finta-sdk-patterns

name	finta-sdk-patterns
description	Integration patterns for Finta fundraising CRM with email and calendar APIs. Use when building automated investor outreach, syncing data from Finta exports, or creating custom fundraising dashboards. Trigger with phrases like "finta integration", "finta patterns", "finta automation", "finta data pipeline".
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 SDK Patterns

Overview

Finta does not expose a public REST API. Integrate via: (1) CSV export + Python processing, (2) email integrations (Gmail/Outlook), (3) Zapier/Make webhooks, or (4) Stripe/payment integrations for capital collection.

CSV-Based Pipeline Tracker

import pandas as pd
from pathlib import Path

class FintaPipelineTracker:
    def __init__(self, export_path: str):
        self.df = pd.read_csv(export_path)

    def investors_by_stage(self) -> dict:
        return self.df.groupby("Stage")["Name"].apply(list).to_dict()

    def conversion_funnel(self) -> list[dict]:
        stages = self.df["Stage"].value_counts()
        return [{"stage": s, "count": c} for s, c in stages.items()]

    def overdue_followups(self, days: int = 7) -> pd.DataFrame:
        self.df["Last Contact"] = pd.to_datetime(self.df["Last Contact"])
        cutoff = pd.Timestamp.now() - pd.Timedelta(days=days)
        return self.df[
            (.df[].isin([, ]))
            & (.df[] < cutoff)
        ]

     () -> :
        closed = .df[.df[] == ]
         closed[].()