Skills Product & Business Finta CRM Diagnostic Debugger

Finta CRM Diagnostic Debugger

v20260423
finta-debug-bundle
A comprehensive diagnostic bundle for Finta CRM, designed to collect critical operational data. It checks API connectivity, sync status for fundraising rounds and investor pipelines, and verifies integration health. Use it to troubleshoot sync failures, authentication errors, or to provide detailed support logs to the Finta support team.
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Overview

Finta Debug Bundle

Overview

Collect Finta API connectivity status, fundraising round data, investor pipeline health, and integration state into a single diagnostic archive. This bundle helps troubleshoot CRM sync failures, missing investor records, round update errors, and authentication problems. Attach the output to Finta support tickets for faster resolution of fundraising workflow issues.

Debug Collection Script

#!/bin/bash
set -euo pipefail
BUNDLE="debug-finta-$(date +%Y%m%d-%H%M%S)"
mkdir -p "$BUNDLE"

# Environment check
echo "=== Finta Debug Bundle ===" | tee "$BUNDLE/summary.txt"
echo "Generated: $(date -u +%Y-%m-%dT%H:%M:%SZ)" >> "$BUNDLE/summary.txt"
echo "FINTA_API_KEY: ${FINTA_API_KEY:+[SET]}" >> "$BUNDLE/summary.txt"

# API connectivity
HTTP=$(curl -s -o /dev/null -w "%{http_code}" \
  -H "Authorization: Bearer ${FINTA_API_KEY}" \
  https://api.finta.io/v1/rounds 2>/dev/null || echo "000")
echo "API Status: HTTP $HTTP" >> "$BUNDLE/summary.txt"

# Fundraising rounds summary
curl -s -H "Authorization: Bearer ${FINTA_API_KEY}" \
  "https://api.finta.io/v1/rounds" \
  > "$BUNDLE/rounds.json" 2>&1 || true

# Investor records (limited)
curl -s -H "Authorization: Bearer ${FINTA_API_KEY}" \
  "https://api.finta.io/v1/investors?limit=10" \
  > "$BUNDLE/investors-sample.json" 2>&1 || true

# Connected integrations status
curl -s -H "Authorization: Bearer ${FINTA_API_KEY}" \
  "https://api.finta.io/v1/integrations" \
  > "$BUNDLE/integrations.json" 2>&1 || true

# Rate limit headers
curl -s -D "$BUNDLE/rate-headers.txt" -o /dev/null \
  -H "Authorization: Bearer ${FINTA_API_KEY}" \
  https://api.finta.io/v1/rounds 2>/dev/null || true

tar -czf "$BUNDLE.tar.gz" "$BUNDLE" && rm -rf "$BUNDLE"
echo "Bundle: $BUNDLE.tar.gz"

Analyzing the Bundle

tar -xzf debug-finta-*.tar.gz
cat debug-finta-*/summary.txt                  # Auth + connectivity overview
jq '.[] | {id, name, status}' debug-finta-*/rounds.json  # Active rounds
jq 'length' debug-finta-*/investors-sample.json          # Investor count check
grep -i "ratelimit\|retry" debug-finta-*/rate-headers.txt

Common Issues

Symptom Check in Bundle Fix
API returns 401 summary.txt shows HTTP 401 Regenerate API key in Finta Settings > API Keys
Rounds list empty rounds.json returns empty array Verify rounds exist in Finta dashboard; check workspace permissions
Investor sync missing investors-sample.json has fewer records than expected Check CRM integration in integrations.json; re-authorize connection
Integration disconnected integrations.json shows error status Re-authenticate the integration from Finta Settings > Integrations
Rate limited (429) rate-headers.txt shows Retry-After Reduce polling frequency; batch investor lookups

Automated Health Check

async function checkFinta(): Promise<void> {
  const key = process.env.FINTA_API_KEY;
  if (!key) { console.error("[FAIL] FINTA_API_KEY not set"); return; }

  const res = await fetch("https://api.finta.io/v1/rounds", {
    headers: { Authorization: `Bearer ${key}` },
  });
  console.log(`[${res.ok ? "OK" : "FAIL"}] API: HTTP ${res.status}`);

  if (res.ok) {
    const data = await res.json();
    console.log(`[INFO] Active rounds: ${Array.isArray(data) ? data.length : 0}`);
  }
}
checkFinta();

Resources

Next Steps

See finta-common-errors for fundraising CRM sync and investor pipeline troubleshooting patterns.

Info
Name finta-debug-bundle
Version v20260423
Size 3.84KB
Updated At 2026-04-28
Language