analysis

Example prompts

• “fondo production”
• “fondo tax filing ready”
• “fondo year-end checklist”
• “/fondo-prod-checklist”

Requirements

• A credential in FONDO_API_KEY
• Compatibility (from SKILL.md): Designed for Claude Code
• Pre-approved tools (allowed-tools): Read, Grep

Workflow steps

4 steps, taken from the first numbered list in SKILL.md.

1. 1Attach evidence or a named owner decision to each applicable control and maintain professional review for financial/tax conclusions.
2. 2Verify scoped secrets, source reconciliation, redacted diagnostics, access boundaries, and safe failure handling before promotion.
3. 3Run a synthetic canary and review aggregate health, delivery, and reconciliation results; halt on discrepancy or access failures.
4. 4Record approval, exceptions, correction/rollback owner, and follow-up date.

What it can do on your machine

Read from SKILL.md and the folder at commit cfae287. It shows what the files ask for, not the result of running them.

• Tool permissions

  Pre-approves these tools, so the agent can use them without asking each time:

  • Read
  • Grep

  From allowed-tools in the SKILL.md frontmatter.

• Runs code

  No scripts in the folder and no shell commands in SKILL.md (its code samples are typescript).

  From the folder's file list and the shell code blocks in SKILL.md.

• Network

  Hosts in commands or code, which the agent is likely to contact:

  • api.fondo.com

  Also links to:

  • fondo.com
  • irs.gov

  From URLs in SKILL.md, links to its own repository left out.

• Credentials

  Names these keys or tokens, usually read from environment variables:

  • FONDO_API_KEY

  From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

• Compatibility

  Designed for Claude Code

  From compatibility in the SKILL.md frontmatter.

Context cost

Fondo Prod Checklist loads about 1.4k tokens when it runs. Until then it costs about 57 tokens; SKILL.md has 444 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it

~57

When it runs · the whole SKILL.md, loaded when a task matches

~1.4k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from jeremylongshore/tons-of-skills-marketplace at commit cfae287, republished under its MIT licence (© jeremylongshore). 444 words, ~1,391 tokens.

name

fondo-prod-checklist

description

Execute Fondo production readiness checklist for year-end tax filing, R&D credit claims, and board-ready financial reporting. Trigger: "fondo production", "fondo tax filing ready", "fondo year-end checklist".

allowed-tools

Read, Grep

compatibility

Designed for Claude Code

version

1.6.0

license

MIT

author

Jeremy Longshore <jeremy@intentsolutions.io>

tags

saas, accounting, fondo

async function checkFondoReadiness(): Promise<void> {
  const checks: { name: string; pass: boolean; detail: string }[] = [];
  // API connectivity
  try {
    const res = await fetch('https://api.fondo.com/v1/status', {
      headers: { Authorization: `Bearer ${process.env.FONDO_API_KEY}` },
    });
    checks.push({ name: 'Fondo API', pass: res.ok, detail: res.ok ? 'Connected' : `HTTP ${res.status}` });
  } catch (e: any) { checks.push({ name: 'Fondo API', pass: false, detail: e.message }); }
  // Credentials present
  checks.push({ name: 'API Key Set', pass: !!process.env.FONDO_API_KEY, detail: process.env.FONDO_API_KEY ? 'Present' : 'MISSING' });
  // Bank sync status
  try {
    const res = await fetch('https://api.fondo.com/v1/integrations/status', {
      headers: { Authorization: `Bearer ${process.env.FONDO_API_KEY}` },
    });
    const data = await res.json();
    const active = data?.integrations?.filter((i: any) => i.status === 'active').length || 0;
    checks.push({ name: 'Active Integrations', pass: active >= 2, detail: `${active} connected` });
  } catch (e: any) { checks.push({ name: 'Active Integrations', pass: false, detail: e.message }); }
  for (const c of checks) console.log(`[${c.pass ? 'PASS' : 'FAIL'}] ${c.name}: ${c.detail}`);
}
checkFondoReadiness();

© jeremylongshore, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

Just SKILL.md in skills/.curated/fondo-prod-checklist of jeremylongshore/tons-of-skills-marketplace.

Open the folder on GitHubat commit cfae287