Affinity Tools
Affinity helps private capital investors to find, manage, and close more deals
Use Affinity Tools with AI agents
Aident Loadout lets Claude Code, Codex, Cursor, and other supported agents call Affinity Tools. Choose from 20 supported Actions. Review each execution in Audit.
Connect Affinity Tools once through Aident Vault. Your agent can use the supported Actions without receiving the underlying credential.
Category
CrmPricing and payment
- Pricing
- Free in Loadout. Provider charges may apply when using a personally connected account.
- Unified payment
- Not currently supported. Connect a provider account when required.
Included Actions
- Affinity Get A Company S List EntriesSummarize company data across all lists, including list-specific fields and metadata like creation date and author. Access requires "Export data from Lists" permission.
- Affinity Get A Company S ListsReturns metadata for all the Lists on which the given Company appears.
- Affinity Get A Person S List EntriesSummary: Browse rows for a Person in all Lists, showing field data and entry metadata like creation time and author. Requires "Export data from Lists" permission.
- Affinity Get A Person S ListsReturns metadata for all the Lists on which the given Person appears.
- Affinity Get A Single CompanyRetrieve basic company info and specific field data by using `fieldIds` or `fieldTypes` parameters. Multiple fields can be queried. No field data if parameters aren't specified. Requires "Export All Organizations directory" permission.
- Affinity Get A Single OpportunityGet basic details about an Opportunity without field data via provided endpoints. Field data requires using specific list entry APIs and the "Export data from Lists" permission.
- Affinity Get A Single PersonUse GET `/v2/persons/fields` with `fieldIds` or `fieldTypes` for detailed data; basic info by default. Request multiple fields at once. "Export All People" permission needed.
- Affinity Get All CompaniesAffinity API allows paginated access to company info and custom fields. Use `fieldIds` or `fieldTypes` to specify data in a request. Retrieve field IDs/Types via GET `/v2/companies/fields`. Export permission needed.
- Affinity Get All List Entries On A ListAccess and export essential data and metadata for Companies, Persons, or Opportunities from a List, specifying data via `fieldIds` or `fieldTypes`. "Export data from Lists" permission is necessary.
- Affinity Get All List Entries On A Saved ViewUse the endpoint to access rows in a Saved View with specific filters and selected fields from a web app. It doesn't maintain sort order, supports only sheet-type views, and requires export permissions.
- Affinity Get All OpportunitiesPagination through Opportunities in Affinity yields basic info but excludes field data. For field data, use specified GET endpoints. "Export data from Lists" permission needed.
- Affinity Get All PersonsThe Affinity API offers paginated access to Person data using `fieldIds` or `fieldTypes`. Bulk extraction needs special permissions and supports multiple parameters.
- Affinity Get Current UserReturns metadata about the current user.
- Affinity Get Metadata On A Single ListReturns metadata on a single List.
- Affinity Get Metadata On A Single List S FieldsReturns metadata on the Fields available on a single List. Use the returned Field IDs to request field data from the GET `/v2/lists/{listId}/list-entries` endpoint.
- Affinity Get Metadata On A Single Saved ViewReturns metadata on a single Saved View.
- Affinity Get Metadata On All ListsReturns metadata on Lists.
- Affinity Get Metadata On Company FieldsReturns metadata on non-list-specific Company Fields. Use the returned Field IDs to request field data from the GET `/v2/companies` and GET `/v2/companies/{id}` endpoints.
- Affinity Get Metadata On Person FieldsReturns metadata on non-list-specific Person Fields. Use the returned Field IDs to request field data from the GET `/v2/persons` and GET `/v2/persons/{id}` endpoints.
- Affinity Get Metadata On Saved ViewsReturns metadata on the Saved Views on a List.
Provider sources
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