Stats
Actions
Tags
From finta-pack
Guides Finta plan upgrades from Free to Pro and data migrations via CSV: export pipelines/contacts/documents, import from Affinity/Streak/spreadsheets.
How this skill is triggered — by the user, by Claude, or both
Slash command
/finta-pack:finta-upgrade-migrationThis skill is limited to the following tools:
The summary Claude sees in its skill listing — used to decide when to auto-load this skill
Upgrade from Free to Pro at Settings > Billing for unlimited deal rooms, payment collection, and full Aurora AI access.
Upgrade from Free to Pro at Settings > Billing for unlimited deal rooms, payment collection, and full Aurora AI access.
Moving from Affinity, Streak, or spreadsheets:
For CI, see finta-ci-integration.
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.
Guides migration to Fondo bookkeeping from QuickBooks, Pilot, Bench, or other services, with data prep checklists, onboarding steps, plan upgrades, and accountant handoff timelines.
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.