Agent skill · software engineering · jeremylongshore
finta-prod-checklist
Fundraise launch checklist using Finta CRM.
Why this skill is useful
Adds a validation script for Finta API readiness checks and detailed error handling procedures that aren't in public docs.
What it needs
Requires node installed locally. Requires finta account access. About 3k tokens when loaded. Last updated 2026-08-07. 2,604 stars on the source repository.
What this skill does
Finta Production Checklist Overview Finta is a fundraising CRM for managing investor pipeline, deal rooms, and round tracking. A production integration syncs investor communications, manages deal room access, and automates pipeline stage transitions. Failures mean lost investor touchpoints, broken deal room links, or pipeline data that drifts from your actual fundraise state. Prerequisites A named launch owner, authorized approver, on-call contact, and tested rollback mechanism. Staging evidence produced with synthetic data, including permission, deduplication, retry, and failure-path checks. A reviewed list of approved data flows, retention requirements, alert thresholds, and recipients. Instructions 1. Complete every applicable checklist item with an evidence link or owner decision; do not treat unchecked items as implicitly accepted. 2. Confirm secrets are injected at runtime, privileges are scoped, and diagnostics redact investor and financial data. 3. Run a canary that exercises a read-only or synthetic workflow before allowing broad production synchronization. 4. Monitor aggregate health, delivery backlog, duplicate detection, and permission failures during the launch window. 5. Stop promotion and invoke rollback when a defined safety, delivery, or access threshold is breached; document the decision and recovery verification. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills jeremylongshore/finta-prod-checklist--8e4504