Agent-Skills.md

Agent Skills: Fondo Common Errors

'Diagnose and fix common Fondo issues including integration sync failures,

UncategorizedID: jeremylongshore/claude-code-plugins/fondo-common-errors

Repository

jeremylongshore/claude-code-plugins
jeremylongshoreLicense: MIT
2,458348

Install this agent skill to your local

pnpm dlx add-skill https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/HEAD/plugins/saas-packs/fondo-pack/skills/fondo-common-errors

Skill Files

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plugins/saas-packs/fondo-pack/skills/fondo-common-errors/SKILL.md

Skill Metadata

Name
fondo-common-errors
Description
'Diagnose and fix common Fondo issues including integration sync failures,

Fondo Common Errors

Overview

Quick reference for common Fondo platform issues and their resolutions.

Prerequisites

  • A finance owner, opaque case ID, redacted telemetry, and an authorized support path.
  • A safe synthetic or read-only reproduction; do not use live tax/payroll records for routine diagnostics.

Instructions

  1. Classify the issue as access, sync, categorization, reconciliation, filing workflow, or data-retention concern.
  2. Reproduce with the smallest permitted probe, then review configuration, integration scope, source mapping, and queue state.
  3. Apply a reversible correction, record the review decision, and verify a safe failure path.
  4. Escalate possible financial-data exposure or filing-impacting discrepancies to the finance owner.

Output

Return a redacted diagnostic receipt with case ID, category, safe reproduction, action, verification, owner, and follow-up. Never include transactions, payroll, tax documents, account details, or credentials.

Error Handling

  • Do not make tax eligibility, filing, or payment decisions from an automated error flow.
  • Quarantine mismatches for professional review and use bounded retries for transient integration failures.
  • Stop sharing evidence if it contains sensitive financial data or secrets.

Examples

Use a fictional categorization discrepancy, record only an aggregate error category, correct the mapping in a test fixture, and route the result to the authorized finance reviewer before any live change.

Integration Sync Issues

| Issue | Cause | Solution | |-------|-------|----------| | Bank transactions not appearing | Plaid connection expired | Dashboard > Integrations > Re-connect bank | | Gusto data stale | OAuth token expired (90-day limit) | Re-authorize in Integrations | | Stripe revenue missing | Webhook not configured | Connect Stripe in Dashboard > Integrations | | Duplicate transactions | Multiple connections to same bank | Remove duplicate in Integrations | | Payroll amounts wrong | Mid-period payroll change | Notify Fondo CPA via Dashboard > Messages |

Categorization Errors

| Error | Fix | |-------|-----| | Software expense marked as Office | Recategorize in Transactions, Fondo learns | | Contractor marked as Vendor | Ensure 1099 classification matches in payroll | | Inter-company transfer as Revenue | Mark as Transfer in Transactions | | R&D expense not flagged | Tag employee/activity as R&D in Dashboard |

R&D Credit Issues

| Issue | Cause | Solution | |-------|-------|----------| | Credit is $0 | No qualifying W-2 employees | Hire W-2 (not 1099) for R&D work | | Credit lower than expected | Activities not properly documented | Schedule call with Fondo CPA team | | Ineligible (>$5M revenue) | Exceeds startup threshold | Credit still available, just not payroll offset | | Missing contractor hours | Time tracking not connected | Upload contractor time logs manually |

Escalation

  1. Dashboard > Messages > New Message (response within 1 business day)
  2. Schedule call with CPA team via Dashboard > Support
  3. For urgent tax deadlines: email support@fondo.com

Resources

Next Steps

For diagnostic data collection, see fondo-debug-bundle.