Automate end-to-end fundraising workflows in Finta CRM: set up investor pipelines with AI prospecting, integrate Stripe payments and Zapier triggers, export CSV data for Python analysis and CI reporting, debug errors, optimize performance, secure data, and migrate plans.
npx claudepluginhub jeremylongshore/claude-code-plugins-plus-skills --plugin finta-packAutomate Finta data export and reporting in CI pipelines. Trigger with phrases like "finta CI", "finta automated reporting".
Diagnose and fix common Finta CRM issues with email sync, deal rooms, and pipeline. Trigger with phrases like "finta error", "finta not working", "fix finta".
Manage a fundraise pipeline end-to-end with Finta. Use when running a fundraise, tracking investor conversations, managing deal rooms, or collecting commitments. Trigger with phrases like "finta fundraise", "finta pipeline management", "finta investor tracking", "run fundraise with finta".
Manage ongoing investor relations and updates with Finta. Use when sending investor updates, tracking cap table changes, or maintaining LP relationships post-close. Trigger with phrases like "finta investor updates", "finta LP management", "finta post-close", "finta investor relations".
Optimize Finta plan selection and feature usage. Trigger with phrases like "finta cost", "finta pricing", "finta plan selection".
Collect Finta diagnostic information for support. Trigger with phrases like "finta debug", "finta support".
Deploy Finta integrations and reporting dashboards. Trigger with phrases like "deploy finta", "finta dashboard".
Set up your first fundraise pipeline in Finta with investors and deal stages. Use when starting a new fundraise, importing investor lists, or learning Finta's pipeline management features. Trigger with phrases like "finta hello world", "finta first pipeline", "start fundraise in finta", "finta quick start".
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".
Set up Finta workflow automation and data export for local analysis. Use when building fundraising reports, exporting pipeline data, or automating investor outreach workflows. Trigger with phrases like "finta workflow", "finta automation", "finta data export", "finta reporting".
Optimize Finta fundraise workflow efficiency. Trigger with phrases like "finta performance", "finta efficiency", "optimize finta".
Fundraise launch checklist using Finta CRM. Trigger with phrases like "finta checklist", "finta launch", "finta go-live".
Understand Finta usage limits and plan tiers. Trigger with phrases like "finta limits", "finta plan limits".
Reference architecture for fundraising operations with Finta CRM. Trigger with phrases like "finta architecture", "finta fundraising stack".
Integration patterns for Finta fundraising CRM with email and calendar APIs. Use when building automated investor outreach, syncing data from Finta exports, or creating custom fundraising dashboards. Trigger with phrases like "finta integration", "finta patterns", "finta automation", "finta data pipeline".
Secure Finta fundraising data and investor information. Trigger with phrases like "finta security", "finta data privacy".
Handle Finta platform updates and data migration. Trigger with phrases like "finta upgrade", "finta migration".
Automate Finta pipeline events with Zapier and email triggers. Use when setting up notifications for investor responses, automating follow-up reminders, or syncing events to other tools. Trigger with phrases like "finta automation", "finta notifications", "finta pipeline events", "finta zapier".
Claude Code skill pack for Fondo (18 skills)
Share bugs, ideas, or general feedback.
Specializes in finance and operations strategy. Assists with financial planning, budgeting, and operational efficiency for organizations.
Agents for business analysis, financial modeling, and KPI tracking
Use this agent when managing budgets, optimizing costs, forecasting revenue, or analyzing financial performance. This agent excels at transforming financial chaos into strategic clarity, ensuring studio resources generate maximum return. Examples:\n\n<example>\nContext: Planning next quarter's development budget
Domain-specific skills and agents for Odoo development, code review, and more
Codify a successful workflow from the current conversation into a permanent project-local skill at ~/.smtm/projects/{slug}/skills/. Future sessions can reference it without re-discovery.