Affinity for AI agents
Agents read Affinity at once. Changes and sends are held for a person's approval by default.
About Affinity
Affinity helps private capital investors to find, manage, and close more deals
What an agent can do in Affinity
Every Affinity action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.
Runs at once (reads)
Looks things up in Affinity without asking first. 20 actions.
- Get all companiesAffinity 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 per
- Get a company s list entriesSummarize 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 listsReturns metadata for all the Lists on which the given Company appears.
- Get all list entries on a listAccess 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 viewUse 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 permission
- Get all opportunitiesPagination 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 personsThe 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 entriesSummary: 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 listsReturns metadata for all the Lists on which the given Person appears.
- Get a single companyRetrieve 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 O
- Get a single opportunityGet 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 personUse 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.
Show all 20
- Get current userReturns metadata about the current user.
- Get metadata on all listsReturns metadata on Lists.
- Get metadata on a single listReturns metadata on a single List.
- Get metadata on a single list s fieldsReturns 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 viewReturns metadata on a single Saved View.
- Get metadata on company fieldsReturns 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 fieldsReturns 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 viewsReturns metadata on the Saved Views on a List.
Held for approval by default (changes and sends)
Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 0 actions.
None in this connector.
Related connectors
Affinity questions
Can an agent change data in Affinity on its own?
Not by default. Changes and sends in Affinity are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
What can an agent read in Affinity?
This connector lists 20 read actions. Reads run at once, without waiting for approval.
How does Affinity connect?
It connects with API key. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.