Connect Affinity to your AI agent

CRM 20 actions available

Affinity helps private capital investors to find, manage, and close more deals

We set up the connection using your own Affinity account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.

Book a setup call → See pricing
Actions

What your agent can do in Affinity

Each one is a real action the agent can take on its own, the same things a person clicking around Affinity could do. Read-only by default; write actions are confirmed against your policy.

  • Get a company s list entries Summarize company data across all lists, including list-specific fields and metadata like creation date and author. Access requires "Export data from Lists" permission.
  • Get a company s lists Returns metadata for all the Lists on which the given Company appears.
  • Get all companies Affinity API allows paginated access to company info and custom fields. Use `fieldIds` or `fieldTypes` to specify data in a request. Retrieve field IDs/Types via GET `/v2/companies/fields`. Export permission needed.
  • Get all list entries on a list Access and export essential data and metadata for Companies, Persons, or Opportunities from a List, specifying data via `fieldIds` or `fieldTypes`. "Export data from Lists" permission is necessary.
  • Get all list entries on a saved view Use the endpoint to access rows in a Saved View with specific filters and selected fields from a web app. It doesn't maintain sort order, supports only sheet-type views, and requires export permissions.
  • Get all opportunities Pagination through Opportunities in Affinity yields basic info but excludes field data. For field data, use specified GET endpoints. "Export data from Lists" permission needed.
  • Get all persons The Affinity API offers paginated access to Person data using `fieldIds` or `fieldTypes`. Bulk extraction needs special permissions and supports multiple parameters.
  • Get a person s list entries Summary: Browse rows for a Person in all Lists, showing field data and entry metadata like creation time and author. Requires "Export data from Lists" permission.
  • Get a person s lists Returns metadata for all the Lists on which the given Person appears.
  • Get a single company Retrieve basic company info and specific field data by using `fieldIds` or `fieldTypes` parameters. Multiple fields can be queried. No field data if parameters aren't specified. Requires "Export All Organizations direct…
  • Get a single opportunity Get basic details about an Opportunity without field data via provided endpoints. Field data requires using specific list entry APIs and the "Export data from Lists" permission.
  • Get a single person Use GET `/v2/persons/fields` with `fieldIds` or `fieldTypes` for detailed data; basic info by default. Request multiple fields at once. "Export All People" permission needed.
  • Get current user Returns metadata about the current user.
  • Get metadata on all lists Returns metadata on Lists.
  • Get metadata on a single list Returns metadata on a single List.
  • Get metadata on a single list s fields Returns metadata on the Fields available on a single List. Use the returned Field IDs to request field data from the GET `/v2/lists/{listId}/list-entries` endpoint.
  • Get metadata on a single saved view Returns metadata on a single Saved View.
  • Get metadata on company fields Returns metadata on non-list-specific Company Fields. Use the returned Field IDs to request field data from the GET `/v2/companies` and GET `/v2/companies/{id}` endpoints.
  • Get metadata on person fields Returns metadata on non-list-specific Person Fields. Use the returned Field IDs to request field data from the GET `/v2/persons` and GET `/v2/persons/{id}` endpoints.
  • Get metadata on saved views Returns metadata on the Saved Views on a List.
Setup

How we connect it

  1. 1

    Connect your account

    You create a key in Affinity, a key you create and control, and paste it in once. It lives in a secrets store on your server, not with us.

  2. 2

    Set the guardrails

    Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.

  3. 3

    We keep it running

    Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.

FAQ

Affinity questions, answered.

With a key you create and control. You paste it in once, it is stored in a secrets store on your server, permissions are scoped to the minimum the agent needs, and you can revoke it at any time.
The actions Affinity's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.

Ready to put Affinity to work?

Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.

Book a setup call → Browse all integrations

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