AI agents for Affinity CRM

Find people

Searches people in the team's network by part of an email address, first name or last name, optionally with the dates of the latest and next interactions (emails, meetings) and their opportunity IDs.

Get a person

Reads one person by ID with their organizations, current organizations, opportunity IDs, list entries (which pipelines they are on) and interaction dates.

Find organizations

Searches organizations by name or domain, optionally with interaction dates and opportunity IDs.

Find opportunities

Searches opportunities (deals) by part of their name.

List lists

Lists the lists (pipelines and saved lists) the key can see.

Get a list and its fields

Reads one list with its fields (columns), including each dropdown's options, such as the Status field's stages and their option IDs.

Get field values

Reads the field values (cells) of exactly one person, organization, opportunity or list entry, including list-specific columns such as a pipeline's Status, owner or amount.

List notes

Lists the notes on a person (including notes from meetings they attended), organization or opportunity.

Create a person

Adds a person with first and last name, email addresses and the organizations they belong to.

Create an organization

Adds an organization with a name and optionally its domain (which lets Affinity link people by email) and the people associated with it.

Create an opportunity

Opens an opportunity (deal) with a name in an opportunity list (a pipeline, from List lists), linked to people and organizations.

Add a person or organization to a list

Adds a person or organization to a people or organization list (for example a deal-flow pipeline).

Set a field value

Fills an empty field (cell) on a person, organization or opportunity, such as a pipeline's Status.

Update a field value

Changes an existing field value by its ID (from Get field values), for example moving a deal to another Status option.

Add a note

Adds a note (plain text, or HTML when html is set) to people, organizations and opportunities; at least one is needed.

Create a reminder

Creates a one-time reminder (a follow-up task) due on a date for an internal person (a user's person ID, like creator_id from a note), tagged with at most one person, organization or opportunity.