Connect Affinity to Your AI Agent

Supply a company ID or a list and saved view. Ask AI to prepare meeting context or compare entries against your review criteria.

20 tools API key

Connect Affinity Install OOMOL

Try a Affinity Task

Copy a prompt into your agent with the oo Skill installed. Add your page links and source notes before running it.

oo Skill Affinity

Prepare a Company Context Brief

Read a company and its list entries to organize the available relationship context.

/oo Affinity: Read Affinity company [company ID] and its list entries. Summarize the available company fields and list context for this meeting: [meeting purpose].

Compare a Saved View’s Records

Read a saved view’s entries and ask AI to group records by the fields relevant to your review.

/oo Affinity: Read Affinity list [list ID], saved view [view ID]. Summarize its entries using these review criteria and identify records missing required information: [criteria].

Start Working with Affinity

Install OOMOL

Set up oo CLI and the oo Skill in your agent.
Install OOMOL →
Connect Affinity

Connect with an Affinity API key.
Connect Affinity →
Give Your Agent a Task

Use /oo with the pages to read, the changes to make, and where to save the result.
Connection Guide →

Choose Your Agent

Codex Claude Code Cursor Hermes

An Affinity API key with access to the target records and lists.

Affinity Tools

Affinity person, company, and opportunity records connect with lists and custom fields. Together they provide context for relationship and pipeline reviews.

Read People and Companies

Retrieve person and company records and their list entries.

Read Lists and Saved Views

Read list fields, entries, and saved-view results.

20 tools

Get Current User

Get the authenticated Affinity user, tenant, and API grant summary.

affinity.get_current_user

List Persons

List Affinity persons with optional ID and field selectors.

affinity.list_persons

Get Person

Get one Affinity person by ID with optional field selectors.

affinity.get_person

List Person Fields

List non-list-specific Affinity person field metadata.

affinity.list_person_fields

List Person Lists

List the Affinity lists that contain one person.

affinity.list_person_lists

List Person List Entries

List all Affinity list entries for one person across lists.

affinity.list_person_list_entries

List Companies

List Affinity companies with optional ID and field selectors.

affinity.list_companies

Get Company

Get one Affinity company by ID with optional field selectors.

affinity.get_company

List Company Fields

List non-list-specific Affinity company field metadata.

affinity.list_company_fields

List Company Lists

List the Affinity lists that contain one company.

affinity.list_company_lists

List Company List Entries

List all Affinity list entries for one company across lists.

affinity.list_company_list_entries

List Opportunities

List Affinity opportunities with optional ID filtering.

affinity.list_opportunities

Get Opportunity

Get one Affinity opportunity by ID.

affinity.get_opportunity

List Lists

List the Affinity lists visible to the authenticated user.

affinity.list_lists

Get List

Get one Affinity list by ID.

affinity.get_list

List List Fields

List the field metadata for one Affinity list.

affinity.list_list_fields

List List Entries

List the Affinity list entries for one list with optional field selectors.

affinity.list_list_entries

List Saved Views

List the saved views configured on one Affinity list.

affinity.list_saved_views

Get Saved View

Get one Affinity saved view by list ID and saved view ID.

affinity.get_saved_view

List Saved View List Entries

List the Affinity list entries returned by one saved view.

affinity.list_saved_view_list_entries

Frequently Asked Questions

Can AI compare custom fields in a list?

Yes. Specify the list and fields needed for your review. Field metadata can help identify which fields to request.

Can I reuse a saved view for a summary?

Yes. Provide both the list ID and view ID so the assistant reads the view’s entries.

Will AI update records during these tasks?

These supported Affinity operations read records and views. They do not modify them.