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.
npx claudepluginhub jeremylongshore/claude-code-plugins-plus-skills --plugin finta-packThis skill is limited to using the following tools:
**Fix**: Go to Settings > Integrations, disconnect and reconnect Gmail/Outlook OAuth.
Sets 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.
Automates Dynamics 365 CRM operations: create, update, retrieve, list leads, accounts, contacts, opportunities, sales orders, invoices, cases via Web API tools.
Share bugs, ideas, or general feedback.
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Fix: Check if the link expired or access was revoked.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.