---

name: finta-deploy-integration description: 'Deploy Finta integrations and reporting dashboards.

Trigger with phrases like "deploy finta", "finta dashboard".

' 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 Deploy Integration

Overview

Deploy a containerized Finta fundraising integration service with Docker. This skill covers building a production image that connects to the Finta API for managing fundraising rounds, investor pipelines, and deal flow analytics. Includes environment configuration for multi-round tracking, health checks that verify API connectivity to Finta's investor management endpoints, and rolling update strategies for zero-downtime deployments during active fundraising campaigns.

Prerequisites

• A reviewed deployment plan that names the integration owner, data destinations, health signal, and rollback operator.
• Runtime secrets injected by the deployment platform; no credentials in images, repositories, build logs, or health responses.
• Staging validation with synthetic data and an approved change window for production.

Instructions

1. Build a reproducible image, pin and review dependencies, and run the container as a non-root user.
2. Inject only the scoped credentials required by the running service and confirm that logs redact authorization headers and sensitive payloads.
3. Use readiness checks that test the service’s dependencies without returning provider errors or record data to callers.
4. Deploy a small canary, observe aggregate error rate, queue backlog, and idempotency outcomes, then promote or roll back through the declared mechanism.
5. Disable the integration and rotate scoped secrets immediately if an exposure, unintended destination, or unsafe replay is detected.

Docker Configuration

FROM node:20-slim AS builder
WORKDIR /app
COPY package*.json ./
RUN npm ci
COPY tsconfig.json ./
COPY src/ ./src/
RUN npm run build

FROM node:20-slim
RUN addgroup --system app && adduser --system --ingroup app app
WORKDIR /app
COPY --from=builder /app/dist ./dist
COPY --from=builder /app/node_modules ./node_modules
COPY package*.json ./
USER app
EXPOSE 3000
HEALTHCHECK --interval=30s --timeout=5s --retries=3 \
  CMD curl -f http://localhost:3000/health || exit 1
CMD ["node", "dist/index.js"]

Environment Variables

export FINTA_API_KEY="finta_live_xxxxxxxxxxxx"
export FINTA_BASE_URL="https://api.trustfinta.com/v1"
export FINTA_WORKSPACE_ID="ws_xxxxxxxxxxxx"
export LOG_LEVEL="info"
export PORT="3000"
export NODE_ENV="production"

Health Check Endpoint

import express from 'express';

const app = express();

app.get('/health', async (req, res) => {
  try {
    const response = await fetch(`${process.env.FINTA_BASE_URL}/rounds`, {
      headers: { 'Authorization': `Bearer ${process.env.FINTA_API_KEY}` },
    });
    if (!response.ok) throw new Error(`Finta API returned ${response.status}`);
    res.json({ status: 'healthy', service: 'finta-integration', timestamp: new Date().toISOString() });
  } catch (error) {
    res.status(503).json({ status: 'unhealthy', error: (error as Error).message });
  }
});

Deployment Steps

Step 1: Build

docker build -t finta-integration:latest .

Step 2: Run

docker run -d --name finta-integration \
  -p 3000:3000 \
  -e FINTA_API_KEY -e FINTA_BASE_URL -e FINTA_WORKSPACE_ID \
  finta-integration:latest

Step 3: Verify

curl -s http://localhost:3000/health | jq .

Step 4: Rolling Update

docker build -t finta-integration:v2 . && \
docker stop finta-integration && \
docker rm finta-integration && \
docker run -d --name finta-integration -p 3000:3000 \
  -e FINTA_API_KEY -e FINTA_BASE_URL -e FINTA_WORKSPACE_ID \
  finta-integration:v2

Error Handling

Issue	Cause	Fix
401 Unauthorized	Invalid or expired API key	Regenerate key in Finta workspace settings
403 Forbidden	Workspace access denied	Verify FINTA_WORKSPACE_ID matches your API key
404 Not Found	Round or investor ID not found	Check IDs from Finta dashboard
429 Rate Limited	Exceeding API rate limits	Implement exponential backoff with 30s window
Empty investor list	API key lacks read scope	Request full-access key from workspace admin

Output

Record the image digest, environment name, approved configuration references, deployment owner, canary result, aggregate health metrics, and rollback outcome. Do not include secrets, contact data, raw provider responses, or document URLs.

Examples

Deploy the image to staging with a synthetic workspace and a read-only credential supplied by the platform. Confirm that /health returns only a generic status, simulate an upstream failure, and verify the service becomes unready without leaking an error payload. Roll back the canary before enabling any production destination.

Resources

• Finta Platform

Next Steps

See finta-webhooks-events.