People
search_persons: Search for people by name or email, with optional interaction date filtering.
- Who do we know at Acme?
- Find everyone at Series B companies I’ve met with.
- Show me all contacts we first emailed after January 2024.
- Who are the people we haven’t interacted with in over 6 months?
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?
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.
Companies
search_companies: Search for companies by name or domain, with optional interaction date filtering.
- Find all fintech companies we first reached out to in Q1 2024.
- Show me companies in our network we haven’t spoken to since last year.
- Search for companies with “health” in the name.
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?
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.
semantic_search: Search for companies using natural language when you’re unsure of exact names or want to find similar companies.
- Find companies similar to OpenAI.
- Show me companies working on AI infrastructure.
- Which companies are focused on climate tech that we have never met with?
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”.
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.
Notes
create_note: Create a note and attach it to a person, company, or opportunity.
- 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.
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.
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?
Files
Newsearch_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?
Lists
get_lists: See all lists you have access to.
- What lists do we have in Affinity?
- Show me all the pipeline lists available.
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.
get_list_entries: Browse entries on a list with their field data.
- Show me the first 10 entries on our VC Pipeline list.
- List all companies on the “Portfolio” list with their status field.
get_single_list_entry: Get a specific entry on a list.
- Pull up the list entry for Acme on the Series A Pipeline.
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.
Saved Views
Newget_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.
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.
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?
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.
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.
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.
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.
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.
Field Values
Newupsert_entity_field_values: Create or update field values on a person or company.
- Add ‘Healthcare’ as a new industry tag to Acme.
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.
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?
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.
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.
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.
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.
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.
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.