delete_field_value
Delete Field Value
Delete a field value from an entity in Affinity. This removes the custom field data for that entity.
delete_field_value
Delete a field value from an entity in Affinity. This removes the custom field data for that entity.
set_field_value
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.
get_list_entries
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_list_entry
Add an entity (person, organization, or opportunity) to an Affinity list. This creates a new list entry linking the entity to the list.
update_reminder
Update an existing reminder in Affinity. Provide only the fields you want to change.
delete_reminder
Permanently delete a reminder from Affinity.
create_reminder
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_opportunity
Update an existing opportunity (deal) in Affinity. Provide only the fields you want to change.
search_opportunities
Search for opportunity (deal) records in Affinity. Filter by name or list. Returns matching opportunities with their associations.
delete_organization
Permanently delete an organization record from Affinity. Global organizations from the Affinity database cannot be deleted.
list_notes
Retrieve notes from Affinity, optionally filtered by person, organization, or opportunity. Notes can contain plain text or HTML formatting.
search_organizations
Search for organization records in Affinity by name or domain. Returns matching organizations with their domains and person associations.
get_organization
Retrieve a single organization record by ID, including its domains, person associations, and list memberships.
list_reminders
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_field_value
Update an existing field value in Affinity. You must know the field value ID, which you can get from "Get Field Values".
delete_opportunity
Permanently delete an opportunity (deal) from Affinity. This removes it from its list and deletes associated data.
create_opportunity
Create a new opportunity (deal) in Affinity. Each opportunity must belong to a specific list. Optionally associate people and organizations.
create_note
Create a new note in Affinity and associate it with one or more persons, organizations, or opportunities. Supports plain text and HTML content.
search_persons
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.
get_field_value_changes
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.
get_lists
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_person
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_organization
Update an existing organization record in Affinity. Provide only the fields you want to change. Global organizations (from the Affinity database) cannot be renamed.
get_person
Retrieve a single person record by ID, including their emails, organization associations, and optionally interaction dates.
create_organization
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.
get_fields
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
get_entity_files
Retrieve files attached to a person, organization, or opportunity in Affinity. Lists file metadata including name, size, and uploader.
get_opportunity
Retrieve a single opportunity (deal) record by ID, including its list membership, person associations, and organization associations.
remove_list_entry
Remove an entity from an Affinity list by deleting its list entry. This does not delete the entity itself.
delete_person
Permanently delete a person record from Affinity. This also removes them from all lists and deletes associated data.
get_interactions
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_person
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_note
Update the content of an existing note in Affinity.
get_relationship_strengths
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.
delete_note
Permanently delete a note from Affinity.
get_field_values
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.
Manage contacts, organizations, and deal pipelines in a relationship intelligence CRM. Create, search, update, and delete people, organizations, and opportunities. Track interactions including emails, meetings, and calls. Manage custom lists with configurable fields and field values. Query relationship strength scores between team members and external contacts. Create and manage notes, file attachments, and reminders on any entity. Access enrichment data from Affinity's proprietary database. Subscribe to webhooks for real-time notifications on record changes, list updates, and field value modifications.
Common questions about connecting Affinity to AI agents with Metorial.