New: 98,000+ skills indexed from GitHub repos with 100+ stars · every skill safety-checkedBrowse top skillsTop skills
Esc to closeBrowse all skills
Submit a skillBrowse skills
Submit a skillBrowse skills

Agent skill

Finta Local Dev Loop

by jeremylongshore in jeremylongshore/tons-of-skills-marketplace

Set up Finta workflow automation and data export for local analysis.

MITAuto-check passedBusiness, Finance & HR

Install Finta Local Dev Loop

skills CLI
$ npx skills add jeremylongshore/tons-of-skills-marketplace --skill finta-local-dev-loop -a claude-code

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

GitHub CLI
$ gh skill install jeremylongshore/tons-of-skills-marketplace finta-local-dev-loop --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-local-dev-loop .claude/skills/finta-local-dev-loop && 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-local-dev-loop
GitHub stars
2.8k
Token cost
~954 tokens
SKILL.md length
274 words
Files
1
Skills in repo
3,342
Repo updated
First seen
Licence
MIT

At a glance

Set up Finta workflow automation and data export for local analysis.

  • Works in 2 steps: In Finta, go to Pipeline > Export > CSV → Save as pipeline-export.csv
  • Building fundraising reports
  • SKILL.md covers Overview, Prerequisites, Instructions and Output, plus 4 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Finta Local Dev Loop is an agent skill from jeremylongshore/tons-of-skills-marketplace. Set up Finta workflow automation and data export for local analysis. Use when building fundraising reports, exporting pipeline data, or automating investor outreach workflows. Trigger with phrases like "finta workflow", "finta automation", "finta data export", "finta reporting".

Its SKILL.md is about 950 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 and Workflow automation. 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

  • Building fundraising reports
  • Exporting pipeline data
  • Automating investor outreach workflows
  • With phrases like finta workflow

Example prompts

  • “finta workflow”
  • “finta automation”
  • “finta data export”
  • “/finta-local-dev-loop”

Requirements

  • Python 3
  • Compatibility (from SKILL.md): Designed for Claude Code
  • Pre-approved tools (allowed-tools): Read, Write, Edit, Bash(python3:*), Grep

Workflow steps

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

  1. In Finta, go to Pipeline > Export > CSV
  2. Save as pipeline-export.csv

What it can do on your machine

Read from SKILL.md and the folder at commit 80f86df. 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(python3:*)
    • Grep

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md (its code samples are python).

    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 Local Dev Loop loads about 954 tokens when it runs. Until then it costs about 75 tokens; SKILL.md has 274 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~75
When it runs · the whole SKILL.md, loaded when a task matches
~954

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 80f86df, republished under its MIT licence (© jeremylongshore). 274 words, ~954 tokens.

Download SKILL.mdSave it as .claude/skills/finta-local-dev-loop/SKILL.md (or your agent's skills folder).
name
finta-local-dev-loop
description
Set up Finta workflow automation and data export for local analysis. Use when building fundraising reports, exporting pipeline data, or automating investor outreach workflows. Trigger with phrases like "finta workflow", "finta automation", "finta data export", "finta reporting".
allowed-tools
Read, Write, Edit, Bash(python3:*), 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 Local Dev Loop

Overview

Finta is primarily UI-driven without a public API. For local automation, use CSV exports from Finta combined with Python scripts for analysis, reporting, and integration with other tools.

Prerequisites

  • An approved, minimal CSV export; use a sandbox or de-identified copy for development.
  • Python with the required analysis packages installed in an isolated project environment.
  • A local directory excluded from version control for raw exports and generated reports.

Instructions

Export Pipeline Data
  1. In Finta, go to Pipeline > Export > CSV
  2. Save as pipeline-export.csv
Analyze Fundraise Pipeline
python
import pandas as pd
from datetime import datetime

# Load Finta export
df = pd.read_csv("pipeline-export.csv")

# Pipeline summary
summary = df.groupby("Stage").agg(
    count=("Name", "count"),
    avg_check=("Check Size", "mean"),
).reset_index()

print("Pipeline Summary:")
print(summary.to_string(index=False))

# Conversion rates
stages = ["Researching", "Reaching Out", "Intro Meeting", "Follow-up", "Due Diligence", "Term Sheet", "Closed"]
for i in range(len(stages) - 1):
    current = len(df[df["Stage"] == stages[i]])
    next_stage = len(df[df["Stage"] == stages[i+1]])
    rate = (next_stage / current * 100) if current > 0 else 0
    print(f"  {stages[i]} -> {stages[i+1]}: {rate:.0f}%")
Weekly Pipeline Report
python
def generate_weekly_report(df: pd.DataFrame) -> str:
    total = len(df)
    active = len(df[df["Stage"].isin(["Intro Meeting", "Follow-up", "Due Diligence"])])
    term_sheets = len(df[df["Stage"] == "Term Sheet"])
    closed = len(df[df["Stage"] == "Closed"])

    return f"""
Fundraise Pipeline Report ({datetime.now().strftime('%Y-%m-%d')})
==================================================
Total investors: {total}
Active conversations: {active}
Term sheets: {term_sheets}
Closed: {closed}
"""

Output

Generate a local, access-controlled summary containing aggregate stage counts, conversion rates, and an explicit export timestamp. Keep the original CSV separate from the report and avoid including investor names, email addresses, document links, or exact financial terms unless the approved audience requires them.

Error Handling

  • Stop if the export is missing the expected columns; inspect the header and map fields deliberately rather than guessing.
  • Treat malformed dates and blank stage values as review items, not zero values. Emit their row count without copying source records into logs.
  • If a report is unexpectedly empty or unusually large, compare the export time and filter criteria before sharing it.
  • Delete local raw copies using the organization’s approved retention process after the analysis purpose ends.

Examples

Run the analysis on a synthetic CSV with three invented rows first. Confirm that the report contains only aggregate counts, then repeat with the approved export in a protected local directory. Share the generated summary through the authorized workspace rather than committing either file to the repository.

Resources

Next Steps

See finta-sdk-patterns for integration patterns.

© 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-local-dev-loop of jeremylongshore/tons-of-skills-marketplace.

Open the folder on GitHubat commit 80f86df

Compare with similar skills

Finta Local Dev Loop 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 Local Dev Loop compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Finta Local Dev Loop this skilljeremylongshore/tons-of-skills-marketplace2.8k—~954Automated safety check: PassMIT
Sop BuilderIBM/ibm-watsonx-orchestrate-adk178—~6.6kAutomated safety check: PassMIT
Virtuals Protocol AcpVirtual-Protocol/openclaw-acp1681 repos~6.4kAutomated safety check: PassNone
ApocdataApocData/ApocData-skill104—~1.9kAutomated safety check: PassApache-2.0
Yc Applypedronauck/skills634—~1.3kAutomated safety check: PassNone
Storyline Buildersruthir28/enterprise-ai-skills1481 repos~1.9kAutomated safety check: PassMIT

Similar skills

  • Sop Builder

    IBM/ibm-watsonx-orchestrate-adk

    Official

    Expert guidance for building a Standard Operating Procedure (SOP) from a workflow diagram, Langflow JSON, n8n JSON, BPMN model or workflow description.

    178 GitHub stars~6.6k tokensUpdated yesterday
    Business, Finance & HRAuto-check passed

  • Virtuals Protocol Acp

    Virtual-Protocol/openclaw-acp

    Hire specialised agents to handle any task — data analysis, trading, content generation, research, on-chain operations, 3D printing, physical goods, gift delivery, and more.

    168 GitHub starsUsed in 1 repo~6.4k tokens
    Business, Finance & HRAuto-check passed

  • Apocdata

    ApocData/ApocData-skill

    A-share data service with structured announcement parsing: every announcement carries an AI summary, category, importance level and sentiment, fully traceable to source.

    104 GitHub stars~1.9k tokensUpdated 24 days ago
    Business, Finance & HRAuto-check passed

  • Yc Apply

    pedronauck/skills

    Prepare, review, and package Y Combinator application answers and founder-video notes using the live form and verified founder facts.

    634 GitHub stars~1.3k tokensUpdated 24 days ago
    Business, Finance & HRAuto-check passed

  • Storyline Builder

    sruthir28/enterprise-ai-skills

    McKinsey-style storyline framework for building presentation decks.

    148 GitHub starsUsed in 1 repo~1.9k tokens
    Business, Finance & HRAuto-check passed

  • Startup Pitch

    ferdinandobons/startup-skill

    Build investor-ready pitch scripts in multiple formats (10-min, 5-min, 2-min, 1-min elevator, investor email).

    1.2k GitHub stars~6.4k tokensUpdated 3 mo ago
    Business, Finance & HRAuto-check passed

More from jeremylongshore/tons-of-skills-marketplace

All 3,342 skills in this repo

  • Performing Security Code Review

    jeremylongshore/tons-of-skills-marketplace

    Execute this skill enables AI assistant to conduct a security-focused code review using the security-agent plugin.

    2.8k GitHub starsUsed in 2 repos~1.3k tokens
    Auto-check: notes

  • Adapting Transfer Learning Models

    jeremylongshore/tons-of-skills-marketplace

    Build this skill automates the adaptation of pre-trained machine learning models using transfer learning techniques.

    2.8k GitHub stars~1.1k tokensUpdated today
    Auto-check passed

  • Agent Context Loader

    jeremylongshore/tons-of-skills-marketplace

    Execute proactive auto-loading: automatically detects and loads agents.md files.

    2.8k GitHub stars~1.1k tokensUpdated today
    Auto-check passed

  • Aggregating Performance Metrics

    jeremylongshore/tons-of-skills-marketplace

    Aggregate and centralize performance metrics from applications, systems, databases, caches, and services.

    2.8k GitHub stars~1.2k tokensUpdated today
    Auto-check passed

  • Analyzing Capacity Planning

    jeremylongshore/tons-of-skills-marketplace

    Execute this skill enables AI assistant to analyze capacity requirements and plan for future growth.

    2.8k GitHub stars~947 tokensUpdated today
    Auto-check passed

  • Analyzing Database Indexes

    jeremylongshore/tons-of-skills-marketplace

    Process use when you need to work with database indexing. An agent skill from jeremylongshore/tons-of-skills-marketplace.

    2.8k GitHub stars~2k tokensUpdated today
    Auto-check passed

Categories

Questions about Finta Local Dev Loop

What does Finta Local Dev Loop do?

Set up Finta workflow automation and data export for local analysis. Finta Local Dev Loop is an agent skill from jeremylongshore/tons-of-skills-marketplace. Set up Finta workflow automation and data export for local analysis.

When should I use Finta Local Dev Loop?

Finta Local Dev Loop fits situations like: building fundraising reports; exporting pipeline data; automating investor outreach workflows; with phrases like finta workflow.

How do I install Finta Local Dev Loop in Claude Code?

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

How do I install Finta Local Dev Loop in Codex?

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

Can I use Finta Local Dev Loop 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-local-dev-loop -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-local-dev-loop, .gemini/skills/finta-local-dev-loop, .github/skills/finta-local-dev-loop and .opencode/skills/finta-local-dev-loop in your project.

What does Finta Local Dev Loop need to run?

SKILL.md names no scripts, command-line tools or credentials: Finta Local Dev Loop is instructions for the agent only. Our summary lists: Python 3. Its frontmatter pre-approves these tools: Read, Write, Edit, Bash(python3:*), Grep. Compatibility (from SKILL.md): Designed for Claude Code.

Does Finta Local Dev Loop 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 Local Dev Loop 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 Local Dev Loop use?

Finta Local Dev Loop 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 Local Dev Loop use?

About 954 tokens (SKILL.md is roughly 3.8k 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 Local Dev Loop?

Skills that share tags, products or a category with Finta Local Dev Loop: Sop Builder (IBM/ibm-watsonx-orchestrate-adk, 178 stars), Virtuals Protocol Acp (Virtual-Protocol/openclaw-acp, 168 stars), Apocdata (ApocData/ApocData-skill, 104 stars) and Yc Apply (pedronauck/skills, 634 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Finta Local Dev Loop?

jeremylongshore (a GitHub user) maintains it in jeremylongshore/tons-of-skills-marketplace, which has 2,825 GitHub stars. The repository holds 3,342 skills in this directory. The repository was last updated on October 9, 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.