---

name: finta-ci-integration description: 'Automate Finta data export and reporting in CI pipelines.

Trigger with phrases like "finta CI", "finta automated reporting".

' allowed-tools: Read, Write, Edit 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 CI Integration

Overview

Automate checks for Finta-related integrations without exposing fundraising data or granting credentials to untrusted code.

Prerequisites

• A CI environment with protected secrets available only to trusted, protected-branch jobs.
• Synthetic fixtures and a staging endpoint for any integration test.
• A named owner and rollback procedure for deployment-related workflow changes.

Instructions

1. Run schema, formatting, and unit checks without provider credentials.
2. Restrict any authenticated staging check to protected branches and least-privilege secrets.
3. Use synthetic records, redact logs, and fail closed on unexpected destination, permission, or schema results.
4. Require an explicit approval before production deployment and retain the test receipt.

Output

Emit a CI receipt containing commit SHA, checks run, synthetic fixture version, aggregate result, and redacted failure references. Do not print secrets, raw exports, or investor data.

Examples

A pull request runs lint and fixture-based mapping tests with no secrets. After merge, a protected job validates one synthetic staging record and reports its opaque correlation ID; an unexpected field causes the deployment step to stop.

Set up CI/CD for Finta fundraising integrations: run unit tests with mocked investor pipeline data on every PR, validate live API connectivity for round and investor queries on merge to main. Finta centralizes fundraising CRM data including rounds, investor contacts, and pipeline stages, so CI focuses on verifying data sync logic, pipeline stage transitions, and automated investor reporting workflows.

GitHub Actions Workflow

# .github/workflows/finta-ci.yml
name: Finta CI
on:
  pull_request:
    paths: ['src/finta/**', 'tests/**']
  push:
    branches: [main]

jobs:
  unit-tests:
    runs-on: ubuntu-latest
    steps:
      - uses: actions/checkout@v4
      - uses: actions/setup-node@v4
        with: { node-version: '20' }
      - run: npm ci
      - run: npm test -- --reporter=verbose

  integration-tests:
    if: github.ref == 'refs/heads/main'
    needs: unit-tests
    runs-on: ubuntu-latest
    steps:
      - uses: actions/checkout@v4
      - uses: actions/setup-node@v4
        with: { node-version: '20' }
      - run: npm ci
      - run: npm run test:integration
        env:
          FINTA_API_KEY: ${{ secrets.FINTA_API_KEY }}

Mock-Based Unit Tests

// tests/finta-service.test.ts
import { describe, it, expect, vi } from 'vitest';
import { summarizeRound } from '../src/finta-service';

const mockRound = {
  id: 'round_seed_01',
  name: 'Seed Round',
  target_amount: 2_000_000,
  raised_amount: 1_250_000,
  investors: [
    { name: 'Acme Ventures', committed: 500_000, stage: 'committed' },
    { name: 'Beta Capital', committed: 750_000, stage: 'committed' },
  ],
};

vi.mock('../src/finta-client', () => ({
  FintaClient: vi.fn().mockImplementation(() => ({
    getRound: vi.fn().mockResolvedValue(mockRound),
    listInvestors: vi.fn().mockResolvedValue({ investors: mockRound.investors, total: 2 }),
    getPipelineSummary: vi.fn().mockResolvedValue({ stages: { committed: 2, in_progress: 3 } }),
  })),
}));

describe('Finta Service', () => {
  it('summarizes fundraising round progress', async () => {
    const summary = await summarizeRound('round_seed_01');
    expect(summary.percentRaised).toBeCloseTo(62.5);
    expect(summary.investorCount).toBe(2);
  });
});

Integration Tests

// tests/integration/finta.integration.test.ts
import { describe, it, expect } from 'vitest';

const hasKey = !!process.env.FINTA_API_KEY;

describe.skipIf(!hasKey)('Finta Live API', () => {
  it('lists fundraising rounds', async () => {
    const res = await fetch('https://api.finta.io/v1/rounds', {
      headers: { Authorization: `Bearer ${process.env.FINTA_API_KEY}` },
    });
    expect(res.status).toBe(200);
    const body = await res.json();
    expect(body).toHaveProperty('rounds');
  });
});

Error Handling

CI Issue	Cause	Fix
401 Unauthorized	Invalid API key	Regenerate at finta.io dashboard
Empty rounds list	No active fundraising rounds	Create a test round in sandbox
Pipeline stage mismatch	Custom stage names in workspace	Fetch stages dynamically with listStages()
Rate limit (429)	Burst of API calls in parallel tests	Serialize integration tests or add throttling
Investor data stale	Webhook sync delay	Add polling retry for recently updated investors

Resources

• Finta API Documentation
• GitHub Actions Secrets

Next Steps

For deployment, see finta-deploy-integration.