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AI agent integrationAffinity

Affinity integration for multiplayer collaboration with AI agents using Claude Code or Codex

One governed connection your whole team and its AI agents can share, with approved actions and human review, so working in Affinity never means pasting credentials into a prompt.

CategorySales & CRM

Use Affinity from Claude Code

Bring Affinity context into engineering work while Type keeps app access attached to the teammate and workspace.

Automate Affinity with Codex

Let coding agents ask for the right app action, preserve conversation context, and keep humans in the approval loop.

Connect open agent workflows

Use Type as the collaboration layer around OpenClaw and other LLM workflows that need app access.

Sales & CRM

What the Affinity integration exposes

Affinity helps private capital investors to find, manage, and close more deals

One connection, many teammates

Connect Affinity once, then decide which teammates can use it for threads, automations, skills, and coding work.

Representative actions

  • Get a company s list entries

    Summarize company data across all lists, including list-specific fields and metadata like creation date and author. Access requires "Export data from Lists" permission.

  • Get a company s lists

    Returns metadata for all the Lists on which the given Company appears.

  • Get all companies

    Affinity 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.

  • Get all list entries on a list

    Access 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.

  • Get all list entries on a saved view

    Use 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.

Connection

API and auth details

Type maps Affinity to the public integration catalog and keeps curated API details only when the endpoint and auth scheme have been verified.

Source
Type catalog metadata
Auth schemes
Bearer token
Base URL
https://api.affinity.co
Connection test
/auth/whoami
FAQ

Questions people ask before connecting Affinity

Can Claude Code use Affinity?

Yes. Type lets an AI teammate use connected Affinity actions from a governed workspace context, so Claude Code work can reference the app without copying credentials into a local prompt.

Can Codex work with Affinity through Type?

Yes. Codex can collaborate through Type with app context, skills, and approved actions. The Affinity catalog entry includes public integration details and example capabilities where available.

Is this the same as a Affinity MCP server?

Type exposes connected app capabilities to AI teammates and coding agents through Type's integration layer. Teams use it when they want shared app access, human review, and teammate-level permissions around agent work.

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