From finta-pack
Automates Finta pipeline events with built-in rules, Zapier triggers for stage changes/investor updates, and Python reminders for notifications and follow-ups.
npx claudepluginhub jeremylongshore/claude-code-plugins-plus-skills --plugin finta-packThis skill is limited to using the following tools:
Finta supports event automation through its built-in automation rules and Zapier integration. Pipeline stage changes, investor replies, and deal room views can trigger external actions.
Provides Python patterns for Finta CRM CSV processing, Gmail investor email tracking, and Zapier webhook integrations for fundraising pipelines and automation.
Guides Next.js Cache Components and Partial Prerendering (PPR): 'use cache' directives, cacheLife(), cacheTag(), revalidateTag() for caching, invalidation, static/dynamic optimization. Auto-activates on cacheComponents: true.
Guides building MCP servers enabling LLMs to interact with external services via tools. Covers best practices, TypeScript/Node (MCP SDK), Python (FastMCP).
Share bugs, ideas, or general feedback.
Finta supports event automation through its built-in automation rules and Zapier integration. Pipeline stage changes, investor replies, and deal room views can trigger external actions.
Configure in Settings > Automation:
Available triggers:
Example Zap: Finta stage change -> Slack message + Google Sheets row
import pandas as pd
from datetime import datetime, timedelta
def get_followup_reminders(export_path: str, days: int = 5) -> list:
df = pd.read_csv(export_path)
df["Last Contact"] = pd.to_datetime(df["Last Contact"])
cutoff = datetime.now() - timedelta(days=days)
overdue = df[
(df["Stage"].isin(["Reaching Out", "Follow-up"]))
& (df["Last Contact"] < cutoff)
]
return overdue[["Name", "Firm", "Email", "Last Contact", "Stage"]].to_dict("records")
For performance, see finta-performance-tuning.