菜单
Diagnose and fix common Finta CRM issues with email sync, deal rooms, and pipeline. Trigger with phrases like "finta error", "finta not working", "fix finta".
默认使用会先检查来源的 Prompt；你也可以切换为直接命令，或下载本地副本。
决定是否安装前，请先阅读 SKILL.md，以及 SkillsMP 当前展示的配套文件。
用 Codex 或 Claude 帮你安装 复制这段 Prompt，粘贴到 Codex、Claude 或其他助手里，让它检查 Skill 页面并帮你完成安装。
直接命令不会经过审查 Prompt；运行前请先检查来源。
npx skills add https://github.com/jeremylongshore/claude-code-plugins-plus-skills --skill finta-common-errors命令会保持在同一行。复制前请横向滚动并检查完整内容。
想先保存到本地？可下载 SkillsMP 当前能够提供的文件。
Implement user sign-up and sign-in flows with Clerk. Use when building authentication UI, customizing sign-in experience, or implementing OAuth social login. Trigger with phrases like "clerk sign-in", "clerk sign-up", "clerk login flow", "clerk OAuth", "clerk social login".
Implement session management and middleware with Clerk. Use when managing user sessions, configuring route protection, or implementing token refresh and custom JWT templates. Trigger with phrases like "clerk session", "clerk middleware", "clerk route protection", "clerk token", "clerk JWT".
Configure enterprise SSO, role-based access control, and organization management. Use when implementing SSO integration, configuring role-based permissions, or setting up organization-level controls. Trigger with phrases like "clerk SSO", "clerk RBAC", "clerk enterprise", "clerk roles", "clerk permissions", "clerk organizations".
基于 SOC 职业分类
正在显示 SKILL.md
| name | finta-common-errors |
| description | Diagnose and fix common Finta CRM issues with email sync, deal rooms, and pipeline. Trigger with phrases like "finta error", "finta not working", "fix finta". |
| allowed-tools | Read, 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 is a fundraising CRM that manages investor pipelines, deal rooms, email sync, and payment collection for startups raising capital. Common errors involve round state transition violations (e.g., moving a round backward from "Closing" to "Outreach"), investor deduplication failures during CSV imports, and pipeline sync breakdowns between email providers and the deal tracker. Aurora AI suggestions depend on complete company profiles, and incomplete data is the top cause of empty recommendations. This reference covers API-level errors and CRM workflow issues that disrupt fundraising operations.
| Code | Message | Cause | Fix |
|---|---|---|---|
400 | Invalid round transition | Moving round to an invalid state | Follow valid transitions: Draft > Active > Closing > Closed |
401 | Invalid API key | Expired or revoked FINTA_API_KEY | Regenerate at Settings > API Access |
404 | Investor not found | Deleted or merged investor record | Search by email to find merged record |
409 | Duplicate investor | Email already exists in pipeline | Use dedup endpoint before CSV import |
422 | Missing required fields | Incomplete investor or round data | Include name, email, stage at minimum |
429 | Rate limit exceeded | Too many API calls | Implement backoff; batch operations where possible |
500 | Pipeline sync failed | Email provider OAuth expired | Reconnect Gmail/Outlook at Settings > Integrations |
502 | Stripe webhook failed | Payment collection error | Verify Stripe integration and webhook URL |
interface FintaError {
code: number;
message: string;
category: "auth" | "rate_limit" | "validation" | "sync";
}
function classifyFintaError(status: number, body: string): FintaError {
if (status === 401) {
return { code: 401, message: body, category: "auth" };
}
if (status === 429) {
return { code: 429, message: "Rate limit exceeded", category: "rate_limit" };
}
if (status === 400 || status === 404 || status === 409 || status === 422) {
return { code: status, message: body, category: "validation" };
}
return { code: status, message: body, category: "sync" };
}
Finta API keys are scoped per workspace. Verify the key matches the active workspace at Settings > API Access. Keys are revoked automatically when team members are removed. Re-invite and regenerate if a team change caused the failure. Test connectivity with a simple GET to the rounds endpoint before running complex operations.
Finta enforces 60 requests/minute per API key. Batch investor updates using the bulk endpoint instead of individual PUT calls. CSV imports bypass the rate limit -- prefer bulk import for large datasets.
Round state transitions must follow the sequence: Draft, Active, Closing, Closed. Skipping states returns 400. Backward transitions (e.g., Closing to Active) are also rejected. Investor deduplication matches on email -- always check for existing records before creating. Deal room links expire after 30 days by default; regenerate from the round settings page. CSV imports require name, email, and stage columns with dates in YYYY-MM-DD format.
| Scenario | Pattern | Recovery |
|---|---|---|
| Round state transition rejected | Invalid backward move | Query current state, advance only forward |
| CSV import partial failure | Duplicate emails found | Run dedup pass, retry failed rows |
| Email sync disconnected | OAuth token expired | Reconnect provider at Settings > Integrations |
| Aurora AI no suggestions | Incomplete company profile | Fill all profile fields: sector, stage, location, raise amount |
| Payment link mismatch | Amount differs from commitment | Regenerate Stripe payment link with correct amount |
# Verify API connectivity
curl -s -o /dev/null -w "%{http_code}" \
-H "Authorization: Bearer $FINTA_API_KEY" \
https://api.trustfinta.com/v1/rounds
See finta-debug-bundle.