Agent-Skills.md

Agent Skills: Finta Security Basics

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UncategorizedID: jeremylongshore/claude-code-plugins-plus-skills/finta-security-basics

Repository

jeremylongshore/claude-code-plugins-plus-skills
jeremylongshoreLicense: NOASSERTION
1,723221

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-security-basics

Skill Files

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plugins/saas-packs/finta-pack/skills/finta-security-basics/SKILL.md

Skill Metadata

Name
finta-security-basics
Description
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Finta Security Basics

Data Security

  • Finta encrypts data at rest and in transit
  • Deal rooms and data rooms support permission-based access
  • View tracking shows who accessed what documents

Security Checklist

  • [ ] Strong password + 2FA on Finta account
  • [ ] Review deal room access permissions regularly
  • [ ] Revoke access for investors who pass on the round
  • [ ] Use data room permissions (view-only vs download)
  • [ ] Review connected integration permissions periodically
  • [ ] Export and backup pipeline data regularly
  • [ ] Limit team member access to sensitive financial data

Resources

Next Steps

For production readiness, see finta-prod-checklist.