People
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_persons_info: Get profile and field data for several people in one call.
- Get the job titles and emails for everyone on our team who knows Jane Doe.
- Pull the profiles of these five contacts.
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.
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.
delete_person: Permanently delete one or more people.
Your AI assistant first shows you what will be deleted and waits for your confirmation. This
cannot be undone. The person’s list entries, field values, reminders, and the notes written by
that person are deleted with them. Other notes, files, emails, and meetings are kept but are no
longer linked to the person. Internal people can’t be deleted.
- Delete John Smith from Affinity.
- Remove these three test contacts from our CRM.
merge_persons: Merge two records of the same person into one. The duplicate’s data (notes, list entries, relationships, and more) moves to the person you keep, and the duplicate is deleted.
Requires an organization admin with the Manage Duplicates permission. Your AI assistant first
shows you which record is kept and waits for your confirmation, one merge at a time. The record
that is merged away can’t be an internal person or a collaborator. An admin can undo
the merge later in Settings > Duplicate Management > Merged.
- Merge the two Jane Doe records and keep the one with jane@acme.com.
- Combine the duplicate contacts for John Smith.
Companies
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.
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?
render_market_map: Companion app to the market map skill. Renders the companies that match an investment thesis as an interactive scatter plot (funding stage and engagement) with coverage tables inside your AI client.
- Build a market map for AI infrastructure startups.
- Show me our coverage of climate tech as a market map.
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.
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.
delete_company: Permanently delete one or more companies.
Your AI assistant first shows you what will be deleted and waits for your confirmation. This
cannot be undone. The company’s list entries on all lists, field values, and reminders are
deleted with it. Notes, files, people, and opportunities are kept. Global companies enriched from
Affinity’s dataset can’t be deleted.
- Delete Acme from Affinity.
- What would be affected if I delete Acme?
merge_companies: Merge two records of the same company into one. The duplicate’s data moves to the company you keep.
Requires an organization admin with the Manage Duplicates permission. Your AI assistant first
shows you which record is kept and waits for your confirmation, one merge at a time. When a global
company is involved, Affinity may hide the duplicate instead of deleting it, or replace both
records with one new company. An admin can undo a merge of two manually created companies later
in Settings > Duplicate Management > Merged. A merge involving a global company can’t be
undone, also not in Duplicate Management.
- Merge “Acme Inc” into “Acme” and keep Acme.
- We have two records for Acme. Combine them into one.
get_merge_task: Check whether a person or company merge has finished. Merges run in the background and can take a few minutes.
- Did the Acme merge finish?
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.
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.
delete_opportunity: Permanently delete one or more opportunities.
Your AI assistant first shows you what will be deleted and waits for your confirmation. This
cannot be undone. The opportunity’s list entries, list field values and their history, and
reminders are deleted with it. Notes and files are kept but are no longer linked to the
opportunity.
- Delete the “Acme Renewal” opportunity.
- Delete the test opportunities I created today.
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.
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 the notes attached to a specific record, optionally filtered by date or creator.
- Show me all notes on Acme.
- What notes do we have on John Smith?
- Find notes I created for the Acme deal.
- What have we noted about Acme since April 10?
get_entities_attached_to_note: Find what records are linked to a specific note.
- What companies and people are attached to this note?
update_note: Edit a note you created: change its text, or change the people, companies, and opportunities it is attached to.
Only the note’s creator can edit it. The text of a note with @mentions can’t be changed. A new
set of people, companies, or opportunities replaces the old one, and a note must stay attached
to at least one record.
- Fix the typo in my last note on Acme: “Q3” should be “Q4”.
- Also attach my note about the Acme call to Jane Doe.
delete_note: Permanently delete one or more notes you created.
Your AI assistant first shows you what will be deleted and waits for your confirmation. This
cannot be undone. Deleting a note also deletes its replies and attached files. The people,
companies, and opportunities it is attached to are kept.
- Delete the duplicate note I added on Acme today.
Files
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?
get_entity_files: List the files attached to a person, company, or opportunity, or every file in your organization.
- What files do we have on Acme?
- List the documents attached to the Acme Series B opportunity.
get_entity_file_metadata: Get the details of one file, such as its name, size, and upload date.
- When was the Acme pitch deck uploaded, and by whom?
upload_entity_file: Upload a file, up to 100 MB, and attach it to a person, company, or opportunity.
On a local server, this tool reads the file from your computer. With a hosted connection (for
example, Claude or ChatGPT), attach the file in your chat and ask your AI assistant to upload it.
- Upload this pitch deck to Acme.
- Attach the signed term sheet to the Acme Series B opportunity.
download_entity_file: Download a file attached to a person, company, or opportunity.
- Download the latest Acme pitch deck.
- Get the financials file from the Acme record.
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.
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.
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.
delete_list_entries: Remove one or more entries from a list.
Your AI assistant first shows you what will be deleted and waits for your confirmation. This
cannot be undone. On a company or person list, only the entry is removed: the company or person
stays in Affinity. On an opportunity list, deleting an entry permanently deletes the opportunity
itself.
- Remove Acme from the Series A Pipeline list.
- Take Jane Doe and John Smith off the “Investors I Met at Demo Day” list.
Saved Views
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.
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
upsert_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.
Interactions
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.
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.
get_coworker_connections: Find intro paths to a company through former coworkers: people at your organization who worked with people who are now at the company.
- Who on our team used to work with someone at Acme?
- Find former coworkers who could introduce us to Acme.
get_investor_executive_connections: Find intro paths to a company through shared portfolio companies: investors at your firm who are connected to the company’s executives.
- Which of our investors know Acme’s executives through a portfolio company?
render_warm_intro_graph: Companion app to the warm intro skill. Renders the ranked intro paths as an interactive network graph inside your AI client.
- Show me a visual map of our warmest paths to Jane Doe.
- Visualize our team’s connections at 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.
Skills
Skills are guided workflows for longer tasks. Your AI assistant follows the skill’s steps and uses many of the tools above to complete the task. Some AI clients also let you start a skill directly, for example as a slash command.market_map_generator: Build an investment thesis market map: find the companies in Affinity that match a thesis, score each one for fit, and show the result with the render_market_map app.
- Build a market map for vertical SaaS in healthcare.
- What does our pipeline look like for AI infrastructure?
warm_intro: Find the warmest intro paths to a person or company from your team’s relationship data, and draft the intro request.
- Who can introduce me to Jane Doe?
- Find me a warm intro to someone at Acme.
affinity_meeting_prep: Prepare a brief before a meeting about the people and companies you will meet: your team’s relationships with them, recent notes and transcripts, and where they are in your pipeline. It only reads data.
- Prep me for my meeting with Acme tomorrow.
- Brief me on Jane Doe before our call.
affinity_data_migration: Import or move companies, people, or opportunities into Affinity from another CRM, a CSV file, or a spreadsheet, and prepare the file for Affinity’s importer.
- Help me move our deals from our old CRM into Affinity.
- Clean up this CSV so I can import it into Affinity.
affinity_event_setup: Set up event tracking in Affinity: attendance fields, attendee lists, sourcing attendees from your relationships, and follow-up after the event.
- Set up tracking for our annual LP summit.
- Update the attendance status for last week’s conference from this 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.
get_users: List the members of your Affinity team.
- Who is on our Affinity team?
- Find the user account for Jane Smith on our team.
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.