Affinity

Connect to Affinity relationship intelligence CRM to manage deal flow, relationships, pipeline opportunities, and network connections for private capital firms including VC, PE, and investment banking.

Supports authentication: Bearer Token

Tool list

affinity_add_to_list

Add a person or organization to an Affinity list by creating a new list entry. Use this to add a founder to a deal pipeline, add a company to a watchlist, or track a new contact in a relationship list. Provide either entity_id for persons/organizations.

Name	Type	Required	Description
entity_id	integer	Yes	ID of the person or organization to add to the list
list_id	integer	Yes	ID of the Affinity list to add the entity to

affinity_create_note

Create a note on a person, organization, or opportunity in Affinity. Notes support plain text content and can be attached to multiple entity types simultaneously. Use this to log meeting summaries, due diligence findings, or relationship context directly on a CRM record.

Name	Type	Required	Description
content	string	Yes	Plain text content of the note
opportunity_ids	array<integer>	No	List of opportunity IDs to attach this note to
organization_ids	array<integer>	No	List of organization IDs to attach this note to
person_ids	array<integer>	No	List of person IDs to attach this note to

affinity_create_opportunity

Create a new deal or opportunity record in Affinity and add it to a pipeline list. Supports associating persons and organizations, setting the deal name, and assigning an owner. Ideal for logging inbound deals or sourcing new investment targets.

Name	Type	Required	Description
list_id	integer	Yes	ID of the Affinity list to add this opportunity to
name	string	Yes	Name of the opportunity or deal
organization_ids	array<integer>	No	List of Affinity organization IDs to associate with this opportunity
person_ids	array<integer>	No	List of Affinity person IDs to associate with this opportunity

affinity_get_opportunity

Retrieve full details of a deal or opportunity in Affinity including current stage, owner, associated persons and organizations, custom field values, and list membership. Use this before updating a deal or generating a deal memo.

Name	Type	Required	Description
opportunity_id	integer	Yes	Unique numeric ID of the opportunity to retrieve

affinity_get_organization

Retrieve an organization’s full profile from Affinity including domain, team member connections, associated people, deal history, and interaction metadata. Use this for deep company diligence or to understand team relationships before an investment.

Name	Type	Required	Description
organization_id	integer	Yes	Unique numeric ID of the organization to retrieve
with_interaction_dates	boolean	No	Include first and last interaction dates in the response

affinity_get_person

Retrieve a person’s full profile from Affinity including contact information, email addresses, phone numbers, organization memberships, interaction history, and relationship score. Use this to deeply evaluate a contact before a meeting or investment decision.

Name	Type	Required	Description
person_id	integer	Yes	Unique numeric ID of the person to retrieve
with_interaction_dates	boolean	No	Include first and last interaction dates in the response

affinity_get_relationship_strength

Retrieve relationship strength scores between your team members and an external contact (person) in Affinity. Scores reflect email and meeting interaction frequency and recency. Use this to identify the best warm introduction path to a founder, LP, or co-investor.

Name	Type	Required	Description
external_id	integer	Yes	Affinity person ID of the external contact to evaluate relationship strength against
internal_id	integer	No	Affinity person ID of the internal team member (optional — omit to get scores for all team members)

affinity_list_lists

Retrieve all Affinity lists available in the workspace, including people lists, organization lists, and opportunity/deal pipeline lists. Returns list IDs, names, types, and owner information. Use this to discover list IDs before adding entries or filtering opportunities.

affinity_list_notes

Retrieve notes associated with a specific person, organization, or opportunity in Affinity. Returns paginated note records including content, creator, and creation timestamp. Use this to review interaction history, meeting summaries, or due diligence logs on a CRM entity.

Name	Type	Required	Description
opportunity_id	integer	No	Filter notes by opportunity ID
organization_id	integer	No	Filter notes by organization ID
page_size	integer	No	Number of results to return per page (max 500)
page_token	string	No	Pagination token from a previous response to fetch the next page
person_id	integer	No	Filter notes by person ID

affinity_list_opportunities

List pipeline opportunities in Affinity with optional filters by list ID, owner, or stage. Returns paginated deal records including stage, value, associated people and organizations, and custom field values. Designed for deal flow monitoring and portfolio tracking.

Name	Type	Required	Description
list_id	integer	No	Filter opportunities belonging to a specific Affinity list ID
page_size	integer	No	Number of results to return per page (max 500)
page_token	string	No	Pagination token from a previous response to fetch the next page

affinity_search_organizations

Search for companies and organizations in the Affinity network by name or domain. Returns a paginated list of matching organization records including team connections, domain info, and interaction metadata. Useful for deal sourcing and company diligence lookups.

Name	Type	Required	Description
page_size	integer	No	Number of results to return per page (max 500)
page_token	string	No	Pagination token from a previous response to fetch the next page
term	string	No	Search term to filter organizations by name or domain
with_interaction_dates	boolean	No	Include first and last interaction dates in the response

affinity_search_persons

Search for people in the Affinity network by name, email, or relationship strength. Returns a paginated list of matching person records including contact information and relationship metadata. Ideal for finding contacts before creating notes or evaluating deal connections.

Name	Type	Required	Description
page_size	integer	No	Number of results to return per page (max 500)
page_token	string	No	Pagination token from a previous response to fetch the next page
term	string	No	Search term to filter persons by name or email address
with_interaction_dates	boolean	No	Include first and last interaction dates in the response

affinity_update_opportunity

Update an existing deal or opportunity in Affinity. Supports renaming the deal, adding or removing associated persons and organizations. Use this to reflect changes in deal status, team assignment, or company involvement during a pipeline review.

Name	Type	Required	Description
name	string	No	Updated name for the opportunity
opportunity_id	integer	Yes	Unique numeric ID of the opportunity to update
organization_ids	array<integer>	No	Updated list of Affinity organization IDs associated with this opportunity
person_ids	array<integer>	No	Updated list of Affinity person IDs associated with this opportunity