Affinity
Read and write companies, people, lists, notes, and relationships in Affinity
Affinity is a Sales integration for Sim, the AI workspace where teams build and deploy AI agents. Sim's Affinity integration provides 70 Affinity tools that AI agents can use inside Sim's visual workflow builder. Affinity connects with an API key. Free to start at sim.ai.
Last updated
Overview
Integrates the Affinity v2 API into the workflow. Read and search companies, people, and opportunities, page the rows of any list or saved view, read and write field values one at a time or a hundred at once, write and reply to notes, create reminders, follow logged calls, emails, meetings, and transcripts, find warm introductions through shared work and investment history, search notes and files by keyword, find companies from a description in plain language, and follow the field-value change feed for delta sync. What each operation can reach depends on the permissions granted to the API key.
How to automate Affinity with Sim
Create a free account
Sign up at sim.ai in seconds. No credit card required. Your workspace is ready immediately.
Add an Affinity block
Open your workspace, drag an Affinity block onto the workflow builder, and paste in your Affinity API key.
Configure, connect, and run
Pick the tool you need, wire in an AI agent for reasoning or data transformation, and run. Your Affinity automation is live.
Agent templates
Ready-to-use templates featuring Affinity. Click any to build it instantly.
Supported tools
70 Affinity tools available in Sim
List Companies
Page through companies. Companies come back without field data unless Field IDs or Field Types asks for it.
Get Company
Look up one company by ID. Field data is returned only for the Field IDs or Field Types asked for.
Search Companies
Search companies by filters, sorts, and a free-text term. Requires the "Export All Organizations directory" permission.
List People
Page through persons. Persons come back without field data unless Field IDs or Field Types asks for it.
Get Person
Look up one person by ID. Field data is returned only for the Field IDs or Field Types asked for.
Search People
Search persons by filters, sorts, and a free-text term. Requires the "Export All People directory" permission.
List Opportunities
Page through opportunities. Field data lives on the list entry, not here — read it through the list or saved view the opportunity belongs to.
Get Opportunity
Read one opportunity and the list it belongs to. Its field data lives on the list entry.
List Notes On Entity
List the notes relevant to one company, person, or opportunity — directly attached notes plus notes reaching it through its people and meetings.
List Lists Holding Entity
List every list a company or person appears on that the caller can view.
List Rows Holding Entity
Page through a company's or person's rows across every list, each carrying that list's field values and when the entity was added.
List Entity Relationships
List who knows a company or person, scored 0.0 to 1.0 by how much the two actually interact. Strongest first by default.
List Field Metadata
List the non-list company or person fields, with the value type, filter operators, and sort support of each. Start here to find the Field IDs the read and write tools take.
List Field Dropdown Options
List the selectable options on a dropdown or ranked-dropdown company or person field. Writing such a field needs the option ID, not its text.
List Entity Field Values
Page through a company's or person's non-list field values. List fields are not returned here — read those through the list entry.
Get Entity Field Value
Read one non-list field value from a company or person.
Update Entity Field Value
Write one non-list field value on a company or person. The value type must match how the field is defined.
Batch Update Entity Fields
Write up to 100 non-list field values on one company or person in a single request.
List Lists
Page through the lists in the organization that the caller can view.
Create List
Create a list. Its type fixes which entities it can hold, and the API key holder becomes its creator and owner.
Get List
Read one list — its name, type, owner, and privacy setting.
List List Fields
List the fields available on one list, including its list-specific columns. Use these Field IDs when reading or writing list entries.
List List Field Dropdown Options
List the selectable options on a dropdown, ranked-dropdown, or status-dropdown field of a list.
Create List Field Dropdown Option
Add a selectable option to a dropdown field on a list. A ranked or status option also needs a rank and a color.
Get List Field Dropdown Option
Read one dropdown option on a list field.
Update List Field Dropdown Option
Change a dropdown option on a list field. Every field is optional — supply only what should change, and only fields the option's kind actually has.
Delete List Field Dropdown Option
Permanently delete a dropdown option on a list field. Every list entry currently set to it is cleared, and those values cannot be recovered.
List List Entries
Page through the rows of a list. Rows come back without field data unless Field IDs or Field Types asks for it.
Search List Entries
Search the rows of one list by filters, sorts, and a free-text term. Requires the "Export data from Lists" permission.
Get List Entry
Read one row of a list with its entity. Field data is returned only for the Field IDs or Field Types asked for.
List List Entry Fields
Page through every field value on one list row, including the list-specific columns. All fields are returned unless narrowed.
Get List Entry Field
Read one field value on a list row.
Update List Entry Field
Write one field value on a list row. Requires the "Export data from Lists" permission.
Batch Update List Entry Fields
Write up to 100 field values on one list row in a single request. Requires the "Export data from Lists" permission.
List List Entry Field Value Changes
Page through the history of one list row — who changed which field, when, and to what.
List Saved Views
List the saved views on a list that the caller can view.
Get Saved View
Read one saved view — its name, kind, and creation date.
List Saved View Entries
Page through the rows of a saved view. The view's own filters and columns decide which rows and which field data come back.
List Notes
Page through every note the caller can see. Replies are excluded.
Create Note
Write a note — attached to companies, persons, and opportunities, anchored to a meeting, call, or chat message, or posted as a reply to an existing note.
Search Notes
Search notes by keyword, ordered by relevance. Narrow to specific notes or to one company, or leave both unset to search the whole account.
Get Note
Read one note with its body, author, mentions, and attached records.
Update Note
Rewrite a note's body or replace which records it is attached to. Each list of IDs replaces that association wholesale, an empty list clears it, and omitting one leaves it untouched. A note's type cannot be changed.
Delete Note
Delete a note you created. Deleting a root note also deletes its replies; deleting a reply removes only that reply.
List Note Replies
Page through the replies on one note, including AI Notetaker replies.
List Note Attached Companies
List the companies directly attached to one note.
List Note Attached People
List the persons directly attached to one note.
List Note Attached Opportunities
List the opportunities directly attached to one note.
List Calls
Page through logged calls and their participants. Only calls the API key holder can see are returned.
List Chat Messages
Page through logged chat messages and their participants. Only messages the API key holder can see are returned.
List Emails
Page through email metadata — subject, participants, and timestamps. Affinity never exposes email bodies through the API.
List Meetings
Page through past and upcoming meetings with their organizer and attendees.
List Transcripts
Page through meeting transcript metadata. Read one transcript to get what was actually said.
Get Transcript
Read one transcript with its first 100 fragments. Page the fragments endpoint for a longer meeting.
List Transcript Fragments
Page through everything said in a meeting, segment by segment with the speaker.
List Reminders
Page through the reminders the caller can see. Filter by status to surface what is overdue.
Create Reminder
Create a reminder on one company, person, or opportunity. A recurring reminder resets whenever the chosen signal happens instead of firing once.
List Merges
Page through the company or person merges the organization has run, with the status and the records involved in each.
Create Merge
Fold a duplicate company or person into the record you are keeping. The merge runs asynchronously — poll the returned task to see it finish. Requires the "Manage duplicates" permission and an admin role.
Get Merge
Read the status of one company or person merge, including why it failed if it did.
List Merge Tasks
Page through merge tasks, each summarizing how many of its merges are in progress, succeeded, or failed.
Get Merge Task
Read one merge task and how its merges are progressing. Poll this after starting a merge.
Semantic Search
Find companies from a description in plain language — industry, technology, stage, or business model. Currently searches companies only.
Search Files
Search files by keyword, ordered by relevance. Narrow to specific files or to one company, or leave both unset to search the whole account.
List Coworker Connections
Find warm paths into a company through shared work history: who in your Affinity data once worked alongside the people you want to reach. Grouped by target, strongest first.
List Investor Executive Connections
Find warm paths into a company through investment history: which investors in your Affinity data backed a company the people you want to reach once led. Grouped by target, strongest first.
List Field Value Changes
Page through field value changes across the whole workspace. Built for delta sync: follow nextCursor to the end of a run, then resume from the last cursor next time.
List Users
Page through the internal users in the organization. Email addresses and roles are returned only to callers with the "Manage Users" permission.
Get User
Read one internal user. A user and their person record share the same numeric ID, so a person ID works here.
Get Current User
Verify an Affinity API key and return the tenant, the user behind the key, and the scopes the grant carries.
Frequently asked questions
Sim's Affinity integration adds 70 Affinity tools to the AI agents you build in Sim's visual workflow builder — you build it all visually. Read and write companies, people, lists, notes, and relationships in Affinity. Teams often pair Affinity with Rippling and Linear in the same agent.
Start automating Affinity today
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