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From finta-pack
Diagnose and fix common Finta CRM errors including email sync, calendar logging, deal room links, CSV imports, Aurora AI suggestions, automation, and Stripe payments.
How this skill is triggered — by the user, by Claude, or both
Slash command
/finta-pack:finta-common-errorsThis skill is limited to the following tools:
The summary Claude sees in its skill listing — used to decide when to auto-load this skill
**Fix**: Go to Settings > Integrations, disconnect and reconnect Gmail/Outlook OAuth.
Fix: Go to Settings > Integrations, disconnect and reconnect Gmail/Outlook OAuth.
Fix: Verify correct calendar is selected. Finta only syncs the primary calendar by default.
Fix: Check if the link expired or access was revoked. Generate a new shareable link.
Fix: Download the Finta CSV template and match column headers exactly. Ensure dates use YYYY-MM-DD format.
Fix: Complete all company profile fields (sector, stage, location, raise amount). Aurora needs sufficient context.
Fix: Check Settings > Automation rules. Verify email sync is active and tracking the correct inbox.
Fix: Verify Stripe integration is connected. Check that the payment link amount matches the commitment.
For diagnostics, see finta-debug-bundle.
npx claudepluginhub jeremylongshore/claude-code-plugins-plus-skills --plugin finta-packSets up Finta fundraising CRM account, connects Gmail/Outlook email/calendar for investor tracking, imports data, and configures pipeline stages.
Diagnoses and resolves common Fondo issues including integration sync failures, categorization errors, and R&D credit qualification problems via tables and escalation steps.
Integrates with Close CRM, HubSpot, and Salesforce for sales automation: lead/deal sync, activity logging, webhooks, and pipeline automation.