Agent skill · software engineering · jeremylongshore
finta-reference-architecture
Reference architecture for fundraising operations with Finta CRM.
Why this skill is useful
Provides a detailed architecture and implementation patterns for integrating Finta CRM with fundraising operations, which the AI wouldn't reliably generate on its own.
What it needs
Requires bull, redis installed locally. Requires finta, hubspot, salesforce account access. About 4k tokens when loaded. Last updated 2026-08-07. 2,604 stars on the source repository.
What this skill does
Finta Reference Architecture Overview Production architecture for fundraising operations integrating with Finta's CRM platform. Designed for startup founders and fund managers who need investor pipeline visibility, automated round management, and document room analytics. Key design drivers: deal velocity tracking, investor communication audit trail, capital collection automation via Stripe, and CRM integration with external systems like HubSpot or Salesforce for LP relationship management. Prerequisites A documented data-flow inventory naming each source, destination, owner, retention period, and approved fields. Separate development, staging, and production credentials with least-privilege access. An incident and rollback owner for every sync or document-sharing integration. Instructions 1. Treat Finta as the authoritative system only where the business has explicitly assigned that role; resolve conflicts through a review queue instead of automatic overwrites. 2. Put exports, notifications, and CRM updates behind a durable queue with idempotency keys, bounded retries, and a dead-letter review path. 3. Limit event payloads to identifiers and required fields; retrieve sensitive records only inside the authorized worker and redact diagnostics. 4. Separate document-room access from operational dashboards, and enforce a permission check at the point where a document is retrieved. 5. Promote changes through staging with fictitious investor data, observe a small canary, and retain a tested disable/rollback path for each integration. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills jeremylongshore/finta-reference-architecture