Agent skill
finta-local-dev-loop
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".
Install this agent skill to your Project
npx add-skill https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/main/plugins/saas-packs/finta-pack/skills/finta-local-dev-loop
SKILL.md
Finta Local Dev Loop
Overview
Finta is primarily UI-driven without a public API. For local automation, use CSV exports from Finta combined with Python scripts for analysis, reporting, and integration with other tools.
Instructions
Export Pipeline Data
- In Finta, go to Pipeline > Export > CSV
- Save as
pipeline-export.csv
Analyze Fundraise Pipeline
import pandas as pd
from datetime import datetime
# Load Finta export
df = pd.read_csv("pipeline-export.csv")
# Pipeline summary
summary = df.groupby("Stage").agg(
count=("Name", "count"),
avg_check=("Check Size", "mean"),
).reset_index()
print("Pipeline Summary:")
print(summary.to_string(index=False))
# Conversion rates
stages = ["Researching", "Reaching Out", "Intro Meeting", "Follow-up", "Due Diligence", "Term Sheet", "Closed"]
for i in range(len(stages) - 1):
current = len(df[df["Stage"] == stages[i]])
next_stage = len(df[df["Stage"] == stages[i+1]])
rate = (next_stage / current * 100) if current > 0 else 0
print(f" {stages[i]} -> {stages[i+1]}: {rate:.0f}%")
Weekly Pipeline Report
def generate_weekly_report(df: pd.DataFrame) -> str:
total = len(df)
active = len(df[df["Stage"].isin(["Intro Meeting", "Follow-up", "Due Diligence"])])
term_sheets = len(df[df["Stage"] == "Term Sheet"])
closed = len(df[df["Stage"] == "Closed"])
return f"""
Fundraise Pipeline Report ({datetime.now().strftime('%Y-%m-%d')})
==================================================
Total investors: {total}
Active conversations: {active}
Term sheets: {term_sheets}
Closed: {closed}
"""
Resources
Next Steps
See finta-sdk-patterns for integration patterns.
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