Diagnose and fix common Finta CRM issues with email sync, deal rooms, and pipeline.

MITAuto-check passedSales & Support

Install Finta Common Errors

skills CLI
$ npx skills add jeremylongshore/tons-of-skills-marketplace --skill finta-common-errors -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install jeremylongshore/tons-of-skills-marketplace finta-common-errors --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/jeremylongshore/tons-of-skills-marketplace.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/.curated/finta-common-errors .claude/skills/finta-common-errors && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
finta-common-errors
GitHub stars
2.8k
Token cost
~1.6k tokens
SKILL.md length
666 words
Files
1
Skills in repo
3,342
Repo updated
First seen
Licence
MIT

At a glance

Diagnose and fix common Finta CRM issues with email sync, deal rooms, and pipeline.

  • Works in 5 steps: Classify the failure as authentication,… → Reproduce with a synthetic record or… → Check configuration, scopes, schema… → …
  • With phrases like finta error
  • SKILL.md covers Overview, Prerequisites, Instructions and Error Reference, plus 8 more sections
  • Calls curl and stripe; reaches api.trustfinta.com; needs FINTA_API_KEY

What it does

Finta Common Errors is an agent skill from jeremylongshore/tons-of-skills-marketplace. Diagnose and fix common Finta CRM issues with email sync, deal rooms, and pipeline. Trigger with phrases like "finta error", "finta not working", "fix finta".

Its SKILL.md is about 1.6k tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts. Compatibility notes: Designed for Claude Code

It sits in Sales & Support. The repository describes itself as: Model-agnostic agent-skills platform with a harness-free canonical layer, verified adapters, and the ccpi package manager. Explore at tonsofskills.com. The licence is MIT.

When your agent uses it

  • With phrases like finta error
  • Finta not working

Example prompts

  • “finta error”
  • “finta not working”
  • “fix finta”
  • “/finta-common-errors”

Requirements

  • A credential in FINTA_API_KEY
  • Compatibility (from SKILL.md): Designed for Claude Code
  • Pre-approved tools (allowed-tools): Read, Grep

Workflow steps

5 steps, taken from the first numbered list in SKILL.md.

  1. Classify the failure as authentication, authorization, validation, throttling, delivery, or upstream availability.
  2. Reproduce with a synthetic record or least-privilege read operation where possible; do not replay live outreach or payment actions to…
  3. Check configuration, scopes, schema mappings, and queue state in that order, recording redacted evidence for each decision.
  4. Apply the smallest reversible correction, then confirm the happy path and a failure-path response before closing the incident.
  5. Escalate suspected credential exposure, unexpected recipients, or data leakage immediately and preserve only approved forensic evidence.

What it can do on your machine

Read from SKILL.md and the folder at commit cfae287. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves these tools, so the agent can use them without asking each time:

    • Read
    • Grep

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    Shell commands in SKILL.md call:

    • curl
    • stripe

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    Hosts in commands or code, which the agent is likely to contact:

    • api.trustfinta.com

    Also links to:

    • trustfinta.com

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names these keys or tokens, usually read from environment variables:

    • FINTA_API_KEY

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

  • Compatibility

    Designed for Claude Code

    From compatibility in the SKILL.md frontmatter.

Context cost

Finta Common Errors loads about 1.6k tokens when it runs. Until then it costs about 45 tokens; SKILL.md has 666 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~45
When it runs · the whole SKILL.md, loaded when a task matches
~1.6k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from jeremylongshore/tons-of-skills-marketplace at commit cfae287, republished under its MIT licence (© jeremylongshore). 666 words, ~1,581 tokens.

Download SKILL.mdSave it as .claude/skills/finta-common-errors/SKILL.md (or your agent's skills folder).
name
finta-common-errors
description
Diagnose and fix common Finta CRM issues with email sync, deal rooms, and pipeline. Trigger with phrases like "finta error", "finta not working", "fix finta".
allowed-tools
Read, Grep
compatibility
Designed for Claude Code
version
1.7.0
license
MIT
author
Jeremy Longshore <jeremy@intentsolutions.io>
tags
saas, fundraising-crm, investor-management, finta

Finta Common Errors

Overview

Finta is a fundraising CRM that manages investor pipelines, deal rooms, email sync, and payment collection for startups raising capital. Common errors involve round state transition violations (e.g., moving a round backward from "Closing" to "Outreach"), investor deduplication failures during CSV imports, and pipeline sync breakdowns between email providers and the deal tracker. Aurora AI suggestions depend on complete company profiles, and incomplete data is the top cause of empty recommendations. This reference covers API-level errors and CRM workflow issues that disrupt fundraising operations.

Prerequisites

  • A reproducible symptom, timestamp, and opaque correlation identifier; collect no unnecessary investor or payment data.
  • Access to the affected workspace and integration logs through an authorized support role.
  • A known owner for account access, workflow changes, and any security escalation.

Instructions

  1. Classify the failure as authentication, authorization, validation, throttling, delivery, or upstream availability.
  2. Reproduce with a synthetic record or least-privilege read operation where possible; do not replay live outreach or payment actions to diagnose an error.
  3. Check configuration, scopes, schema mappings, and queue state in that order, recording redacted evidence for each decision.
  4. Apply the smallest reversible correction, then confirm the happy path and a failure-path response before closing the incident.
  5. Escalate suspected credential exposure, unexpected recipients, or data leakage immediately and preserve only approved forensic evidence.

Error Reference

CodeMessageCauseFix
400Invalid round transitionMoving round to an invalid stateFollow valid transitions: Draft > Active > Closing > Closed
401Invalid API keyExpired or revoked FINTA_API_KEYRegenerate at Settings > API Access
404Investor not foundDeleted or merged investor recordSearch by email to find merged record
409Duplicate investorEmail already exists in pipelineUse dedup endpoint before CSV import
422Missing required fieldsIncomplete investor or round dataInclude name, email, stage at minimum
429Rate limit exceededToo many API callsImplement backoff; batch operations where possible
500Pipeline sync failedEmail provider OAuth expiredReconnect Gmail/Outlook at Settings > Integrations
502Stripe webhook failedPayment collection errorVerify Stripe integration and webhook URL

Error Handler

typescript
interface FintaError {
  code: number;
  message: string;
  category: "auth" | "rate_limit" | "validation" | "sync";
}

function classifyFintaError(status: number, body: string): FintaError {
  if (status === 401) {
    return { code: 401, message: body, category: "auth" };
  }
  if (status === 429) {
    return { code: 429, message: "Rate limit exceeded", category: "rate_limit" };
  }
  if (status === 400 || status === 404 || status === 409 || status === 422) {
    return { code: status, message: body, category: "validation" };
  }
  return { code: status, message: body, category: "sync" };
}

Debugging Guide

Authentication Errors

Finta API keys are scoped per workspace. Verify the key matches the active workspace at Settings > API Access. Keys are revoked automatically when team members are removed. Re-invite and regenerate if a team change caused the failure. Test connectivity with a simple GET to the rounds endpoint before running complex operations.

Show full SKILL.md (267 more words)Show less
Rate Limit Errors

Finta enforces 60 requests/minute per API key. Batch investor updates using the bulk endpoint instead of individual PUT calls. CSV imports bypass the rate limit -- prefer bulk import for large datasets.

Validation Errors

Round state transitions must follow the sequence: Draft, Active, Closing, Closed. Skipping states returns 400. Backward transitions (e.g., Closing to Active) are also rejected. Investor deduplication matches on email -- always check for existing records before creating. Deal room links expire after 30 days by default; regenerate from the round settings page. CSV imports require name, email, and stage columns with dates in YYYY-MM-DD format.

Error Handling

ScenarioPatternRecovery
Round state transition rejectedInvalid backward moveQuery current state, advance only forward
CSV import partial failureDuplicate emails foundRun dedup pass, retry failed rows
Email sync disconnectedOAuth token expiredReconnect provider at Settings > Integrations
Aurora AI no suggestionsIncomplete company profileFill all profile fields: sector, stage, location, raise amount
Payment link mismatchAmount differs from commitmentRegenerate Stripe payment link with correct amount

Output

Return an incident receipt with the category, opaque correlation ID, affected integration, safe reproduction result, corrective action, verification result, owner, and follow-up. Redact account identifiers, message bodies, contact details, and financial terms.

Examples

For a simulated throttling event, use a synthetic record and confirm that the worker waits, retries within its bound, and produces one redacted receipt. For an authentication failure, pause the job, have the approved owner reauthorize the scoped credential, and verify a read-only check before resuming queued work.

Quick Diagnostic

bash
# Verify API connectivity
curl -s -o /dev/null -w "%{http_code}" \
  -H "Authorization: Bearer $FINTA_API_KEY" \
  https://api.trustfinta.com/v1/rounds

Resources

Next Steps

See finta-debug-bundle.

© jeremylongshore, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

Just SKILL.md in skills/.curated/finta-common-errors of jeremylongshore/tons-of-skills-marketplace.

Open the folder on GitHubat commit cfae287

Compare with similar skills

Finta Common Errors next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

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Doc Coauthoringaws-samples/sample-strands-agent-with-agentcore19540 repos~3.2kAutomated safety check: PassMIT
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Deskcomm Extensaomelgarafael/DeskcommCRM4.5k—~2.7kAutomated safety check: PassMIT

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Categories

Questions about Finta Common Errors

What does Finta Common Errors do?

Diagnose and fix common Finta CRM issues with email sync, deal rooms, and pipeline. Finta Common Errors is an agent skill from jeremylongshore/tons-of-skills-marketplace. Diagnose and fix common Finta CRM issues with email sync, deal rooms, and pipeline.

When should I use Finta Common Errors?

Finta Common Errors fits situations like: with phrases like finta error; finta not working.

How do I install Finta Common Errors in Claude Code?

Run `npx skills add jeremylongshore/tons-of-skills-marketplace --skill finta-common-errors -a claude-code`. Or copy the skill folder (skills/.curated/finta-common-errors in jeremylongshore/tons-of-skills-marketplace) into .claude/skills/finta-common-errors in your project. Claude Code loads it when a task matches its description.

How do I install Finta Common Errors in Codex?

Run `npx skills add jeremylongshore/tons-of-skills-marketplace --skill finta-common-errors -a codex`. Or copy the skill folder (skills/.curated/finta-common-errors in jeremylongshore/tons-of-skills-marketplace) into .agents/skills/finta-common-errors in your project. Codex loads it when a task matches its description.

Can I use Finta Common Errors in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add jeremylongshore/tons-of-skills-marketplace --skill finta-common-errors -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/finta-common-errors, .gemini/skills/finta-common-errors, .github/skills/finta-common-errors and .opencode/skills/finta-common-errors in your project.

What does Finta Common Errors need to run?

Going by SKILL.md and its folder, Finta Common Errors needs the command-line tools its instructions call (curl and stripe) and credentials named FINTA_API_KEY. Our summary lists: A credential in FINTA_API_KEY. Its frontmatter pre-approves these tools: Read, Grep. Compatibility (from SKILL.md): Designed for Claude Code.

Does Finta Common Errors access the network?

SKILL.md names 2 domains. In commands or code: api.trustfinta.com; the agent is likely to contact it when it follows the instructions. As links in the text: trustfinta.com. This is read from the text; nothing was executed.

Is Finta Common Errors safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Finta Common Errors use?

Finta Common Errors is published under the MIT licence (declared in SKILL.md). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Finta Common Errors use?

About 1.6k tokens (SKILL.md is roughly 6.3k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Finta Common Errors?

Skills that share tags, products or a category with Finta Common Errors: Cold Outbound Optimizer (ericosiu/ai-marketing-skills, 3.6k stars), Doc Coauthoring (aws-samples/sample-strands-agent-with-agentcore, 195 stars), Amazon Buy Box Monitor (browser-act/skills, 6.1k stars) and Review Analysis (liangdabiao/amazon-sorftime-research-MCP-skill, 959 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Finta Common Errors?

jeremylongshore (a GitHub user) maintains it in jeremylongshore/tons-of-skills-marketplace, which has 2,827 GitHub stars. The repository holds 3,342 skills in this directory. The repository was last updated on October 10, 2026.

Source: jeremylongshore/tons-of-skills-marketplace on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.