Finta Upgrade Migration

What it does

When your agent uses it

• With phrases like finta upgrade
• Finta migration

Example prompts

• “finta upgrade”
• “finta migration”
• “/finta-upgrade-migration”

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. 1Compare the current supported interface and release notes with the actual fields your integration consumes; do not rely on illustrative…
2. 2Classify every mapping as compatible, transformed, removed, or unknown, and require review for unknown data.
3. 3Run schema and permission checks in staging with synthetic records, including an idempotent retry and rollback rehearsal.
4. 4Promote with a small, monitored canary; keep the previous mapping available until reconciliation passes.
5. 5Reconcile aggregate record counts and approved business totals, investigate mismatches, and obtain sign-off before decommissioning the…

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

  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 Upgrade Migration loads about 1.8k tokens when it runs. Until then it costs about 34 tokens; SKILL.md has 520 words of instructions outside code blocks.

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

~34

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). 520 words, ~1,809 tokens.

name

finta-upgrade-migration

description

Handle Finta platform updates and data migration. Trigger with phrases like "finta upgrade", "finta migration".

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

const FINTA_BASE = "https://api.trustfinta.com/v1";

async function detectFintaApiVersion(apiKey: string): Promise<void> {
  const res = await fetch(`${FINTA_BASE}/rounds`, {
    headers: { Authorization: `Bearer ${apiKey}`, "Content-Type": "application/json" },
  });
  const data = await res.json();
  const apiVersion = res.headers.get("x-finta-version") ?? "unknown";
  console.log(`Finta API version: ${apiVersion}`);

  // Check for deprecated fields in round objects
  const knownFields = ["id", "name", "stage", "target_amount", "raised_amount", "investors", "created_at"];
  if (data.rounds?.[0]) {
    const actual = Object.keys(data.rounds[0]);
    const deprecated = knownFields.filter((f) => !actual.includes(f));
    const added = actual.filter((f) => !knownFields.includes(f));
    if (deprecated.length) console.warn(`Removed fields: ${deprecated.join(", ")}`);
    if (added.length) console.log(`New fields: ${added.join(", ")}`);
  }
}

// Finta round schema evolved: flat stage string → structured stage object
interface OldRound {
  id: string;
  name: string;
  stage: string; // "pre-seed", "seed", "series-a"
  target_amount: number;
  raised_amount: number;
  investors: string[]; // investor IDs
}

interface NewRound {
  id: string;
  name: string;
  stage: { key: string; label: string; order: number }; // structured stage
  target: { amount: number; currency: string };
  raised: { amount: number; currency: string };
  investors: Array<{ id: string; committed_amount: number }>;
  updated_at: string;
}

function migrateRound(old: OldRound): NewRound {
  const stageMap: Record<string, { label: string; order: number }> = {
    "pre-seed": { label: "Pre-Seed", order: 1 },
    seed: { label: "Seed", order: 2 },
    "series-a": { label: "Series A", order: 3 },
  };
  return {
    id: old.id,
    name: old.name,
    stage: { key: old.stage, ...stageMap[old.stage] ?? { label: old.stage, order: 0 } },
    target: { amount: old.target_amount, currency: "USD" },
    raised: { amount: old.raised_amount, currency: "USD" },
    investors: old.investors.map((id) => ({ id, committed_amount: 0 })),
    updated_at: new Date().toISOString(),
  };
}

class FintaClient {
  constructor(private apiKey: string, private version: "v1" | "legacy" = "v1") {}

  private get baseUrl(): string {
    return `https://api.trustfinta.com/${this.version}`;
  }

  async getRounds(): Promise<any> {
    try {
      const res = await fetch(`${this.baseUrl}/rounds`, {
        headers: { Authorization: `Bearer ${this.apiKey}` },
      });
      if (!res.ok) throw new Error(`Finta ${res.status}`);
      return await res.json();
    } catch (err) {
      if (this.version !== "legacy") {
        console.warn("Falling back to legacy Finta API");
        this.version = "legacy";
        return this.getRounds();
      }
      throw err;
    }
  }
}

© 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-upgrade-migration of jeremylongshore/tons-of-skills-marketplace.

Open the folder on GitHubat commit cfae287