Agent skill · software engineering · jeremylongshore
finta-upgrade-migration
Handle Finta platform updates and data migration.
Why this skill is useful
Adds executable scripts for Finta API version detection and data migration that are not publicly documented.
What it needs
Requires typescript installed locally. Requires finta account access. About 4k tokens when loaded. Last updated 2026-08-07. 2,604 stars on the source repository.
What this skill does
Finta Upgrade & Migration Overview Finta is a fundraising CRM built for founders managing investor pipelines, deal rooms, and investor updates. The API exposes endpoints for funding rounds, investor contacts, and deal room documents. Tracking API changes matters because Finta evolves its data model around fundraising workflows — field renames in round stages, investor contact schema updates, and deal room permission changes can break integrations that sync pipeline data to external analytics or reporting tools. Prerequisites Current vendor release information and an inventory of the integrations, exports, and field mappings affected. A versioned backup or approved recovery export, with access limited to migration owners. A staging environment using fictitious data, a change owner, and an explicit rollback decision point. Instructions 1. Compare the current supported interface and release notes with the actual fields your integration consumes; do not rely on illustrative code as a contract. 2. Classify every mapping as compatible, transformed, removed, or unknown, and require review for unknown data. 3. Run schema and permission checks in staging with synthetic records, including an idempotent retry and rollback rehearsal. 4. Promote with a small, monitored canary; keep the previous mapping available until reconciliation passes. 5. Reconcile aggregate record counts and approved business totals, investigate mismatches, and obtain sign-off before decommissioning the prior path. Version Detection Migration Checklist [ ] Review Finta changelog for breaking changes to round or investor endpoints [ ] Audit codebase for hardcoded round stage values (e.g., "pre-seed", "series-a") [ ] Verify investor contact schema — check for firm vs. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills jeremylongshore/finta-upgrade-migration