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Below are example prompts showing what you can ask your AI assistant for each tool.

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People

New search_persons: Search people across your org using structured filters, sorts, and/or a keyword.
  • Search for “Jane Smith”.
  • Show me all contacts we first emailed after January 2024.
  • Who are the people we haven’t interacted with in over 6 months?
  • Find all contacts with “Engineer” in their job title.
  • Show me people with no LinkedIn URL on record.
get_person_info: Get detailed profile and field data for a specific person.
  • What’s the current job title and organization for John Smith?
  • Pull up the enriched profile for Jane Smith.
get_person_list_entries: See which lists a person appears on.
  • Which of our pipeline lists is Jane Doe currently on?
  • What lists is this contact a member of?
New create_person: Add a new person record to your team’s address book.
  • Add Jane Doe at Acme to my contacts with the email jane@acme.com.
  • Create a person record for John Smith.
New update_person: Update an existing person’s name, email addresses, or company associations.
  • Update Jane Doe’s email to jane@newco.com.
  • Associate John Smith with Acme.

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Companies

New search_companies_top_matches: Search for companies using natural language, structured filters, or both. The default tool for all company lookups: name searches, domain lookups, structured field filters, and semantic discovery.
  • Find fintech companies in our CRM.
  • Search for companies with “health” in the name.
  • Which biotech companies have we met with in the past 6 months?
  • Show me companies working on AI infrastructure.
New search_all_companies: Exhaustively list or filter companies with cursor-based pagination. Use when you need every match, a total count, or inline field data on results.
  • Export all companies in our CRM.
  • Give me a full list of every Series B company we’re tracking.
  • How many companies do we have in our CRM?
  • Show me all portfolio companies with their funding stage field.
get_company_info: Get detailed profile and field data for a specific company.
  • What’s the description and location for Acme?
  • Pull the enriched data for Acme.
get_company_list_entries: See which lists a company appears on.
  • Which deal lists is Acme currently tracked on?
New create_company: Create a new company record.
  • Add Acme to our address book with the domain acme.com.
  • Create a company record for Acme and associate Jane Doe with it.
New update_company: Update an existing company’s name, domain, or associated people.
Global companies enriched from Affinity’s dataset can’t have their name or domain changed. Only manually created companies accept name and domain edits.
  • Change Acme’s domain to acme.io.
  • Associate Jane Doe with Acme.

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Opportunities

search_opportunities: Search for opportunities by keyword or list them all.
  • Find all opportunities related to “enterprise”.
  • List all open opportunities in our pipeline.
  • Search for opportunities mentioning “Series B”.
New create_opportunity: Create a new opportunity and attach it to a list.
  • Create an opportunity for the Acme Series B on our VC Pipeline list.
  • Add a new opportunity called “Acme Renewal” to the Customer Success list.
New update_opportunity: Rename an opportunity or change its company and person associations.
  • Rename the “Acme Renewal” opportunity to “Acme Expansion”.
  • Associate the Acme Series B opportunity with Jane Doe.

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Notes

create_note: Create a note and attach it to a person, company, opportunity, or meeting.
  • Create a note on Acme summarizing our call today: we discussed pricing and they’re evaluating until end of quarter.
  • Add a note on Jane Smith capturing what we just discussed about her background and execution style.
  • Attach a note to my meeting with Acme last Tuesday recapping the action items.
query_notes: Find notes by creator or date range.
  • Show me all notes created this week.
  • Find notes I wrote in January.
  • Pull up all notes created by John Smith.
New search_notes: Search notes by keyword, across all notes or scoped to a company.
Access to this tool requires your organization to have Deal Assist enabled. Contact your CSM if you receive no results unexpectedly.
  • Search our notes for any mention of “data residency”.
  • Find notes on Acme that talk about their renewal terms.
  • What have we written down about pricing concerns across our deals?
get_notes_for_entity: Get all notes attached to a specific record.
  • Show me all notes on Acme.
  • What notes do we have on John Smith?
  • Find notes I created for the Acme deal.
get_entities_attached_to_note: Find what records are linked to a specific note.
  • What companies and people are attached to this note?

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Files

New search_files: Search files by keyword, across all files or scoped to a company.
Access to this tool requires your organization to have Deal Assist enabled. Contact your CSM if you receive no results unexpectedly.
  • Search our files for the latest Acme pitch deck.
  • Find any documents that mention “term sheet” for Acme.
  • Which files reference the 2025 revenue projections?

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Lists

get_lists: See all lists you have access to, optionally filtered by name.
  • What lists do we have in Affinity?
  • Show me all the pipeline lists available.
  • Find the list with “portfolio” in its name.
get_list_info: Get metadata and a direct link for a specific list.
  • What type of list is the “Series A Pipeline”?
  • Give me the details and URL for the Series A Pipeline list.
New search_list_entries: Search, filter, and sort entries on a specific list, with cursor-based pagination.
  • Find all entries on the VC Pipeline list with a status of “Active”.
  • Show me deals added to the pipeline in the last 30 days, sorted by date.
  • Filter the portfolio list to companies in the healthcare sector.
get_single_list_entry: Get a specific entry on a list.
  • Pull up the list entry for Acme on the Series A Pipeline.
New create_list: Create a new list for organizing companies, people, or opportunities.
  • Create a new opportunity list called “Q2 Outbound”.
  • Set up a person list called “Investors I Met at Demo Day”.
create_list_entry: Add an existing person or company as a list entry to a list.
  • Add Acme to the Series A Pipeline list.

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Saved Views

New get_saved_views: See the saved views configured on a list.
  • What saved views are set up on the VC Pipeline list?
  • Show me the saved views for our Customer Success list.
New get_saved_view_list_entries: Pull the list entries that match a saved view’s filters.
  • Show me the entries in the “Active Deals” saved view on the VC Pipeline list.
  • List the companies in the “Recently Contacted” saved view.

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Fields

get_entity_fields: See what fields are available for people or companies.
  • What custom fields do we have defined for companies?
  • List all the person fields available in Affinity.
get_list_fields: See what fields are available on a specific list.
  • What fields are tracked on the VC Pipeline list?
  • Show me all the columns on the VC Pipeline list.
get_list_field_dropdown_options: See what dropdown options are available on a list field.
  • What options do we have for the Status field?
New get_entity_field_dropdown_options: See what dropdown options are available on a person or company field.
  • What options are configured on the Industry field for companies?
  • List the dropdown values on the Source field for people.
New create_field: Define a new field on a list, on companies, on people, or on opportunities.
  • Add a “Lead Source” text field on companies.
  • Create a “Last Round Size” number field on opportunities.
  • Add a “Renewal Date” date field on the Customer Success list.
New create_list_field_dropdown_option: Add a new selectable option to a dropdown field on a list.
  • Add a “Not Relevant” option to the Communication Status field on our VC Pipeline list.
  • Create a “Closed Won” option on the Deal Stage field.
New update_list_field_dropdown_option: Rename or restyle an existing dropdown option on a list field.
  • Rename the “Pass” option to “Passed” on the Status field.
  • Change the color of the “Hot” priority option to red.
New delete_list_field_dropdown_option: Remove a dropdown option from a list field.
Deleting an option removes it from every list entry that had it selected. This cannot be undone.
  • Remove the outdated “Associate” option from the Seniority field.

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Field Values

New upsert_entity_field_values: Create or update field values on a person or company.
  • Add ‘Healthcare’ as a new industry tag to Acme.
New upsert_list_entry_field_values: Create or update field values in bulk for a specific list entry.
  • For Acme’s list entry on the Pipeline list, set the Stage field to ‘Due Diligence’ and the Deal Lead field to Jane Smith.
New get_field_value_changes: See the history of changes to a field’s values over time.
  • Show me how the Stage field on Acme’s pipeline entry has changed.
  • What edits were made to the Deal Lead field over the past month?

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Meetings

get_meetings: Get past and upcoming meeting interactions and attendees.
Access to this tool requires your organization to be onboarded to Affinity’s unified events feature. Contact your CSM if you receive an access error.
  • List all our meetings from last week.
  • Who are the attendees of meetings scheduled with Acme next week?
  • Show me all meetings that happened in Q1 2025.
get_meetings_for_entity: Get meetings for a specific person, company, or opportunity.
  • Show me all meetings with Acme in the last 6 months.
  • What meetings has Jane Smith had this year?
  • List all meetings related to the Series A deal.

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Interactions

New create_interaction: Log a meeting, call, or chat message with one or more people.
  • Log a call I had with Jane Doe this morning about pricing.
  • Record a meeting with the Acme team on January 15th.
  • Log a text message I sent to John Smith confirming our call time.

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Relationship Strengths

get_person_relationships: View which of your teammates know a specific person and how strong each relationship is.
  • Who is our warmest connection to Jane Doe?
  • Show me everyone on our team who knows Jane Doe and how well.
New get_company_relationships: View which of your teammates have relationships at a company and how strong they are.
  • Who on our team has the strongest connections at Acme?
  • Rank our team by total relationship strength with Acme.

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Reminders

get_reminders: See all of your team’s reminders.
  • Show me all reminders assigned to me.
  • What reminders are due next week?
create_reminder: Set up a new reminder.
  • Set a one-time reminder for Acme on January 1st to request year end financials.
  • Set a recurring reminder to follow up with Jane Smith and assign it to me.
update_reminder: Update an existing reminder’s details.
  • Change the due date on my Acme reminder to next Friday.
  • Reassign the follow-up reminder for Jane Smith to John.
delete_reminder: Delete an existing reminder.
  • Delete the reminder I set for Acme.
  • Remove the follow-up reminder for Jane Smith.

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Transcripts

get_transcript_fragments: Retrieve dialogue fragments of your team’s meeting transcripts.
  • Show me the transcript for the meeting we had with Acme last week.
  • Extract financial data from the transcript to update the various fields we have on our pipeline list.

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Other

get_current_user: Check who you’re authenticated as and verify your connection.
  • Who am I authenticated as in Affinity?
  • Verify my MCP connection is working.
send_feedback: Submit feedback about a missing capability or limitation directly to Affinity.
  • I can’t do what I need. Can you report this to Affinity?
  • Submit feedback that there’s no way to filter companies by location.