// connections

Affinity

Search and update your Affinity CRM through both of its API versions: persons, companies, opportunities, lists and their field values, notes, reminders, interactions and warm introduction paths. Connect with an Affinity API key.

44 mcp tools171 operations
rest
https://api.superagnt.com/v1/connections/affinity plus the vendor's own path, with your superagnt API key as Authorization: Bearer.
mcp
Tools named connection_affinity_* on https://mcp.superagnt.com/mcp, served once the account is connected.
billing
Affinity bills your own account. Calls cost no superagnt data credits.
rate limit
15 requests a second, 900 a minute: the vendor's ceiling as the registry records it, for sizing bursts. Your plan's own limit is on Connections.
vendor docs
https://developer.affinity.co

The Affinity connection lets an agent work the relationship-intelligence CRM your team already runs deals from. It finds persons, companies and opportunities by name, email or field values, reads and adds list entries and sets their fields (a deal's status or owners, say), writes notes and reminders, reads the emails, meetings, calls and chat messages Affinity logged, scores relationships and ranks warm introduction paths to a person or a company, reads files and AI Notetaker transcripts, merges duplicates and manages webhooks. It covers Affinity's API v1 and v2 with one key: every tool name says which version it calls (connection_affinity_v1_* or connection_affinity_v2_*).

01

Setup

  1. Check your Affinity plan. Affinity's API is on its Scale, Advanced and Enterprise plans. Essentials has no API access, and trial accounts get none until they buy one of those plans.
  2. Generate an API key. In Affinity open Settings → Manage Apps and generate a key. Your role needs the "Generate an API key" permission. A key sees only what its user can see, so a key from a seat with restricted visibility silently returns less: make it on a seat that can see everything your agents should reach.
  3. Connect Affinity. In the superagnt app open Integrations, pick Affinity, paste the key and press Connect. superagnt checks the key with Affinity first, and a key Affinity refuses is not saved.

02

Things to know

  • Two API versions, one key. v1 paths sit at the root (/persons, /organizations, /opportunities) and v2 paths under /v2 (/v2/persons, /v2/companies). v2 is not at parity with v1: v2 has the newer reads, the searches, notes, reminders, field updates, introduction paths and merges, while v1 still holds most writes, such as creating companies and opportunities, logging interactions and managing fields. v1 calls companies organizations.
  • v2 is pinned to version 2026-09-17. superagnt sends Affinity's version header on every v2 call, so answers have the shape the tools describe, whatever default version your Affinity key was given.
  • Field data is opt-in on v2. connection_affinity_v2_get_person, connection_affinity_v2_get_company, their list tools and the list entry tools return no field values unless you pass fieldIds or fieldTypes. Field ids are strings such as field-1234 or affinity-data-location; connection_affinity_v2_list_person_fields, connection_affinity_v2_list_company_fields and connection_affinity_v2_list_list_fields list them with each field's valueType. v1 field ids are integers.
  • Finding who is already in Affinity. connection_affinity_v1_search_persons matches a name or an email address in term, and connection_affinity_v1_search_organizations a company name or domain. connection_affinity_v2_search_persons and connection_affinity_v2_search_companies add field filters and sorts (Affinity marks these searches beta).
  • Writing a field. v2's single-field and batch updates take a value as { "type": <the field's valueType>, "data": ... }: a dropdown or status takes { "dropdownOptionId" }, a person or company { "id" }, and data: null clears the field. The dropdown options and their ids come from the dropdown option tools.
  • Lists. A list holds persons, companies or opportunities, and a list entry is one row. connection_affinity_v2_add_list_entry adds a person or company; an opportunity is created on its list with connection_affinity_v1_create_opportunity. A person or company list can hold the same record twice, so check before adding. Deleting an entry on an opportunity list deletes the opportunity.
  • Notes take HTML limited to <p>, <br>, <strong>, <em>, <u>, <ol>, <ul>, <li>, <span> and <a href>. A note goes on persons, companies or opportunities, on a meeting, call or chat message, or replies to another note. Notes that @mention someone cannot be edited through the API.
  • Reminders. Agents can create one-time and recurring reminders on a person, company or opportunity, owned by someone on your team, and update, complete or delete them.
  • Relationships and introductions. connection_affinity_v2_list_intro_paths ranks paths from your team to a person or to anyone at a company, directly or through one bridge person. connection_affinity_v2_list_person_relationships and connection_affinity_v2_list_company_relationships return each relationship's interactionScore from 0 to 1, and the inferred connection tools find people at a target company someone you know may know. Affinity marks these beta.
  • Interactions. v2 lists the emails, meetings, calls and chat messages Affinity logged, with participants and times. Email bodies are never available. v1 creates, updates and deletes meetings, calls, chat messages and emails as interactions. If your team's inbox already syncs into Affinity, those emails are logged already.
  • Paging. v2 list tools take limit and a cursor: pass the cursor value from the previous answer's pagination.nextUrl, which is null on the last page. v1 tools that page take page_size and the previous answer's next_page_token as page_token, with the other arguments unchanged.
  • Filters. v2 list tools take filter, a string such as createdAt>=2026-01-01T00:00:00Z & creator.id=12. Each tool's description lists the properties it filters on.
  • Beta. Affinity marks some v2 endpoints beta (each tool says so); Affinity may change them without notice.
  • The connection leaves out three Affinity endpoints: v1 file upload, which needs a multipart body, v1 file download, which answers with the file's bytes (connection_affinity_v2_get_file returns a signed download URL instead), and v2 product feedback to Affinity.

Rate limits

Affinity allows 900 requests per user per minute and caps each account each month: 100,000 requests on Scale and Advanced, none on Enterprise. v1 and v2 share both limits, along with anything else that uses the same key. An Affinity 429 reaches you as RATE_LIMITED (HTTP 429): back off, then retry. See Connection failures.

03

Permissions

Each operation starts with a default level. A deployed agent pauses for a person's approval before an Ask or Always ask operation and runs an Act operation straight away. A person can change any level per tool, for one agent or for the whole workspace: see Permissions.

  • Always ask: every delete (persons, organizations, opportunities, list entries, fields and field values, notes, reminders, interactions, transcripts, dropdown options and webhooks) and both merges, which delete the duplicate record.
  • Ask: every other create and update.
  • Act: every read, including the v2 searches sent as POST.

04

Examples

Find a person by email

v1 term searchbash
curl "https://api.superagnt.com/v1/connections/affinity/persons?term=jane%40acme.com" \
  -H "Authorization: Bearer $AGNTDATA_API_KEY"

Add a company to a list

v2 list entrybash
curl -X POST "https://api.superagnt.com/v1/connections/affinity/v2/lists/450/list-entries" \
  -H "Authorization: Bearer $AGNTDATA_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"entity": {"id": 7133202}}'

Log a note on a person

v2 notebash
curl -X POST "https://api.superagnt.com/v1/connections/affinity/v2/notes" \
  -H "Authorization: Bearer $AGNTDATA_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"type": "entities", "content": {"html": "<p>Sent the deck. Follow up next week.</p>"}, "persons": [{"id": 38706}]}'

Remind someone to follow up in five days

v2 reminderbash
curl -X POST "https://api.superagnt.com/v1/connections/affinity/v2/reminders" \
  -H "Authorization: Bearer $AGNTDATA_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"type": "one-time", "owner": {"id": 38701}, "entity": {"type": "person", "id": 38706}, "dueDate": "2026-11-09T17:00:00Z", "content": "Follow up if no reply"}'
05// mcp tools

44 tools, one per resource and risk

MCP servers and agents on the grouped surface list Affinity as these tools. Each takes an action, and the ones that work across record types an object. Every operation also keeps its own per-operation name, in the next table, which works on every server. How grouping works: Grouped tools.

ToolRiskActions
connection_affinity_persons_read

Find and read Affinity persons

Find a person by name or email, filter persons on field values, or read a person with their field values (v2) or their organizations, opportunities and interaction dates (v1), and the lists and list entries they are on.

read
searchfilterlistgetget_v1list_entrieslists
connection_affinity_persons_write

Create and update Affinity persons

Create a person, change their name, emails or organizations (v1, which replaces each list it is sent), or set their field values one at a time or up to 100 at once.

write
createupdateset_fieldset_fields
connection_affinity_persons_delete

Delete an Affinity person

Permanently delete a person; your own team members cannot be deleted.

destructive
delete
connection_affinity_person_fields_read

Read Affinity person fields

List the person fields (the ids and valueType field reads, filters and updates take) and a dropdown field's options, or read one person's field values.

read
fieldsdropdown_optionsvaluesvaluevalue_items
connection_affinity_companies_read

Find and read Affinity companies

Find a company by name or domain, filter companies on field values or describe them in plain words, or read a company with its field values (v2) or its persons, opportunities and interaction dates (v1), and the lists and list entries it is on.

read
searchfilterdescribelistgetget_v1list_entrieslists
connection_affinity_companies_write

Create and update Affinity companies

Create a company (an organization in v1), change its name, domain or persons (v1, which replaces the persons list it is sent), or set its field values one at a time or up to 100 at once.

write
createupdateset_fieldset_fields
connection_affinity_companies_delete

Delete an Affinity company

Permanently delete a company (an organization in v1) and its field values.

destructive
delete
connection_affinity_company_fields_read

Read Affinity company fields

List the company fields (the ids and valueType field reads, filters and updates take) and a dropdown field's options, or read one company's field values.

read
fieldsdropdown_optionsvaluesvaluevalue_items
connection_affinity_opportunities_read

Find and read Affinity opportunities

Find an opportunity by name, list opportunities, or read one (v2), or with its persons, companies and list entry (v1). An opportunity's field values are on its list entry.

read
searchlistgetget_v1
connection_affinity_opportunities_write

Create and update Affinity opportunities

Create an opportunity on an opportunity list, or rename it and change its persons and companies (each list sent replaces the old one).

write
createupdate
connection_affinity_opportunities_delete

Delete an Affinity opportunity

Permanently delete an opportunity.

destructive
delete
connection_affinity_lists_read

Read Affinity lists

List the lists you can see or get one, read a list's fields and their dropdown options (the ids list entry reads, filters and updates take), and read its saved views.

read
listgetfieldsdropdown_optionsdropdown_optionsaved_viewssaved_view
connection_affinity_lists_write

Create Affinity lists and dropdown options

Create a list of persons, companies or opportunities, or add or change an option of a list field's dropdown.

write
createadd_optionupdate_option
connection_affinity_lists_delete

Delete an Affinity dropdown option

Delete an option of a list field's dropdown, which clears it from every list entry set to it.

destructive
delete_option
connection_affinity_list_entries_read

Read Affinity list entries

Read the entries (rows) of a list or a saved view, search them by name and field filters, or read one entry's field values and their change history.

read
listsearchgetviewfield_valuesfield_valuefield_value_itemshistory
connection_affinity_list_entries_write

Add to Affinity lists and set entry fields

Add a person or company to a list, or set a list entry's field values (its Status or Owners column, say) one at a time or up to 100 at once.

write
addset_fieldset_fields
connection_affinity_list_entries_delete

Remove an entry from an Affinity list

Remove a row from a list with its list-only field values; on an opportunity list this also deletes the opportunity.

destructive
delete
connection_affinity_fields_read

Read Affinity fields (v1)

List every field in v1 (global, list-specific or both), with its integer id and value type.

read
list
connection_affinity_fields_write

Create an Affinity field (v1)

Create a global or list-specific field (a column).

write
create
connection_affinity_fields_delete

Delete an Affinity field (v1)

Permanently delete a field and every value in it.

destructive
delete
connection_affinity_field_values_read

Read Affinity field values and changes

Read a record's field values in v1, or the history of field value changes: v2 across the workspace by field, entry, person who changed it or time, v1 for one field by record or action.

read
listchangeschanges_v1
connection_affinity_field_values_write

Add and change Affinity field values (v1)

Add a value to a field on a person, organization, opportunity or list entry, or change a value by its id.

write
createupdate
connection_affinity_field_values_delete

Delete an Affinity field value (v1)

Permanently delete one field value by its id.

destructive
delete
connection_affinity_notes_read

Find and read Affinity notes

List notes, search their text, get one with its replies, read the notes on a person, company or opportunity, or the records a note is attached to.

read
listsearchgetrepliesperson_notescompany_notesopportunity_notesattached (persons, companies, opportunities)
connection_affinity_notes_write

Write Affinity notes

Write a note on persons, companies or opportunities, on a meeting, call or chat message, or as a reply, or change one. Note content is HTML from a short list of allowed tags.

write
createupdate
connection_affinity_notes_delete

Delete an Affinity note

Permanently delete a note you created, with its replies.

destructive
delete
connection_affinity_reminders_read

Read Affinity reminders

List the reminders you can see, filtered by status, due date, owner or the record they are on, or get one.

read
listget
connection_affinity_reminders_write

Create and update Affinity reminders

Create a one-time or recurring reminder on a person, company or opportunity for someone on your team, or change, complete or reopen one.

write
createupdate
connection_affinity_reminders_delete

Delete an Affinity reminder

Permanently delete a reminder you created or own.

destructive
delete
connection_affinity_interactions_read

Read Affinity interactions

Read the emails (never their bodies), meetings, calls and chat messages Affinity logged (v2), or one record's interactions of one type over a date range (v1).

read
emailsmeetingsmeetingcallschat_messageslist_v1get_v1
connection_affinity_interactions_write

Log Affinity interactions (v1)

Log a meeting, call, chat message or email with its persons, or change a logged one.

write
createupdate
connection_affinity_interactions_delete

Delete an Affinity interaction (v1)

Permanently delete a logged meeting, call, chat message or email.

destructive
delete
connection_affinity_transcripts_read

Read Affinity call transcripts

List AI Notetaker transcripts, or read one with its speakers and text.

read
listgetfragments
connection_affinity_transcripts_delete

Delete an Affinity transcript

Permanently delete a transcript; its AI Notetaker summary note stays.

destructive
delete
connection_affinity_relationships_read

Read Affinity relationships and introductions

Rank warm introduction paths to a person or anyone at a company, score a person's or company's relationships with your team, and find people at a company someone you know may know.

read
intro_pathspersoncompanycoworkersinvestorsstrengths
connection_affinity_files_read

Find and read Affinity files

List files, search their text, get one with a temporary download URL, or list the files on one person, organization or opportunity (v1).

read
listsearchgeton_record
connection_affinity_company_duplicates_read

Read Affinity company duplicates and merges

List the company pairs Affinity flags as duplicates, and follow company merges and merge tasks.

read
suggestionsmergesmergetaskstask
connection_affinity_person_duplicates_read

Read Affinity person duplicates and merges

List the person pairs Affinity flags as duplicates, and follow person merges and merge tasks.

read
suggestionsmergesmergetaskstask
connection_affinity_duplicates_merge

Merge Affinity duplicates

Merge a duplicate company or person into a primary one: the duplicate is deleted and cannot be restored. Needs the "Manage duplicates" permission and an admin role.

destructive
companiespersons
connection_affinity_webhooks_read

Read Affinity webhooks

List the webhooks you can manage or get one, with its URL, event types and status.

read
listget
connection_affinity_webhooks_write

Create and update Affinity webhooks

Create a webhook that posts the chosen Affinity event types to a URL (Affinity tests the URL first), or change its URL, events or status.

write
createupdate
connection_affinity_webhooks_delete

Delete an Affinity webhook

Permanently delete a webhook.

destructive
delete
connection_affinity_workspace_read

Read the Affinity account

Identify the connected key's user and its permissions, read this key's rate limit usage, or list and get your organization's users.

read
merate_limitusersuser
connection_affinity_teams_read

Read Affinity teams

List the teams you can see or get one, with its members and the lists it can access.

read
listgetmemberslists
06// operations

All 171 operations

Each operation is a REST path under https://api.superagnt.com/v1/connections/affinity and an MCP tool. The per-operation tool name is the one permissions, approvals and usage records use.

OperationMCP tool
GET/auth/whoami

Get the current user

connection_affinity_v1_get_current_usernot listed on grouped servers; call it by this name
GET/entity-files

List entity files

connection_affinity_v1_list_entity_filesgrouped: connection_affinity_files_read, action on_record
GET/entity-files/{entity_file_id}

Get an entity file

connection_affinity_v1_get_entity_filenot listed on grouped servers; call it by this name
GET/field-value-changes

List field value changes

connection_affinity_v1_list_field_value_changesgrouped: connection_affinity_field_values_read, action changes_v1
GET/field-values

List field values

connection_affinity_v1_list_field_valuesgrouped: connection_affinity_field_values_read, action list
POST/field-values

Create a field value

connection_affinity_v1_create_field_valuegrouped: connection_affinity_field_values_write, action create
PUT/field-values/{field_value_id}

Update a field value

connection_affinity_v1_update_field_valuegrouped: connection_affinity_field_values_write, action update
DELETE/field-values/{field_value_id}

Delete a field value

connection_affinity_v1_delete_field_valuegrouped: connection_affinity_field_values_delete, action delete
GET/fields

List fields

connection_affinity_v1_list_fieldsgrouped: connection_affinity_fields_read, action list
POST/fields

Create a field

connection_affinity_v1_create_fieldgrouped: connection_affinity_fields_write, action create
DELETE/fields/{field_id}

Delete a field

connection_affinity_v1_delete_fieldgrouped: connection_affinity_fields_delete, action delete
GET/interactions

List interactions

connection_affinity_v1_list_interactionsgrouped: connection_affinity_interactions_read, action list_v1
POST/interactions

Create an interaction

connection_affinity_v1_create_interactiongrouped: connection_affinity_interactions_write, action create
GET/interactions/{interaction_id}

Get an interaction

connection_affinity_v1_get_interactiongrouped: connection_affinity_interactions_read, action get_v1
PUT/interactions/{interaction_id}

Update an interaction

connection_affinity_v1_update_interactiongrouped: connection_affinity_interactions_write, action update
DELETE/interactions/{interaction_id}

Delete an interaction

connection_affinity_v1_delete_interactiongrouped: connection_affinity_interactions_delete, action delete
GET/lists

List all lists

connection_affinity_v1_list_listsnot listed on grouped servers; call it by this name
POST/lists

Create a list

connection_affinity_v1_create_listnot listed on grouped servers; call it by this name
GET/lists/{list_id}

Get a list

connection_affinity_v1_get_listnot listed on grouped servers; call it by this name
GET/lists/{list_id}/list-entries

List entries on a list

connection_affinity_v1_list_list_entriesnot listed on grouped servers; call it by this name
POST/lists/{list_id}/list-entries

Add a person or organization to a list

connection_affinity_v1_add_list_entrynot listed on grouped servers; call it by this name
GET/lists/{list_id}/list-entries/{list_entry_id}

Get a list entry

connection_affinity_v1_get_list_entrynot listed on grouped servers; call it by this name
DELETE/lists/{list_id}/list-entries/{list_entry_id}

Remove an entry from a list

connection_affinity_v1_delete_list_entrygrouped: connection_affinity_list_entries_delete, action delete
GET/notes

List notes

connection_affinity_v1_list_notesnot listed on grouped servers; call it by this name
POST/notes

Create a note

connection_affinity_v1_create_notenot listed on grouped servers; call it by this name
GET/notes/{note_id}

Get a note

connection_affinity_v1_get_notenot listed on grouped servers; call it by this name
PUT/notes/{note_id}

Update a note

connection_affinity_v1_update_notenot listed on grouped servers; call it by this name
DELETE/notes/{note_id}

Delete a note

connection_affinity_v1_delete_notenot listed on grouped servers; call it by this name
GET/opportunities

Search opportunities

connection_affinity_v1_search_opportunitiesgrouped: connection_affinity_opportunities_read, action search
POST/opportunities

Create an opportunity

connection_affinity_v1_create_opportunitygrouped: connection_affinity_opportunities_write, action create
GET/opportunities/{opportunity_id}

Get an opportunity

connection_affinity_v1_get_opportunitygrouped: connection_affinity_opportunities_read, action get_v1
PUT/opportunities/{opportunity_id}

Update an opportunity

connection_affinity_v1_update_opportunitygrouped: connection_affinity_opportunities_write, action update
DELETE/opportunities/{opportunity_id}

Delete an opportunity

connection_affinity_v1_delete_opportunitynot listed on grouped servers; call it by this name
GET/organizations

Search organizations

connection_affinity_v1_search_organizationsgrouped: connection_affinity_companies_read, action search
POST/organizations

Create an organization

connection_affinity_v1_create_organizationgrouped: connection_affinity_companies_write, action create
GET/organizations/fields

List global organization fields

connection_affinity_v1_list_organization_fieldsnot listed on grouped servers; call it by this name
GET/organizations/{organization_id}

Get an organization

connection_affinity_v1_get_organizationgrouped: connection_affinity_companies_read, action get_v1
PUT/organizations/{organization_id}

Update an organization

connection_affinity_v1_update_organizationgrouped: connection_affinity_companies_write, action update
DELETE/organizations/{organization_id}

Delete an organization

connection_affinity_v1_delete_organizationgrouped: connection_affinity_companies_delete, action delete
GET/persons

Search persons

connection_affinity_v1_search_personsgrouped: connection_affinity_persons_read, action search
POST/persons

Create a person

connection_affinity_v1_create_personnot listed on grouped servers; call it by this name
GET/persons/fields

List global person fields

connection_affinity_v1_list_person_fieldsnot listed on grouped servers; call it by this name
GET/persons/{person_id}

Get a person

connection_affinity_v1_get_persongrouped: connection_affinity_persons_read, action get_v1
PUT/persons/{person_id}

Update a person

connection_affinity_v1_update_persongrouped: connection_affinity_persons_write, action update
DELETE/persons/{person_id}

Delete a person

connection_affinity_v1_delete_personnot listed on grouped servers; call it by this name
GET/rate-limit

Get rate limit usage

connection_affinity_v1_get_rate_limitnot listed on grouped servers; call it by this name
GET/relationships-strengths

Get relationship strengths

connection_affinity_v1_get_relationship_strengthsgrouped: connection_affinity_relationships_read, action strengths
GET/reminders

List reminders

connection_affinity_v1_list_remindersnot listed on grouped servers; call it by this name
POST/reminders

Create a reminder

connection_affinity_v1_create_remindernot listed on grouped servers; call it by this name
GET/reminders/{reminder_id}

Get a reminder

connection_affinity_v1_get_remindernot listed on grouped servers; call it by this name
PUT/reminders/{reminder_id}

Update a reminder

connection_affinity_v1_update_remindernot listed on grouped servers; call it by this name
DELETE/reminders/{reminder_id}

Delete a reminder

connection_affinity_v1_delete_remindernot listed on grouped servers; call it by this name
GET/webhook

List webhook subscriptions

connection_affinity_v1_list_webhooksnot listed on grouped servers; call it by this name
POST/webhook/subscribe

Create a webhook subscription

connection_affinity_v1_create_webhooknot listed on grouped servers; call it by this name
GET/webhook/{webhook_subscription_id}

Get a webhook subscription

connection_affinity_v1_get_webhooknot listed on grouped servers; call it by this name
PUT/webhook/{webhook_subscription_id}

Update a webhook subscription

connection_affinity_v1_update_webhooknot listed on grouped servers; call it by this name
DELETE/webhook/{webhook_subscription_id}

Delete a webhook subscription

connection_affinity_v1_delete_webhooknot listed on grouped servers; call it by this name
GET/v2/auth/whoami

Get the current user

connection_affinity_v2_get_current_usergrouped: connection_affinity_workspace_read, action me
GET/v2/calls

List calls

connection_affinity_v2_list_callsgrouped: connection_affinity_interactions_read, action calls
GET/v2/chat-messages

List chat messages

connection_affinity_v2_list_chat_messagesgrouped: connection_affinity_interactions_read, action chat_messages
GET/v2/companies

List companies

connection_affinity_v2_list_companiesgrouped: connection_affinity_companies_read, action list
GET/v2/companies/fields

List company fields

connection_affinity_v2_list_company_fieldsgrouped: connection_affinity_company_fields_read, action fields
GET/v2/companies/fields/{fieldId}/dropdown-options

List a company field's dropdown options

connection_affinity_v2_list_company_field_dropdown_optionsgrouped: connection_affinity_company_fields_read, action dropdown_options
POST/v2/companies/search

Search companies

connection_affinity_v2_search_companiesgrouped: connection_affinity_companies_read, action filter
GET/v2/companies/{companyId}

Get a company

connection_affinity_v2_get_companygrouped: connection_affinity_companies_read, action get
GET/v2/companies/{companyId}/fields

List a company's field values

connection_affinity_v2_list_company_field_valuesgrouped: connection_affinity_company_fields_read, action values
PATCH/v2/companies/{companyId}/fields

Update several fields on a company

connection_affinity_v2_update_company_fieldsgrouped: connection_affinity_companies_write, action set_fields
GET/v2/companies/{companyId}/fields/{fieldId}

Get one field value on a company

connection_affinity_v2_get_company_field_valuegrouped: connection_affinity_company_fields_read, action value
POST/v2/companies/{companyId}/fields/{fieldId}

Update one field on a company

connection_affinity_v2_update_company_fieldgrouped: connection_affinity_companies_write, action set_field
GET/v2/companies/{companyId}/fields/{fieldId}/values

List the values of one company field

connection_affinity_v2_list_company_field_value_itemsgrouped: connection_affinity_company_fields_read, action value_items
GET/v2/companies/{companyId}/list-entries

List a company's list entries

connection_affinity_v2_list_company_list_entriesgrouped: connection_affinity_companies_read, action list_entries
GET/v2/companies/{companyId}/lists

List the lists a company is on

connection_affinity_v2_list_company_listsgrouped: connection_affinity_companies_read, action lists
GET/v2/companies/{companyId}/notes

List a company's notes

connection_affinity_v2_list_company_notesgrouped: connection_affinity_notes_read, action company_notes
GET/v2/companies/{companyId}/relationships

List a company's relationships

connection_affinity_v2_list_company_relationshipsgrouped: connection_affinity_relationships_read, action company
GET/v2/company-merges

List company merges

connection_affinity_v2_list_company_mergesgrouped: connection_affinity_company_duplicates_read, action merges
POST/v2/company-merges

Merge two companies

connection_affinity_v2_merge_companiesgrouped: connection_affinity_duplicates_merge, action companies
GET/v2/company-merges/{mergeId}

Get a company merge

connection_affinity_v2_get_company_mergegrouped: connection_affinity_company_duplicates_read, action merge
GET/v2/duplicates/company-suggestions

List company duplicate suggestions

connection_affinity_v2_list_company_duplicate_suggestionsgrouped: connection_affinity_company_duplicates_read, action suggestions
GET/v2/duplicates/person-suggestions

List person duplicate suggestions

connection_affinity_v2_list_person_duplicate_suggestionsgrouped: connection_affinity_person_duplicates_read, action suggestions
GET/v2/emails

List emails

connection_affinity_v2_list_emailsgrouped: connection_affinity_interactions_read, action emails
GET/v2/field-value-changes

List field value changes

connection_affinity_v2_list_field_value_changesgrouped: connection_affinity_field_values_read, action changes
GET/v2/files

List files

connection_affinity_v2_list_filesgrouped: connection_affinity_files_read, action list
POST/v2/files/search

Search files

connection_affinity_v2_search_filesgrouped: connection_affinity_files_read, action search
GET/v2/files/{fileId}

Get a file

connection_affinity_v2_get_filegrouped: connection_affinity_files_read, action get
GET/v2/inferred-connections/coworkers

List coworker connections

connection_affinity_v2_list_coworker_connectionsgrouped: connection_affinity_relationships_read, action coworkers
GET/v2/inferred-connections/investor-executive-connections

List investor-executive connections

connection_affinity_v2_list_investor_executive_connectionsgrouped: connection_affinity_relationships_read, action investors
GET/v2/intro-paths

List introduction paths

connection_affinity_v2_list_intro_pathsgrouped: connection_affinity_relationships_read, action intro_paths
GET/v2/lists

List lists

connection_affinity_v2_list_listsgrouped: connection_affinity_lists_read, action list
POST/v2/lists

Create a list

connection_affinity_v2_create_listgrouped: connection_affinity_lists_write, action create
GET/v2/lists/{listId}

Get a list

connection_affinity_v2_get_listgrouped: connection_affinity_lists_read, action get
GET/v2/lists/{listId}/fields

List a list's fields

connection_affinity_v2_list_list_fieldsgrouped: connection_affinity_lists_read, action fields
GET/v2/lists/{listId}/fields/{fieldId}/dropdown-options

List a list field's dropdown options

connection_affinity_v2_list_list_field_dropdown_optionsgrouped: connection_affinity_lists_read, action dropdown_options
POST/v2/lists/{listId}/fields/{fieldId}/dropdown-options

Add a dropdown option to a list field

connection_affinity_v2_create_list_field_dropdown_optiongrouped: connection_affinity_lists_write, action add_option
GET/v2/lists/{listId}/fields/{fieldId}/dropdown-options/{dropdownOptionId}

Get a list field's dropdown option

connection_affinity_v2_get_list_field_dropdown_optiongrouped: connection_affinity_lists_read, action dropdown_option
POST/v2/lists/{listId}/fields/{fieldId}/dropdown-options/{dropdownOptionId}

Update a list field's dropdown option

connection_affinity_v2_update_list_field_dropdown_optiongrouped: connection_affinity_lists_write, action update_option
DELETE/v2/lists/{listId}/fields/{fieldId}/dropdown-options/{dropdownOptionId}

Delete a list field's dropdown option

connection_affinity_v2_delete_list_field_dropdown_optiongrouped: connection_affinity_lists_delete, action delete_option
GET/v2/lists/{listId}/list-entries

List a list's entries

connection_affinity_v2_list_list_entriesgrouped: connection_affinity_list_entries_read, action list
POST/v2/lists/{listId}/list-entries

Add a company or person to a list

connection_affinity_v2_add_list_entrygrouped: connection_affinity_list_entries_write, action add
POST/v2/lists/{listId}/list-entries/search

Search a list's entries

connection_affinity_v2_search_list_entriesgrouped: connection_affinity_list_entries_read, action search
GET/v2/lists/{listId}/list-entries/{listEntryId}

Get a list entry

connection_affinity_v2_get_list_entrygrouped: connection_affinity_list_entries_read, action get
GET/v2/lists/{listId}/list-entries/{listEntryId}/field-value-changes

List field changes on a list entry

connection_affinity_v2_list_list_entry_field_value_changesgrouped: connection_affinity_list_entries_read, action history
GET/v2/lists/{listId}/list-entries/{listEntryId}/fields

List a list entry's field values

connection_affinity_v2_list_list_entry_field_valuesgrouped: connection_affinity_list_entries_read, action field_values
PATCH/v2/lists/{listId}/list-entries/{listEntryId}/fields

Update several fields on a list entry

connection_affinity_v2_update_list_entry_fieldsgrouped: connection_affinity_list_entries_write, action set_fields
GET/v2/lists/{listId}/list-entries/{listEntryId}/fields/{fieldId}

Get one field value on a list entry

connection_affinity_v2_get_list_entry_field_valuegrouped: connection_affinity_list_entries_read, action field_value
POST/v2/lists/{listId}/list-entries/{listEntryId}/fields/{fieldId}

Update one field on a list entry

connection_affinity_v2_update_list_entry_fieldgrouped: connection_affinity_list_entries_write, action set_field
GET/v2/lists/{listId}/list-entries/{listEntryId}/fields/{fieldId}/values

List the values of one list entry field

connection_affinity_v2_list_list_entry_field_value_itemsgrouped: connection_affinity_list_entries_read, action field_value_items
GET/v2/lists/{listId}/saved-views

List a list's saved views

connection_affinity_v2_list_saved_viewsgrouped: connection_affinity_lists_read, action saved_views
GET/v2/lists/{listId}/saved-views/{viewId}

Get a saved view

connection_affinity_v2_get_saved_viewgrouped: connection_affinity_lists_read, action saved_view
GET/v2/lists/{listId}/saved-views/{viewId}/list-entries

List a saved view's entries

connection_affinity_v2_list_saved_view_list_entriesgrouped: connection_affinity_list_entries_read, action view
GET/v2/meetings

List meetings

connection_affinity_v2_list_meetingsgrouped: connection_affinity_interactions_read, action meetings
GET/v2/meetings/{meetingId}

Get a meeting

connection_affinity_v2_get_meetinggrouped: connection_affinity_interactions_read, action meeting
GET/v2/notes

List notes

connection_affinity_v2_list_notesgrouped: connection_affinity_notes_read, action list
POST/v2/notes

Create a note

connection_affinity_v2_create_notegrouped: connection_affinity_notes_write, action create
POST/v2/notes/search

Search notes

connection_affinity_v2_search_notesgrouped: connection_affinity_notes_read, action search
GET/v2/notes/{noteId}

Get a note

connection_affinity_v2_get_notegrouped: connection_affinity_notes_read, action get
POST/v2/notes/{noteId}

Update a note

connection_affinity_v2_update_notegrouped: connection_affinity_notes_write, action update
DELETE/v2/notes/{noteId}

Delete a note

connection_affinity_v2_delete_notegrouped: connection_affinity_notes_delete, action delete
GET/v2/notes/{noteId}/attached-companies

List a note's companies

connection_affinity_v2_list_note_companiesgrouped: connection_affinity_notes_read, action attached, object companies
GET/v2/notes/{noteId}/attached-opportunities

List a note's opportunities

connection_affinity_v2_list_note_opportunitiesgrouped: connection_affinity_notes_read, action attached, object opportunities
GET/v2/notes/{noteId}/attached-persons

List a note's persons

connection_affinity_v2_list_note_personsgrouped: connection_affinity_notes_read, action attached, object persons
GET/v2/notes/{noteId}/replies

List a note's replies

connection_affinity_v2_list_note_repliesgrouped: connection_affinity_notes_read, action replies
GET/v2/opportunities

List opportunities

connection_affinity_v2_list_opportunitiesgrouped: connection_affinity_opportunities_read, action list
GET/v2/opportunities/{opportunityId}

Get an opportunity

connection_affinity_v2_get_opportunitygrouped: connection_affinity_opportunities_read, action get
POST/v2/opportunities/{opportunityId}

Rename an opportunity

connection_affinity_v2_update_opportunitynot listed on grouped servers; call it by this name
DELETE/v2/opportunities/{opportunityId}

Delete an opportunity

connection_affinity_v2_delete_opportunitygrouped: connection_affinity_opportunities_delete, action delete
GET/v2/opportunities/{opportunityId}/notes

List an opportunity's notes

connection_affinity_v2_list_opportunity_notesgrouped: connection_affinity_notes_read, action opportunity_notes
GET/v2/person-merges

List person merges

connection_affinity_v2_list_person_mergesgrouped: connection_affinity_person_duplicates_read, action merges
POST/v2/person-merges

Merge two persons

connection_affinity_v2_merge_personsgrouped: connection_affinity_duplicates_merge, action persons
GET/v2/person-merges/{mergeId}

Get a person merge

connection_affinity_v2_get_person_mergegrouped: connection_affinity_person_duplicates_read, action merge
GET/v2/persons

List persons

connection_affinity_v2_list_personsgrouped: connection_affinity_persons_read, action list
POST/v2/persons

Create a person

connection_affinity_v2_create_persongrouped: connection_affinity_persons_write, action create
GET/v2/persons/fields

List person fields

connection_affinity_v2_list_person_fieldsgrouped: connection_affinity_person_fields_read, action fields
GET/v2/persons/fields/{fieldId}/dropdown-options

List a person field's dropdown options

connection_affinity_v2_list_person_field_dropdown_optionsgrouped: connection_affinity_person_fields_read, action dropdown_options
POST/v2/persons/search

Search persons

connection_affinity_v2_search_personsgrouped: connection_affinity_persons_read, action filter
GET/v2/persons/{personId}

Get a person

connection_affinity_v2_get_persongrouped: connection_affinity_persons_read, action get
DELETE/v2/persons/{personId}

Delete a person

connection_affinity_v2_delete_persongrouped: connection_affinity_persons_delete, action delete
GET/v2/persons/{personId}/fields

List a person's field values

connection_affinity_v2_list_person_field_valuesgrouped: connection_affinity_person_fields_read, action values
PATCH/v2/persons/{personId}/fields

Update several fields on a person

connection_affinity_v2_update_person_fieldsgrouped: connection_affinity_persons_write, action set_fields
GET/v2/persons/{personId}/fields/{fieldId}

Get one field value on a person

connection_affinity_v2_get_person_field_valuegrouped: connection_affinity_person_fields_read, action value
POST/v2/persons/{personId}/fields/{fieldId}

Update one field on a person

connection_affinity_v2_update_person_fieldgrouped: connection_affinity_persons_write, action set_field
GET/v2/persons/{personId}/fields/{fieldId}/values

List the values of one person field

connection_affinity_v2_list_person_field_value_itemsgrouped: connection_affinity_person_fields_read, action value_items
GET/v2/persons/{personId}/list-entries

List a person's list entries

connection_affinity_v2_list_person_list_entriesgrouped: connection_affinity_persons_read, action list_entries
GET/v2/persons/{personId}/lists

List the lists a person is on

connection_affinity_v2_list_person_listsgrouped: connection_affinity_persons_read, action lists
GET/v2/persons/{personId}/notes

List a person's notes

connection_affinity_v2_list_person_notesgrouped: connection_affinity_notes_read, action person_notes
GET/v2/persons/{personId}/relationships

List a person's relationships

connection_affinity_v2_list_person_relationshipsgrouped: connection_affinity_relationships_read, action person
GET/v2/rate-limit

Get rate limit usage

connection_affinity_v2_get_rate_limitgrouped: connection_affinity_workspace_read, action rate_limit
GET/v2/reminders

List reminders

connection_affinity_v2_list_remindersgrouped: connection_affinity_reminders_read, action list
POST/v2/reminders

Create a reminder

connection_affinity_v2_create_remindergrouped: connection_affinity_reminders_write, action create
GET/v2/reminders/{reminderId}

Get a reminder

connection_affinity_v2_get_remindergrouped: connection_affinity_reminders_read, action get
POST/v2/reminders/{reminderId}

Update a reminder

connection_affinity_v2_update_remindergrouped: connection_affinity_reminders_write, action update
DELETE/v2/reminders/{reminderId}

Delete a reminder

connection_affinity_v2_delete_remindergrouped: connection_affinity_reminders_delete, action delete
POST/v2/semantic-search

Search companies by description

connection_affinity_v2_semantic_searchgrouped: connection_affinity_companies_read, action describe
GET/v2/tasks/company-merges

List company merge tasks

connection_affinity_v2_list_company_merge_tasksgrouped: connection_affinity_company_duplicates_read, action tasks
GET/v2/tasks/company-merges/{taskId}

Get a company merge task

connection_affinity_v2_get_company_merge_taskgrouped: connection_affinity_company_duplicates_read, action task
GET/v2/tasks/person-merges

List person merge tasks

connection_affinity_v2_list_person_merge_tasksgrouped: connection_affinity_person_duplicates_read, action tasks
GET/v2/tasks/person-merges/{taskId}

Get a person merge task

connection_affinity_v2_get_person_merge_taskgrouped: connection_affinity_person_duplicates_read, action task
GET/v2/teams

List teams

connection_affinity_v2_list_teamsgrouped: connection_affinity_teams_read, action list
GET/v2/teams/{teamId}

Get a team

connection_affinity_v2_get_teamgrouped: connection_affinity_teams_read, action get
GET/v2/teams/{teamId}/accessible-lists

List the lists a team can access

connection_affinity_v2_list_team_listsgrouped: connection_affinity_teams_read, action lists
GET/v2/teams/{teamId}/members

List a team's members

connection_affinity_v2_list_team_membersgrouped: connection_affinity_teams_read, action members
GET/v2/transcripts

List transcripts

connection_affinity_v2_list_transcriptsgrouped: connection_affinity_transcripts_read, action list
GET/v2/transcripts/{transcriptId}

Get a transcript

connection_affinity_v2_get_transcriptgrouped: connection_affinity_transcripts_read, action get
DELETE/v2/transcripts/{transcriptId}

Delete a transcript

connection_affinity_v2_delete_transcriptgrouped: connection_affinity_transcripts_delete, action delete
GET/v2/transcripts/{transcriptId}/fragments

List a transcript's fragments

connection_affinity_v2_list_transcript_fragmentsgrouped: connection_affinity_transcripts_read, action fragments
GET/v2/users

List users

connection_affinity_v2_list_usersgrouped: connection_affinity_workspace_read, action users
GET/v2/users/{userId}

Get a user

connection_affinity_v2_get_usergrouped: connection_affinity_workspace_read, action user
GET/v2/webhooks

List webhooks

connection_affinity_v2_list_webhooksgrouped: connection_affinity_webhooks_read, action list
POST/v2/webhooks

Create a webhook

connection_affinity_v2_create_webhookgrouped: connection_affinity_webhooks_write, action create
GET/v2/webhooks/{webhookId}

Get a webhook

connection_affinity_v2_get_webhookgrouped: connection_affinity_webhooks_read, action get
POST/v2/webhooks/{webhookId}

Update a webhook

connection_affinity_v2_update_webhookgrouped: connection_affinity_webhooks_write, action update
DELETE/v2/webhooks/{webhookId}

Delete a webhook

connection_affinity_v2_delete_webhookgrouped: connection_affinity_webhooks_delete, action delete