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Analysing Finta exports locally with Python v1.0.0

Use this resource to analyse a Finta pipeline CSV export locally

New

  • 492 downloads
  • 184 likes
  • 243 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install finta-csv-pipeline-analysis

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

Finta has no public API, so the agent works from CSV exports: it loads the export, computes the pipeline summary and conversion rates, then builds a weekly report in Python. You get local analysis with no raw data kept under version control.

Mostly picked by

Updated November 2, 2026

Card for the “Analysing Finta exports locally with Python” skill

Details

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

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What you get

  • SKILL.md: export procedure from Finta and analysis scripts
  • SKILL.md: weekly report and error handling

Good fit for

  • You want a weekly report on your fundraise
  • You need to compute conversion rates across your pipeline

Not for

    Tags

    • finta
    • fundraising
    • csv
    • python

    About

    You say

    “Load my Finta export, compute conversion rates by stage and generate this week’s report.”

    Card for the “Analysing Finta exports locally with Python” 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 analyse a Finta pipeline CSV export locally
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md3.8 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-local-dev-loop
    Licence
    MIT

    Notice

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

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