Agent skill

Finta Security Basics

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

Secure Finta fundraising data and investor information. An agent skill from jeremylongshore/tons-of-skills-marketplace.

MITAuto-check passedBusiness, Finance & HR

Install Finta Security Basics

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

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

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

At a glance

Secure Finta fundraising data and investor information. An agent skill from jeremylongshore/tons-of-skills-marketplace.

  • Works in 5 steps: Grant the smallest practical role to… → Keep credentials out of source control,… → Classify contact, valuation, term,… → …
  • With phrases like finta security
  • SKILL.md covers Overview, Prerequisites, Instructions and API Key Management, plus 9 more sections
  • Reaches api.trustfinta.com; needs FINTA_API_KEY and FINTA_WEBHOOK_SECRET

What it does

Finta Security Basics is an agent skill from jeremylongshore/tons-of-skills-marketplace. Secure Finta fundraising data and investor information. Trigger with phrases like "finta security", "finta data privacy".

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 Business, Finance & HR, covering Fundraising and pitch decks, Privacy and GDPR and Webhooks. 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 security
  • Finta data privacy

Example prompts

  • “finta security”
  • “finta data privacy”
  • “/finta-security-basics”

Requirements

  • A credential in FINTA_API_KEY
  • A credential in FINTA_WEBHOOK_SECRET
  • 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. Grant the smallest practical role to each team member and deal-room participant; remove access when a round, engagement, or contractor…
  2. Keep credentials out of source control, shell history, tickets, and support attachments. Rotate a credential immediately after suspected…
  3. Classify contact, valuation, term, cap-table, and document data as sensitive. Export only the fields required for a specific purpose and…
  4. Verify webhook authenticity before processing an event, record only a redacted event identifier for diagnostics, and make downstream…
  5. Review connected CRM, email, and automation permissions before enabling a sync; disable a sync that cannot limit fields or recipients.

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.trustfinta.com

    Also links to:

    • trustfinta.com
    • owasp.org

    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
    • FINTA_WEBHOOK_SECRET

    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 Security Basics loads about 1.5k tokens when it runs. Until then it costs about 36 tokens; SKILL.md has 457 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). 457 words, ~1,473 tokens.

Download SKILL.mdSave it as .claude/skills/finta-security-basics/SKILL.md (or your agent's skills folder).
name
finta-security-basics
description
Secure Finta fundraising data and investor information. Trigger with phrases like "finta security", "finta data privacy".
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 Security Basics

Overview

Finta manages fundraising pipelines containing investor contact information, term sheet details, valuation data, cap table snapshots, and deal room documents. A breach exposes confidential fundraising strategy, investor relationships, and financial terms that could damage competitive positioning. Protect API credentials, deal room access controls, and any integration that syncs investor data to external CRMs or spreadsheets.

Prerequisites

  • A named owner for the fundraising workspace and a current access-review cadence.
  • Secrets held in an approved secret manager; use synthetic records for development and documentation.
  • A written list of approved destinations before exporting or syncing investor data.

Instructions

  1. Grant the smallest practical role to each team member and deal-room participant; remove access when a round, engagement, or contractor relationship ends.
  2. Keep credentials out of source control, shell history, tickets, and support attachments. Rotate a credential immediately after suspected exposure.
  3. Classify contact, valuation, term, cap-table, and document data as sensitive. Export only the fields required for a specific purpose and encrypt approved exports at rest.
  4. Verify webhook authenticity before processing an event, record only a redacted event identifier for diagnostics, and make downstream processing idempotent.
  5. Review connected CRM, email, and automation permissions before enabling a sync; disable a sync that cannot limit fields or recipients.

API Key Management

typescript
function createFintaClient(): { apiKey: string; baseUrl: string } {
  const apiKey = process.env.FINTA_API_KEY;
  if (!apiKey) {
    throw new Error("Missing FINTA_API_KEY — store in secrets manager, never in code");
  }
  // Finta keys access investor contacts and financial terms — treat as highly sensitive
  console.log("Finta client initialized (key suffix:", apiKey.slice(-4), ")");
  return { apiKey, baseUrl: "https://api.trustfinta.com/v1" };
}

Webhook Signature Verification

typescript
import crypto from "crypto";
import { Request, Response, NextFunction } from "express";

function verifyFintaWebhook(req: Request, res: Response, next: NextFunction): void {
  const signature = req.headers["x-finta-signature"] as string;
  const secret = process.env.FINTA_WEBHOOK_SECRET!;
  const expected = crypto.createHmac("sha256", secret).update(req.body).digest("hex");
  if (!signature || !crypto.timingSafeEqual(Buffer.from(signature), Buffer.from(expected))) {
    res.status(401).send("Invalid signature");
    return;
  }
  next();
}

Input Validation

typescript
import { z } from "zod";

const InvestorContactSchema = z.object({
  investor_id: z.string().uuid(),
  firm_name: z.string().min(1).max(200),
  contact_email: z.string().email(),
  deal_stage: z.enum(["prospect", "contacted", "meeting", "term_sheet", "closed", "passed"]),
  check_size: z.number().positive().optional(),
  valuation_cap: z.number().positive().optional(),
});

function validateInvestorData(data: unknown) {
  return InvestorContactSchema.parse(data);
}

Data Protection

typescript
const FINTA_SENSITIVE_FIELDS = ["valuation_cap", "check_size", "term_sheet_url", "cap_table", "investor_email", "phone"];

function redactFintaLog(record: Record<string, unknown>): Record<string, unknown> {
  const redacted = { ...record };
  for (const field of FINTA_SENSITIVE_FIELDS) {
    if (field in redacted) redacted[field] = "[REDACTED]";
  }
  return redacted;
}

Security Checklist

  • API keys stored in secrets manager, not in code
  • Strong password + 2FA enabled on Finta account
  • Deal room access permissions reviewed after each round
  • Access revoked for investors who pass on the round
  • Data room set to view-only (no download) for early-stage investors
  • Connected CRM integration permissions audited quarterly
  • Valuation and term sheet data never logged in plaintext
  • Pipeline exports encrypted and never committed to git
Show full SKILL.md (169 more words)Show less

Error Handling

VulnerabilityRiskMitigation
Leaked API keyFull access to investor pipeline and deal termsSecrets manager + rotation
Overly broad deal room accessConfidential terms exposed to wrong investorsPer-investor permission scoping
Unencrypted pipeline exportsFinancial strategy leaked via CSV filesGPG encryption + .gitignore
Stale investor accessFormer prospects retain document accessPost-round access review
CRM sync without redactionValuation data leaks to third-party CRMField-level redaction before sync

Output

Produce a short security record containing the system owner, approved integrations, role-review date, credential location reference (never the secret), and any access removals or rotations performed. Logs and incident reports should use redacted identifiers and aggregate counts only.

Examples

For a sandbox workflow, create two fictitious investor records, export only stage and anonymized amount ranges, and confirm that the destination receives neither emails nor document links. If the webhook signature check fails, acknowledge nothing downstream, retain a redacted failure receipt, and investigate the source before retrying.

Resources

Next Steps

See finta-prod-checklist.

© 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-security-basics of jeremylongshore/tons-of-skills-marketplace.

Open the folder on GitHubat commit cfae287

Compare with similar skills

Finta Security Basics 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 Security Basics compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Finta Security Basics this skilljeremylongshore/tons-of-skills-marketplace2.8k—~1.5kAutomated safety check: PassMIT
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Judy FaulknerK-Dense-AI/mimeographs129—~1.6kAutomated safety check: PassMIT
Vendor Privacy Due Diligencemukul975/Privacy-Data-Protection-Skills301—~2.7kAutomated safety check: PassApache-2.0
Vendor Due Diligence Patrick Munrolawve-ai/awesome-legal-skills847—~4.1kAutomated safety check: PassAGPL-3.0
Email Best Practicesviclafouch/meme-studio1107 repos~787Automated safety check: PassNone

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Questions about Finta Security Basics

What does Finta Security Basics do?

Secure Finta fundraising data and investor information. An agent skill from jeremylongshore/tons-of-skills-marketplace. Finta Security Basics is an agent skill from jeremylongshore/tons-of-skills-marketplace. Secure Finta fundraising data and investor information.

When should I use Finta Security Basics?

Finta Security Basics fits situations like: with phrases like finta security; finta data privacy.

How do I install Finta Security Basics in Claude Code?

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

How do I install Finta Security Basics in Codex?

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

Can I use Finta Security Basics 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-security-basics -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-security-basics, .gemini/skills/finta-security-basics, .github/skills/finta-security-basics and .opencode/skills/finta-security-basics in your project.

What does Finta Security Basics need to run?

Going by SKILL.md and its folder, Finta Security Basics needs credentials named FINTA_API_KEY and FINTA_WEBHOOK_SECRET. Our summary lists: A credential in FINTA_API_KEY; A credential in FINTA_WEBHOOK_SECRET. Its frontmatter pre-approves these tools: Read, Grep. Compatibility (from SKILL.md): Designed for Claude Code.

Does Finta Security Basics access the network?

SKILL.md names 3 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 and owasp.org. This is read from the text; nothing was executed.

Is Finta Security Basics 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 Security Basics use?

Finta Security Basics 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 Security Basics use?

About 1.5k tokens (SKILL.md is roughly 5.9k 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 Security Basics?

Skills that share tags, products or a category with Finta Security Basics: Preparing Launch Assets (GTM-Strategist/gtm-strategist-skills, 264 stars), Judy Faulkner (K-Dense-AI/mimeographs, 129 stars), Vendor Privacy Due Diligence (mukul975/Privacy-Data-Protection-Skills, 301 stars) and Vendor Due Diligence Patrick Munro (lawve-ai/awesome-legal-skills, 847 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Finta Security Basics?

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.