How do I install the Finta Install Auth skill?

Run npx skillmds@latest add gabrielmoreira/finta-install-auth in your terminal (requires Node.js), paste this page's agent-chat prompt into Claude, Cursor, or any MCP-connected agent, or download the SKILL.md file and copy it into your agent's skills directory.

Is Finta Install Auth safe to use?

This skill has not completed SkillMD's automated safety review yet. Independent scanners report: SkillSpector: PASS, Skill Scanner: PASS. Capability flags: makes network calls, reads secrets. SkillMD never runs a skill's scripts for you; review the SKILL.md before installing.

Which AI agents work with Finta Install Auth?

This skill is tagged as working with Claude Code, Claude.ai, OpenAI Codex. SKILL.md is an open format, so most agents that read a skills directory can load it too.

Is Finta Install Auth free to use?

Yes. Installing skills from SkillMD is free. This skill is licensed under MIT.

Who published Finta Install Auth?

gabrielmoreira (@gabrielmoreira) published this skill. Their other Agent Skills are listed on their SkillMD profile.

Finta Install Auth by gabrielmoreira

Name: Finta Install Auth
Rating: 4.2 (5 reviews)
Author: gabrielmoreira

Finta Install Auth

Set up Finta fundraising CRM account and configure integrations. Use when onboarding to Finta, connecting email/calendar, or configuring investor pipeline automation. Trigger with phrases like "install finta", "setup finta", "finta onboarding", "configure finta crm".

gabrielmoreira Updated Sep 9, 2026 17 repo stars

File contents

Finta Install & Auth

Output

Record only the authentication method, workspace owner, granted scope, validation timestamp, and secret-manager reference. Never paste credentials, authorization headers, or user information into tickets or logs.

Examples

Authorize a staging integration using a least-privilege credential stored by the deployment platform. Perform a read-only validation with a synthetic workspace, then verify that revoking the credential stops access before any production use.

Overview

Set up Finta fundraising CRM at trustfinta.com. Finta is a UI-first platform for managing fundraising pipelines, investor relationships, and deal rooms. Integration is via email/calendar sync and the Finta web app -- there is no public REST API.

Prerequisites

Finta account at https://www.trustfinta.com
Gmail or Outlook email for sync
Google Calendar or Outlook Calendar

Instructions

Step 1: Create Account

Sign up at https://www.trustfinta.com
Complete onboarding wizard with company details
Select your fundraising stage (Pre-seed, Seed, Series A, etc.)

Step 2: Connect Email

Finta syncs with Gmail and Outlook to automatically track investor communications:

Go to Settings > Integrations
Click Connect Gmail or Connect Outlook
Grant read access for email tracking
Finta will auto-detect investor conversations and update pipeline stages

Step 3: Connect Calendar

Go to Settings > Integrations
Click Connect Google Calendar or Connect Outlook Calendar
Meetings with investors will auto-log to the pipeline

Step 4: Import Existing Investors

CSV Import: Upload a spreadsheet with investor name, firm, email, stage
Manual Entry: Add investors one by one in the Pipeline view
Aurora AI: Let Finta's AI prospect matching find relevant investors

Step 5: Configure Pipeline Stages

Default stages (customizable):

Researching
Reaching Out
Intro Meeting
Follow-up
Due Diligence
Term Sheet
Closed

Error Handling

Issue	Cause	Solution
Email sync not working	OAuth expired	Reconnect in Settings > Integrations
Calendar events missing	Wrong calendar selected	Select correct calendar
CSV import fails	Wrong format	Use Finta template CSV
Duplicate investors	Re-import	Merge duplicates in UI

Resources

Next Steps

Proceed to finta-hello-world to set up your first fundraise pipeline.

---name: finta-install-authdescription: Set up Finta fundraising CRM account and configure integrations. Use when onboarding to Finta, connecting email/calendar, or configuring investor pipeline automation. Trigger with phrases like "install finta", "setup finta", "finta onboarding", "configure finta crm".license: MIT---# Finta Install & Auth ## Output Record only the authentication method, workspace owner, granted scope, validation timestamp, and secret-manager reference. Never paste credentials, authorization headers, or user information into tickets or logs. ## Examples Authorize a staging integration using a least-privilege credential stored by the deployment platform. Perform a read-only validation with a synthetic workspace, then verify that revoking the credential stops access before any production use. ## Overview Set up Finta fundraising CRM at trustfinta.com. Finta is a UI-first platform for managing fundraising pipelines, investor relationships, and deal rooms. Integration is via email/calendar sync and the Finta web app -- there is no public REST API. ## Prerequisites - Finta account at https://www.trustfinta.com - Gmail or Outlook email for sync - Google Calendar or Outlook Calendar ## Instructions ### Step 1: Create Account 1. Sign up at https://www.trustfinta.com 2. Complete onboarding wizard with company details 3. Select your fundraising stage (Pre-seed, Seed, Series A, etc.) ### Step 2: Connect Email Finta syncs with Gmail and Outlook to automatically track investor communications: 1. Go to **Settings** > **Integrations** 2. Click **Connect Gmail** or **Connect Outlook** 3. Grant read access for email tracking 4. Finta will auto-detect investor conversations and update pipeline stages ### Step 3: Connect Calendar 1. Go to **Settings** > **Integrations** 2. Click **Connect Google Calendar** or **Connect Outlook Calendar** 3. Meetings with investors will auto-log to the pipeline ### Step 4: Import Existing Investors - **CSV Import**: Upload a spreadsheet with investor name, firm, email, stage - **Manual Entry**: Add investors one by one in the Pipeline view - **Aurora AI**: Let Finta's AI prospect matching find relevant investors ### Step 5: Configure Pipeline Stages Default stages (customizable): 1. Researching 2. Reaching Out 3. Intro Meeting 4. Follow-up 5. Due Diligence 6. Term Sheet 7. Closed ## Error Handling | Issue | Cause | Solution | |-------|-------|----------| | Email sync not working | OAuth expired | Reconnect in Settings > Integrations | | Calendar events missing | Wrong calendar selected | Select correct calendar | | CSV import fails | Wrong format | Use Finta template CSV | | Duplicate investors | Re-import | Merge duplicates in UI | ## Resources - [Finta Website](https://www.trustfinta.com) - [Finta Blog](https://www.trustfinta.com/blog) - [Finta for Serial Entrepreneurs](https://www.trustfinta.com/blog/finta-for-serial-entrepreneurs-fundraising) ## Next Steps Proceed to `finta-hello-world` to set up your first fundraise pipeline.

Frequently asked questions