Built by Metorial, the integration platform for agentic AI.
Delete a field value from an entity in Affinity. This removes the custom field data for that entity.
Create a new field value for an entity in Affinity. This sets a custom field's value on a person, organization, or opportunity. **Value formats by field type:** - **Text/Number**: String or number - **Date**: ISO 8601 date string - **Dropdown**: The dropdown option ID - **Person/Organization**: The entity ID - **Location**: Object with street, city, state, country, etc.
Retrieve entries from a specific Affinity list. Each entry represents a person, organization, or opportunity added to the list. Use this to see what entities belong to a given list.
Add an entity (person, organization, or opportunity) to an Affinity list. This creates a new list entry linking the entity to the list.
Update an existing reminder in Affinity. Provide only the fields you want to change.
Permanently delete a reminder from Affinity.
Create a new reminder in Affinity, attached to a person, organization, or opportunity. Supports one-time and recurring reminders. **Reminder types:** 0 = one-time, 1 = recurring **Reset types (for recurring):** 0 = none, 1 = on email, 2 = on meeting, 3 = on any interaction
Update an existing opportunity (deal) in Affinity. Provide only the fields you want to change.
Search for opportunity (deal) records in Affinity. Filter by name or list. Returns matching opportunities with their associations.
Permanently delete an organization record from Affinity. Global organizations from the Affinity database cannot be deleted.
Retrieve notes from Affinity, optionally filtered by person, organization, or opportunity. Notes can contain plain text or HTML formatting.
Search for organization records in Affinity by name or domain. Returns matching organizations with their domains and person associations.
Retrieve a single organization record by ID, including its domains, person associations, and list memberships.
Retrieve reminders from Affinity, optionally filtered by entity or owner. Supports one-time and recurring reminders that can auto-reset based on interaction activity.
Update an existing field value in Affinity. You must know the field value ID, which you can get from "Get Field Values".
Permanently delete an opportunity (deal) from Affinity. This removes it from its list and deletes associated data.
Create a new opportunity (deal) in Affinity. Each opportunity must belong to a specific list. Optionally associate people and organizations.
Create a new note in Affinity and associate it with one or more persons, organizations, or opportunities. Supports plain text and HTML content.
Search for person records in Affinity by name or email. Returns matching contacts with their email addresses and organization associations. Use this to find existing contacts before creating new ones.
Retrieve the history of changes to a specific field in Affinity. Useful for auditing status transitions, tracking deal pipeline progress, and understanding how data has evolved over time.
Retrieve all lists in Affinity. Lists function as customizable spreadsheets for organizing people, organizations, or opportunities. Use this to discover available lists and their IDs for use with other tools.
Create a new person record in Affinity. You must provide a first and last name, and can optionally include email addresses and organization associations.
Update an existing organization record in Affinity. Provide only the fields you want to change. Global organizations (from the Affinity database) cannot be renamed.
Retrieve a single person record by ID, including their emails, organization associations, and optionally interaction dates.
Create a new organization record in Affinity. Provide a name and optionally a domain and person associations. If an organization with the same domain already exists in the global database, it may be linked automatically.
Retrieve field definitions (custom columns) from Affinity. Fields can be global or specific to a list. Use this to discover available fields and their IDs before reading or writing field values. **Value types:** - **0** = Person, **1** = Organization, **2** = Dropdown, **3** = Number, **4** = Date, **5** = Location, **6** = Text, **7** = Ranked dropdown
Retrieve files attached to a person, organization, or opportunity in Affinity. Lists file metadata including name, size, and uploader.
Retrieve a single opportunity (deal) record by ID, including its list membership, person associations, and organization associations.
Remove an entity from an Affinity list by deleting its list entry. This does not delete the entity itself.
Permanently delete a person record from Affinity. This also removes them from all lists and deletes associated data.
Retrieve interaction records (emails, meetings, calls, chat messages) from Affinity. Filter by person, organization, opportunity, or interaction type. **Interaction types:** - **0** = Email - **1** = Event/Meeting - **2** = Phone call - **3** = Chat message
Update an existing person record in Affinity. Provide only the fields you want to change. Emails and organization associations will be replaced entirely if provided.
Update the content of an existing note in Affinity.
Query relationship strength scores between internal team members and external contacts. Scores are computed from email, call, and meeting activity and are recalculated daily. Useful for identifying who on your team has the strongest connection to a given contact.
Permanently delete a note from Affinity.
Retrieve field values (custom data) for entities in Affinity. Filter by person, organization, opportunity, list entry, or specific field. Returns all custom field data associated with the entity.