Build internal tools that consume Fondo financial data exports with typed parsers, QuickBooks integration, and financial modeling patterns.

MITAuto-check passedBusiness, Finance & HR

Install Fondo SDK Patterns

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

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

GitHub CLI
$ gh skill install jeremylongshore/tons-of-skills-marketplace fondo-sdk-patterns --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-sdk-patterns .claude/skills/fondo-sdk-patterns && 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-sdk-patterns
GitHub stars
2.8k
Token cost
~1.5k tokens
SKILL.md length
254 words
Files
1
Skills in repo
3,342
Repo updated
First seen
Licence
MIT

At a glance

Build internal tools that consume Fondo financial data exports with typed parsers, QuickBooks integration, and financial modeling patterns.

  • Works in 3 steps: Validate source schema and field… → Use opaque operation IDs, bounded… → Quarantine unknown fields and mismatches…
  • Tasks that involve Financial modeling
  • SKILL.md covers Overview, Prerequisites, Instructions and Output, plus 9 more sections
  • Reaches api.fondo.com; needs FONDO_API_KEY

What it does

Fondo SDK Patterns is an agent skill from jeremylongshore/tons-of-skills-marketplace. Build internal tools that consume Fondo financial data exports with typed parsers, QuickBooks integration, and financial modeling patterns. Trigger: "fondo data patterns", "fondo integration", "fondo QuickBooks sync".

Its SKILL.md is about 1.5k 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 Financial modeling. It works with QuickBooks. 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 Financial modeling

Example prompts

  • “fondo data patterns”
  • “fondo integration”
  • “fondo QuickBooks sync”
  • “/fondo-sdk-patterns”

Requirements

  • A credential in FONDO_API_KEY
  • 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. Validate source schema and field allowlists before parsing or forwarding data.
  2. Use opaque operation IDs, bounded retries, and reconciliation gates to prevent duplicate or partial imports.
  3. Quarantine unknown fields and mismatches for finance review rather than broadening data access.

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 (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

    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 SDK Patterns loads about 1.5k tokens when it runs. Until then it costs about 59 tokens; SKILL.md has 254 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~59
When it runs · the whole SKILL.md, loaded when a task matches
~1.5k

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). 254 words, ~1,519 tokens.

Download SKILL.mdSave it as .claude/skills/fondo-sdk-patterns/SKILL.md (or your agent's skills folder).
name
fondo-sdk-patterns
description
Build internal tools that consume Fondo financial data exports with typed parsers, QuickBooks integration, and financial modeling patterns. Trigger: "fondo data patterns", "fondo integration", "fondo QuickBooks sync".
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 SDK Patterns

Overview

Production-ready patterns for integrating with Fondo tax and accounting data. Fondo is a managed bookkeeping platform that syncs through QuickBooks Online and payroll providers. Integration uses the FONDO_API_KEY-authenticated REST endpoints for exports, the QuickBooks Online API for GL data, and structured CSV parsing with Zod validation for bulk imports.

Prerequisites

  • Scoped credentials, authorized source/destination mappings, synthetic fixtures, and a designated finance-data owner.
  • Schema validation, idempotent import design, redacted diagnostics, and professional review for financial conclusions.

Instructions

  1. Validate source schema and field allowlists before parsing or forwarding data.
  2. Use opaque operation IDs, bounded retries, and reconciliation gates to prevent duplicate or partial imports.
  3. Quarantine unknown fields and mismatches for finance review rather than broadening data access.

Output

Produce a client-validation receipt with contract/fixture version, aggregate schema and reconciliation outcome, operation ID, owner, and redacted failure reference. Do not log transactions, accounts, tax/payroll data, or tokens.

Examples

Import a fictional aggregate ledger fixture into staging, repeat it under the same operation ID, and verify duplicate suppression. Introduce an unexpected field and confirm the parser blocks it for review without revealing record contents.

Singleton Client

typescript
const FONDO_BASE = 'https://api.fondo.com/v1';
let _client: FondoClient | null = null;
export function getClient(): FondoClient {
  if (!_client) {
    const apiKey = process.env.FONDO_API_KEY;
    if (!apiKey) throw new Error('FONDO_API_KEY must be set — get it from your Fondo dashboard');
    _client = new FondoClient(apiKey);
  }
  return _client;
}
class FondoClient {
  private headers: Record<string, string>;
  constructor(apiKey: string) { this.headers = { 'Authorization': `Bearer ${apiKey}`, 'Content-Type': 'application/json' }; }
  async getTransactions(start: string, end: string): Promise<FondoTransaction[]> {
    const res = await fetch(`${FONDO_BASE}/transactions?start=${start}&end=${end}`, { headers: this.headers });
    if (!res.ok) throw new FondoError(res.status, await res.text()); return res.json();
  }
  async getAccounts(): Promise<FondoAccount[]> {
    const res = await fetch(`${FONDO_BASE}/accounts`, { headers: this.headers });
    if (!res.ok) throw new FondoError(res.status, await res.text()); return res.json();
  }
}

Error Wrapper

typescript
export class FondoError extends Error {
  constructor(public status: number, message: string) { super(message); this.name = 'FondoError'; }
}
export async function safeCall<T>(operation: string, fn: () => Promise<T>): Promise<T> {
  try { return await fn(); }
  catch (err: any) {
    if (err instanceof FondoError && err.status === 429) { await new Promise(r => setTimeout(r, 5000)); return fn(); }
    if (err instanceof FondoError && err.status === 401) throw new FondoError(401, 'Invalid FONDO_API_KEY');
    throw new FondoError(err.status ?? 0, `${operation} failed: ${err.message}`);
  }
}

Request Builder

typescript
class FondoQuery {
  private params: Record<string, string> = {};
  dateRange(start: string, end: string) { this.params.start = start; this.params.end = end; return this; }
  category(cat: string) { this.params.category = cat; return this; }
  accountId(id: string) { this.params.account_id = id; return this; }
  rndOnly() { this.params.is_rnd = 'true'; return this; }
  limit(n: number) { this.params.limit = String(n); return this; }
  build() { return new URLSearchParams(this.params).toString(); }
}
// Usage: new FondoQuery().dateRange('2025-01-01','2025-03-31').rndOnly().build();

Response Types

typescript
interface FondoTransaction {
  id: string; date: string; description: string; amount: number;
  category: string; account: string; is_rnd: boolean; vendor: string;
}
interface FondoAccount {
  id: string; name: string; type: 'asset' | 'liability' | 'equity' | 'revenue' | 'expense';
  balance: number; currency: string;
}
interface FondoReport {
  id: string; period: string; type: 'trial_balance' | 'profit_loss' | 'balance_sheet';
  generated_at: string; rows: Array<{ account: string; debit: number; credit: number }>;
}
interface FondoRnDCredit {
  tax_year: number; qualifying_expenses: number; credit_amount: number;
  status: 'draft' | 'filed' | 'approved';
}

Testing Utilities

typescript
export function mockTransaction(overrides: Partial<FondoTransaction> = {}): FondoTransaction {
  return { id: 'txn-001', date: '2025-03-15', description: 'AWS hosting',
    amount: 450.00, category: 'Cloud Infrastructure', account: 'Operating Expenses',
    is_rnd: true, vendor: 'Amazon Web Services', ...overrides };
}
export function mockAccount(overrides: Partial<FondoAccount> = {}): FondoAccount {
  return { id: 'acct-001', name: 'Operating Expenses', type: 'expense',
    balance: 12500.00, currency: 'USD', ...overrides };
}

Error Handling

PatternWhen to UseExample
safeCall wrapperAll Fondo API callsStructured error logging with operation context
Retry on 429Bulk transaction exports5s backoff before retry
Zod validationCSV import parsingReject malformed rows before DB insert
Auth validationClient initFail fast on missing FONDO_API_KEY

Resources

Next Steps

Apply patterns in fondo-core-workflow-a.

© 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-sdk-patterns of jeremylongshore/tons-of-skills-marketplace.

Open the folder on GitHubat commit cfae287

Compare with similar skills

Fondo SDK Patterns 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 SDK Patterns compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Fondo SDK Patterns this skilljeremylongshore/tons-of-skills-marketplace2.8k—~1.5kAutomated safety check: PassMIT
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Equity ResearchrollingSirius/equity-research-skill453—~1.5kAutomated safety check: PassMIT
SaaS Metrics Coachrongxinzy/RongxinAI1542 repos~1.3kAutomated safety check: PassMIT
Startup Financial Modelingnicepkg/auto-company19511 repos~2.8kAutomated safety check: PassNone
Stock Value AnalyzerFunnyKun/stock-value-analyzer141—~3.3kAutomated safety check: PassNone

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Works with

Questions about Fondo SDK Patterns

What does Fondo SDK Patterns do?

Build internal tools that consume Fondo financial data exports with typed parsers, QuickBooks integration, and financial modeling patterns. Fondo SDK Patterns is an agent skill from jeremylongshore/tons-of-skills-marketplace. Build internal tools that consume Fondo financial data exports with typed parsers, QuickBooks integration, and financial modeling patterns.

When should I use Fondo SDK Patterns?

Fondo SDK Patterns fits situations like: tasks that involve Financial modeling.

How do I install Fondo SDK Patterns in Claude Code?

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

How do I install Fondo SDK Patterns in Codex?

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

Can I use Fondo SDK Patterns 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-sdk-patterns -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-sdk-patterns, .gemini/skills/fondo-sdk-patterns, .github/skills/fondo-sdk-patterns and .opencode/skills/fondo-sdk-patterns in your project.

What does Fondo SDK Patterns need to run?

Going by SKILL.md and its folder, Fondo SDK Patterns needs credentials named FONDO_API_KEY. Our summary lists: A credential in FONDO_API_KEY. Its frontmatter pre-approves these tools: Read, Write, Edit. Compatibility (from SKILL.md): Designed for Claude Code.

Does Fondo SDK Patterns access the network?

SKILL.md names 2 domains. In commands or code: api.fondo.com; the agent is likely to contact it when it follows the instructions. As links in the text: fondo.com. This is read from the text; nothing was executed.

Is Fondo SDK Patterns 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 SDK Patterns use?

Fondo SDK Patterns 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 SDK Patterns use?

About 1.5k tokens (SKILL.md is roughly 6.1k 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 SDK Patterns?

Skills that share tags, products or a category with Fondo SDK Patterns: Creating Financial Models (Chen-zexi/open-ptc-agent, 729 stars), Equity Research (rollingSirius/equity-research-skill, 453 stars), SaaS Metrics Coach (rongxinzy/RongxinAI, 154 stars) and Startup Financial Modeling (nicepkg/auto-company, 195 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Fondo SDK Patterns?

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.