finta-sdk-patterns

# 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. ## 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}"...