Agent skill · security · jeremylongshore
finta-security-basics
Secure Finta fundraising data and investor information.
Why this skill is useful
Provides specific API key management and webhook verification patterns for securing sensitive fundraising data in Finta, which the AI wouldn't reliably generate on its own.
What it needs
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 Security Basics Overview Finta manages fundraising pipelines containing investor contact information, term sheet details, valuation data, cap table snapshots, and deal room documents. A breach exposes confidential fundraising strategy, investor relationships, and financial terms that could damage competitive positioning. Protect API credentials, deal room access controls, and any integration that syncs investor data to external CRMs or spreadsheets. Prerequisites A named owner for the fundraising workspace and a current access-review cadence. Secrets held in an approved secret manager; use synthetic records for development and documentation. A written list of approved destinations before exporting or syncing investor data. Instructions 1. Grant the smallest practical role to each team member and deal-room participant; remove access when a round, engagement, or contractor relationship ends. 2. Keep credentials out of source control, shell history, tickets, and support attachments. Rotate a credential immediately after suspected exposure. 3. Classify contact, valuation, term, cap-table, and document data as sensitive. Export only the fields required for a specific purpose and encrypt approved exports at rest. 4. Verify webhook authenticity before processing an event, record only a redacted event identifier for diagnostics, and make downstream processing idempotent. 5. Review connected CRM, email, and automation permissions before enabling a sync; disable a sync that cannot limit fields or recipients. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills jeremylongshore/finta-security-basics