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Finta CRM troubleshooting v1.0.0

Use this resource to diagnose Finta CRM errors

New

  • 528 downloads
  • 132 likes
  • 227 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install finta-crm-troubleshooting

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent spots invalid round-stage transitions, duplicates during CSV imports and email sync failures, then proposes the fix. It also notes that incomplete profiles empty the AI suggestions.

Mostly picked by

Updated November 2, 2026

Card for the “Finta CRM troubleshooting” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md: error reference and error handler
  • SKILL.md: debugging guide for authentication, rate limits and validation

Good fit for

  • A funding round can no longer move to the next stage
  • Your emails no longer sync with the pipeline

Not for

    Tags

    • finta
    • crm
    • fundraising
    • sync
    • errors

    About

    You say

    “Investors show up twice after my CSV import. Help me fix it.”

    Card for the “Finta CRM troubleshooting” skill

    Skill published by Jeremy Longshore <jeremy@intentsolutions.io> under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to diagnose Finta CRM errors
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md6.3 KB

    Origin and licence

    Listed unmodified

    Author
    Jeremy Longshore <jeremy@intentsolutions.io>
    Source
    github.com/jeremylongshore/tons-of-skills-marketplace/tree/ab85a061f7bcc039dac13ee193de7a4cd4388571/skills/.curated/finta-common-errors
    Licence
    MIT

    Notice

    « finta-common-errors » (Jeremy Longshore <jeremy@intentsolutions.io>, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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