finta-install-auth
Set up Finta fundraising CRM account and configure integrations. Use when onboarding to Finta, connecting email/calendar, or configuring investor pipeline automation. Trigger with phrases like "install finta", "setup finta", "finta onboarding", "configure finta crm".
Best use case
finta-install-auth is best used when you need a repeatable AI agent workflow instead of a one-off prompt.
Set up Finta fundraising CRM account and configure integrations. Use when onboarding to Finta, connecting email/calendar, or configuring investor pipeline automation. Trigger with phrases like "install finta", "setup finta", "finta onboarding", "configure finta crm".
Teams using finta-install-auth should expect a more consistent output, faster repeated execution, less prompt rewriting.
When to use this skill
- You want a reusable workflow that can be run more than once with consistent structure.
When not to use this skill
- You only need a quick one-off answer and do not need a reusable workflow.
- You cannot install or maintain the underlying files, dependencies, or repository context.
Installation
Claude Code / Cursor / Codex
Manual Installation
- Download SKILL.md from GitHub
- Place it in
.claude/skills/finta-install-auth/SKILL.mdinside your project - Restart your AI agent — it will auto-discover the skill
How finta-install-auth Compares
| Feature / Agent | finta-install-auth | Standard Approach |
|---|---|---|
| Platform Support | Not specified | Limited / Varies |
| Context Awareness | High | Baseline |
| Installation Complexity | Unknown | N/A |
Frequently Asked Questions
What does this skill do?
Set up Finta fundraising CRM account and configure integrations. Use when onboarding to Finta, connecting email/calendar, or configuring investor pipeline automation. Trigger with phrases like "install finta", "setup finta", "finta onboarding", "configure finta crm".
Where can I find the source code?
You can find the source code on GitHub using the link provided at the top of the page.
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SKILL.md Source
# Finta Install & Auth ## 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. Closed ## Error Handling | Issue | Cause | Solution | |-------|-------|----------| | Email sync not working | OAuth expired | Reconnect in Settings > Integrations | | Calendar events missing | Wrong calendar selected | Select correct calendar | | CSV import fails | Wrong format | Use Finta template CSV | | Duplicate investors | Re-import | Merge duplicates in UI | ## Resources - [Finta Website](https://www.trustfinta.com) - [Finta Blog](https://www.trustfinta.com/blog) - [Finta for Serial Entrepreneurs](https://www.trustfinta.com/blog/finta-for-serial-entrepreneurs-fundraising) ## Next Steps Proceed to `finta-hello-world` to set up your first fundraise pipeline.
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