From finta-pack
Provides reference architecture for fundraising ops with Finta CRM, including Gmail/Stripe/Zapier integrations and Python reporting. Useful for VC/fund managers building pipelines.
How this skill is triggered — by the user, by Claude, or both
Slash command
/finta-pack:finta-reference-architectureThis skill is limited to the following tools:
The summary Claude sees in its skill listing — used to decide when to auto-load this skill
```
┌──────────────────┐ ┌─────────────────┐
│ Finta CRM │ │ Deal Room │
│ (Pipeline Mgmt) │────▶│ (Doc Sharing) │
└────────┬─────────┘ └─────────────────┘
│
┌────┴────┐
│ │
┌───▼───┐ ┌──▼────────┐
│ Gmail │ │ Calendar │
│ Sync │ │ Sync │
└───────┘ └───────────┘
│
┌────┴────────────┐
│ │
┌───▼───┐ ┌─────▼─────┐
│Stripe │ │ Mercury/ │
│(Pmts) │ │ Brex │
└───────┘ │(Metrics) │
└───────────┘
│
┌────▼──────┐
│ Zapier │
│ (Events) │
└─────┬─────┘
│
┌─────▼─────┐
│ Slack / │
│ Sheets │
└───────────┘
| Decision | Choice | Rationale |
|---|---|---|
| CRM | Finta | Purpose-built for fundraising |
| Email tracking | Gmail/Outlook sync | Automatic, no manual logging |
| Documents | Finta Deal Rooms | View tracking built in |
| Payments | Stripe via Finta | Direct capital collection |
| Reporting | CSV export + Python | Flexible, custom analysis |
| Notifications | Zapier -> Slack | Real-time team updates |
This completes the Finta skill pack. Start with finta-install-auth.
npx claudepluginhub jeremylongshore/claude-code-plugins-plus-skills --plugin finta-packSets up Finta fundraising CRM account, connects Gmail/Outlook email/calendar for investor tracking, imports data, and configures pipeline stages.
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