Affinity

Live 140 Actions

Affinity Integration for AI Agents

Connect your AI agent to 140 Affinity actions via MCP, A2A, or SDK, with agent authentication, tool-calling execution, and security built-in.

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Affinity AI Agent Actions

140 production-ready actions for your agent to do more on Affinity.

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140 Actions

Get Field Values On A Single Company - List field values on one company

Get Metadata On Company Fields - List non-list-specific company field metadata

Get Values For A Single Field On A Company - List all values of one field on one company, paginated

Get Dropdown Options For A Company Field - List dropdown options for a company dropdown or ranked-dropdown field

Get A Single Field Value On A Company - Fetch one field value on a company

Perform Batch Operations On A Company's Fields - Update up to 100 field values on a company in one request

Update A Single Field Value On A Company - Set or clear a single field value on a company

Get All Field Value Changes - List field value changes across all entities and fields (delta-sync feed, ascending changedAt)

Get Field Values - List all field values for one person, organization, opportunity or list entry

Create A New Field Value - Create a field value on a person, organization or opportunity

Update A Field Value - Update the value of an existing field value

Delete A Field Value - Delete a field value by ID

List Fields - Retrieve field metadata definitions available in Affinity

Create Field - Create a new field (custom column) on a list or globally

Delete A Field - Delete a field by ID

Get All Files - List file metadata (id, name, size, type, creator, timestamps) for files visible to the caller, newest first

Search Files By Keyword - Keyword search over file contents, returning one best-matching excerpt per file

Get A Single File - Get one file's metadata plus a temporary signed downloadUrl

Download File - Download the binary content of an entity file by ID

Upload Files - Upload a file and attach it to a person, organization or opportunity

Get Unified Credentials - Get the current Affinity connection's unified credentials and identity.

List Unified Organizations - List unified organizations in Affinity.

Get Unified Organization - Get a unified Affinity organization by ID.

List Unified Resource Types - List unified resource types in Affinity.

List Unified Resource Users - List unified resource users in Affinity.

List Unified Roles - List unified roles in Affinity, derived from account roles observed on API v2 users.

Get Unified Role - Get a unified Affinity role by ID.

List Unified Users - List unified users in Affinity, scoped to internal team members.

Get Unified User - Get a unified Affinity user by ID.

Get Metadata On All Calls - List call interactions with participants

Get Metadata On All Chat Messages - List chat message interactions with participants

Get Metadata On All Emails - List email interaction metadata (subject, participants, timestamps)

Get Metadata On All Meetings - List meeting interactions (past and future) with attendees

List Interactions - Retrieve interactions (emails, meetings, etc.) associated with a person, organization, or opportunity

Get A Single Meeting - Get one meeting by ID

Get A Specific Interaction - Get one v1 interaction by id and type

Create A New Interaction - Create a manually logged meeting, call or chat message

Update An Interaction - Update content/date/persons of a manually logged interaction

Delete An Interaction - Delete an interaction by id and type

Get All List Entries On A List - Page through all List Entries (rows) on a List, optionally with field data

Search List Entries - Search list entries with filters, sorts and a keyword

Get Field Value Changes On A List Entry - Page through the change history of field values on a List Entry (oldest first)

Get Field Values On A Single List Entry - List field values on a single List Entry

Get A Single List Entry On A List - Fetch one List Entry by id with optional field data

Get A Single Field Value - Get one field value on a List Entry

Add A List Entry To A List - Add an existing Company or Person to a List as a new List Entry (BETA)

Perform Batch Operations On A List Entry's Fields - Update up to 100 field values on a List Entry in one request

Update A Single Field Value On A List Entry - Set or clear a single field value on a List Entry

Delete A Specific List Entry - Delete a List Entry from a List (v1 API)

Get Metadata On All Lists - Page through all Lists the caller can view

Get Metadata On A Single List's Fields - List metadata for all fields on one list

Get Dropdown Options For A List Field - List dropdown options for a dropdown-type list field

Get Values For A Single Field On A List Entry - Page through all values of one field on a list entry

Get Metadata On Saved Views - Page through all Saved Views of a List

Get All List Entries On A Saved View - Page through the rows of a sheet-type Saved View, returning only the columns and filters configured on that view

Get Metadata On A Single List - Fetch metadata for a single List by ID

Get A Dropdown Option For A List Field - Fetch one dropdown option of a list field by ID

Get Metadata On A Single Saved View - Fetch one Saved View (id, name, type sheet/board/dashboard, createdAt)

Create A List - Create a new List of companies, persons, or opportunities

Create A Dropdown Option For A List Field - Create a new dropdown option on a dropdown, ranked-dropdown or status-dropdown list field

Update A Dropdown Option For A List Field - Update text, rank, color, statusCategory or winRate of an existing dropdown option

Delete A Dropdown Option For A List Field - Permanently delete a dropdown option from a list field

Get All Company Merges - List company merges for the organization, newest first

Get All Person Merges - List person merges with status, filterable by status or taskId

Get All Company Merge Tasks - List company merge tasks (batch merge operations) with status and per-task result counts

Get All Person Merge Tasks - List person merge tasks (batch merge operations) with status and per-task result counts

Get All Company Duplicate Suggestions - List company duplicate merge suggestions (BETA)

Get All Person Duplicate Suggestions - List person duplicate merge suggestions (BETA)

Get Company Merge - Get status and details of one company merge by mergeId

Get Person Merge - Get status and details (persons involved, timestamps, error info) of one person merge

Get Company Merge Task - Get status and result counts of one company merge task

Get Person Merge Task - Get status and result counts of one person merge task

Initiate Company Merge - Start an asynchronous merge of a duplicate company into a primary company

Initiate Person Merge - Start an asynchronous merge of a duplicate person into a primary person

Get All Notes - List all root notes (replies excluded) with optional filtering and cursor pagination

Search Notes By Keyword - Keyword-search notes, returning one note (id, kind) plus a matching preview passage per result, ordered by relevance

Get Companies Attached To A Note - List the companies directly attached to a Note

Get Opportunities Attached To A Note - List the opportunities directly attached to a Note

Get Persons Attached To A Note - List the persons directly attached to a Note

Get Replies For A Note - List reply notes of a given Note, optionally filtered

Get A Single Note - Fetch one note by ID, including content, creator, mentions and timestamps

Create A Note - Create a note attached to persons/companies/opportunities, anchored to a meeting/call/chat message, or as a reply to a root note

Update A Single Note - Update a note's HTML content and/or replace its person/company/opportunity associations

Delete A Single Note - Permanently delete a note you created

Get All Opportunities - List opportunities with cursor pagination

Get Notes For An Opportunity - List notes for one opportunity, including notes attached directly and those attached to persons on it, with filtering and cursor pagination

Get A Single Opportunity - Fetch a single opportunity by ID

Create A New Opportunity - Create a new opportunity on an opportunity-type list

Update An Opportunity - Partially update an opportunity (currently only its name)

Delete An Opportunity - Delete an opportunity by ID

Get All Companies - List companies with cursor pagination

Search Companies - Search companies with filters, sorts and a keyword term, returning cursor-paginated Company records

Get A Company's List Entries - List the list entries (rows) of one company across all lists, with list-specific field data and creation metadata

Get A Company's Lists - List all lists the given company appears in (basic list info only) that the caller can view

Get Notes For A Company - List notes for a company, including notes attached directly and notes attached to persons on the company

Get Relationships For A Company - List person-to-person relationships related to a company with interaction scores (0.0-1.0) and LinkedIn connection dates

Get A Single Company - Fetch a single company by ID with optional field data

Create A New Organization - Create a new organization (company) in Affinity

Update An Organization - Update an organization's name, domain or associated persons

Delete An Organization - Delete an organization

Get Field Values On A Single Person - Paginate field values on one Person (enriched, global, relationship-intelligence by default)

Get Metadata On Person Fields - List metadata for non-list-specific Person fields (IDs, names, types)

Get Values For A Single Field On A Person - Paginate all values of a single field on one Person (multi-value fields return many)

Get Dropdown Options For A Person Field - List dropdown options for a Person dropdown or ranked-dropdown field

Get A Single Field On A Person - Fetch one non-list field and its value on a Person

Perform Batch Operations On A Person's Fields - Update up to 100 person field values in one request via the update-fields operation

Update A Single Field Value On A Person - Set or clear one non-list field value on a Person

Get All Persons - List all Persons with cursor pagination, optionally filtered by IDs and with field data attached

Search Persons - Search Persons with nested filters, sorts and a keyword

Get A Person's List Entries - List a Person's List Entries across all Lists with list-specific field data

Get A Person's Lists - List the Lists that contain a given Person

Get Notes For A Person - List notes related to a Person (attached, from attended meetings, or mentioning them), with optional filtering

Get Relationships For A Person - List a Person's relationships with interaction scores (0.0-1.0) and LinkedIn connection dates

Get A Single Person - Fetch a single Person by ID, optionally with field data

Create A Person - Create a new Person

Update A Person - Update a person (v1 API) - only supplied attributes change

Delete A Person - Delete a Person by ID

List Introduction Paths - List ranked introduction paths (BETA) from internal people to a target person or any person at a target company

Get Coworker Inferred Connections - List inferred coworker connections (source in your data may know a target via overlapping employment at a shared company), grouped by target

Get Investor-Executive Inferred Connections - List inferred investor-executive connections (source invested in a company where the target was an executive), grouped by target

Semantic Search - Natural-language semantic search over companies, returning matches with relevance scores

Get Relationship Strengths - Get relationship strengths between internal people and a given external person

Get All Reminders - List reminders visible to the caller with filter and cursor pagination

Get A Single Reminder - Fetch one reminder by ID

Create A Reminder - Create a one-time or recurring reminder tied to one company, person, or opportunity

Update A Reminder - Partially update a reminder (content, dueDate, owner, completion, recurrence)

Delete A Reminder - Delete a reminder by ID

Get Metadata On All Teams - List all Teams visible to the caller

Get All Lists A Team Has Access To - List all Lists a Team can access (id, name, creatorId, ownerId, isPublic, type, createdAt)

Get All Members Of A Team - List all members of a Team (membership id, user, addedAt, optional privacyType)

Get Metadata On A Single Team - Get one Team by id

Get All Transcripts - List transcripts (metadata only) visible to the caller

Get Fragments Of A Transcript - List all fragments of one transcript, paginated

Get A Single Transcript - Fetch one transcript with its first 100 fragments

Delete A Single Transcript - Delete a transcript (BETA)

Get All Users - List internal users in the Affinity organization

Get A Single User - Fetch a single internal user by ID

Get Current User - Return the authenticated user, tenant, and grant (type and scopes) for the current credential

Get Rate Limit Usage - Get current rate limit usage (per-minute and, if applicable, monthly) for the authenticated caller

Send Feedback - Send feedback to Affinity about a product area or feature

Affinity AI Agent Use Cases

Connect your AI agent to Affinity and help your team scale the sales operations they run by hand today.

Post-Demo Follow-Up

Use StackOne to connect your AI agent to your CRM, email, and calendar tools to automate post-demo follow-up.

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Deal Risk Scoring

Use StackOne to connect your AI agent to your CRM, email, and calendar tools to automate deal risk scoring and pipeline alerts.

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Outbound Prospecting

Use StackOne to connect your AI agent to your CRM, sales engagement, and messaging tools to automate outbound prospecting.

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More Sales & CRM use cases

Do More, Build Less

Connect AI to Affinity and control what it can do, down to the field

Multiple Interfaces

Access integrations via API, AI SDKs, MCP & A2A.

Affinity MCP server

Managed Authentication

Pre-built authentication UI.

Agent auth

Falcon Engine

Every Affinity action runs on Falcon.

Agent Execution Engine

StackOne Defender

88.7% prompt injection detection.

Prompt injection defense

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Luna Schmid, Partner at GV

"We've been impressed by how quickly and deeply StackOne integrates with complex enterprise systems -- and now, with their focus on agent-to-agent interoperability, they're unlocking even more powerful use cases for customers. StackOne delivers all of the above in a universal layer -- without compromise."