People
search_persons — Search for people by name or email, with optional interaction date filtering.
- Who do we know at Acme Corp?
- 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?
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 Corp?
- Pull the enriched data for Acme Corp.
get_company_list_entries — See which lists a company appears on.
- Which deal lists is Acme Corp currently tracked on?
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”.
Notes
create_note — Create a note and attach it to a person, company, or opportunity.
- Create a note on Acme Corp 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.
get_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.
get_notes_for_entity — Get all notes attached to a specific record.
- Show me all notes on Acme Corp.
- 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?
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 Corp on the Series A Pipeline.
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.
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 Corp 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 Corp in the last 6 months.
- What meetings has Jane Smith had this year?
- List all meetings related to the Series A deal.
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.
solicit_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.