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Agent skill

Fondo Reference Architecture

by jeremylongshore in jeremylongshore/tons-of-skills-marketplace

Reference architecture for startup financial operations using Fondo as the bookkeeping backbone with complementary tools for banking, payroll, and reporting.

MITAuto-check passedBusiness, Finance & HR

Install Fondo Reference Architecture

skills CLI
$ npx skills add jeremylongshore/tons-of-skills-marketplace --skill fondo-reference-architecture -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install jeremylongshore/tons-of-skills-marketplace fondo-reference-architecture --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/jeremylongshore/tons-of-skills-marketplace.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/.curated/fondo-reference-architecture .claude/skills/fondo-reference-architecture && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
fondo-reference-architecture
GitHub stars
2.8k
Token cost
~1.2k tokens
SKILL.md length
319 words
Files
1
Skills in repo
3,342
Repo updated
First seen
Licence
MIT

At a glance

Reference architecture for startup financial operations using Fondo as the bookkeeping backbone with complementary tools for banking, payroll, and reporting.

  • Works in 3 steps: Enforce field allowlists, access checks,… → Keep financial/tax conclusions under the… → Use idempotent queues, redacted…
  • Tasks that involve Accounting and bookkeeping
  • SKILL.md covers Overview, Prerequisites, Instructions and Output, plus 7 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Fondo Reference Architecture is an agent skill from jeremylongshore/tons-of-skills-marketplace. Reference architecture for startup financial operations using Fondo as the bookkeeping backbone with complementary tools for banking, payroll, and reporting. Trigger: "fondo architecture", "startup finance stack", "fondo integration architecture".

Its SKILL.md is about 1.2k tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts. Compatibility notes: Designed for Claude Code

It sits in Business, Finance & HR, covering Accounting and bookkeeping. The repository describes itself as: Model-agnostic agent-skills platform with a harness-free canonical layer, verified adapters, and the ccpi package manager. Explore at tonsofskills.com. The licence is MIT.

When your agent uses it

  • Tasks that involve Accounting and bookkeeping

Example prompts

  • “fondo architecture”
  • “startup finance stack”
  • “fondo integration architecture”
  • “/fondo-reference-architecture”

Requirements

  • Compatibility (from SKILL.md): Designed for Claude Code
  • Pre-approved tools (allowed-tools): Read, Write, Edit

Workflow steps

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

  1. Enforce field allowlists, access checks, encryption, and retention requirements at every financial-data boundary.
  2. Keep financial/tax conclusions under the designated finance professional’s review; integrations may prepare evidence but not replace that…
  3. Use idempotent queues, redacted telemetry, staged promotion, and a correction/rollback path for each downstream consumer.

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
    • Write
    • Edit

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md.

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

  • Network

    Links to these hosts (documentation or services it may open):

    • fondo.com
    • mercury.com
    • gusto.com

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

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    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 Reference Architecture loads about 1.2k tokens when it runs. Until then it costs about 69 tokens; SKILL.md has 319 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~69
When it runs · the whole SKILL.md, loaded when a task matches
~1.2k

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

Auto-check passed

The automated check found no risky patterns in SKILL.md.

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). 319 words, ~1,181 tokens.

Download SKILL.mdSave it as .claude/skills/fondo-reference-architecture/SKILL.md (or your agent's skills folder).
name
fondo-reference-architecture
description
Reference architecture for startup financial operations using Fondo as the bookkeeping backbone with complementary tools for banking, payroll, and reporting. Trigger: "fondo architecture", "startup finance stack", "fondo integration architecture".
allowed-tools
Read, Write, Edit
compatibility
Designed for Claude Code
version
1.6.0
license
MIT
author
Jeremy Longshore <jeremy@intentsolutions.io>
tags
saas, accounting, fondo

Fondo Reference Architecture

Overview

Reference architecture for a startup's financial operations with Fondo at the center, connecting payroll, banking, payments, and internal reporting.

Prerequisites

  • A data-flow inventory, authorized business purpose, system owners, access/retention policy, and professional-review boundary.
  • Separate scoped identities for data sources, processing, storage, reporting, and support, plus synthetic integration fixtures.

Instructions

  1. Enforce field allowlists, access checks, encryption, and retention requirements at every financial-data boundary.
  2. Keep financial/tax conclusions under the designated finance professional’s review; integrations may prepare evidence but not replace that review.
  3. Use idempotent queues, redacted telemetry, staged promotion, and a correction/rollback path for each downstream consumer.

Output

Maintain an architecture record describing sources, trust boundaries, approved destinations, access/retention controls, owners, professional-review points, and recovery mechanisms. Do not include finance data or secrets.

Error Handling

  • Quarantine unknown fields, unapproved destinations, and reconciliation mismatches for finance review.
  • Disable unsafe consumers and preserve only redacted evidence during recovery.
  • Restore the prior mapping/configuration before replaying any financial workflow.

Examples

Route a fictional aggregate expense event through an approved staging pipeline, deny an unapproved reporting consumer, and verify a duplicate event is suppressed. Record only the opaque event ID and aggregate outcome.

Architecture

┌─────────────────────────────────────────────────────────┐
│                     Data Sources                         │
├──────────┬──────────┬──────────┬──────────┬─────────────┤
│  Mercury │  Gusto   │  Stripe  │  Brex    │  AWS/GCP    │
│  Banking │  Payroll │  Revenue │  Expense │  Cloud      │
├──────────┴──────────┴──────────┴──────────┴─────────────┤
│              Plaid / OAuth Connections                    │
├─────────────────────────────────────────────────────────┤
│                                                          │
│                   FONDO PLATFORM                         │
│  ┌──────────┐  ┌──────────┐  ┌────────────────┐        │
│  │ Monthly  │  │ Tax      │  │ R&D Tax Credit │        │
│  │ Close    │  │ Filing   │  │ Study (6765)   │        │
│  └──────────┘  └──────────┘  └────────────────┘        │
│                                                          │
├─────────────────────────────────────────────────────────┤
│                     Outputs                              │
├──────────┬──────────┬──────────┬────────────────────────┤
│  P&L     │  Balance │  Cash    │  R&D Credit            │
│  Report  │  Sheet   │  Flow    │  Certificate           │
├──────────┴──────────┴──────────┴────────────────────────┤
│              Internal Dashboard (optional)                │
│  Revenue metrics │ Burn rate │ Runway │ Board deck       │
└─────────────────────────────────────────────────────────┘
CategoryToolWhy
BankingMercury or SVBStartup-friendly, API access, Plaid compatible
PayrollGustoBest startup payroll, Fondo integration
RevenueStripeStandard payments, clean webhooks
ExpensesBrex or RampAuto-receipt capture, categorization
BookkeepingFondoAutomated, CPA-managed
Tax FilingFondo (TaxPass)Bundled with bookkeeping
R&D CreditsFondoIntegrated with bookkeeping data
Cap TableCarta or PulleyEquity management
Board ReportingFondo exports + internal dashboardCustom metrics

Data Flow

  1. Transactions flow from banks/cards/payroll into Fondo via Plaid/OAuth
  2. Fondo CPA team categorizes and reconciles monthly
  3. Financial statements generated and delivered to Dashboard
  4. R&D credit study prepared annually from same data
  5. Tax returns filed using reconciled data

Resources

Next Steps

Start with fondo-install-auth to set up your Fondo account.

© 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-reference-architecture of jeremylongshore/tons-of-skills-marketplace.

Open the folder on GitHubat commit cfae287

Compare with similar skills

Fondo Reference Architecture next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Fondo Reference Architecture compared with similar skills
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Odoo Agency Fleet Reviewerpipe-org/mcp-odoo421—~699Automated safety check: PassMIT
Beancount Closebex-co/beancount-io297—~1.4kAutomated safety check: PassMIT

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Categories

Questions about Fondo Reference Architecture

What does Fondo Reference Architecture do?

Reference architecture for startup financial operations using Fondo as the bookkeeping backbone with complementary tools for banking, payroll, and reporting. Fondo Reference Architecture is an agent skill from jeremylongshore/tons-of-skills-marketplace. Reference architecture for startup financial operations using Fondo as the bookkeeping backbone with complementary tools for banking, payroll, and reporting.

When should I use Fondo Reference Architecture?

Fondo Reference Architecture fits situations like: tasks that involve Accounting and bookkeeping.

How do I install Fondo Reference Architecture in Claude Code?

Run `npx skills add jeremylongshore/tons-of-skills-marketplace --skill fondo-reference-architecture -a claude-code`. Or copy the skill folder (skills/.curated/fondo-reference-architecture in jeremylongshore/tons-of-skills-marketplace) into .claude/skills/fondo-reference-architecture in your project. Claude Code loads it when a task matches its description.

How do I install Fondo Reference Architecture in Codex?

Run `npx skills add jeremylongshore/tons-of-skills-marketplace --skill fondo-reference-architecture -a codex`. Or copy the skill folder (skills/.curated/fondo-reference-architecture in jeremylongshore/tons-of-skills-marketplace) into .agents/skills/fondo-reference-architecture in your project. Codex loads it when a task matches its description.

Can I use Fondo Reference Architecture in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add jeremylongshore/tons-of-skills-marketplace --skill fondo-reference-architecture -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/fondo-reference-architecture, .gemini/skills/fondo-reference-architecture, .github/skills/fondo-reference-architecture and .opencode/skills/fondo-reference-architecture in your project.

What does Fondo Reference Architecture need to run?

SKILL.md names no scripts, command-line tools or credentials: Fondo Reference Architecture is instructions for the agent only. Its frontmatter pre-approves these tools: Read, Write, Edit. Compatibility (from SKILL.md): Designed for Claude Code.

Does Fondo Reference Architecture access the network?

SKILL.md names 3 domains. As links in the text: fondo.com, mercury.com and gusto.com. This is read from the text; nothing was executed.

Is Fondo Reference Architecture safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Fondo Reference Architecture use?

Fondo Reference Architecture is published under the MIT licence (declared in SKILL.md). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Fondo Reference Architecture use?

About 1.2k tokens (SKILL.md is roughly 4.7k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Fondo Reference Architecture?

Skills that share tags, products or a category with Fondo Reference Architecture: Sync Upstream (nyaruka/phonenumbers, 1.6k stars), Radiology Table (huang-sir1/radiology-skills, 1.9k stars), ERPClaw ERP Controller (avansaber/erpclaw, 116 stars) and Odoo Agency Fleet Review (erpipe-org/mcp-odoo, 421 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Fondo Reference Architecture?

jeremylongshore (a GitHub user) maintains it in jeremylongshore/tons-of-skills-marketplace, which has 2,827 GitHub stars. The repository holds 3,342 skills in this directory. The repository was last updated on October 10, 2026.

Source: jeremylongshore/tons-of-skills-marketplace on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.