fondo-security-basics
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".
Best use case
fondo-security-basics is best used when you need a repeatable AI agent workflow instead of a one-off prompt.
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".
Teams using fondo-security-basics should expect a more consistent output, faster repeated execution, less prompt rewriting.
When to use this skill
- You want a reusable workflow that can be run more than once with consistent structure.
When not to use this skill
- You only need a quick one-off answer and do not need a reusable workflow.
- You cannot install or maintain the underlying files, dependencies, or repository context.
Installation
Claude Code / Cursor / Codex
Manual Installation
- Download SKILL.md from GitHub
- Place it in
.claude/skills/fondo-security-basics/SKILL.mdinside your project - Restart your AI agent — it will auto-discover the skill
How fondo-security-basics Compares
| Feature / Agent | fondo-security-basics | Standard Approach |
|---|---|---|
| Platform Support | Not specified | Limited / Varies |
| Context Awareness | High | Baseline |
| Installation Complexity | Unknown | N/A |
Frequently Asked Questions
What does this skill do?
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".
Where can I find the source code?
You can find the source code on GitHub using the link provided at the top of the page.
Related Guides
AI Agents for Coding
Browse AI agent skills for coding, debugging, testing, refactoring, code review, and developer workflows across Claude, Cursor, and Codex.
Best AI Skills for Claude
Explore the best AI skills for Claude and Claude Code across coding, research, workflow automation, documentation, and agent operations.
ChatGPT vs Claude for Agent Skills
Compare ChatGPT and Claude for AI agent skills across coding, writing, research, and reusable workflow execution.
SKILL.md Source
# Fondo Security Basics
## 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
| Vulnerability | Risk | Mitigation |
|---|---|---|
| Leaked API key | Full access to tax returns and SSN/EIN data | Secrets manager + rotation |
| Unencrypted financial exports | Tax data exposed via CSV on disk | GPG encryption + secure deletion |
| Stale OAuth tokens | Compromised banking/payroll connections | Quarterly OAuth review + revocation |
| Overly broad team access | Viewer sees SSN/salary data | Role-based access control enforcement |
| Tax data in application logs | IRS compliance violation | Field-level PII redaction |
## Resources
- [Fondo Security](https://fondo.com)
- [OWASP API Security Top 10](https://owasp.org/www-project-api-security/)
## Next Steps
See `fondo-prod-checklist`.Related Skills
performing-security-testing
Test automate security vulnerability testing covering OWASP Top 10, SQL injection, XSS, CSRF, and authentication issues. Use when performing security assessments, penetration tests, or vulnerability scans. Trigger with phrases like "scan for vulnerabilities", "test security", or "run penetration test".
checking-session-security
Analyze session management implementations to identify security vulnerabilities in web applications. Use when you need to audit session handling, check for session fixation risks, review session timeout configurations, or validate session ID generation security. Trigger with phrases like "check session security", "audit session management", "review session handling", or "session fixation vulnerability".
finding-security-misconfigurations
Configure identify security misconfigurations in infrastructure-as-code, application settings, and system configurations. Use when you need to audit Terraform/CloudFormation templates, check application config files, validate system security settings, or ensure compliance with security best practices. Trigger with phrases like "find security misconfigurations", "audit infrastructure security", "check config security", or "scan for misconfigured settings".
responding-to-security-incidents
Analyze and guide security incident response, investigation, and remediation processes. Use when you need to handle security breaches, classify incidents, develop response playbooks, gather forensic evidence, or coordinate remediation efforts. Trigger with phrases like "security incident response", "ransomware attack response", "data breach investigation", "incident playbook", or "security forensics".
analyzing-security-headers
Analyze HTTP security headers of web domains to identify vulnerabilities and misconfigurations. Use when you need to audit website security headers, assess header compliance, or get security recommendations for web applications. Trigger with phrases like "analyze security headers", "check HTTP headers", "audit website security headers", or "evaluate CSP and HSTS configuration".
generating-security-audit-reports
Generate comprehensive security audit reports for applications and systems. Use when you need to assess security posture, identify vulnerabilities, evaluate compliance status, or create formal security documentation. Trigger with phrases like "create security audit report", "generate security assessment", "audit security posture", or "PCI-DSS compliance report".
workhuman-security-basics
Workhuman security basics for employee recognition and rewards API. Use when integrating Workhuman Social Recognition, or building recognition workflows with HRIS systems. Trigger: "workhuman security basics".
wispr-security-basics
Wispr Flow security basics for voice-to-text API integration. Use when integrating Wispr Flow dictation, WebSocket streaming, or building voice-powered applications. Trigger: "wispr security basics".
windsurf-security-basics
Apply Windsurf security best practices for workspace isolation, data privacy, and secret protection. Use when securing sensitive code from AI indexing, configuring telemetry, or auditing Windsurf security posture. Trigger with phrases like "windsurf security", "windsurf secrets", "windsurf privacy", "windsurf data protection", "codeiumignore".
webflow-security-basics
Apply Webflow API security best practices — token management, scope least privilege, OAuth 2.0 secret rotation, webhook signature verification, and audit logging. Use when securing API tokens, implementing least privilege access, or auditing Webflow security configuration. Trigger with phrases like "webflow security", "webflow secrets", "secure webflow", "webflow API key security", "webflow token rotation".
vercel-security-basics
Apply Vercel security best practices for secrets, headers, and access control. Use when securing API keys, configuring security headers, or auditing Vercel security configuration. Trigger with phrases like "vercel security", "vercel secrets", "secure vercel", "vercel headers", "vercel CSP".
veeva-security-basics
Veeva Vault security basics for REST API and clinical operations. Use when working with Veeva Vault document management and CRM. Trigger: "veeva security basics".