Skill UI

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.

A comprehensive guide for setting up the Finta fundraising CRM account. This skill assists users with initial onboarding, connecting critical data sources like Gmail, Outlook, and Google Calendar to automatically track investor communications and meeting activities. It is essential for managing the entire fundraising pipeline, from initial research to closing a term sheet.

Provides comprehensive integration patterns for Finta fundraising CRM. This skill details how to connect Finta with external services via CSV processing, email APIs (Gmail/Outlook), webhooks (Zapier/Make), and payment gateways. It is essential for automating investor outreach, syncing complex deal data, and building custom fundraising dashboards throughout the investment lifecycle.

This guide details how to install and configure authentication methods for the Flexport API. It covers both static API Keys (bearer tokens) and dynamic OAuth credentials (Client ID/Secret) to secure connections for logistics and supply chain operations. Use this when integrating a new application to read, write, or manage shipment data.

This comprehensive guide details the setup process for the Fondo platform, designed for automated startup bookkeeping, tax filing, and tracking R&D tax credits. Users must connect core financial sources, including payroll providers (e.g., Gusto, QuickBooks), corporate bank accounts (via Plaid), and expense management tools (e.g., Brex, Ramp). Following these steps ensures seamless data synchronization and compliance for US-incorporated businesses.

This skill governs the secure ingestion and indexing of enterprise documents from diverse connectors (e.g., Google Drive, Confluence, Jira). Key functions include mandatory PII filtering (stripping emails, phones, SSNs) before indexing, preserving strict permission boundaries, and enforcing data retention policies to ensure compliance with global regulations like GDPR and CCPA.

This skill provides a comprehensive guide for deploying Navan's connections to major enterprise platforms, including ERP systems (NetSuite, Xero), HRIS (Workday), and Identity Providers (Okta, Azure AD). It covers best practices for expense sync, user provisioning (SCIM), and Single Sign-On (SAML/OIDC) using APIs and admin configurations, ensuring secure and accurate data flow across disparate business systems.

This skill provides an integration pattern for RemoFirst, a global platform managing HR, EOR, and payroll. Use this when automating workflows related to global employment, retrieving employee data, or ensuring payroll compliance. Ideal for developers needing to connect internal systems to the RemoFirst API.