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finta-install-auth

'Set up Finta fundraising CRM account and configure integrations.

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2,267
Source
jeremylongshore/claude-code-plugins-plus-skills
Updated
2026-05-31
Slug
jeremylongshore--claude-code-plugins-plus-skills--finta-install-auth
View on GitHubRaw SKILL.md

// install — copy + paste into any project

mkdir -p .claude/skills && curl -fsSL https://raw.githubusercontent.com/jeremylongshore/claude-code-plugins-plus-skills/HEAD/plugins/saas-packs/finta-pack/skills/finta-install-auth/SKILL.md -o .claude/skills/finta-install-auth.md

Drops the SKILL.md into .claude/skills/finta-install-auth.md. Works with Claude Code, Cursor, and any agent that loads SKILL.md files from .claude/skills/.

Finta Install & Auth

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

Instructions

Step 1: Create Account

  1. Sign up at https://www.trustfinta.com
  2. Complete onboarding wizard with company details
  3. 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:

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

Step 3: Connect Calendar

  1. Go to Settings > Integrations
  2. Click Connect Google Calendar or Connect Outlook Calendar
  3. 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):

  1. Researching
  2. Reaching Out
  3. Intro Meeting
  4. Follow-up
  5. Due Diligence
  6. Term Sheet
  7. 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.