Connect Affinity to OpenClaw on Operator.io
Affinity is a relationship intelligence CRM that helps private capital investors find, manage, and close more deals. It streamlines deal flow and surfaces key connections to help you win opportunities.
Automate Affinity with AI
Operator runs your personal agent on OpenClaw, the open source agent framework, and points it straight at Affinity. You message the agent on Telegram or Discord, tell it what you need in plain language, and it operates Affinity on its own, running actions like get a company s list entries, get a company s lists, get all companies.
Your agent reaches Affinity directly or through connectors like Composio MCP and Pipedream MCP, which handle the sign in and token refresh for you, so there is nothing to wire up and no API keys to paste.
What your agent can do with Affinity
Your agent can call any of these Affinity actions by name as part of a larger task. Ask for the outcome you want and it picks the right ones.
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.
Get all opportunities
Pagination through Opportunities in Affinity yields basic info but excludes field data. For field data, use specified GET endpoints. "Export data from Lists" permission needed.
Get all persons
The Affinity API offers paginated access to Person data using `fieldIds` or `fieldTypes`. Bulk extraction needs special permissions and supports multiple parameters.
Get a person s list entries
Summary: 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.
Get a person s lists
Returns metadata for all the Lists on which the given Person appears.
Get a single company
Retrieve 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.
Get a single opportunity
Get 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.
Get a single person
Use 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.
Get current user
Returns metadata about the current user.
Get metadata on all lists
Returns metadata on Lists.
Get metadata on a single list
Returns metadata on a single List.
Get metadata on a single list s fields
Returns 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.
Get metadata on a single saved view
Returns metadata on a single Saved View.
Get metadata on company fields
Returns 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.
Get metadata on person fields
Returns 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.
Get metadata on saved views
Returns metadata on the Saved Views on a List.
How to connect Affinity
You authorize Affinity once from your dashboard. Operator holds the connection and refreshes the access tokens on its own, so your agent keeps working with Affinity without you signing in again. The same setup unlocks every other app your agent can reach, so you only do it once.
When you are ready, the get started guide walks through standing up your OpenClaw agent.
Common questions about Affinity
- How do I connect Affinity to Operator?
- Connecting Affinity is a one time sign in from your Operator dashboard. Operator keeps the connection live and rotates the token on its own, so the agent stays connected to Affinity and you never reauthorize by hand.
- Can my agent keep my Affinity records up to date?
- Yes. It can create and update contacts, companies, and deals, log activity against them, and pull a record back when you ask. A common setup is to have it log notes after a call or add new leads automatically, so Affinity stays current without the manual data entry.
- Do I need to write code or manage Affinity API keys?
- No. Operator manages the Affinity connection and token refresh, so there are no API keys to paste and nothing to deploy.
- Can my agent use Affinity together with my other apps?
- Yes. The same agent reaches every app you connect, so it can move between Affinity and tools like Hubspot, Salesforce, Pipedrive in one job, reading from one and acting in another without you wiring anything between them.
Connect Affinity to another app
Your agent can run Affinity together with any of these. Each page shows what it does across both apps in one job.
More apps to automate
Apps your agent runs alongside Affinity, or browse all integrations.
Put your agent on Affinity
Sign in, connect Affinity, and hand your agent the work. Your first week is free.
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