ReddRadar
Agent skill
finta-reference-architecture
Reference architecture for fundraising operations with Finta CRM. Trigger with phrases like "finta architecture", "finta fundraising stack".
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-reference-architecture
SKILL.md
Finta Reference Architecture
Fundraising Tech Stack
┌──────────────────┐ ┌─────────────────┐
│ Finta CRM │ │ Deal Room │
│ (Pipeline Mgmt) │────▶│ (Doc Sharing) │
└────────┬─────────┘ └─────────────────┘
│
┌────┴────┐
│ │
┌───▼───┐ ┌──▼────────┐
│ Gmail │ │ Calendar │
│ Sync │ │ Sync │
└───────┘ └───────────┘
│
┌────┴────────────┐
│ │
┌───▼───┐ ┌─────▼─────┐
│Stripe │ │ Mercury/ │
│(Pmts) │ │ Brex │
└───────┘ │(Metrics) │
└───────────┘
│
┌────▼──────┐
│ Zapier │
│ (Events) │
└─────┬─────┘
│
┌─────▼─────┐
│ Slack / │
│ Sheets │
└───────────┘
Key Design Decisions
| Decision | Choice | Rationale |
|---|---|---|
| CRM | Finta | Purpose-built for fundraising |
| Email tracking | Gmail/Outlook sync | Automatic, no manual logging |
| Documents | Finta Deal Rooms | View tracking built in |
| Payments | Stripe via Finta | Direct capital collection |
| Reporting | CSV export + Python | Flexible, custom analysis |
| Notifications | Zapier -> Slack | Real-time team updates |
Resources
Next Steps
This completes the Finta skill pack. Start with finta-install-auth.
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