Imported from jeremylongshore/tons-of-skills-marketplace (skills/.curated/finta-common-errors/SKILL.md). Install upstream with npx skills add jeremylongshore/tons-of-skills-marketplace --skill finta-common-errors. Copyright stays with the author (MIT).

Finta Common Errors

Overview

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.

Prerequisites

• A reproducible symptom, timestamp, and opaque correlation identifier; collect no unnecessary investor or payment data.
• Access to the affected workspace and integration logs through an authorized support role.
• A known owner for account access, workflow changes, and any security escalation.

Instructions

1. Classify the failure as authentication, authorization, validation, throttling, delivery, or upstream availability.
2. Reproduce with a synthetic record or least-privilege read operation where possible; do not replay live outreach or payment actions to diagnose an error.
3. Check configuration, scopes, schema mappings, and queue state in that order, recording redacted evidence for each decision.
4. Apply the smallest reversible correction, then confirm the happy path and a failure-path response before closing the incident.
5. Escalate suspected credential exposure, unexpected recipients, or data leakage immediately and preserve only approved forensic evidence.

Error Reference

Error Handler

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" };
}

Debugging Guide

Authentication Errors

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.

Rate Limit Errors

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.

Validation Errors

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.

Error Handling

Output

Return an incident receipt with the category, opaque correlation ID, affected integration, safe reproduction result, corrective action, verification result, owner, and follow-up. Redact account identifiers, message bodies, contact details, and financial terms.

Examples

For a simulated throttling event, use a synthetic record and confirm that the worker waits, retries within its bound, and produces one redacted receipt. For an authentication failure, pause the job, have the approved owner reauthorize the scoped credential, and verify a read-only check before resuming queued work.

Quick Diagnostic

# Verify API connectivity
curl -s -o /dev/null -w "%{http_code}" \
  -H "Authorization: Bearer $FINTA_API_KEY" \
  https://api.trustfinta.com/v1/rounds

Resources

• Finta Help Center
• Finta API Documentation

Next Steps

See finta-debug-bundle.