Set up Finta fundraising CRM account and configure integrations.

MITAuto-check passedBusiness, Finance & HR

Install Finta Install Auth

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

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

GitHub CLI
$ gh skill install jeremylongshore/tons-of-skills-marketplace finta-install-auth --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-install-auth .claude/skills/finta-install-auth && 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-install-auth
GitHub stars
2.8k
Token cost
~823 tokens
SKILL.md length
340 words
Files
1
Skills in repo
3,342
Repo updated
First seen
Licence
MIT

At a glance

Set up Finta fundraising CRM account and configure integrations.

  • Works in 5 steps: Create Account → Connect Email → Connect Calendar → …
  • Onboarding to Finta
  • SKILL.md covers Output, Examples, Overview and Prerequisites, plus 4 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Finta Install Auth is an agent skill from jeremylongshore/tons-of-skills-marketplace. 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".

Its SKILL.md is about 820 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 Business, Finance & HR, covering Fundraising and pitch decks. It works with Microsoft Outlook and Gmail. 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

  • Onboarding to Finta
  • Connecting email/calendar
  • Configuring investor pipeline automation
  • With phrases like install finta

Example prompts

  • “install finta”
  • “setup finta”
  • “finta onboarding”
  • “/finta-install-auth”

Requirements

  • Compatibility (from SKILL.md): Designed for Claude Code
  • Pre-approved tools (allowed-tools): Read, Write, Edit, Bash(curl:*), Grep

Workflow steps

5 steps, taken from the step headings in SKILL.md.

  1. Create Account
  2. Connect Email
  3. Connect Calendar
  4. Import Existing Investors
  5. Configure Pipeline Stages

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
    • Write
    • Edit
    • Bash(curl:*)
    • Grep

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md.

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

  • Network

    Links to these hosts (documentation or services it may open):

    • trustfinta.com

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

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    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 Install Auth loads about 823 tokens when it runs. Until then it costs about 72 tokens; SKILL.md has 340 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~72
When it runs · the whole SKILL.md, loaded when a task matches
~823

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). 340 words, ~823 tokens.

Download SKILL.mdSave it as .claude/skills/finta-install-auth/SKILL.md (or your agent's skills folder).
name
finta-install-auth
description
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".
allowed-tools
Read, Write, Edit, Bash(curl:*), 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 Install & Auth

Output

Record only the authentication method, workspace owner, granted scope, validation timestamp, and secret-manager reference. Never paste credentials, authorization headers, or user information into tickets or logs.

Examples

Authorize a staging integration using a least-privilege credential stored by the deployment platform. Perform a read-only validation with a synthetic workspace, then verify that revoking the credential stops access before any production use.

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

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

IssueCauseSolution
Email sync not workingOAuth expiredReconnect in Settings > Integrations
Calendar events missingWrong calendar selectedSelect correct calendar
CSV import failsWrong formatUse Finta template CSV
Duplicate investorsRe-importMerge duplicates in UI

Resources

Next Steps

Proceed to finta-hello-world to set up your first fundraise pipeline.

© 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-install-auth of jeremylongshore/tons-of-skills-marketplace.

Open the folder on GitHubat commit cfae287

Compare with similar skills

Finta Install Auth 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.

Finta Install Auth compared with similar skills
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Finta Install Auth this skilljeremylongshore/tons-of-skills-marketplace2.8k—~823Automated safety check: PassMIT
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Investor Outreachaffaan-m/ECC277k6 repos~664Automated safety check: PassMIT
Investor Call Prepgooseworks-ai/goose-skills1.2k1 repos~3.8kAutomated safety check: PassMIT
Dossierborghei/Claude-Skills891—~2kAutomated safety check: PassMIT
Know Your CustomerJoelLewis/finance_skills206—~3.6kAutomated safety check: PassMIT

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Questions about Finta Install Auth

What does Finta Install Auth do?

Set up Finta fundraising CRM account and configure integrations. Finta Install Auth is an agent skill from jeremylongshore/tons-of-skills-marketplace. Set up Finta fundraising CRM account and configure integrations.

When should I use Finta Install Auth?

Finta Install Auth fits situations like: onboarding to Finta; connecting email/calendar; configuring investor pipeline automation; with phrases like install finta.

How do I install Finta Install Auth in Claude Code?

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

How do I install Finta Install Auth in Codex?

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

Can I use Finta Install Auth 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-install-auth -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-install-auth, .gemini/skills/finta-install-auth, .github/skills/finta-install-auth and .opencode/skills/finta-install-auth in your project.

What does Finta Install Auth need to run?

SKILL.md names no scripts, command-line tools or credentials: Finta Install Auth is instructions for the agent only. Its frontmatter pre-approves these tools: Read, Write, Edit, Bash(curl:*), Grep. Compatibility (from SKILL.md): Designed for Claude Code.

Does Finta Install Auth access the network?

SKILL.md names 1 domain. As links in the text: trustfinta.com. This is read from the text; nothing was executed.

Is Finta Install Auth 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 Install Auth use?

Finta Install Auth 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 Install Auth use?

About 823 tokens (SKILL.md is roughly 3.3k 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 Install Auth?

Skills that share tags, products or a category with Finta Install Auth: Apify Buying Signal Detection (apify/awesome-skills, 266 stars), Investor Outreach (affaan-m/ECC, 277k stars), Investor Call Prep (gooseworks-ai/goose-skills, 1.2k stars) and Dossier (borghei/Claude-Skills, 891 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Finta Install Auth?

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.