Agent skill

Finta Prod Checklist

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

Fundraise launch checklist using Finta CRM. An agent skill from jeremylongshore/tons-of-skills-marketplace.

MITAuto-check passedSales & Support

Install Finta Prod Checklist

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

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

GitHub CLI
$ gh skill install jeremylongshore/tons-of-skills-marketplace finta-prod-checklist --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-prod-checklist .claude/skills/finta-prod-checklist && 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-prod-checklist
GitHub stars
2.8k
Token cost
~1.5k tokens
SKILL.md length
515 words
Files
1
Skills in repo
3,342
Repo updated
First seen
Licence
MIT

At a glance

Fundraise launch checklist using Finta CRM. An agent skill from jeremylongshore/tons-of-skills-marketplace.

  • Works in 5 steps: Complete every applicable checklist item… → Confirm secrets are injected at runtime,… → Run a canary that exercises a read-only… → …
  • With phrases like finta checklist
  • SKILL.md covers Overview, Prerequisites, Instructions and Authentication & Secrets, plus 9 more sections
  • Reaches api.finta.com; needs FINTA_API_KEY

What it does

Finta Prod Checklist is an agent skill from jeremylongshore/tons-of-skills-marketplace. Fundraise launch checklist using Finta CRM. Trigger with phrases like "finta checklist", "finta launch", "finta go-live".

Its SKILL.md is about 1.5k 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, covering Product launch strategy. 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 checklist
  • Tasks that involve Product launch strategy

Example prompts

  • “finta checklist”
  • “finta launch”
  • “finta go-live”
  • “/finta-prod-checklist”

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. Complete every applicable checklist item with an evidence link or owner decision; do not treat unchecked items as implicitly accepted.
  2. Confirm secrets are injected at runtime, privileges are scoped, and diagnostics redact investor and financial data.
  3. Run a canary that exercises a read-only or synthetic workflow before allowing broad production synchronization.
  4. Monitor aggregate health, delivery backlog, duplicate detection, and permission failures during the launch window.
  5. Stop promotion and invoke rollback when a defined safety, delivery, or access threshold is breached; document the decision and recovery…

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

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

    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.finta.com

    Also links to:

    • finta.com
    • help.finta.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 Prod Checklist loads about 1.5k tokens when it runs. Until then it costs about 36 tokens; SKILL.md has 515 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~36
When it runs · the whole SKILL.md, loaded when a task matches
~1.5k

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). 515 words, ~1,461 tokens.

Download SKILL.mdSave it as .claude/skills/finta-prod-checklist/SKILL.md (or your agent's skills folder).
name
finta-prod-checklist
description
Fundraise launch checklist using Finta CRM. Trigger with phrases like "finta checklist", "finta launch", "finta go-live".
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 Production Checklist

Overview

Finta is a fundraising CRM for managing investor pipeline, deal rooms, and round tracking. A production integration syncs investor communications, manages deal room access, and automates pipeline stage transitions. Failures mean lost investor touchpoints, broken deal room links, or pipeline data that drifts from your actual fundraise state.

Prerequisites

  • A named launch owner, authorized approver, on-call contact, and tested rollback mechanism.
  • Staging evidence produced with synthetic data, including permission, deduplication, retry, and failure-path checks.
  • A reviewed list of approved data flows, retention requirements, alert thresholds, and recipients.

Instructions

  1. Complete every applicable checklist item with an evidence link or owner decision; do not treat unchecked items as implicitly accepted.
  2. Confirm secrets are injected at runtime, privileges are scoped, and diagnostics redact investor and financial data.
  3. Run a canary that exercises a read-only or synthetic workflow before allowing broad production synchronization.
  4. Monitor aggregate health, delivery backlog, duplicate detection, and permission failures during the launch window.
  5. Stop promotion and invoke rollback when a defined safety, delivery, or access threshold is breached; document the decision and recovery verification.

Authentication & Secrets

  • FINTA_API_KEY stored in secrets manager (not config files)
  • OAuth tokens for email/calendar sync stored securely
  • Key rotation schedule documented (before each fundraise round)
  • Separate credentials for staging/prod environments
  • Deal room access tokens scoped per investor group

API Integration

  • Production base URL configured (https://api.finta.com/v1)
  • Rate limit handling with exponential backoff
  • Pipeline stage sync tested with all custom stages
  • Investor contact import validated (deduplication on email)
  • Deal room link generation tested with expiration settings
  • Email sync webhook configured for reply-to-stage automation
  • Financial data integrations verified (Stripe, Mercury, Brex)

Error Handling & Resilience

  • Circuit breaker configured for Finta API outages
  • Retry with backoff for 429/5xx responses
  • Email sync failure detection (stale inbox = missed investor replies)
  • Deal room link expiration alerts before investor meetings
  • Duplicate investor detection on bulk import
  • Cap table import validation (share counts, ownership percentages)
Show full SKILL.md (197 more words)Show less

Monitoring & Alerting

  • API latency tracked per endpoint (pipeline, investors, rooms)
  • Error rate alerts set (threshold: any sync failure during active round)
  • Investor reply detection latency monitored (<5 min SLA)
  • Deal room access analytics reviewed weekly
  • Pipeline stage transition audit log enabled

Validation Script

typescript
async function checkFintaReadiness(): Promise<void> {
  const checks: { name: string; pass: boolean; detail: string }[] = [];
  // API connectivity
  try {
    const res = await fetch('https://api.finta.com/v1/pipeline', {
      headers: { Authorization: `Bearer ${process.env.FINTA_API_KEY}` },
    });
    checks.push({ name: 'Finta API', pass: res.ok, detail: res.ok ? 'Connected' : `HTTP ${res.status}` });
  } catch (e: any) { checks.push({ name: 'Finta API', pass: false, detail: e.message }); }
  // Credentials present
  checks.push({ name: 'API Key Set', pass: !!process.env.FINTA_API_KEY, detail: process.env.FINTA_API_KEY ? 'Present' : 'MISSING' });
  // Pipeline stages configured
  try {
    const res = await fetch('https://api.finta.com/v1/pipeline/stages', {
      headers: { Authorization: `Bearer ${process.env.FINTA_API_KEY}` },
    });
    const data = await res.json();
    const count = Array.isArray(data) ? data.length : 0;
    checks.push({ name: 'Pipeline Stages', pass: count >= 3, detail: `${count} stages configured` });
  } catch (e: any) { checks.push({ name: 'Pipeline Stages', pass: false, detail: e.message }); }
  for (const c of checks) console.log(`[${c.pass ? 'PASS' : 'FAIL'}] ${c.name}: ${c.detail}`);
}
checkFintaReadiness();

Error Handling

CheckRisk if SkippedPriority
API key rotationLost access during active fundraiseP1
Email sync monitoringMissed investor replies for daysP1
Deal room link expiryInvestors hit dead links before meetingsP2
Duplicate investor importFragmented communication historyP2
Cap table validationIncorrect ownership reported to boardP3

Output

Produce a go-live receipt listing completed controls, evidence locations, canary results, monitored thresholds, launch and rollback owners, unresolved exceptions, and final approval. Keep credentials, raw exports, investor details, and financial terms out of the receipt.

Examples

Run the checklist in staging with a fictitious round, confirm that a revoked test user loses deal-room access, and simulate an upstream failure to verify that the integration pauses safely. Promote only after the designated owner records approval and the canary produces the expected aggregate metrics.

Resources

Next Steps

See finta-security-basics for investor data protection and deal room access control.

© 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-prod-checklist of jeremylongshore/tons-of-skills-marketplace.

Open the folder on GitHubat commit cfae287

Compare with similar skills

Finta Prod Checklist 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 Prod Checklist compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Finta Prod Checklist this skilljeremylongshore/tons-of-skills-marketplace2.8k—~1.5kAutomated safety check: PassMIT
Documentationhardisgroupcom/sfdx-hardis404—~1kAutomated safety check: PassAGPL-3.0
Training Publishhardisgroupcom/sfdx-hardis404—~4.3kAutomated safety check: NotesAGPL-3.0
Launch ChecklistBuildGreatProducts/builder-os228—~1.5kAutomated safety check: PassMIT
Sales Enablement Kitaaron-he-zhu/aaron-marketing-skills2.9k—~3.3kAutomated safety check: PassApache-2.0
Sf Datacloud ActJaganpro/sf-skills424—~1.3kAutomated safety check: PassMIT

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Questions about Finta Prod Checklist

What does Finta Prod Checklist do?

Fundraise launch checklist using Finta CRM. An agent skill from jeremylongshore/tons-of-skills-marketplace. Finta Prod Checklist is an agent skill from jeremylongshore/tons-of-skills-marketplace. Fundraise launch checklist using Finta CRM.

When should I use Finta Prod Checklist?

Finta Prod Checklist fits situations like: with phrases like finta checklist; tasks that involve Product launch strategy.

How do I install Finta Prod Checklist in Claude Code?

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

How do I install Finta Prod Checklist in Codex?

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

Can I use Finta Prod Checklist 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-prod-checklist -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-prod-checklist, .gemini/skills/finta-prod-checklist, .github/skills/finta-prod-checklist and .opencode/skills/finta-prod-checklist in your project.

What does Finta Prod Checklist need to run?

Going by SKILL.md and its folder, Finta Prod Checklist needs 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 Prod Checklist access the network?

SKILL.md names 3 domains. In commands or code: api.finta.com; the agent is likely to contact it when it follows the instructions. As links in the text: finta.com and help.finta.com. This is read from the text; nothing was executed.

Is Finta Prod Checklist 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 Prod Checklist use?

Finta Prod Checklist 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 Prod Checklist use?

About 1.5k tokens (SKILL.md is roughly 5.8k 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 Prod Checklist?

Skills that share tags, products or a category with Finta Prod Checklist: Documentation (hardisgroupcom/sfdx-hardis, 404 stars), Training Publish (hardisgroupcom/sfdx-hardis, 404 stars), Launch Checklist (BuildGreatProducts/builder-os, 228 stars) and Sales Enablement Kit (aaron-he-zhu/aaron-marketing-skills, 2.9k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Finta Prod Checklist?

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.