Finta Reference Architecture

What it does

When your agent uses it

• With phrases like finta architecture
• Finta fundraising stack

Example prompts

• “finta architecture”
• “finta fundraising stack”
• “/finta-reference-architecture”

Requirements

• 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. 1Treat Finta as the authoritative system only where the business has explicitly assigned that role; resolve conflicts through a review…
2. 2Put exports, notifications, and CRM updates behind a durable queue with idempotency keys, bounded retries, and a dead-letter review path.
3. 3Limit event payloads to identifiers and required fields; retrieve sensitive records only inside the authorized worker and redact…
4. 4Separate document-room access from operational dashboards, and enforce a permission check at the point where a document is retrieved.
5. 5Promote changes through staging with fictitious investor data, observe a small canary, and retain a tested disable/rollback path for each…

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

  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 Reference Architecture loads about 1.8k tokens when it runs. Until then it costs about 42 tokens; SKILL.md has 455 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it

~42

When it runs · the whole SKILL.md, loaded when a task matches

~1.8k

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

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). 455 words, ~1,790 tokens.

name

finta-reference-architecture

description

Reference architecture for fundraising operations with Finta CRM. Trigger with phrases like "finta architecture", "finta fundraising stack".

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

Founder Dashboard ──→ Pipeline Service ──→ Cache (Redis) ──→ Finta API
                           ↓                                  /investors
                      Queue (Bull) ──→ Email Sync Worker      /rounds
                           ↓                                  /deal-rooms
                      Doc Room Service ──→ Finta Deal Rooms   /documents
                           ↓
                      Zapier Webhooks ──→ Slack / Sheets / CRM

class FundraiseService {
  constructor(private finta: FintaClient, private cache: CacheLayer) {}

  async getPipelineSnapshot(roundId: string): Promise<PipelineSnapshot> {
    const investors = await this.cache.getOrFetch(`round:${roundId}:investors`,
      () => this.finta.getInvestorsByRound(roundId));
    return { total: investors.length, byStage: this.groupByStage(investors),
             committed: investors.filter(i => i.stage === 'committed').reduce((s, i) => s + i.amount, 0) };
  }

  async moveInvestor(investorId: string, toStage: string): Promise<void> {
    await this.finta.updateInvestor(investorId, { stage: toStage });
    await this.cache.invalidate(`investor:${investorId}`);
    await this.queue.add('stage-change', { investorId, toStage, timestamp: Date.now() });
  }
}

const CACHE_CONFIG = {
  rounds:     { ttl: 600, prefix: 'round' },     // 10 min — round terms rarely change mid-raise
  investors:  { ttl: 120, prefix: 'investor' },   // 2 min — stage changes need freshness
  documents:  { ttl: 300, prefix: 'doc' },         // 5 min — doc list stable between uploads
  dealRooms:  { ttl: 60,  prefix: 'room' },        // 1 min — view analytics need near-real-time
  metrics:    { ttl: 30,  prefix: 'metric' },      // 30s — commitment totals are time-sensitive
};
// Stage-change webhooks flush investor cache immediately for dashboard accuracy

class FundraiseEventPipeline {
  private queue = new Bull('finta-events', { redis: process.env.REDIS_URL });

  async onStageChange(event: StageChangeEvent): Promise<void> {
    await this.queue.add('notify', event, { attempts: 3, backoff: { type: 'exponential', delay: 2000 } });
  }

  async processNotification(event: StageChangeEvent): Promise<void> {
    if (event.toStage === 'committed') await this.notifySlack(`${event.investorName} committed $${event.amount}`);
    if (event.toStage === 'passed') await this.logPassReason(event);
    await this.syncToCRM(event);  // Push stage change to HubSpot/Salesforce
  }
}

interface Round     { id: string; name: string; targetAmount: number; instrument: 'SAFE' | 'convertible-note' | 'priced'; status: 'active' | 'closed'; }
interface Investor  { id: string; name: string; email: string; firm: string; roundId: string; stage: 'contacted' | 'meeting' | 'dd' | 'term-sheet' | 'committed' | 'passed'; amount: number; }
interface DealRoom  { id: string; roundId: string; investorIds: string[]; documents: Document[]; viewAnalytics: ViewEvent[]; }
interface Document  { id: string; name: string; type: 'pitch-deck' | 'financials' | 'cap-table' | 'legal'; uploadedAt: string; viewCount: number; }

© 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-reference-architecture of jeremylongshore/tons-of-skills-marketplace.

Open the folder on GitHubat commit cfae287