From finta-pack
Provides Python patterns for Finta CRM CSV processing, Gmail investor email tracking, and Zapier webhook integrations for fundraising pipelines and automation.
How this skill is triggered — by the user, by Claude, or both
Slash command
/finta-pack:finta-sdk-patternsThis 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 does not expose a public REST API. Integrate via: (1) CSV export + Python processing, (2) email integrations (Gmail/Outlook), (3) Zapier/Make webhooks, or (4) Stripe/payment integrations for capital collection.
Finta does not expose a public REST API. Integrate via: (1) CSV export + Python processing, (2) email integrations (Gmail/Outlook), (3) Zapier/Make webhooks, or (4) Stripe/payment integrations for capital collection.
import pandas as pd
from pathlib import Path
class FintaPipelineTracker:
def __init__(self, export_path: str):
self.df = pd.read_csv(export_path)
def investors_by_stage(self) -> dict:
return self.df.groupby("Stage")["Name"].apply(list).to_dict()
def conversion_funnel(self) -> list[dict]:
stages = self.df["Stage"].value_counts()
return [{"stage": s, "count": c} for s, c in stages.items()]
def overdue_followups(self, days: int = 7) -> pd.DataFrame:
self.df["Last Contact"] = pd.to_datetime(self.df["Last Contact"])
cutoff = pd.Timestamp.now() - pd.Timedelta(days=days)
return self.df[
(self.df["Stage"].isin(["Follow-up", "Due Diligence"]))
& (self.df["Last Contact"] < cutoff)
]
def total_committed(self) -> float:
closed = self.df[self.df["Stage"] == "Closed"]
return closed["Check Size"].sum()
# Track investor email responses via Gmail API
from googleapiclient.discovery import build
def get_investor_emails(service, investor_email: str, after_date: str):
query = f"from:{investor_email} after:{after_date}"
results = service.users().messages().list(
userId="me", q=query
).execute()
return results.get("messages", [])
Finta supports Zapier triggers for pipeline stage changes:
Apply in finta-core-workflow-a for fundraise pipeline management.
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.
Tracks investor email conversations in fundraising pipelines, summarizing status, last discussions, next steps, interest levels, and cold leads. Useful for founders managing active fundraises from email.
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.