jeremylongshore Finta SDK Patterns
Overview
Finta does not expose a public REST API. Integrate via: (1) CSV export + Python processing, (2) email integrations (Gmail/Outlook), (3) Zapier/Make webhooks, or (4) Stripe/payment integrations for capital collection.
CSV-Based Pipeline Tracker
import pandas as pd
from pathlib import Path
class FintaPipelineTracker:
def __init__(self, export_path: str):
self.df = pd.read_csv(export_path)
def investors_by_stage(self) -> dict:
return self.df.groupby("Stage")["Name"].apply(list).to_dict()
def conversion_funnel(self) -> list[dict]:
stages = self.df["Stage"].value_counts()
return [{"stage": s, "count": c} for s, c in stages.items()]
def overdue_followups(self, days: int = 7) -> pd.DataFrame:
self.df["Last Contact"] = pd.to_datetime(self.df["Last Contact"])
cutoff = pd.Timestamp.now() - pd.Timedelta(days=days)
return self.df[
(self.df["Stage"].isin(["Follow-up", "Due Diligence"]))
& (self.df["Last Contact"] < cutoff)
]
def total_committed(self) -> float:
closed = self.df[self.df["Stage"] == "Closed"]
return closed["Check Size"].sum()
Gmail Integration for Investor Tracking
# Track investor email responses via Gmail API
from googleapiclient.discovery import build
def get_investor_emails(service, investor_email: str, after_date: str):
query = f"from:{investor_email} after:{after_date}"
results = service.users().messages().list(
userId="me", q=query
).execute()
return results.get("messages", [])
Zapier/Make Webhook Pattern
Finta supports Zapier triggers for pipeline stage changes:
- Create a Zap with "Finta - Pipeline Stage Changed" trigger
- Connect to your destination (Slack, Sheets, CRM)
- Map fields: investor name, new stage, deal amount
Resources
Next Steps
Apply in finta-core-workflow-a for fundraise pipeline management.
Source: jeremylongshore/claude-code-plugins-plus-skills → skills/.curated/finta-sdk-patterns/SKILL.md
Also appears in: jeremylongshore/claude-code-plugins-plus-skills/plugins/saas-packs/finta-pack/skills/finta-sdk-patterns/SKILL.md