finta-ci-integration

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 <[e-mail]>
tags	["saas","fundraising-crm","investor-management","finta"]
compatibility	Designed for Claude Code

Finta CI Integration

Overview

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' }
      -   
          
        
             

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: , :  } }),
  })),
}));

(,  {
  (,  () => {
     summary =  ();
    (summary.).();
    (summary.).();
  });
});

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.