Agent skill · marketing growth · jeremylongshore
finta-install-auth
Set up Finta fundraising CRM account and configure integrations.
Why this skill is useful
Provides specific integration steps and configurations for the Finta CRM that the AI wouldn't reliably generate on its own.
What it needs
Requires finta account access. About 2k tokens when loaded. Last updated 2026-08-07. 2,604 stars on the source repository.
What this skill does
Finta Install & Auth Output Record only the authentication method, workspace owner, granted scope, validation timestamp, and secret-manager reference. Never paste credentials, authorization headers, or user information into tickets or logs. Examples Authorize a staging integration using a least-privilege credential stored by the deployment platform. Perform a read-only validation with a synthetic workspace, then verify that revoking the credential stops access before any production use. 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 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. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills jeremylongshore/finta-install-auth--0c207e