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Permanently delete an organization record from Affinity. Global organizations from the Affinity database cannot be deleted.
Retrieve files attached to a person, organization, or opportunity in Affinity. Lists file metadata including name, size, and uploader.
Permanently delete a note from Affinity.
Update an existing reminder in Affinity. Provide only the fields you want to change.
Retrieve interaction metadata from Affinity for one external person, organization or opportunity, one type and a date range of no more than one year. Email bodies may not be returned. **Interaction types:** - **0** = Meeting - **1** = Call - **2** = Chat message - **3** = Email
Create a new person record in Affinity. You must provide a first and last name, and can optionally include email addresses and organization associations.
Delete a field value from an entity in Affinity. This removes the custom field data for that entity.
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 = on interaction, 1 = on email, 2 = on meeting. Recurring reminders require reminderDays. Creating or updating a reminder may notify its owner.
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.
Search for organization records in Affinity by name or domain. Returns matching organizations with their domains and person associations.
Retrieve notes from Affinity, optionally filtered by person, organization, or opportunity. Notes can contain plain text or HTML formatting.
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.
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.
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.
Create a new note in Affinity and associate it with one or more persons, organizations, or opportunities. Supports plain text and HTML content.
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 - **Text/managed dropdown (type 2)**: A string value - **Ranked dropdown (type 7)**: The dropdown option ID from get_fields - **Person/Organization**: The entity ID - **Location**: Object with street_address, city, state and country.
Add a person or organization to an Affinity list. Use get_lists to discover list IDs. Opportunity entries are created by create_opportunity. Adding an entry can activate configured list automations.
Retrieve a single person record by ID, including their emails, organization associations, and optionally interaction dates.
Remove a list entry. Person and organization records remain; deleting an opportunity entry also deletes its opportunity. This may activate configured list automations.
Retrieve a single organization record by ID, including its domains, person associations, and list memberships.
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.
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 an existing field value in Affinity. You must know the field value ID, which you can get from "Get Field Values".
Retrieve a single opportunity (deal) record by ID, including its list membership, person associations, and organization associations.
Permanently delete a person record from Affinity. This also removes them from all lists and deletes associated data.
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 the content of an existing note in Affinity.
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** = Single-line text or dropdown, **3** = Number, **4** = Date, **5** = Location, **6** = Long text, **7** = Ranked dropdown
Search for opportunity records by name. Optional listId filters each provider page locally. Continue with nextPageToken even if a filtered page is empty. Returns matching opportunities with their associations.
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.
Update an existing opportunity (deal) in Affinity. Provide only the fields you want to change.
Update an existing organization record in Affinity. Provide only the fields you want to change. Global organizations (from the Affinity database) cannot be renamed.
Permanently delete a reminder from 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.
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.
Identify the authenticated Affinity user, account and API grant without changing records.
Download an accessible file attached to an Affinity person, organization or opportunity. Call get_entity_files to discover file IDs.