---

name: finta-install-auth description: 'Set up Finta fundraising CRM account and configure integrations.

Use when onboarding to Finta, connecting email/calendar,

or configuring investor pipeline automation.

Trigger with phrases like "install finta", "setup finta",

"finta onboarding", "configure finta crm".

' allowed-tools: Read, Write, Edit, Bash(curl:*), Grep version: 1.7.0 license: MIT author: Jeremy Longshore jeremy@intentsolutions.io tags:

• saas
• fundraising-crm
• investor-management
• finta compatibility: Designed for Claude Code

---

Finta Install & Auth

Output

Record only the authentication method, workspace owner, granted scope, validation timestamp, and secret-manager reference. Never paste credentials, authorization headers, or user information into tickets or logs.

Examples

Authorize a staging integration using a least-privilege credential stored by the deployment platform. Perform a read-only validation with a synthetic workspace, then verify that revoking the credential stops access before any production use.

Overview

Set up Finta fundraising CRM at trustfinta.com. Finta is a UI-first platform for managing fundraising pipelines, investor relationships, and deal rooms. Integration is via email/calendar sync and the Finta web app -- there is no public REST API.

Prerequisites

• Finta account at https://www.trustfinta.com
• Gmail or Outlook email for sync
• Google Calendar or Outlook Calendar

Instructions

Step 1: Create Account

1. Sign up at https://www.trustfinta.com
2. Complete onboarding wizard with company details
3. Select your fundraising stage (Pre-seed, Seed, Series A, etc.)

Step 2: Connect Email

Finta syncs with Gmail and Outlook to automatically track investor communications:

1. Go to Settings > Integrations
2. Click Connect Gmail or Connect Outlook
3. Grant read access for email tracking
4. Finta will auto-detect investor conversations and update pipeline stages

Step 3: Connect Calendar

1. Go to Settings > Integrations
2. Click Connect Google Calendar or Connect Outlook Calendar
3. Meetings with investors will auto-log to the pipeline

Step 4: Import Existing Investors

• CSV Import: Upload a spreadsheet with investor name, firm, email, stage
• Manual Entry: Add investors one by one in the Pipeline view
• Aurora AI: Let Finta's AI prospect matching find relevant investors

Step 5: Configure Pipeline Stages

Default stages (customizable):

1. Researching
2. Reaching Out
3. Intro Meeting
4. Follow-up
5. Due Diligence
6. Term Sheet
7. Closed

Error Handling

Issue	Cause	Solution
Email sync not working	OAuth expired	Reconnect in Settings > Integrations
Calendar events missing	Wrong calendar selected	Select correct calendar
CSV import fails	Wrong format	Use Finta template CSV
Duplicate investors	Re-import	Merge duplicates in UI

Resources

• Finta Website
• Finta Blog
• Finta for Serial Entrepreneurs

Next Steps

Proceed to finta-hello-world to set up your first fundraise pipeline.