Affinity Readonly

Read-only Affinity CRM access for analysis and memo prep. Use when you need to fetch Affinity companies, people, notes, opportunities, interactions, or relat...

Use this skill for Affinity analysis tasks from chat or Slack.

Hard rules

• Use GET requests only.
• Never call POST, PUT, PATCH, or DELETE.
• Never change stages, notes, tags, companies, or people.
• Never print, log, or echo AFFINITY_API_KEY.
• If a request requires modification, stop and ask for explicit approval.

Prerequisite

• AFFINITY_API_KEY must be set in local environment.

Quick check:

zsh -lc '[[ -n "$AFFINITY_API_KEY" ]] && echo "AFFINITY_API_KEY is set" || echo "AFFINITY_API_KEY is not set"'

API helper

Use the bundled script:

./skills/affinity-readonly/scripts/affinity_get.sh "/companies" "page_size=25"
./skills/affinity-readonly/scripts/affinity_get.sh "/persons" "term=Driven%20Plastics"
./skills/affinity-readonly/scripts/affinity_get.sh "/notes" "person_id=12345"

• Arg 1: endpoint path beginning with /
• Arg 2 (optional): query string without leading ?
• Base URL defaults to https://api.affinity.co and can be overridden with AFFINITY_API_BASE

Workflow

1. Confirm task is analysis-only.
2. Fetch only required records with affinity_get.sh.
3. Summarize evidence with IDs/timestamps when available.
4. If data appears incomplete, request clarifying filters (date range, company, person).
5. Refuse any write/update request unless user explicitly approves and policy is changed.