Agent skill

Fondo Security Basics

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

Apply security best practices for Fondo including OAuth token management, financial data protection, SOC 2 compliance, and access control.

MITAuto-check passedBackend & APIs

Install Fondo Security Basics

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

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

GitHub CLI
$ gh skill install jeremylongshore/tons-of-skills-marketplace fondo-security-basics --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-security-basics .claude/skills/fondo-security-basics && 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-security-basics
GitHub stars
2.8k
Token cost
~1.2k tokens
SKILL.md length
300 words
Files
1
Skills in repo
3,342
Repo updated
First seen
Licence
MIT

At a glance

Apply security best practices for Fondo including OAuth token management, financial data protection, SOC 2 compliance, and access control.

  • Tasks that involve Authorization and RBAC
  • SKILL.md covers Prerequisites, Instructions, Output and Examples, plus 9 more sections
  • Reaches api.fondo.com; needs FONDO_API_KEY and FONDO_WEBHOOK_SECRET
  • Tasks that involve Privacy and GDPR

What it does

Fondo Security Basics is an agent skill from jeremylongshore/tons-of-skills-marketplace. Apply security best practices for Fondo including OAuth token management, financial data protection, SOC 2 compliance, and access control. Trigger: "fondo security", "fondo data protection", "fondo SOC 2", "fondo access control".

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 Backend & APIs, covering Authorization and RBAC, Privacy and GDPR and SOC 2 and security compliance. 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 Authorization and RBAC
  • Tasks that involve Privacy and GDPR
  • Tasks that involve SOC 2 and security compliance

Example prompts

  • “fondo security”
  • “fondo data protection”
  • “fondo SOC 2”
  • “/fondo-security-basics”

Requirements

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

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
    • 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
    • owasp.org

    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
    • FONDO_WEBHOOK_SECRET

    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 Security Basics loads about 1.2k tokens when it runs. Until then it costs about 63 tokens; SKILL.md has 300 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~63
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). 300 words, ~1,214 tokens.

Download SKILL.mdSave it as .claude/skills/fondo-security-basics/SKILL.md (or your agent's skills folder).
name
fondo-security-basics
description
Apply security best practices for Fondo including OAuth token management, financial data protection, SOC 2 compliance, and access control. Trigger: "fondo security", "fondo data protection", "fondo SOC 2", "fondo access control".
allowed-tools
Read, Write, Grep
compatibility
Designed for Claude Code
version
1.6.0
license
MIT
author
Jeremy Longshore <jeremy@intentsolutions.io>
tags
saas, accounting, fondo

Fondo Security Basics

Prerequisites

A security owner, scoped secret manager, financial-data access policy, review cadence, and synthetic fixtures.

Instructions

Use least-privilege credentials per environment; verify signed events and idempotency; restrict financial and tax data to approved systems; redact diagnostics; rotate credentials on suspected exposure.

Output

Maintain a security receipt with scope, secret reference, access-review date, control result, owner, and redacted incident state. Do not include financial data or secrets.

Examples

Verify a fictional signed event is processed once, an invalid signature is rejected without payload logging, and revoking a staging credential blocks future requests.

Overview

Fondo handles startup tax preparation, bookkeeping, and R&D tax credits containing SSNs, EINs, bank account details, revenue figures, and complete tax returns. A breach exposes founder personal tax data, company financials, and IRS filing details. Protect OAuth connections to banking/payroll systems, exported financial documents, and team access controls with the same rigor as a CPA firm.

API Key Management

typescript
function createFondoClient(): { apiKey: string; baseUrl: string } {
  const apiKey = process.env.FONDO_API_KEY;
  if (!apiKey) {
    throw new Error("Missing FONDO_API_KEY — store in secrets manager, never in code");
  }
  // Fondo keys access tax returns and SSN/EIN data — treat as highest sensitivity
  console.log("Fondo client initialized (key suffix:", apiKey.slice(-4), ")");
  return { apiKey, baseUrl: "https://api.fondo.com/v1" };
}

Webhook Signature Verification

typescript
import crypto from "crypto";
import { Request, Response, NextFunction } from "express";

function verifyFondoWebhook(req: Request, res: Response, next: NextFunction): void {
  const signature = req.headers["x-fondo-signature"] as string;
  const secret = process.env.FONDO_WEBHOOK_SECRET!;
  const expected = crypto.createHmac("sha256", secret).update(req.body).digest("hex");
  if (!signature || !crypto.timingSafeEqual(Buffer.from(signature), Buffer.from(expected))) {
    res.status(401).send("Invalid signature");
    return;
  }
  next();
}

Input Validation

typescript
import { z } from "zod";

const TaxFilingSchema = z.object({
  entity_id: z.string().uuid(),
  tax_year: z.number().int().min(2015).max(2030),
  filing_type: z.enum(["1120", "1120S", "1065", "941", "R&D_credit"]),
  ein: z.string().regex(/^\d{2}-\d{7}$/),
  revenue: z.number().nonnegative(),
  status: z.enum(["draft", "review", "filed", "amended"]),
});

function validateTaxFiling(data: unknown) {
  return TaxFilingSchema.parse(data);
}

Data Protection

typescript
const FONDO_PII_FIELDS = ["ssn", "ein", "bank_account", "routing_number", "tax_return_url", "revenue", "salary"];

function redactFondoLog(record: Record<string, unknown>): Record<string, unknown> {
  const redacted = { ...record };
  for (const field of FONDO_PII_FIELDS) {
    if (field in redacted) redacted[field] = "[REDACTED]";
  }
  return redacted;
}

Security Checklist

  • API keys stored in secrets manager, never in code
  • OAuth connections (Gusto, QuickBooks, Plaid, Stripe) reviewed quarterly
  • Financial exports never committed to git (.gitignore enforced)
  • SSN and EIN values never logged in plaintext
  • Team roles follow least-privilege (Owner/Admin/Viewer/CPA)
  • Two-factor authentication enabled on Fondo account
  • Exported tax documents encrypted with GPG before storage
  • Bank connections use Plaid (encrypted, not screen-scraping)

Error Handling

VulnerabilityRiskMitigation
Leaked API keyFull access to tax returns and SSN/EIN dataSecrets manager + rotation
Unencrypted financial exportsTax data exposed via CSV on diskGPG encryption + secure deletion
Stale OAuth tokensCompromised banking/payroll connectionsQuarterly OAuth review + revocation
Overly broad team accessViewer sees SSN/salary dataRole-based access control enforcement
Tax data in application logsIRS compliance violationField-level PII redaction

Resources

Next Steps

See fondo-prod-checklist.

© 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-security-basics of jeremylongshore/tons-of-skills-marketplace.

Open the folder on GitHubat commit cfae287

Compare with similar skills

Fondo Security Basics 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 Security Basics compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Fondo Security Basics this skilljeremylongshore/tons-of-skills-marketplace2.8k—~1.2kAutomated safety check: PassMIT
Security PatternsCloudAI-X/claude-workflow-v21.4k—~3.6kAutomated safety check: NotesMIT
Security Auditoraiskillstore/marketplace4336 repos~2.6kAutomated safety check: PassNone
Cis ControlsSushegaad/Claude-Skills-Governance-Risk-and-Compliance9461 repos~4.2kAutomated safety check: PassMIT
Policy OpaAgentSecOps/SecOpsAgentKit2201 repos~3.5kAutomated safety check: PassCustom licence
Nist Pf Protectmukul975/Privacy-Data-Protection-Skills301—~2.6kAutomated safety check: PassApache-2.0

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Questions about Fondo Security Basics

What does Fondo Security Basics do?

Apply security best practices for Fondo including OAuth token management, financial data protection, SOC 2 compliance, and access control. Fondo Security Basics is an agent skill from jeremylongshore/tons-of-skills-marketplace. Apply security best practices for Fondo including OAuth token management, financial data protection, SOC 2 compliance, and access control.

When should I use Fondo Security Basics?

Fondo Security Basics fits situations like: tasks that involve Authorization and RBAC; tasks that involve Privacy and GDPR; tasks that involve SOC 2 and security compliance.

How do I install Fondo Security Basics in Claude Code?

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

How do I install Fondo Security Basics in Codex?

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

Can I use Fondo Security Basics 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-security-basics -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-security-basics, .gemini/skills/fondo-security-basics, .github/skills/fondo-security-basics and .opencode/skills/fondo-security-basics in your project.

What does Fondo Security Basics need to run?

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

Does Fondo Security Basics access the network?

SKILL.md names 3 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 and owasp.org. This is read from the text; nothing was executed.

Is Fondo Security Basics 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 Security Basics use?

Fondo Security Basics 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 Security Basics use?

About 1.2k tokens (SKILL.md is roughly 4.9k 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 Security Basics?

Skills that share tags, products or a category with Fondo Security Basics: Security Patterns (CloudAI-X/claude-workflow-v2, 1.4k stars), Security Auditor (aiskillstore/marketplace, 433 stars), Cis Controls (Sushegaad/Claude-Skills-Governance-Risk-and-Compliance, 946 stars) and Policy Opa (AgentSecOps/SecOpsAgentKit, 220 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Fondo Security Basics?

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.