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From finta-pack
Sets up Finta fundraising CRM account, connects Gmail/Outlook email/calendar for investor tracking, imports data, and configures pipeline stages.
How this skill is triggered — by the user, by Claude, or both
Slash command
/finta-pack:finta-install-authThis skill is limited to the following tools:
The summary Claude sees in its skill listing — used to decide when to auto-load this skill
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.
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.
Finta syncs with Gmail and Outlook to automatically track investor communications:
Default stages (customizable):
| 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 |
Proceed to finta-hello-world to set up your first fundraise pipeline.
npx claudepluginhub jeremylongshore/claude-code-plugins-plus-skills --plugin finta-packProvides reference architecture for fundraising ops with Finta CRM, including Gmail/Stripe/Zapier integrations and Python reporting. Useful for VC/fund managers building pipelines.
Generates investor-grade operational infrastructure for a capital raise: data room structure, LP onboarding, capital call notices, investor tracking, waterfall explainer, and crisis communication framework.
Creates, edits, and optimizes skills for Claude Code, including drafting, evaluating with test prompts, iterating on performance, and improving skill descriptions for better triggering accuracy.