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 <jeremy@intentsolutions.io>
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.

## Prerequisites

- Confirm the integration method and permissions currently supported by the relevant provider before implementation.
- Use a secret manager and least-privilege OAuth or webhook credentials; never place tokens in examples, CSV files, or logs.
- Prepare a synthetic export and a clear field-allowlist for the destination system.

## Instructions

1. Start with a read-only, de-identified export and verify its schema before automating a transformation.
2. Map only approved fields into the destination; retain an explicit exclusion list for contact details, document links, and financial terms.
3. Use an idempotency key or import ledger so a rerun cannot create duplicate outreach, CRM records, or payment actions.
4. Verify webhook signatures at the edge, queue work with bounded retries, and send exhausted failures to a reviewed exception queue.
5. Stage integration changes with fictitious records, then canary the approved production workflow with a documented rollback switch.

## CSV-Based Pipeline Tracker

```python
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[
            (self.df["Stage"].isin(["Follow-up", "Due Diligence"]))
            & (self.df["Last Contact"] < cutoff)
        ]

    def total_committed(self) -> float:
        closed = self.df[self.df["Stage"] == "Closed"]
        return closed["Check Size"].sum()
```

## Gmail Integration for Investor Tracking

```python
# Track investor email responses via Gmail API
from googleapiclient.discovery import build

def get_investor_emails(service, investor_email: str, after_date: str):
    query = f"from:{investor_email} after:{after_date}"
    results = service.users().messages().list(
        userId="me", q=query
    ).execute()
    return results.get("messages", [])
```

## Zapier/Make Webhook Pattern

Finta supports Zapier triggers for pipeline stage changes:

1. Create a Zap with "Finta - Pipeline Stage Changed" trigger
2. Connect to your destination (Slack, Sheets, CRM)
3. Map fields: investor name, new stage, deal amount

## Output

Return an integration receipt with the source export version, approved field mapping, destination, records accepted/rejected, idempotency outcome, and a redacted error summary. Store raw data only in the approved system of record.

## Error Handling

- Reject unexpected CSV columns or webhook fields until the mapping is reviewed.
- Pause the sync on authentication, signature, or permission failures; rotate or reauthorize through the approved owner rather than retrying with broader access.
- Quarantine malformed rows with opaque row references and an actionable reason, then continue only when partial processing is explicitly safe.
- Alert on duplicate-detection spikes or delivery backlog growth and use the rollback switch before a bulk replay.

## Examples

Import a three-row synthetic CSV into a staging destination using only `stage` and an opaque record ID. Re-run the import and verify that the receipt reports three duplicate skips and zero new records. Introduce an unknown column and confirm that the job stops for mapping review without exposing row contents.

## Resources

- [Finta Website](https://www.trustfinta.com)
- [Finta Integrations](https://www.trustfinta.com)

## Next Steps

Apply in `finta-core-workflow-a` for fundraise pipeline management.