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Finta common errors

Skill jeremylongshore/claude-code-plugins-plus-skills/plugins/saas-packs/finta-pack/skills/finta-common-errors

'Diagnose and fix common Finta CRM issues with email sync, deal rooms, and pipeline.From its SKILL.md

Install
npx -y skills add jeremylongshore/claude-code-plugins-plus-skills --skill finta-common-errors

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SKILL.md

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Finta Common Errors

Overview

Finta is a fundraising CRM that manages investor pipelines, deal rooms, email sync, and payment collection for startups raising capital. Common errors involve round state transition violations (e.g., moving a round backward from "Closing" to "Outreach"), investor deduplication failures during CSV imports, and pipeline sync breakdowns between email providers and the deal tracker. Aurora AI suggestions depend on complete company profiles, and incomplete data is the top cause of empty recommendations. This reference covers API-level errors and CRM workflow issues that disrupt fundraising operations.

Error Reference

CodeMessageCauseFix
400Invalid round transitionMoving round to an invalid stateFollow valid transitions: Draft > Active > Closing > Closed
401Invalid API keyExpired or revoked FINTA_API_KEYRegenerate at Settings > API Access
404Investor not foundDeleted or merged investor recordSearch by email to find merged record
409Duplicate investorEmail already exists in pipelineUse dedup endpoint before CSV import
422Missing required fieldsIncomplete investor or round dataInclude name, email, stage at minimum
429Rate limit exceededToo many API callsImplement backoff; batch operations where possible
500Pipeline sync failedEmail provider OAuth expiredReconnect Gmail/Outlook at Settings > Integrations
502Stripe webhook failedPayment collection errorVerify Stripe integration and webhook URL

Error Handler

interface FintaError {
  code: number;
  message: string;
  category: "auth" | "rate_limit" | "validation" | "sync";
}

function classifyFintaError(status: number, body: string): FintaError {
  if (status === 401) {
    return { code: 401, message: body, category: "auth" };
  }
  if (status === 429) {
    return { code: 429, message: "Rate limit exceeded", category: "rate_limit" };
  }
  if (status === 400 || status === 404 || status === 409 || status === 422) {
    return { code: status, message: body, category: "validation" };
  }
  return { code: status, message: body, category: "sync" };
}

Debugging Guide

Authentication Errors

Finta API keys are scoped per workspace. Verify the key matches the active workspace at Settings > API Access. Keys are revoked automatically when team members are removed. Re-invite and regenerate if a team change caused the failure. Test connectivity with a simple GET to the rounds endpoint before running complex operations.

Rate Limit Errors

Finta enforces 60 requests/minute per API key. Batch investor updates using the bulk endpoint instead of individual PUT calls. CSV imports bypass the rate limit -- prefer bulk import for large datasets.

Validation Errors

Round state transitions must follow the sequence: Draft, Active, Closing, Closed. Skipping states returns 400. Backward transitions (e.g., Closing to Active) are also rejected. Investor deduplication matches on email -- always check for existing records before creating. Deal room links expire after 30 days by default; regenerate from the round settings page. CSV imports require name, email, and stage columns with dates in YYYY-MM-DD format.

Error Handling

ScenarioPatternRecovery
Round state transition rejectedInvalid backward moveQuery current state, advance only forward
CSV import partial failureDuplicate emails foundRun dedup pass, retry failed rows
Email sync disconnectedOAuth token expiredReconnect provider at Settings > Integrations
Aurora AI no suggestionsIncomplete company profileFill all profile fields: sector, stage, location, raise amount
Payment link mismatchAmount differs from commitmentRegenerate Stripe payment link with correct amount

Quick Diagnostic

# Verify API connectivity
curl -s -o /dev/null -w "%{http_code}" \
  -H "Authorization: Bearer $FINTA_API_KEY" \
  https://api.trustfinta.com/v1/rounds

Resources

Next Steps

See finta-debug-bundle.

What ships with it

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