finta-pack

v1.7.0

Claude Code skill pack for Finta (18 skills)

Claude Code18 skills

by Jeremy LongshoreMIT2.6kupdated 2 hours ago

Source

$ git clone https://github.com/jeremylongshore/claude-code-plugins-plus-skills

Clone the source, then follow the repository's marketplace instructions for your runtime. The plugin root is plugins/saas-packs/finta-pack/ inside the repository.

Layout

plugins/saas-packs/finta-pack/

├── .claude-plugin/plugin.json
├── skills/finta-ci-integration/SKILL.md
├── skills/finta-common-errors/SKILL.md
├── skills/finta-core-workflow-a/SKILL.md
├── skills/finta-core-workflow-b/SKILL.md
├── skills/finta-cost-tuning/SKILL.md
├── skills/finta-debug-bundle/SKILL.md
├── skills/finta-deploy-integration/SKILL.md
├── skills/finta-hello-world/SKILL.md
├── skills/finta-install-auth/SKILL.md
├── skills/finta-local-dev-loop/SKILL.md
├── skills/finta-performance-tuning/SKILL.md
├── skills/finta-prod-checklist/SKILL.md
├── skills/finta-rate-limits/SKILL.md
├── skills/finta-reference-architecture/SKILL.md
├── skills/finta-sdk-patterns/SKILL.md
├── skills/finta-security-basics/SKILL.md
├── skills/finta-upgrade-migration/SKILL.md
└── skills/finta-webhooks-events/SKILL.md

Skills18

finta-ci-integrationskills/finta-ci-integration/SKILL.md

Automate Finta data export and reporting in CI pipelines. Trigger with phrases like "finta CI", "finta automated reporting".

finta-common-errorsskills/finta-common-errors/SKILL.md

Diagnose and fix common Finta CRM issues with email sync, deal rooms, and pipeline. Trigger with phrases like "finta error", "finta not working", "fix finta".

finta-core-workflow-askills/finta-core-workflow-a/SKILL.md

Manage a fundraise pipeline end-to-end with Finta. Use when running a fundraise, tracking investor conversations, managing deal rooms, or collecting commitments. Trigger with phrases like "finta fundraise", "finta pipeline management", "finta investor tracking", "run fundraise with finta".

finta-core-workflow-bskills/finta-core-workflow-b/SKILL.md

Manage ongoing investor relations and updates with Finta. Use when sending investor updates, tracking cap table changes, or maintaining LP relationships post-close. Trigger with phrases like "finta investor updates", "finta LP management", "finta post-close", "finta investor relations".

finta-cost-tuningskills/finta-cost-tuning/SKILL.md

Optimize Finta plan selection and feature usage. Trigger with phrases like "finta cost", "finta pricing", "finta plan selection".

finta-debug-bundleskills/finta-debug-bundle/SKILL.md

Collect Finta diagnostic information for support. Trigger with phrases like "finta debug", "finta support".

finta-deploy-integrationskills/finta-deploy-integration/SKILL.md

Deploy Finta integrations and reporting dashboards. Trigger with phrases like "deploy finta", "finta dashboard".

finta-hello-worldskills/finta-hello-world/SKILL.md

Set up your first fundraise pipeline in Finta with investors and deal stages. Use when starting a new fundraise, importing investor lists, or learning Finta's pipeline management features. Trigger with phrases like "finta hello world", "finta first pipeline", "start fundraise in finta", "finta quick start".

finta-install-authskills/finta-install-auth/SKILL.md

Set up Finta fundraising CRM account and configure integrations. Use when onboarding to Finta, connecting email/calendar, or configuring investor pipeline automation. Trigger with phrases like "install finta", "setup finta", "finta onboarding", "configure finta crm".

finta-local-dev-loopskills/finta-local-dev-loop/SKILL.md

Set up Finta workflow automation and data export for local analysis. Use when building fundraising reports, exporting pipeline data, or automating investor outreach workflows. Trigger with phrases like "finta workflow", "finta automation", "finta data export", "finta reporting".

finta-performance-tuningskills/finta-performance-tuning/SKILL.md

Optimize Finta fundraise workflow efficiency. Trigger with phrases like "finta performance", "finta efficiency", "optimize finta".

finta-prod-checklistskills/finta-prod-checklist/SKILL.md

Fundraise launch checklist using Finta CRM. Trigger with phrases like "finta checklist", "finta launch", "finta go-live".

finta-rate-limitsskills/finta-rate-limits/SKILL.md

Understand Finta usage limits and plan tiers. Trigger with phrases like "finta limits", "finta plan limits".

finta-reference-architectureskills/finta-reference-architecture/SKILL.md

Reference architecture for fundraising operations with Finta CRM. Trigger with phrases like "finta architecture", "finta fundraising stack".

finta-sdk-patternsskills/finta-sdk-patterns/SKILL.md

Integration patterns for Finta fundraising CRM with email and calendar APIs. Use when building automated investor outreach, syncing data from Finta exports, or creating custom fundraising dashboards. Trigger with phrases like "finta integration", "finta patterns", "finta automation", "finta data pipeline".

finta-security-basicsskills/finta-security-basics/SKILL.md

Secure Finta fundraising data and investor information. Trigger with phrases like "finta security", "finta data privacy".

finta-upgrade-migrationskills/finta-upgrade-migration/SKILL.md

Handle Finta platform updates and data migration. Trigger with phrases like "finta upgrade", "finta migration".

finta-webhooks-eventsskills/finta-webhooks-events/SKILL.md

Automate Finta pipeline events with Zapier and email triggers. Use when setting up notifications for investor responses, automating follow-up reminders, or syncing events to other tools. Trigger with phrases like "finta automation", "finta notifications", "finta pipeline events", "finta zapier".

Manifests1

plugins/saas-packs/finta-pack/.claude-plugin/plugin.json

{
  "name": "finta-pack",
  "version": "1.7.0",
  "description": "Claude Code skill pack for Finta (18 skills)",
  "author": {
    "name": "Jeremy Longshore",
    "email": "jeremy@intentsolutions.io"
  },
  "license": "MIT",
  "keywords": [
    "finta",
    "finta",
    "saas",
    "sdk",
    "integration"
  ]
}