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Finta integration patterns v1.0.0

Use this resource to automate investor follow-up from Finta data

New

  • 501 downloads
  • 114 likes
  • 232 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install fundraising-crm-data-pipeline

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 exposes no public REST API, so the agent starts from a CSV export, email integrations or webhooks. It builds a pipeline with a field allowlist and credentials kept in a secret manager. You get an investor follow-up flow with no tokens in exports or logs.

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Updated November 2, 2026

Card for the “Finta integration patterns” skill

Details

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

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What you get

  • SKILL.md: the four integration routes and their prerequisites
  • SKILL.md: CSV pipeline tracker and Gmail tracking examples

Good fit for

  • You want to automate investor follow-up from an export
  • You track replies to your fundraising emails in a spreadsheet

Not for

    Tags

    • finta
    • fundraising
    • pipeline
    • automation

    About

    You say

    “Build an investor tracker from our Finta export, with Gmail replies.”

    Card for the “Finta integration patterns” 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 automate investor follow-up from Finta data
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md4.8 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-sdk-patterns
    Licence
    MIT

    Notice

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

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