Individual skill
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".
skills/.curated/finta-install-auth/SKILL.md
Source commit 0500b275e963c027f6b410e8c49c0446945c574e
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- Last checked
- Nov 12, 2026
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- Repository last updated
- Nov 12, 2026
- License
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- ai Repository topic
- automation Repository topic
- claude-code Repository topic
- devops Repository topic
- mcp Repository topic
- ai-agents Repository topic
- anthropic Repository topic
- claude-code-plugins Repository topic
- developer-tools Repository topic
- llm Repository topic
- saas Declared skill tag
- fundraising-crm Declared skill tag
- investor-management Declared skill tag
- finta Declared skill tag
- sales Derived category
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SKILL.mdcore · 3,291 bytes
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# 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