Affinity connector

1. Install the SDK

   Node.js

   npm install @scalekit-sdk/node

   Python

   pip install scalekit

   Full SDK reference: Node.js | Python

2. Set your credentials

   Add your Scalekit credentials to your .env file. Find values in app.scalekit.com > Developers > API Credentials.

   .env

   SCALEKIT_ENVIRONMENT_URL=<your-environment-url>
   SCALEKIT_CLIENT_ID=<your-client-id>
   SCALEKIT_CLIENT_SECRET=<your-client-secret>

3. Make your first call

   Node.js

   quickstart.ts

   import { ScalekitClient } from '@scalekit-sdk/node'
   import 'dotenv/config'
   
   const scalekit = new ScalekitClient(
     process.env.SCALEKIT_ENV_URL,
     process.env.SCALEKIT_CLIENT_ID,
     process.env.SCALEKIT_CLIENT_SECRET,
   )
   const actions = scalekit.actions
   
   const connector = 'affinity'
   const identifier = 'user_123'
   
   // Make your first call
   const result = await actions.executeTool({
     connector,
     identifier,
     toolName: 'affinity_list_lists',
     toolInput: {},
   })
   console.log(result)

   Python

   quickstart.py

   import os
   from scalekit.client import ScalekitClient
   from dotenv import load_dotenv
   load_dotenv()
   
   scalekit_client = ScalekitClient(
       env_url=os.getenv("SCALEKIT_ENV_URL"),
       client_id=os.getenv("SCALEKIT_CLIENT_ID"),
       client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"),
   )
   actions = scalekit_client.actions
   
   connection_name = "affinity"
   identifier = "user_123"
   
   # Make your first call
   result = actions.execute_tool(
       tool_input={},
       tool_name="affinity_list_lists",
       connection_name=connection_name,
       identifier=identifier,
   )
   print(result)

What you can do

Connect this agent connector to let your agent:

• Create note, opportunity — Create a note on a person, organization, or opportunity in Affinity
• Get opportunity, relationship strength, organization — Retrieve full details of a deal or opportunity in Affinity including current stage, owner, associated persons and organizations, custom field values, and list membership
• List opportunities, lists, notes — List pipeline opportunities in Affinity with optional filters by list ID, owner, or stage
• Search persons, organizations — Search for people in the Affinity network by name, email, or relationship strength
• Update opportunity — Update an existing deal or opportunity in Affinity

Tool list

Use the exact tool names from the Tool list below when you call execute_tool. If you’re not sure which name to use, list the tools available for the current user first.

affinity_add_to_list # Add a person or organization to an Affinity list by creating a new list entry. Use this to add a founder to a deal pipeline, add a company to a watchlist, or track a new contact in a relationship list. Provide either entity_id for persons/organizations. 2 params ▾

Add a person or organization to an Affinity list by creating a new list entry. Use this to add a founder to a deal pipeline, add a company to a watchlist, or track a new contact in a relationship list. Provide either entity_id for persons/organizations.

Name Type Required Description

entity_id integer required ID of the person or organization to add to the list

list_id integer required ID of the Affinity list to add the entity to

affinity_create_note # Create a note on a person, organization, or opportunity in Affinity. Notes support plain text content and can be attached to multiple entity types simultaneously. Use this to log meeting summaries, due diligence findings, or relationship context directly on a CRM record. 4 params ▾

Create a note on a person, organization, or opportunity in Affinity. Notes support plain text content and can be attached to multiple entity types simultaneously. Use this to log meeting summaries, due diligence findings, or relationship context directly on a CRM record.

Name Type Required Description

content string required Plain text content of the note

opportunity_ids array optional List of opportunity IDs to attach this note to

organization_ids array optional List of organization IDs to attach this note to

person_ids array optional List of person IDs to attach this note to

affinity_create_opportunity # Create a new deal or opportunity record in Affinity and add it to a pipeline list. Supports associating persons and organizations, setting the deal name, and assigning an owner. Ideal for logging inbound deals or sourcing new investment targets. 4 params ▾

Create a new deal or opportunity record in Affinity and add it to a pipeline list. Supports associating persons and organizations, setting the deal name, and assigning an owner. Ideal for logging inbound deals or sourcing new investment targets.

Name Type Required Description

list_id integer required ID of the Affinity list to add this opportunity to

name string required Name of the opportunity or deal

organization_ids array optional List of Affinity organization IDs to associate with this opportunity

person_ids array optional List of Affinity person IDs to associate with this opportunity

affinity_get_opportunity # Retrieve full details of a deal or opportunity in Affinity including current stage, owner, associated persons and organizations, custom field values, and list membership. Use this before updating a deal or generating a deal memo. 1 param ▾

Retrieve full details of a deal or opportunity in Affinity including current stage, owner, associated persons and organizations, custom field values, and list membership. Use this before updating a deal or generating a deal memo.

Name Type Required Description

opportunity_id integer required Unique numeric ID of the opportunity to retrieve

affinity_get_organization # Retrieve an organization's full profile from Affinity including domain, team member connections, associated people, deal history, and interaction metadata. Use this for deep company diligence or to understand team relationships before an investment. 2 params ▾

Retrieve an organization's full profile from Affinity including domain, team member connections, associated people, deal history, and interaction metadata. Use this for deep company diligence or to understand team relationships before an investment.

Name Type Required Description

organization_id integer required Unique numeric ID of the organization to retrieve

with_interaction_dates boolean optional Include first and last interaction dates in the response

affinity_get_person # Retrieve a person's full profile from Affinity including contact information, email addresses, phone numbers, organization memberships, interaction history, and relationship score. Use this to deeply evaluate a contact before a meeting or investment decision. 2 params ▾

Retrieve a person's full profile from Affinity including contact information, email addresses, phone numbers, organization memberships, interaction history, and relationship score. Use this to deeply evaluate a contact before a meeting or investment decision.

Name Type Required Description

person_id integer required Unique numeric ID of the person to retrieve

with_interaction_dates boolean optional Include first and last interaction dates in the response

affinity_get_relationship_strength # Retrieve relationship strength scores between your team members and an external contact (person) in Affinity. Scores reflect email and meeting interaction frequency and recency. Use this to identify the best warm introduction path to a founder, LP, or co-investor. 2 params ▾

Retrieve relationship strength scores between your team members and an external contact (person) in Affinity. Scores reflect email and meeting interaction frequency and recency. Use this to identify the best warm introduction path to a founder, LP, or co-investor.

Name Type Required Description

external_id integer required Affinity person ID of the external contact to evaluate relationship strength against

internal_id integer optional Affinity person ID of the internal team member (optional — omit to get scores for all team members)

affinity_list_lists # Retrieve all Affinity lists available in the workspace, including people lists, organization lists, and opportunity/deal pipeline lists. Returns list IDs, names, types, and owner information. Use this to discover list IDs before adding entries or filtering opportunities. 0 params ▾

Retrieve all Affinity lists available in the workspace, including people lists, organization lists, and opportunity/deal pipeline lists. Returns list IDs, names, types, and owner information. Use this to discover list IDs before adding entries or filtering opportunities.

affinity_list_notes # Retrieve notes associated with a specific person, organization, or opportunity in Affinity. Returns paginated note records including content, creator, and creation timestamp. Use this to review interaction history, meeting summaries, or due diligence logs on a CRM entity. 5 params ▾

Retrieve notes associated with a specific person, organization, or opportunity in Affinity. Returns paginated note records including content, creator, and creation timestamp. Use this to review interaction history, meeting summaries, or due diligence logs on a CRM entity.

Name Type Required Description

opportunity_id integer optional Filter notes by opportunity ID

organization_id integer optional Filter notes by organization ID

page_size integer optional Number of results to return per page (max 500)

page_token string optional Pagination token from a previous response to fetch the next page

person_id integer optional Filter notes by person ID

affinity_list_opportunities # List pipeline opportunities in Affinity with optional filters by list ID, owner, or stage. Returns paginated deal records including stage, value, associated people and organizations, and custom field values. Designed for deal flow monitoring and portfolio tracking. 3 params ▾

List pipeline opportunities in Affinity with optional filters by list ID, owner, or stage. Returns paginated deal records including stage, value, associated people and organizations, and custom field values. Designed for deal flow monitoring and portfolio tracking.

Name Type Required Description

list_id integer optional Filter opportunities belonging to a specific Affinity list ID

page_size integer optional Number of results to return per page (max 500)

page_token string optional Pagination token from a previous response to fetch the next page

affinity_search_organizations # Search for companies and organizations in the Affinity network by name or domain. Returns a paginated list of matching organization records including team connections, domain info, and interaction metadata. Useful for deal sourcing and company diligence lookups. 4 params ▾

Search for companies and organizations in the Affinity network by name or domain. Returns a paginated list of matching organization records including team connections, domain info, and interaction metadata. Useful for deal sourcing and company diligence lookups.

Name Type Required Description

page_size integer optional Number of results to return per page (max 500)

page_token string optional Pagination token from a previous response to fetch the next page

term string optional Search term to filter organizations by name or domain

with_interaction_dates boolean optional Include first and last interaction dates in the response

affinity_search_persons # Search for people in the Affinity network by name, email, or relationship strength. Returns a paginated list of matching person records including contact information and relationship metadata. Ideal for finding contacts before creating notes or evaluating deal connections. 4 params ▾

Search for people in the Affinity network by name, email, or relationship strength. Returns a paginated list of matching person records including contact information and relationship metadata. Ideal for finding contacts before creating notes or evaluating deal connections.

Name Type Required Description

page_size integer optional Number of results to return per page (max 500)

page_token string optional Pagination token from a previous response to fetch the next page

term string optional Search term to filter persons by name or email address

with_interaction_dates boolean optional Include first and last interaction dates in the response

affinity_update_opportunity # Update an existing deal or opportunity in Affinity. Supports renaming the deal, adding or removing associated persons and organizations. Use this to reflect changes in deal status, team assignment, or company involvement during a pipeline review. 4 params ▾

Update an existing deal or opportunity in Affinity. Supports renaming the deal, adding or removing associated persons and organizations. Use this to reflect changes in deal status, team assignment, or company involvement during a pipeline review.

Name Type Required Description

opportunity_id integer required Unique numeric ID of the opportunity to update

name string optional Updated name for the opportunity

organization_ids array optional Updated list of Affinity organization IDs associated with this opportunity

person_ids array optional Updated list of Affinity person IDs associated with this opportunity