About

Imported from jeremylongshore/tons-of-skills-marketplace (skills/.curated/finta-install-auth/SKILL.md). Install upstream with npx skills add jeremylongshore/tons-of-skills-marketplace --skill finta-install-auth. Copyright stays with the author (MIT).

Finta Install & Auth

Name: finta-install-auth
Author: jeremylongshore

Output

Record only the authentication method, workspace owner, granted scope, validation timestamp, and secret-manager reference. Never paste credentials, authorization headers, or user information into tickets or logs.

Examples

Authorize a staging integration using a least-privilege credential stored by the deployment platform. Perform a read-only validation with a synthetic workspace, then verify that revoking the credential stops access before any production use.

Overview

Set up Finta fundraising CRM at trustfinta.com. Finta is a UI-first platform for managing fundraising pipelines, investor relationships, and deal rooms. Integration is via email/calendar sync and the Finta web app -- there is no public REST API.

Prerequisites

Finta account at https://www.trustfinta.com
Gmail or Outlook email for sync
Google Calendar or Outlook Calendar

Instructions

Step 1: Create Account

Sign up at https://www.trustfinta.com
Complete onboarding wizard with company details
Select your fundraising stage (Pre-seed, Seed, Series A, etc.)

Step 2: Connect Email

Finta syncs with Gmail and Outlook to automatically track investor communications:

Go to Settings > Integrations
Click Connect Gmail or Connect Outlook
Grant read access for email tracking
Finta will auto-detect investor conversations and update pipeline stages

Step 3: Connect Calendar

Go to Settings > Integrations
Click Connect Google Calendar or Connect Outlook Calendar
Meetings with investors will auto-log to the pipeline

Step 4: Import Existing Investors

CSV Import: Upload a spreadsheet with investor name, firm, email, stage
Manual Entry: Add investors one by one in the Pipeline view
Aurora AI: Let Finta's AI prospect matching find relevant investors

Step 5: Configure Pipeline Stages

Default stages (customizable):

Researching
Reaching Out
Intro Meeting
Follow-up
Due Diligence
Term Sheet
Closed

Error Handling

Issue	Cause	Solution
Email sync not working	OAuth expired	Reconnect in Settings > Integrations
Calendar events missing	Wrong calendar selected	Select correct calendar
CSV import fails	Wrong format	Use Finta template CSV
Duplicate investors	Re-import	Merge duplicates in UI

Resources

Next Steps

Proceed to finta-hello-world to set up your first fundraise pipeline.

Use it

Copy one of these into your project. Installing also returns the manifest and these snippets.

yaml

targets:
  - https://api.opensmartroute.ai/api/v1/registry/jeremylongshore-tons-of-skills-marketplace-finta-install-auth/manifest   # or paste the manifest below

Manifest

An Open Capability Manifest: the router reads it to know what this does, what it costs and when to pick it.

jeremylongshore-tons-of-skills-marketplace-finta-install-auth.ocm.jsonjson

{
  "ocm": "1",
  "id": "jeremylongshore-tons-of-skills-marketplace-finta-install-auth",
  "kind": "skill",
  "name": "finta-install-auth",
  "description": "Set up Finta fundraising CRM account and configure integrations. Use when onboarding to Finta, connecting email/calendar, or configuring investor pipeline automation. Trigger with phrases like \"install finta\", \"setup finta\", \"finta onboarding\", \"configure finta crm\".",
  "publisher": "jeremylongshore",
  "version": "1.0.0",
  "capabilities": {
    "domains": [
      "hr"
    ],
    "tags": [
      "skill-md",
      "saas",
      "fundraising-crm",
      "investor-management",
      "finta",
      "skills-sh"
    ],
    "languages": [
      "en"
    ]
  },
  "quality_prior": 0.6,
  "examples": [
    "Set up Finta fundraising CRM account and configure integrations. Use when onboarding to Finta, connecting email/calendar, or configuring investor pipeline automation. Trigger with phrases like \"install finta\", \"setup finta\", \"finta onboarding\", \"configure finta crm\"."
  ],
  "primary": false,
  "metadata": {
    "source": {
      "provider": "skills.sh",
      "repository": "https://github.com/jeremylongshore/tons-of-skills-marketplace",
      "path": "skills/.curated/finta-install-auth/SKILL.md",
      "ref": "HEAD",
      "url": "https://github.com/jeremylongshore/tons-of-skills-marketplace/blob/HEAD/skills/.curated/finta-install-auth/SKILL.md",
      "key": "jeremylongshore/tons-of-skills-marketplace/skills/.curated/finta-install-auth/SKILL.md"
    },
    "compatibility": "Designed for Claude Code",
    "allowed_tools": [
      "Read,",
      "Write,",
      "Edit,",
      "Bash(curl:*),",
      "Grep"
    ],
    "license": "MIT"
  },
  "instructions": "# Finta Install & Auth\n\n## Output\n\nRecord only the authentication method, workspace owner, granted scope, validation timestamp, and secret-manager reference. Never paste credentials, authorization headers, or user information into tickets or logs.\n\n## Examples\n\nAuthorize a staging integration using a least-privilege credential stored by the deployment platform. Perform a read-only validation with a synthetic workspace, then verify that revoking the credential stops access before any production use.\n\n## Overview\n\nSet up Finta fundraising CRM at trustfinta.com. Finta is a UI-first platform for m",
  "cost": {
    "context_tokens": 680
  }
}

Fetch it by URL: GET /api/v1/registry/jeremylongshore-tons-of-skills-marketplace-finta-install-auth/manifest?version=1.0.0

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