Agent Skills: Finta Common Errors

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UncategorizedID: jeremylongshore/claude-code-plugins-plus-skills/finta-common-errors

Install this agent skill to your local

pnpm dlx add-skill https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/HEAD/plugins/saas-packs/finta-pack/skills/finta-common-errors

Skill Files

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plugins/saas-packs/finta-pack/skills/finta-common-errors/SKILL.md

Skill Metadata

Name
finta-common-errors
Description
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Finta Common Errors

1. Email Sync Stopped Working

Fix: Go to Settings > Integrations, disconnect and reconnect Gmail/Outlook OAuth.

2. Calendar Events Not Logging

Fix: Verify correct calendar is selected. Finta only syncs the primary calendar by default.

3. Deal Room Link Not Working

Fix: Check if the link expired or access was revoked. Generate a new shareable link.

4. CSV Import Fails

Fix: Download the Finta CSV template and match column headers exactly. Ensure dates use YYYY-MM-DD format.

5. Aurora AI Not Providing Suggestions

Fix: Complete all company profile fields (sector, stage, location, raise amount). Aurora needs sufficient context.

6. Investor Stage Not Auto-Advancing

Fix: Check Settings > Automation rules. Verify email sync is active and tracking the correct inbox.

7. Payment Collection Failed

Fix: Verify Stripe integration is connected. Check that the payment link amount matches the commitment.

Resources

Next Steps

For diagnostics, see finta-debug-bundle.

Finta Common Errors Skill | Agent Skills