Finta install auth

Skill jeremylongshore/claude-code-plugins-plus-skills/plugins/saas-packs/finta-pack/skills/finta-install-auth

'Set up Finta fundraising CRM account and configure integrations.From its SKILL.md

Install

npx -y skills add jeremylongshore/claude-code-plugins-plus-skills --skill finta-install-auth

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SKILL.md

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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

Finta account at https://www.trustfinta.com
Gmail or Outlook email for sync
Google Calendar or Outlook Calendar

Instructions

Step 1: Create Account

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

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

Step 3: Connect Calendar

Go to Settings > Integrations
Click Connect Google Calendar or Connect Outlook Calendar
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):

Researching
Reaching Out
Intro Meeting
Follow-up
Due Diligence
Term Sheet
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.

What ships with it

Read from the repository

Just SKILL.md. No reference files, no scripts.