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Affinity MCP Server

by alludium

Affinity MCP Server

An MCP (Model Context Protocol) server for the Affinity CRM API. This server enables LLMs to interact with Affinity data including companies, persons, lists, opportunities, notes, pipeline management, field data inspection, change history, and network intelligence.

What's New

Latest Updates:

  • 🔍 Field Data Access - Get all custom field values for any entity

  • 📊 Audit Trail - Track field change history (who changed what when)

  • 📚 Schema Discovery - Discover all person and organization field definitions

  • 🤝 Network Intelligence - Find team connections to prospects for warm introductions

Related MCP server: Attio MCP Server

Features

  • 28 Tools for comprehensive Affinity access

  • Read-Only Focus - All tools are read-only except note creation (safe for AI agents)

  • Dual API Support - Uses both V1 and V2 Affinity APIs for full functionality

  • Field Data Access - Complete field values, change history, and schema discovery

  • Network Intelligence - Relationship strength mapping for warm introductions

  • Pagination - Cursor-based pagination for large datasets

  • Response Formats - JSON and Markdown output options

  • Rate Limiting - Automatic handling of API rate limits with retry

  • Request Timeout - 30-second timeout prevents hung requests

  • Error Handling - Clear, actionable error messages

  • Character Limits - Automatic truncation to prevent oversized responses

Tools Overview

Authentication

Tool

Description

affinity_whoami

Verify authentication and get current user info, permissions

Companies (4 tools)

Tool

Description

affinity_list_companies

List companies with optional field data (V2)

affinity_get_company

Get company details by ID (V2)

affinity_search_companies

Search companies by name or domain (V1)

affinity_create_company

Create a new company (V1)

Persons (4 tools)

Tool

Description

affinity_list_persons

List persons with optional field data (V2)

affinity_get_person

Get person details by ID (V2)

affinity_search_persons

Search persons by email, name (V1)

affinity_create_person

Create a new person (V1)

Lists & Pipelines (6 tools)

Tool

Description

affinity_list_lists

Discover available lists

affinity_get_list

Get single list metadata

affinity_get_list_entries

Get entries from any list

affinity_get_list_fields

Get field definitions for a list

affinity_get_swimlanes

Get pipeline stages (Status field values)

affinity_get_companies_in_swimlane

Get companies at a specific pipeline stage

Opportunities (2 tools)

Tool

Description

affinity_list_opportunities

List opportunities

affinity_get_opportunity

Get opportunity details by ID

Notes (4 tools)

Tool

Description

affinity_list_company_notes

List notes for a company (V2 BETA)

affinity_list_person_notes

List notes for a person (V2 BETA)

affinity_list_opportunity_notes

List notes for an opportunity (V2 BETA)

affinity_add_note

Create a note attached to entities (V1)

Enhanced Details (2 tools)

Tool

Description

affinity_get_company_lists

Get lists containing a company

affinity_get_company_list_entries

Get list entry data for a company

Field Data & Audit (2 tools - V1 API)

Tool

Description

affinity_get_field_values

Get all field values for an entity (person, organization, opportunity, or list entry)

affinity_get_field_value_changes

Get change history for a field (audit trail, who changed what when)

Schema Discovery (2 tools - V1 API)

Tool

Description

affinity_get_persons_fields

Get all global person field definitions (schema discovery)

affinity_get_organizations_fields

Get all global organization field definitions (schema discovery)

Network Intelligence (1 tool - V1 API)

Tool

Description

affinity_get_relationship_strengths

Find who on your team has the strongest connections to external contacts (warm intro intelligence)

Installation

No installation required when using npx (see Usage below).

Optional: Global Install

npm install -g @alludium/affinity-mcp-server

Optional: From Source

git clone https://github.com/alludium/affinity-mcp-server.git
cd affinity-mcp-server
npm install
npm run build

Configuration

Set your Affinity API key as an environment variable:

export AFFINITY_API_KEY=your_api_key_here

When using with Claude Desktop or Claude Code, set the key in the MCP server configuration's env block (see Usage section below).

Getting an API Key

  1. Log into Affinity web app

  2. Go to Settings

  3. Generate an API key (requires "Generate an API key" permission)

  4. Copy the key - it won't be shown again!

Usage

With Claude Desktop

Add to your Claude Desktop config (~/Library/Application Support/Claude/claude_desktop_config.json):

{
  "mcpServers": {
    "affinity": {
      "command": "npx",
      "args": ["-y", "@alludium/affinity-mcp-server"],
      "env": {
        "AFFINITY_API_KEY": "your_api_key_here"
      }
    }
  }
}

With Claude Code

Add to your Claude Code MCP settings:

{
  "mcpServers": {
    "affinity": {
      "command": "npx",
      "args": ["-y", "@alludium/affinity-mcp-server"],
      "env": {
        "AFFINITY_API_KEY": "your_api_key_here"
      }
    }
  }
}

Development Mode

# Run with tsx for development
AFFINITY_API_KEY=your_key npm run dev

Tools Reference

affinity_whoami

Verify authentication and get current user info.

No parameters required

Returns: User info, organization details, API key permissions


affinity_list_companies

List companies with optional field data.

Parameter

Type

Description

ids

number[]

Filter by specific company IDs

fieldTypes

string[]

Field types: "enriched", "global"

fieldIds

string[]

Specific field IDs to return

limit

number

Results per page (max 100)

cursor

string

Pagination cursor

responseFormat

string

"json" or "markdown"


affinity_get_company

Get detailed info about a single company.

Parameter

Type

Required

Description

companyId

string

Yes

Company ID (numeric)

fieldTypes

string[]

No

Field types: "enriched", "global"

fieldIds

string[]

No

Specific field IDs to return

responseFormat

string

No

"json" or "markdown"


affinity_search_companies

Search for companies by name or domain (V1 API).

Parameter

Type

Description

term

string

Search term: company name or domain

withInteractionDates

boolean

Include first/last interaction timestamps

withInteractionPersons

boolean

Include persons involved in interactions

withOpportunities

boolean

Include opportunity IDs

pageSize

number

Items per page (max 500)

pageToken

string

Pagination token

responseFormat

string

"json" or "markdown"


affinity_create_company

Create a new company/organization (V1 API).

Parameter

Type

Required

Description

name

string

Yes

Company name

domain

string

No

Primary domain

domains

string[]

No

Additional domains

responseFormat

string

No

"json" or "markdown"


affinity_list_persons

List persons/contacts with optional field data.

Parameter

Type

Description

ids

number[]

Filter by specific person IDs

fieldTypes

string[]

Field types: "enriched", "global", "relationship-intelligence"

fieldIds

string[]

Specific field IDs to return

limit

number

Results per page (max 100)

cursor

string

Pagination cursor

responseFormat

string

"json" or "markdown"


affinity_get_person

Get detailed info about a single person.

Parameter

Type

Required

Description

personId

string

Yes

Person ID (numeric)

fieldTypes

string[]

No

Field types to include

fieldIds

string[]

No

Specific field IDs to return

responseFormat

string

No

"json" or "markdown"


affinity_search_persons

Search for persons by email, first name, or last name (V1 API).

Parameter

Type

Description

term

string

Search term: email, first name, or last name

withInteractionDates

boolean

Include first/last interaction timestamps

withInteractionPersons

boolean

Include persons involved in interactions

withOpportunities

boolean

Include opportunity IDs

withCurrentOrganizations

boolean

Include current organization IDs

pageSize

number

Items per page (max 500)

pageToken

string

Pagination token

responseFormat

string

"json" or "markdown"


affinity_create_person

Create a new person (V1 API).

Parameter

Type

Required

Description

firstName

string

Yes

First name

lastName

string

Yes

Last name

emails

string[]

No

Email addresses (first becomes primary)

organizationIds

number[]

No

Organization IDs to associate

responseFormat

string

No

"json" or "markdown"


affinity_list_lists

Get all lists in the workspace.

Parameter

Type

Description

limit

number

Results per page (max 100)

cursor

string

Pagination cursor

responseFormat

string

"json" or "markdown"

Returns: All lists with their IDs, names, types, and ownership info


affinity_get_list

Get metadata for a single list.

Parameter

Type

Required

Description

listId

string

Yes

List ID (numeric)

responseFormat

string

No

"json" or "markdown"


affinity_get_list_entries

Get entries from a specific list.

Parameter

Type

Required

Description

listId

string

Yes

List ID (numeric)

fieldTypes

string[]

No

Field types: "enriched", "global", "list"

fieldIds

string[]

No

Specific field IDs to return

limit

number

No

Results per page (max 100)

cursor

string

No

Pagination cursor

responseFormat

string

No

"json" or "markdown"


affinity_get_list_fields

Get field definitions for a list.

Parameter

Type

Required

Description

listId

string

Yes

List ID (numeric)

cursor

string

No

Pagination cursor

limit

number

No

Items per page (max 100)

responseFormat

string

No

"json" or "markdown"


affinity_get_swimlanes

Get pipeline stages (swimlanes) for a list.

Parameter

Type

Required

Description

listId

string

Yes

List ID (numeric)

responseFormat

string

No

"json" or "markdown"

Returns: Status field ID and all swimlane stages with IDs, names, ranks, colors


affinity_get_companies_in_swimlane

Get companies at a specific pipeline stage.

Parameter

Type

Required

Description

listId

string

Yes

List ID (numeric)

swimlaneId

string

Yes

Swimlane/stage ID (from affinity_get_swimlanes)

cursor

string

No

Pagination cursor

limit

number

No

Items per page (max 100)

responseFormat

string

No

"json" or "markdown"


affinity_list_opportunities

List opportunities from Affinity.

Parameter

Type

Description

ids

number[]

Filter by specific opportunity IDs

limit

number

Results per page (max 100)

cursor

string

Pagination cursor

responseFormat

string

"json" or "markdown"


affinity_get_opportunity

Get details about a single opportunity.

Parameter

Type

Required

Description

opportunityId

string

Yes

Opportunity ID (numeric)

responseFormat

string

No

"json" or "markdown"


affinity_list_company_notes

List notes attached to a company (V2 BETA).

Parameter

Type

Required

Description

companyId

string

Yes

Company ID (numeric)

cursor

string

No

Pagination cursor

limit

number

No

Items per page (max 100)

responseFormat

string

No

"json" or "markdown"


affinity_list_person_notes

List notes attached to a person (V2 BETA).

Parameter

Type

Required

Description

personId

string

Yes

Person ID (numeric)

cursor

string

No

Pagination cursor

limit

number

No

Items per page (max 100)

responseFormat

string

No

"json" or "markdown"


affinity_list_opportunity_notes

List notes attached to an opportunity (V2 BETA).

Parameter

Type

Required

Description

opportunityId

string

Yes

Opportunity ID (numeric)

cursor

string

No

Pagination cursor

limit

number

No

Items per page (max 100)

responseFormat

string

No

"json" or "markdown"


affinity_add_note

Create a note attached to companies, persons, or opportunities (V1 API).

Note: Notes are add-only. Edit and delete are not supported.

Parameter

Type

Required

Description

content

string

Yes

Note content (plain text or HTML)

companyIds

number[]

No*

Company IDs to attach note to

personIds

number[]

No*

Person IDs to attach note to

opportunityIds

number[]

No*

Opportunity IDs to attach note to

contentType

string

No

"text" (default) or "html"

responseFormat

string

No

"json" or "markdown"

*At least one of companyIds, personIds, or opportunityIds is required.


affinity_get_company_lists

Get lists containing a specific company.

Parameter

Type

Required

Description

companyId

string

Yes

Company ID (numeric)

cursor

string

No

Pagination cursor

limit

number

No

Items per page (max 100)

responseFormat

string

No

"json" or "markdown"


affinity_get_company_list_entries

Get full list entry data for a company across all lists.

Parameter

Type

Required

Description

companyId

string

Yes

Company ID (numeric)

cursor

string

No

Pagination cursor

limit

number

No

Items per page (max 100)

responseFormat

string

No

"json" or "markdown"


affinity_get_field_values

Get all field values for a specific entity (V1 API).

Use Case: Complete entity inspection - see all custom field data.

Parameter

Type

Required

Description

person_id

number

One required*

Get field values for this person

organization_id

number

One required*

Get field values for this organization

opportunity_id

number

One required*

Get field values for this opportunity

list_entry_id

number

One required*

Get field values for this list entry (includes list-specific fields)

responseFormat

string

No

"json" or "markdown"

*Exactly ONE entity parameter must be provided.

Returns: All field values including global fields and list-specific fields (pipeline data, deal amounts, stages, etc.)


affinity_get_field_value_changes

Get change history for a specific field (V1 API).

Use Case: Audit trail, accountability, track deal progression.

Parameter

Type

Required

Description

field_id

number

Yes

Field to track changes for

action_type

number

No

Filter: 0=Create, 1=Update, 2=Delete

person_id

number

No

Filter to specific person

organization_id

number

No

Filter to specific organization

list_entry_id

number

No

Filter to specific list entry

page_size

number

No

Results per page (max 500)

responseFormat

string

No

"json" or "markdown"

Returns: Change history showing who changed what and when, with timestamps and user details.

Note: Not all fields support change tracking. Status fields (Ranked Dropdown) typically support tracking.


affinity_get_persons_fields

Get all global person field definitions (V1 API).

Use Case: Schema discovery - understand what person fields exist in the CRM.

Parameter

Type

Required

Description

responseFormat

string

No

"json" or "markdown"

Returns: Complete schema including field IDs, names, types, dropdown options, enrichment sources.


affinity_get_organizations_fields

Get all global organization field definitions (V1 API).

Use Case: Schema discovery - understand what organization fields exist in the CRM.

Parameter

Type

Required

Description

responseFormat

string

No

"json" or "markdown"

Returns: Complete schema including field IDs, names, types, dropdown options, enrichment sources (Crunchbase, Dealroom, etc.).


affinity_get_relationship_strengths

Find who on your team has the strongest connections to an external contact (V1 API).

Use Case: Warm introduction intelligence - "Who should make the intro to this prospect?"

Parameter

Type

Required

Description

external_id

number

Yes

External person ID to find connections to

internal_id

number

No

Filter to specific internal team member

page_size

number

No

Results per page (max 500)

responseFormat

string

No

"json" or "markdown"

Returns: Array of relationships with strength scores (0.0-1.0):

  • 0.8-1.0: Very Strong (ideal for warm intros)

  • 0.6-0.8: Strong (good for introductions)

  • 0.4-0.6: Moderate (may be useful)

  • 0.0-0.4: Weak (limited connection)

Limitation: Can only query "who knows this person", not "who does this person know" or "who knows this company".

Rate Limits

  • 900 requests per minute per user

  • Automatic retry with backoff on 429 responses

  • Rate limit headers tracked for monitoring

Error Handling

The server returns clear, actionable error messages:

  • 401: Check your API key

  • 403: Use affinity_whoami to check permissions

  • 404: Resource not found

  • 429: Rate limited, wait and retry

Development

Maintainers: follow RELEASING.md for the manual package release procedure.

# Type check
npm run typecheck

# Build
npm run build

# Run in dev mode
npm run dev

License

MIT

Available Tools

28 tools
affinity_add_noteAdd NoteA

Create a new note attached to companies, persons, or opportunities in Affinity.

This is a V1 API endpoint.

IMPORTANT: Notes are add-only. Edit and delete are not supported by this MCP.

Required:

  • content: Note text (plain or HTML)

  • At least ONE of: companyIds, personIds, or opportunityIds

Optional:

  • contentType: "text" (default) or "html" for rich formatting

HTML Content Examples:

  • Bold: important

  • Italic: emphasis

  • Links: Pitch Deck

  • Lists: Item 1Item 2

Returns (JSON): { "success": true, "note": { "id": number, // New note ID "content": string, "creator_id": number, "organization_ids": number[], "person_ids": number[], "opportunity_ids": number[], "created_at": string // ISO 8601 } }

Example - Add note with link to company: { "content": "Received pitch deck: View Deck", "companyIds": [223449211], "contentType": "html" }

Use Cases:

  • Record meeting notes

  • Add document links (Google Drive, Dropbox)

  • Log call summaries

  • Document investment decisions

ParametersJSON Schema
NameRequiredDescriptionDefault
contentYesNote content (required). Plain text or HTML depending on contentType.
companyIdsNoCompany IDs to attach note to. Get IDs from affinity_search_companies.
personIdsNoPerson IDs to attach note to. Get IDs from affinity_search_persons.
opportunityIdsNoOpportunity IDs to attach note to. Get IDs from affinity_list_opportunities.
contentTypeNoContent type: "text" (default) or "html" for rich formatting with links, bold, etc.
responseFormatNoOutput format: "json" or "markdown". Default: "json"

TDQS

A4.5/5.0
Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations already indicate mutability (readOnlyHint=false, destructiveHint=false). The description adds critical behavioral context: notes are add-only, no edit or delete support, and provides a detailed return JSON structure. No contradiction.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is well-structured with sections, front-loaded with purpose and important constraints, and uses examples. Slightly verbose with 'This is a V1 API endpoint' but overall efficient.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

For a tool with 6 parameters, no output schema, and moderate complexity, the description covers all aspects: required/optional parameters, return format, examples, use cases, and cross-references to sibling tools for ID lookups. Very complete.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters5/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100% and descriptions are present, but the description adds significant value: clarifies required combination of parameters, provides HTML examples, a full example with companyIds, and cross-references sibling tools for ID retrieval.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the tool creates a new note attached to companies, persons, or opportunities, and specifies it's a V1 API endpoint. It distinguishes from sibling tools like affinity_list_company_notes which are read-only listing operations.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description explicitly warns that notes are add-only (no edit/delete), lists required and optional parameters, and provides use cases. It does not explicitly mention alternatives for editing/deleting but implies through context.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

affinity_create_companyCreate CompanyA

Create a new company (organization) in Affinity.

This is a V1 API endpoint - creation is NOT available in V2.

Required fields:

  • name: Company name

Optional fields:

  • domain: Primary domain (e.g., "acme.com")

  • domains: Additional domains

Important:

  • Created companies are always custom (global=false)

  • Global companies from Affinity's shared database cannot be created this way

  • Use affinity_search_companies first to check if company exists

  • Created company can be retrieved via V2 affinity_get_company using returned ID

Returns (JSON): { "id": number, // Use this ID with other tools "name": string, "domain": string | null, "domains": string[], "global": false // Always false for created companies }

Example workflow:

  1. Search: affinity_search_companies with term="acme.com"

  2. If not found: affinity_create_company with name, domain

  3. Get full details: affinity_get_company with the returned ID

  4. Add note: affinity_add_note with the returned company ID

ParametersJSON Schema
NameRequiredDescriptionDefault
nameYesCompany name (required)
domainNoPrimary domain (e.g., "acme.com")
domainsNoAdditional domains
responseFormatNoOutput format: "json" or "markdown". Default: "json"

TDQS

A4.9/5.0
Behavior5/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations indicate a write operation (readOnlyHint=false), and the description adds that created companies are always custom (global=false), explains the return format, and mentions the V1/V2 API difference. No contradiction with annotations.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Well-structured with clear sections (Required, Optional, Important, Returns, Example Workflow). Every sentence provides value; no fluff.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Covers prerequisites, behavioral traits, return format, and post-creation usage. With no output schema, it fully documents the return object and example workflow, making it complete for the tool's complexity.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100%, so baseline is 3. Description adds value by clarifying domain as 'Primary domain' with an example, and notes the purpose of responseFormat. Slightly above baseline.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states 'Create a new company (organization) in Affinity,' with a specific verb and resource. It distinguishes from sibling tools like affinity_create_person and affinity_search_companies by mentioning API version differences and suggesting a workflow.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines5/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Explicitly advises to use affinity_search_companies first to check existence, notes that global companies cannot be created, and provides an example workflow. Names alternatives and gives clear when-to-use guidance.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

affinity_create_personCreate PersonA

Create a new person (contact) in Affinity.

This is a V1 API endpoint - creation is NOT available in V2.

Required fields:

  • firstName: Person's first name

  • lastName: Person's last name

Optional fields:

  • emails: Array of email addresses (first becomes primary)

  • organizationIds: Array of organization IDs to associate

Important:

  • Duplicate email addresses will return a 422 error

  • Use affinity_search_persons first to check if person exists

  • Created person can be retrieved via V2 affinity_get_person using returned ID

Returns (JSON): { "id": number, // Use this ID with other tools "first_name": string, "last_name": string, "primary_email": string | null, "emails": string[], "type": 0 // 0 = external contact }

Example workflow:

  1. Search: affinity_search_persons with term="john@example.com"

  2. If not found: affinity_create_person with firstName, lastName, emails

  3. Add note: affinity_add_note with the returned person ID

ParametersJSON Schema
NameRequiredDescriptionDefault
firstNameYesFirst name (required)
lastNameYesLast name (required)
emailsNoEmail addresses. First email becomes primary_email. Can be empty array.
organizationIdsNoOrganization IDs to associate with this person
responseFormatNoOutput format: "json" or "markdown". Default: "json"

TDQS

A4.8/5.0
Behavior5/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations indicate write operation (readOnlyHint=false) and not idempotent. Description adds context: V1 only, duplicate email handling, return structure, and example workflow. No contradictions.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Well-structured with sections: purpose, API version, required/optional fields, important notes, return example, workflow. Some redundancy but every section adds value.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Comprehensive for a creation tool without output schema. Covers all parameters, error conditions, return format, and integration with other tools (search, get, add note).

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100%, but description adds meaning: first email becomes primary, duplicate emails cause 422, organizationIds associate person. Clarifies responseFormat optional.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states 'Create a new person (contact) in Affinity' with specific verb and resource. It distinguishes from siblings like affinity_search_persons and affinity_create_company.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines5/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Provides explicit when-to-use: creating a person. Includes workflow: search first, then create if not found. Warns about duplicate emails and suggests using affinity_search_persons before creation.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

affinity_get_companies_in_swimlaneGet Companies in SwimlaneA
Read-onlyIdempotent

Get all companies at a specific pipeline stage (swimlane).

Returns companies filtered by their Status field value in a list.

Important: This tool performs client-side filtering since the Affinity API doesn't support server-side filtering by status. For large lists (>100 entries), use pagination parameters.

Parameters:

  • listId: List ID (required) - get from affinity_list_lists

  • swimlaneId: Swimlane/stage ID (required) - get from affinity_get_swimlanes (this is the dropdownOptionId)

  • cursor: Pagination cursor (optional)

  • limit: Items per page (default 100, max 100)

Returns (JSON): { "companies": [ { "id": number, "name": string, "domain": string, "isGlobal": boolean, "status": { "text": "Portfolio", "rank": 7, "color": "purple", "dropdownOptionId": number }, "listEntryId": number, "createdAt": string } ], "count": number, "swimlaneText": string, "listName": string, "hasMore": boolean }

Workflow:

  1. Use affinity_list_lists to find lists

  2. Use affinity_get_swimlanes to see available stages

  3. Use this tool to get companies in a specific stage

Use Cases:

  • "Get all companies in the Lead stage"

  • "Show me portfolio companies"

  • "List companies in Meeting Scheduled stage"

ParametersJSON Schema
NameRequiredDescriptionDefault
listIdYesList ID (numeric). Get from affinity_list_lists.
swimlaneIdYesSwimlane/stage ID (numeric dropdownOptionId). Get from affinity_get_swimlanes.
cursorNoPagination cursor from previous response
limitNoItems per page (default 100, max 100)
responseFormatNoOutput format: "json" or "markdown". Default: "json"

TDQS

A4.3/5.0
Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations already indicate read-only, non-destructive, idempotent. Description adds transparency about client-side filtering and API limitations, which is valuable beyond annotations. No contradiction.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Well-structured with headers, bullet points, code block, and use cases. Length is justified by the amount of useful information. Could be slightly shorter but every sentence adds value.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given the complexity (client-side filtering, pagination, workflow), the description is quite complete. Provides sample return JSON, workflow steps, and behavioral notes. No output schema but compensates with detailed return description.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100% with descriptions. Description enhances parameters by explaining how to obtain listId and swimlaneId, default/max for limit, and the role of cursor. Adds context beyond schema.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states 'Get all companies at a specific pipeline stage (swimlane)' with a specific verb and resource. It distinguishes from siblings like affinity_list_companies by focusing on stage filtering, and the workflow helps differentiate.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Provides a clear workflow (list lists, get swimlanes, then this tool) and use cases. Mentions client-side filtering and pagination for large lists. Lacks explicit when-not-to-use instructions but context is sufficient.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

affinity_get_companyGet CompanyA
Read-onlyIdempotent

Get a single company by ID from Affinity CRM.

Returns company details with optional field data. Without fieldTypes/fieldIds, returns only basic info (id, name, domain, domains, isGlobal).

Field Types:

  • enriched: Data from Affinity Data and Dealroom (description, employees, funding, location, LinkedIn, etc.)

  • global: Your account's custom company fields

Returns (JSON): { "id": number, // Company ID "name": string, // Company name "domain": string, // Primary domain "domains": string[], // All domains "isGlobal": boolean, // Is shared record "fields": [ // Field data (if requested) { "id": string, // Field ID "type": string, // "enriched" or "global" "name": string, // Field name "value": { "type": string, // Value type "data": any // Field value } } ] }

Example field IDs you can request:

  • affinity-data-description

  • affinity-data-number-of-employees

  • affinity-data-location

  • affinity-data-total-funding-amount

  • affinity-data-linkedin-url

  • affinity-data-industry

ParametersJSON Schema
NameRequiredDescriptionDefault
companyIdYesCompany ID (numeric). Get IDs from affinity_list_companies or affinity_get_list_entries.
fieldTypesNoField categories to include. Options: "enriched" (Affinity Data, Dealroom), "global" (custom fields).
fieldIdsNoSpecific field IDs to return. Example: ["affinity-data-description", "affinity-data-location"]
responseFormatNoOutput format: "json" for structured data or "markdown" for human-readable. Default: "json"

TDQS

A4.7/5.0
Behavior5/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations already indicate readOnlyHint=true, destructiveHint=false. The description adds rich behavioral details: return structure, field categories (enriched vs global), and example field IDs. No contradictions.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is well-structured with headings and bullet points. It is slightly lengthy due to the full return schema example, but every part is informative and earns its place.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Despite lacking an output schema, the description provides a complete return JSON schema, covers optional parameters, and explains field types. It fully equips the agent to use the tool correctly.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters5/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100%, yet the description adds significant value: explains the interaction between fieldTypes and fieldIds, provides example field IDs, and clarifies the default behavior without these parameters.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states 'Get a single company by ID from Affinity CRM.' The verb 'get' and resource 'company' are specific. It distinguishes from sibling tools like affinity_list_companies (which lists all companies) and affinity_get_company_list_entries.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description explains the effect of optional parameters (fieldTypes/fieldIds) on the response, guiding when to use them. It implies usage for fetching a single company by ID but lacks explicit when-not or alternative comparisons.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

affinity_get_company_list_entriesGet Company List EntriesA
Read-onlyIdempotent

Get all list entries for a company across ALL lists with full field data.

Returns complete list entry data including:

  • List-specific fields (Status, Amount, Owners, etc.)

  • Global fields (account-wide custom fields)

  • Enriched fields (auto-populated enrichment data)

  • Relationship-intelligence fields (email/calendar derived)

Parameters:

  • companyId: Company ID (required) - get from affinity_search_companies or affinity_get_company

  • cursor: Pagination cursor (optional)

  • limit: Items per page (default 100, max 100)

Returns (JSON): { "entries": [ { "id": number, // List entry ID "listId": number, // Which list this entry is on "creatorId": number, "createdAt": string, // ISO 8601 "fields": [ { "id": "field-1022243", "name": "Status", "type": "list", // "list", "global", "enriched", "relationship-intelligence" "value": { "type": "ranked-dropdown", "data": { "text": "Portfolio", "rank": 7, "color": "purple" } } } ] } ], "count": number, "hasMore": boolean, "nextCursor": string | null, "summary": { "totalEntries": number, "listsWithEntries": number, "fieldsPerEntry": number } }

Note: Returns empty array if company not on any lists (very common).

Use Cases:

  • "Get all deal data for this company across pipelines"

  • "Export company's complete list information"

  • "See Status, Amount, Owners fields for this portfolio company"

Field Types Included:

  • list: List-specific fields (Status, Amount, Owners, etc.)

  • global: Account-wide custom fields

  • enriched: Auto-populated enrichment data

  • relationship-intelligence: Email/calendar derived data

ParametersJSON Schema
NameRequiredDescriptionDefault
companyIdYesCompany ID (numeric). Get from affinity_search_companies or affinity_get_company.
cursorNoPagination cursor from previous response
limitNoItems per page (default 100, max 100)
responseFormatNoOutput format: "json" or "markdown". Default: "json"

TDQS

A4.2/5.0
Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

The description adds value beyond annotations by detailing the return type, empty array behavior for companies not on lists, and the categories of fields included, which are not covered by readOnlyHint, destructiveHint, etc.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is well-structured with purpose upfront, followed by return format, parameters, use cases, and field types. It is somewhat lengthy but each section adds value.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

The description is very complete, providing a full JSON response example, covering edge cases (empty array), and detailing all field categories, compensating for the lack of an output schema.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100%, but the description enhances parameter understanding with context like where to obtain companyId, default/limits for limit, and pagination guidance, though responseFormat is only in schema.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the tool retrieves all list entries for a company across all lists with full field data, distinguishing it from sibling tools like affinity_get_list_entries which are for single lists.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines3/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

While the description lists use cases and implies scope, it does not explicitly state when to use this tool versus alternatives or when not to use it, leaving the agent to infer from context.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

affinity_get_company_listsGet Company ListsA
Read-onlyIdempotent

Get all lists where a specific company appears.

Returns list metadata for each list containing this company. Useful for discovering which deal pipelines track a specific company.

Parameters:

  • companyId: Company ID (required) - get from affinity_search_companies or affinity_get_company

  • cursor: Pagination cursor (optional)

  • limit: Items per page (default 100, max 100)

Returns (JSON): { "lists": [ { "id": number, "name": string, // e.g., "SVV Deal Funnel" "type": string, // "company", "person", or "opportunity" "isPublic": boolean, "creatorId": number, "ownerId": number } ], "count": number, "hasMore": boolean, "nextCursor": string | null }

Note: Returns empty array if company not on any lists (very common).

Use Cases:

  • "Which deal pipelines is this company in?"

  • "Find all lists tracking this portfolio company"

  • "Check if company is already being tracked"

Next Steps:

  • Use affinity_get_company_list_entries to see full field data for each list

ParametersJSON Schema
NameRequiredDescriptionDefault
companyIdYesCompany ID (numeric). Get from affinity_search_companies or affinity_get_company.
cursorNoPagination cursor from previous response
limitNoItems per page (default 100, max 100)
responseFormatNoOutput format: "json" or "markdown". Default: "json"

TDQS

A4.5/5.0
Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

The description explains the return format with a JSON example, pagination parameters, and the common scenario of an empty array. Annotations already provide readOnlyHint, idempotentHint, etc., so the description adds context without contradictions.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is well-structured with sections for parameters, return format, notes, use cases, and next steps. It is concise without unnecessary information, and each part serves a purpose.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Despite the absence of an output schema, the description includes a detailed JSON return example, covering all fields. It also provides use cases and next steps, making it complete for a read-only list retrieval tool.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100%, but the description adds value by explaining the source of companyId (get from affinity_search_companies or affinity_get_company) and default/max for limit. However, the description omits the responseFormat parameter, which is only in the schema.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states 'Get all lists where a specific company appears.' It uses a specific verb and resource, and distinguishes itself from sibling tools like affinity_get_company_list_entries or affinity_get_list by focusing on lists containing a specific company.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description provides context for usage, such as 'Useful for discovering which deal pipelines track a specific company.' It also includes a note about empty returns and suggests next steps like using affinity_get_company_list_entries, but it does not explicitly state when to avoid using this tool or list alternatives.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

affinity_get_field_value_changesGet Field Value ChangesA
Read-onlyIdempotent

Retrieve change history for a specific field, showing who changed what and when.

This is a V1 API endpoint - field value changes GET is NOT available in V2.

Returns complete audit trail for field modifications including:

  • Who made the change (name, email)

  • When the change occurred (timestamp)

  • What changed (new value, previous value for updates)

  • Type of change (create, update, delete)

CRITICAL: Not All Fields Support Change Tracking

The API only supports change tracking for SOME fields. Common patterns:

  • ✅ Status fields (Ranked Dropdown - type 7): SUPPORTED

  • ✅ Owners fields (Person - type 0): SUPPORTED

  • ✅ Number fields (type 3): SUPPORTED

  • ❌ Some Text fields (type 6): NOT SUPPORTED

  • ❌ Some Dropdown fields (type 2): NOT SUPPORTED

If a field doesn't support tracking, the API returns 422 error: "Tracking changes for this entity attribute is not yet supported"

Use Cases:

  • Track deal progression: "Show me how this deal moved through pipeline stages"

  • Accountability: "Who changed the deal amount and when?"

  • Audit trail: "What changes were made to this field in the last week?"

  • Team activity: "Which team members are most active in updating deals?"

  • Data quality: "What values were deleted and when?"

Required Parameter:

  • field_id: The specific field to track changes for (REQUIRED)

Optional Filters:

  • action_type: Filter by change type (0=Create, 1=Update, 2=Delete)

  • person_id: Show changes only for this person

  • organization_id: Show changes only for this organization

  • list_entry_id: Show changes only for this list entry

  • page_size: Number of results (default 100, max 500)

Action Type Enum (INTEGER values):

  • 0 = Create: Field value was created/added

  • 1 = Update: Field value was modified in place

  • 2 = Delete: Field value was removed/deleted

Returns (JSON): { "changes": [ { "id": number, // Change record ID "field_id": number, // Field that changed "field_value_id": number|null, // Field value record "changer": { "id": number, "first_name": string, "last_name": string, "primary_email": string|null }, "changed_at": string, // ISO timestamp "action_type": number, // 0, 1, or 2 "action_type_name": string, // "Create", "Update", "Delete" "value": any, // New value "previous_value": any // Old value (if update) } ], "count": number, "field_id": number, "action_type_distribution": { // Summary stats "create": number, "update": number, "delete": number }, "unique_changers": number, "summary": string }

Example Use Cases:

  1. Track Status field changes: { "field_id": 4494246 } Returns: Complete history of stage movements

  2. Filter by action type (deletes only): { "field_id": 4494246, "action_type": 2 } Returns: Only deleted/removed values

  3. Track who changed Owners field: { "field_id": 4494247 } Returns: History of ownership changes with user details

Important Notes:

  • field_id is REQUIRED

  • action_type must be integer (0, 1, or 2), not string

  • API may return ALL results regardless of page_size

  • Use affinity_get_list_fields to find field IDs for a list

  • Try Status fields first (most likely to have change tracking)

Error Handling:

  • 422 + "not yet supported": Field doesn't support change tracking

  • 422 + "valid id for model": Invalid field_id

  • Empty array: Field exists and supports tracking, but no changes yet

ParametersJSON Schema
NameRequiredDescriptionDefault
field_idYesField ID to track changes for (REQUIRED). Use affinity_get_list_fields to discover field IDs.
action_typeNoFilter by action type: 0=Create, 1=Update, 2=Delete (optional)
person_idNoFilter changes for specific person (optional)
organization_idNoFilter changes for specific organization (optional)
list_entry_idNoFilter changes for specific list entry (optional)
page_sizeNoNumber of results to return (default 100, max 500). Note: API may ignore this and return all results.
responseFormatNoOutput format: "json" for structured data or "markdown" for human-readable. Default: "json"

TDQS

A4.9/5.0
Behavior5/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Beyond annotations (readOnly, idempotent), description reveals that API may return all results regardless of page_size, details error cases, and notes field-specific limitations. No contradiction with annotations.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Well-structured with headers, bullet points, and examples. Front-loaded core purpose. Slightly verbose but every section adds value; could trim redundant examples.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Thorough coverage of return format, use cases, error handling, and edge cases. No output schema, but description compensates fully. Comprehensive for a tool with 7 parameters.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters5/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100%, but description adds meaning: explains action_type enum values, warns about API ignoring page_size, clarifies required vs optional, and provides context for each parameter.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the tool retrieves change history for a specific field, detailing who changed what and when. It distinguishes itself from siblings like affinity_get_field_values by focusing on audit trail.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines5/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Explicit guidance on when to use (tracking changes, specific use cases), when not (fields without support), and alternatives (use affinity_get_list_fields to find field IDs). Includes error handling and suggestions.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

affinity_get_field_valuesGet Field ValuesA
Read-onlyIdempotent

Retrieve all field values for a specific entity (person, organization, opportunity, or list entry).

This is a V1 API endpoint - field values GET is NOT available in V2.

Returns complete custom field data for an entity including:

  • Global fields (account-wide custom fields)

  • List-specific fields (pipeline stages, deal amounts, etc.)

  • Field metadata (types, creation/update timestamps)

Use Cases:

  • Get all custom fields for a company: "What data is populated for this company?"

  • Inspect deal pipeline data: "Show me all fields for this list entry"

  • Data quality assessment: "Which companies are missing funding amount?"

  • Field comparison: "Compare field data between two opportunities"

Important: Exactly ONE Entity Parameter Required The API enforces that you must specify exactly one of:

  • person_id: Get field values for a person

  • organization_id: Get field values for an organization/company

  • opportunity_id: Get field values for an opportunity

  • list_entry_id: Get field values for a specific list entry

Providing zero parameters or multiple parameters will result in a 422 error.

Field Types: Field values include a value_type that indicates the data type:

  • 0 = Person (references person ID)

  • 1 = Organization (references organization ID)

  • 2 = Dropdown (single-select text)

  • 3 = Number (numeric value)

  • 4 = Date (ISO timestamp)

  • 5 = Location (city, state, country object)

  • 6 = Text (free-form text)

  • 7 = Ranked Dropdown (pipeline stages with id, text, rank, color)

  • 8 = Formula (computed value)

  • 9 = Interaction (email/meeting reference)

Global vs List-Specific Fields:

  • list_entry_id = null: Global field (applies across all lists)

  • list_entry_id = number: List-specific field (only for that list entry)

Field Name Resolution: Field values only contain field_id. To get field names:

  1. Call GET /fields or GET /fields?list_id={id}

  2. Map field_id to field name

  3. Use the mapping to display human-readable field names

Parameters: Choose exactly ONE:

  • person_id: Person identifier (number)

  • organization_id: Organization/Company identifier (number)

  • opportunity_id: Opportunity identifier (number)

  • list_entry_id: List entry identifier (number)

Returns (JSON): { "fieldValues": [ { "id": number, // Field value ID "field_id": number, // Field definition ID (resolve with GET /fields) "entity_id": number, // Entity this value belongs to "entity_type": number, // 0=person, 1=organization, 2=opportunity "list_entry_id": number | null, // null=global, number=list-specific "value": any, // The actual value (type varies) "value_type": number, // 0-9 (see types above) "value_type_name": string, // Human-readable type name "created_at": string, // ISO timestamp "updated_at": string | null // ISO timestamp or null } ], "count": number, "entity_type": string, // "Person", "Organization", "Opportunity" "summary": string }

Example Use Cases:

  1. Get company custom fields: { "organization_id": 303073231 } Returns: Description, Tech tags, LinkedIn URL, Location, Employee count, etc.

  2. Get deal pipeline fields: { "list_entry_id": 227497865 } Returns: Status (Ranked Dropdown), Owners, Raise Amount, Stage, Female Founders, etc.

  3. Get person fields: { "person_id": 250862100 } Returns: Source of Introduction, custom contact fields, etc.

Error Handling:

  • 422: Must specify exactly one entity parameter

  • 422: Invalid entity ID (entity does not exist)

  • Empty array: Entity exists but has no field values

ParametersJSON Schema
NameRequiredDescriptionDefault
person_idNoPerson ID - Get field values for this person (exactly one entity ID required)
organization_idNoOrganization/Company ID - Get field values for this organization (exactly one entity ID required)
opportunity_idNoOpportunity ID - Get field values for this opportunity (exactly one entity ID required)
list_entry_idNoList Entry ID - Get field values for this list entry, including list-specific fields (exactly one entity ID required)
responseFormatNoOutput format: "json" for structured data or "markdown" for human-readable. Default: "json"

TDQS

A4.7/5.0
Behavior5/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Adds significant behavioral context beyond annotations: V1-only endpoint, field name resolution requirement, global vs list-specific fields, field type enum, full return structure with JSON example, and error handling. Annotations declare readOnlyHint=true, which is consistent.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Well-structured with sections, front-loaded with purpose. Some redundancy (e.g., parameter list repeated), but each section adds value. Could be slightly more concise but informative.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Covers all essential aspects: API version, constraints, data types, return structure (with JSON example), field resolution, error handling. No output schema provided but the JSON example serves as a surrogate. Complete for a complex tool.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters5/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100% with parameter descriptions. The description adds details: exactly one required, consequences of violation, entity-specific examples, and responseFormat enum values. Provides practical guidance beyond the schema.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the verb 'Retrieve' and the resource 'field values for a specific entity', distinguishing it from sibling tools like `affinity_get_company` or `affinity_get_list_fields`. It lists the four entity types and uses cases.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Provides explicit constraints ('exactly one entity parameter required'), error conditions (422), and use cases (get company fields, inspect pipeline). Lacks explicit comparison to alternatives but context is sufficient.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

affinity_get_listGet ListA
Read-onlyIdempotent

Get metadata for a single Affinity list (deal pipeline).

Returns basic list information: name, type, visibility, owner.

Parameters:

  • listId: List ID (required) - get from affinity_list_lists

Returns (JSON): { "id": number, "name": string, // e.g., "SVV Deal Funnel" "type": string, // "company", "person", or "opportunity" "isPublic": boolean, "creatorId": number, "ownerId": number }

List Types:

  • company: Organization tracking lists

  • person: Contact tracking lists

  • opportunity: Deal/fundraising lists

Next Steps:

  • Use affinity_get_list_fields to see available fields

  • Use affinity_get_swimlanes to see pipeline stages

  • Use affinity_get_list_entries to see entries

ParametersJSON Schema
NameRequiredDescriptionDefault
listIdYesList ID (numeric). Get from affinity_list_lists.
responseFormatNoOutput format: "json" or "markdown". Default: "json"

TDQS

A4.4/5.0
Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations declare readOnlyHint, destructiveHint, idempotentHint, openWorldHint. Description adds return structure (JSON with fields) and explains list types, which provides behavioral context beyond annotations. No contradictions.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Well-structured with main sentence, returns, list types, and next steps. Some redundancy with schema parameter descriptions, but overall efficient and front-loaded with purpose.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given no output schema, the description provides sample JSON output and list types. Includes next steps for further actions. Complete for a simple read tool.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema has 2 parameters with 100% description coverage. The description adds extra context that listId 'get from affinity_list_lists', which is helpful. Baseline 3, but the additional guidance justifies a 4.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

Clearly states 'Get metadata for a single Affinity list (deal pipeline).' Specifies the resource (list) and verb (get), and distinguishes from siblings like affinity_list_lists and affinity_get_list_entries by focusing on a single list's metadata. Includes return fields and list types for clarity.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Provides clear context: listId comes from affinity_list_lists. Includes 'Next Steps' with suggested tools based on returned data. Does not explicitly state when not to use, but the function is specific enough that it's clear.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

affinity_get_list_entriesGet List EntriesA
Read-onlyIdempotent

Get entries (rows) from a specific Affinity list.

Each entry represents a company, person, or opportunity on the list with its field values.

Returns (JSON): { "data": [ { "id": number, // Entry ID (unique within this list) "listId": number, // The list this entry belongs to "creatorId": number, // User who added the entry "type": string, // "company", "person", or "opportunity" "createdAt": string, // When entry was added (ISO timestamp) "entity": { "id": number, // Company/Person/Opportunity ID "name": string, // Entity name "domain": string, // Domain (for companies) "isGlobal": boolean, // Is shared record "fields": [ // Field values (if requested) { "id": string, "type": string, "name": string, "value": { "type": string, "data": any } } ] } } ], "count": number, // Items in response "hasMore": boolean, // More results available "nextCursor": string|null, // Pagination cursor "summary": string // Human-readable summary }

Field Types:

  • enriched: Affinity Data fields (description, employees, funding, etc.)

  • global: Account-wide custom fields

  • list: List-specific fields (Status, Amount, Owners, Priority, etc.)

Important: Fields are nested inside entity.fields, not at the entry level.

ParametersJSON Schema
NameRequiredDescriptionDefault
listIdYesList ID (numeric). Get from affinity_list_lists. Example: "95303"
fieldTypesNoField categories to include. Options: "enriched", "global", "list" (list-specific fields like Status, Amount). Without this, no field data is returned.
fieldIdsNoSpecific field IDs to return. Example: ["field-1022243", "affinity-data-description"]
limitNoNumber of entries to return per page. Default: 100, Max: 100
cursorNoPagination cursor from previous response (pagination.nextPageToken)
responseFormatNoOutput format: "json" for structured data or "markdown" for human-readable. Default: "json"

TDQS

A4.4/5.0
Behavior5/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Goes beyond annotations by detailing pagination (hasMore, nextCursor), nesting of fields, and that fieldTypes parameter controls whether data is returned. All behavioral disclosures are consistent with readOnly and idempotent annotations.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Well-structured with a clear front-loaded purpose and organized output schema. The extensive JSON example is informative but slightly verbose; however, every element serves a purpose.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Provides a comprehensive view: output format, pagination, field types, and constraints (e.g., default limit, max). No output schema exists, so the description compensates fully. All necessary context for a 6-parameter read tool.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100%, so baseline is 3. Description adds value by explaining the effect of fieldTypes (enriched, global, list) and the nesting of fields, which helps clarify parameter usage beyond the schema descriptions.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

Clearly states it retrieves entries from an Affinity list, specifying that entries represent companies, people, or opportunities. Distinguishes from siblings like affinity_get_list (list metadata) and affinity_get_company_list_entries (specific to a company).

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines3/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Implies usage by describing the tool's action and including field type explanations, but lacks explicit guidance on when to use this tool versus alternatives like affinity_get_company_list_entries or when to avoid using it.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

affinity_get_list_fieldsGet List FieldsA
Read-onlyIdempotent

Get field definitions for an Affinity list.

Returns all fields available on a list, including:

  • List-specific fields (Status, Amount, Owners, etc.)

  • Global fields (account-wide custom fields)

  • Enriched fields (auto-populated data for company/person lists)

Parameters:

  • listId: List ID (required)

  • cursor: Pagination cursor (optional)

  • limit: Items per page (default 100, max 100)

Returns (JSON): { "fields": [ { "id": "field-1022243", "name": "Status", "type": "list", // "list", "global", or "enriched" "valueType": "ranked-dropdown", "allowedValues": [ // Only for dropdown fields { "text": "Lead", "rank": 0, "color": "none" }, { "text": "Portfolio", "rank": 7, "color": "purple" } ] } ], "count": number, "hasMore": boolean }

Field Types:

  • list: List-specific fields (deal data)

  • global: Account-wide custom fields

  • enriched: Auto-populated enrichment data

Value Types:

  • ranked-dropdown: Pipeline stages (Status)

  • dropdown: Single-select

  • dropdown-multi: Multi-select

  • person-multi: Person references

  • number: Numeric values

  • text: Plain text

  • datetime: Date/time

ParametersJSON Schema
NameRequiredDescriptionDefault
listIdYesList ID (numeric). Get from affinity_list_lists.
cursorNoPagination cursor from previous response
limitNoItems per page (default 100, max 100)
responseFormatNoOutput format: "json" or "markdown". Default: "json"

TDQS

A4.3/5.0
Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations declare readOnlyHint=true and idempotentHint=true, which the description supports by describing a read-only operation. The description adds value beyond annotations by detailing the return structure, field classification, value types, and pagination behavior (cursor, limit). However, it omits the responseFormat parameter, which is a minor gap.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is well-structured: a concise first-line summary, bullet points for parameters, a clear JSON example for the return value, and separate sections for field and value types. Every sentence adds value without redundancy or fluff.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given the absence of an output schema, the description provides a complete output example with all relevant fields and types. Combined with thorough annotations (readOnly, idempotent) and full parameter coverage, it leaves no major gaps for a standard read-only list fields retrieval tool.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

With 100% schema description coverage, baseline is 3. The description adds context for listId (source from affinity_list_lists) and explains pagination parameters (cursor, limit). This extra clarification improves the agent's understanding beyond the schema alone. The responseFormat parameter is not described, but its presence in the schema is sufficient given high coverage.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states 'Get field definitions for an Affinity list' with a specific verb and resource. It details the types of fields returned (list-specific, global, enriched), effectively distinguishing it from siblings like affinity_get_field_values which retrieves field values rather than definitions.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines3/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description implies usage when you need the schema of fields for a list but does not explicitly state when to use this tool versus alternatives or provide exclusions. It lacks guidance on when not to use it, leaving the agent to infer based on purpose alone.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

affinity_get_opportunityGet OpportunityA
Read-onlyIdempotent

Get a single opportunity by ID from Affinity CRM.

Returns basic opportunity info only (id, name, listId).

Returns (JSON): { "id": number, // Opportunity ID "name": string, // Opportunity name "listId": number // The list this opportunity belongs to }

Important: To get field data (Status, Amount, Owners, etc.), use affinity_get_list_entries with the opportunity's listId and fieldTypes: ["list"].

ParametersJSON Schema
NameRequiredDescriptionDefault
opportunityIdYesOpportunity ID (numeric). Get IDs from affinity_list_opportunities.
responseFormatNoOutput format: "json" for structured data or "markdown" for human-readable. Default: "json"

TDQS

A4.7/5.0
Behavior5/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations (readOnlyHint, etc.) are consistent; description adds specific return fields and constraints (no field data), going beyond annotations.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Four sentences including a code block; purpose first, then returns, then important note. No extraneous text.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Complete for a simple get-by-ID tool: explains purpose, return format, limitations, and points to the right tool for more data.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100% with good descriptions; the description adds return format context (JSON example) but doesn't significantly enhance parameter meaning beyond schema baseline.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

Clearly states 'Get a single opportunity by ID from Affinity CRM' with explicit resource, action, and identifier. Return fields listed, distinguishing from siblings like list and get_list_entries.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines5/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Explicitly notes 'Returns basic opportunity info only' and directs to affinity_get_list_entries for field data, providing clear when-to-use and alternative.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

affinity_get_organizations_fieldsGet Organizations FieldsA
Read-onlyIdempotent

Retrieve all global (account-wide) field definitions for organizations/companies.

This is a V1 API endpoint - organizations fields GET is NOT available in V2.

Returns complete schema information for organization fields including:

  • Field names and IDs

  • Field types (text, number, dropdown, etc.)

  • Dropdown options (available choices)

  • Multiple value support

  • Enrichment sources (external data providers like Crunchbase, Dealroom)

Use Cases:

  • Schema discovery: "What company fields exist in our CRM?"

  • Form generation: Build dynamic forms based on available fields

  • Field validation: Check if input values are valid for dropdown fields

  • Field resolution: Map field IDs to human-readable names

  • Data source tracking: Identify which fields come from enrichment providers

  • Integration planning: Understand what data is available for export/sync

No Parameters Required: This is a simple GET request with no parameters. Returns all global organization fields.

Returns (JSON): { "fields": [ { "id": number, // Field identifier "name": string, // Field display name "value_type": number, // 0-9 enum (see types below) "value_type_name": string, // Human-readable type "allows_multiple": boolean, // Can have multiple values "dropdown_options": [...], // Available choices (if dropdown) "enrichment_source": string // e.g., "crunchbase", "dealroom" } ], "count": number, "by_type": { // Distribution by field type "Dropdown": number, "Text": number, "Number": number, ... }, "by_source": { // Distribution by data source "crunchbase": number, "dealroom": number, "affinity-data": number, "none": number }, "custom_fields": number, // Count of non-enriched fields "enriched_fields": number, // Count of enriched fields "summary": string }

Field Value Types:

  • 0 = Person: References a person

  • 1 = Organization: References another organization

  • 2 = Dropdown: Single/multi-select from predefined options

  • 3 = Number: Numeric value (funding, employees, revenue, etc.)

  • 4 = Date: Date/timestamp (founding date, last contact, etc.)

  • 5 = Location: Geographic location (HQ, offices)

  • 6 = Text: Free-form text (description, notes)

  • 7 = Ranked Dropdown: Ordered dropdown (stages, priorities)

  • 8 = Formula: Computed/calculated value

  • 9 = Interaction: Email/meeting reference

Enrichment Sources:

  • "crunchbase": Company data from Crunchbase (funding, employees, investors)

  • "dealroom": European startup data from Dealroom

  • "affinity-data": Affinity's proprietary enrichment data

  • "none" or null: Custom fields created by your team

Example Use Cases:

  1. Discover all organization fields: No parameters needed Returns: Complete list of organization field schemas

  2. Find enriched fields: Filter response by enrichment_source to see external data

  3. Identify custom fields: Filter by enrichment_source = "none" to see team-created fields

  4. Get dropdown options: Filter by fields with dropdown_options to see valid choices

  5. Plan data exports: Understand complete schema before building integrations

Response Format: Use responseFormat parameter to get either:

  • "json": Structured data with statistics (default)

  • "markdown": Human-readable formatted output

ParametersJSON Schema
NameRequiredDescriptionDefault
responseFormatNoOutput format: "json" for structured data or "markdown" for human-readable. Default: "json"

TDQS

A4.6/5.0
Behavior5/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations indicate readOnlyHint=true and destructiveHint=false, and the description adds details about being a simple GET request with a structured response. It provides comprehensive information about field types, enrichment sources, and example outputs, fully aligning with and extending the annotations.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is well-structured with clear sections (Use Cases, Returns, Field Value Types, Enrichment Sources, Examples) and front-loaded with the main purpose. It is somewhat lengthy but every section adds value.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

For a simple GET tool with no required parameters and no output schema, the description is extremely complete. It covers field types, enrichment sources, response structure, and example use cases, leaving no ambiguity.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100% for the single parameter (responseFormat). The description adds meaning by explaining its purpose, valid values (json/markdown), and default behavior, which is helpful beyond the schema alone.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states 'Retrieve all global (account-wide) field definitions for organizations/companies' and specifies it returns complete schema information. It distinguishes itself from sibling tools like affinity_get_persons_fields by targeting organizations specifically.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The 'Use Cases' section lists explicit scenarios like schema discovery and form generation. It notes 'No Parameters Required' and explains the optional responseFormat parameter. While it doesn't explicitly say when not to use, the context from sibling tools makes it clear this is for schema retrieval, not field values.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

affinity_get_personGet PersonA
Read-onlyIdempotent

Get a single person by ID from Affinity CRM.

Returns person details with optional field data. Without fieldTypes/fieldIds, returns only basic info (id, firstName, lastName, primaryEmailAddress, emailAddresses, type).

Field Types:

  • enriched: Data from Affinity Data (job title, organization, location, phone, LinkedIn)

  • global: Your account's custom person fields

  • relationship-intelligence: Email/calendar derived data (first/last email, events, etc.)

Returns (JSON): { "id": number, // Person ID "firstName": string, // First name "lastName": string, // Last name "primaryEmailAddress": string, // Main email "emailAddresses": string[], // All emails "type": string, // "internal" or "external" "fields": [ // Field data (if requested) { "id": string, // Field ID "type": string, // "enriched", "global", or "relationship-intelligence" "name": string, // Field name "value": { "type": string, // Value type "data": any // Field value } } ] }

Example field IDs you can request:

  • affinity-data-current-job-title

  • affinity-data-current-organization

  • affinity-data-location

  • last-email, first-email

  • source-of-introduction

ParametersJSON Schema
NameRequiredDescriptionDefault
personIdYesPerson ID (numeric). Get IDs from affinity_list_persons or affinity_get_list_entries.
fieldTypesNoField categories to include. Options: "enriched", "global", "relationship-intelligence".
fieldIdsNoSpecific field IDs to return. Example: ["affinity-data-current-job-title", "last-email"]
responseFormatNoOutput format: "json" for structured data or "markdown" for human-readable. Default: "json"

TDQS

A4.3/5.0
Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations declare readOnlyHint=true, idempotentHint=true. Description adds valuable context about field types (enriched, global, relationship-intelligence) and example field IDs, enhancing transparency without contradiction.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Well-structured with sections for description, field types, return format, and examples. Front-loaded with key purpose, and every sentence adds value without redundancy.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Despite no output schema, the description provides a complete return JSON example, covers all parameters, and explains field types. Adequate for a simple get-by-ID operation.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema covers all parameters (100% coverage), baseline 3. Description adds meaningful examples (field IDs), categorization of fieldTypes, and context for personId (where to find IDs), exceeding baseline.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

Clearly states 'Get a single person by ID from Affinity CRM' and distinguishes from sibling tools like affinity_list_persons (list) and affinity_create_person (create). The specific verb 'get' and resource 'person by ID' make the purpose unambiguous.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines3/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Description implies use when a specific person's details are needed, but lacks explicit when-not or alternatives. Sibling tools exist (e.g., affinity_search_persons), but no guidance on choosing between them is provided.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

affinity_get_persons_fieldsGet Persons FieldsA
Read-onlyIdempotent

Retrieve all global (account-wide) field definitions for persons.

This is a V1 API endpoint - persons fields GET is NOT available in V2.

Returns complete schema information for person fields including:

  • Field names and IDs

  • Field types (text, number, dropdown, etc.)

  • Dropdown options (available choices)

  • Multiple value support

  • Enrichment sources (external data providers)

Use Cases:

  • Schema discovery: "What person fields exist in our CRM?"

  • Form generation: Build dynamic forms based on available fields

  • Field validation: Check if input values are valid for dropdown fields

  • Field resolution: Map field IDs to human-readable names

  • Data source tracking: Identify which fields come from enrichment providers

No Parameters Required: This is a simple GET request with no parameters. Returns all global person fields.

Returns (JSON): { "fields": [ { "id": number, // Field identifier "name": string, // Field display name "value_type": number, // 0-9 enum (see types below) "value_type_name": string, // Human-readable type "allows_multiple": boolean, // Can have multiple values "dropdown_options": [...], // Available choices (if dropdown) "enrichment_source": string // e.g., "affinity-data", "crunchbase" } ], "count": number, "by_type": { // Distribution by field type "Dropdown": number, "Text": number, ... }, "by_source": { // Distribution by data source "affinity-data": number, "none": number, ... }, "summary": string }

Field Value Types:

  • 0 = Person: References another person

  • 1 = Organization: References an organization

  • 2 = Dropdown: Single/multi-select from predefined options

  • 3 = Number: Numeric value

  • 4 = Date: Date/timestamp

  • 5 = Location: Geographic location (city, state, country)

  • 6 = Text: Free-form text

  • 7 = Ranked Dropdown: Ordered dropdown (e.g., pipeline stages)

  • 8 = Formula: Computed/calculated value

  • 9 = Interaction: Email/meeting reference

Enrichment Sources:

  • "affinity-data": Affinity's proprietary data

  • "crunchbase": Crunchbase data

  • "dealroom": Dealroom data

  • "none" or null: Custom fields created by your team

Example Use Cases:

  1. Discover all person fields: No parameters needed Returns: Complete list of person field schemas

  2. Find dropdown fields: Filter response by fields that have dropdown_options

  3. Identify enriched fields: Filter by enrichment_source to see external data

  4. Build dynamic forms: Use field definitions to generate input forms programmatically

Response Format: Use responseFormat parameter to get either:

  • "json": Structured data with statistics (default)

  • "markdown": Human-readable formatted output

ParametersJSON Schema
NameRequiredDescriptionDefault
responseFormatNoOutput format: "json" for structured data or "markdown" for human-readable. Default: "json"

TDQS

A4.4/5.0
Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations already provide readOnlyHint, destructiveHint, idempotentHint, and openWorldHint. The description adds value by explaining it is a simple GET request, detailing the response structure (field types, enrichment sources), and mentioning the API version limitation. No contradictions with annotations.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is well-structured with clear sections (purpose, use cases, response format, field types, examples). It is somewhat lengthy but every section adds necessary information. It front-loads the main purpose and is appropriately sized for a schema discovery tool.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given the simplicity of the tool (one optional parameter, no required params, no output schema), the description covers all necessary context: purpose, usage scenarios, response structure with examples, and even API version limitations. It is fully complete for an AI agent to select and use correctly.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100% with the single parameter responseFormat fully defined. The description adds context by explaining its purpose (choose output format), default value ('json'), and concrete use. This exceeds the baseline of 3 for high schema coverage.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description specifies 'retrieve all global (account-wide) field definitions for persons' with a clear verb and resource. It distinguishes from siblings like affinity_list_persons and affinity_get_organizations_fields by focusing on field schema retrieval, and it highlights that this V1 endpoint is not available in V2.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description lists extensive use cases (schema discovery, form generation, field validation, etc.) and provides example scenarios. However, it does not explicitly state when to avoid using this tool or compare it directly to alternatives like affinity_get_field_values or affinity_get_organizations_fields.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

affinity_get_relationship_strengthsGet Relationship StrengthsA
Read-onlyIdempotent

Find who on your team has the strongest connections to an external contact.

This is a V1 API endpoint - NOT available in V2.

Essential for warm introductions - discover hidden network connections between your team and prospects.

Use Case: "Who should make the introduction to this prospect?"

Required Parameter:

  • external_id: The external person you want to find connections to (REQUIRED)

Optional Parameters:

  • internal_id: Filter to specific team member's connection

  • page_size: Results per page (default 100, max 500)

Returns: Array of relationships with strength scores (0.0-1.0):

  • 0.8-1.0: Very Strong (ideal for warm intros)

  • 0.6-0.8: Strong (good for introductions)

  • 0.4-0.6: Moderate (may be useful)

  • 0.0-0.4: Weak (limited connection)

Important Limitations:

  • Can only query "who knows this person", not "who does this person know"

  • Cannot query by organization to find team connections to a company

  • Must query one external person at a time

  • Relationship data may be sparse

Example: Query: external_id=123456 Result: Shows Alice (92% strength), Bob (65% strength) know this person Action: Ask Alice to make the warm introduction

ParametersJSON Schema
NameRequiredDescriptionDefault
external_idYesExternal person ID to find connections to (REQUIRED)
internal_idNoOptional: Filter to specific internal team member
page_sizeNoResults per page (default 100, max 500)
responseFormatNoOutput format (default: json)

TDQS

A5/5.0
Behavior5/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations already indicate read-only and idempotent. The description adds meaningful context: returns array with strength scores (0.0-1.0), explains the strength scale, and notes potential data sparsity. No contradictions.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Well-structured with sections (version note, use case, parameters, returns, limitations, example). Front-loaded with core purpose. Every sentence contributes, no fluff.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Despite no output schema, the description fully explains return type and strength interpretation. All limitations are listed. Given the tool's complexity and lack of output schema, the description is complete and actionable.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters5/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100%, but description adds substantial value: explains required/optional status, default and max for page_size, and details the return value with strength ranges. Helps agent understand parameter impact.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states it discovers team connections to an external contact for warm introductions, with a specific use case example. It distinguishes from sibling tools like affinity_search_persons by focusing on relationship strengths.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines5/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

It explicitly states when to use (warm introductions), limitations (cannot query by organization, one external person at a time), and version note (V1 not V2). Provides clear guidance on alternative actions.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

affinity_get_swimlanesGet SwimlanesA
Read-onlyIdempotent

Get pipeline stages (swimlanes) for an Affinity list.

Swimlanes are the columns in a deal pipeline view (e.g., Lead, Meeting, Portfolio). They come from the Status field which is a ranked-dropdown.

Parameters:

  • listId: List ID (required) - get from affinity_list_lists

Returns (JSON): { "listId": number, "listName": string, "statusFieldId": string, // Use this to filter entries "swimlanes": [ { "id": number, // dropdownOptionId - use for filtering "text": "Lead", // Display name "rank": 0, // Sort order (0 = first) "color": "none" // Visual indicator }, { "id": number, "text": "Portfolio", "rank": 7, "color": "purple" } ], "count": number }

Use Cases:

  • Display pipeline columns in UI

  • Get stage IDs for filtering list entries

  • Understand deal flow progression

Note: If no Status field exists, returns error. Not all lists have swimlanes.

ParametersJSON Schema
NameRequiredDescriptionDefault
listIdYesList ID (numeric). Get from affinity_list_lists.
responseFormatNoOutput format: "json" or "markdown". Default: "json"

TDQS

A4.2/5.0
Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations already indicate read-only, idempotent, non-destructive. Description adds context: returns error if no Status field, not all lists have swimlanes. No contradiction.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Well-structured: definition, explanation, parameters, example JSON, use cases, note. Slightly redundant with schema but each section adds value. Not overly verbose.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

No output schema, but full JSON example compensates. Covers return structure, use cases, error condition. For a simple retrieval tool with annotations, it is complete.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100%, so baseline 3. Description repeats listId info and does not add extra meaning for responseFormat beyond schema. No new semantic value.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

Clearly states 'Get pipeline stages (swimlanes) for an Affinity list.' Explains what swimlanes are and their relation to the Status field, differentiating from sibling tools like affinity_get_list_fields.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Provides three specific use cases and notes error conditions and that not all lists have swimlanes. Lacks explicit alternatives or when-not-to-use, but sufficient for guidance.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

affinity_list_companiesList CompaniesA
Read-onlyIdempotent

List companies (organizations) from Affinity CRM.

Returns company records with optional field data. Without fieldTypes parameter, returns only basic info (id, name, domain, domains, isGlobal).

Field Types:

  • enriched: Data from Affinity Data and Dealroom (description, employees, funding, location, LinkedIn, industry, etc.)

  • global: Your account's custom company fields

Important Notes:

  • This endpoint does NOT support text/name filtering

  • To find specific companies: use the 'ids' parameter with known company IDs

  • To search/filter companies: use Saved Views via affinity_get_list_entries

  • Returns max 100 companies per request; use cursor for pagination

Returns (JSON): { "data": [ { "id": number, // Company ID "name": string, // Company name "domain": string, // Primary domain "domains": string[], // All domains "isGlobal": boolean, // Is shared record "fields": [...] // Field data (if requested) } ], "count": number, // Items in response "hasMore": boolean, // More results available "nextCursor": string|null, // Pagination cursor "summary": string // Human-readable summary }

Example enriched fields returned:

  • affinity-data-description (company description)

  • affinity-data-number-of-employees (employee count)

  • affinity-data-location (city, state, country)

  • affinity-data-total-funding-amount (USD)

  • affinity-data-linkedin-url

ParametersJSON Schema
NameRequiredDescriptionDefault
idsNoFilter by specific company IDs. Example: [1514108, 279041073]
fieldTypesNoField categories to include. Options: "enriched" (Affinity Data, Dealroom), "global" (custom fields). Without this, no field data is returned.
fieldIdsNoSpecific field IDs to return. Example: ["affinity-data-description", "affinity-data-location"]
limitNoNumber of companies to return per page. Default: 100, Max: 100
cursorNoPagination cursor from previous response (pagination.nextPageToken)
responseFormatNoOutput format: "json" for structured data or "markdown" for human-readable. Default: "json"

TDQS

A5/5.0
Behavior5/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations already declare readOnly, idempotent, non-destructive. Description adds crucial behavioral details: no text filtering, pagination with max 100 per request, field types (enriched, global), and example return fields. No contradictions.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Well-structured with clear sections (Important Notes, Returns JSON example, Example enriched fields). Every sentence adds value, no fluff. Concisely covers all essential information.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Despite no output schema, the description provides a complete JSON return structure with example and covers all parameters, behavior, limitations, and pagination. Fully sufficient for an AI agent to use correctly.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters5/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100% with descriptions. Description adds significant value beyond schema: explains fieldTypes categories, pagination cursor usage, limit default and max, responseFormat options, and provides example enriched field names.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states it lists companies from Affinity CRM and explicitly distinguishes from siblings by noting it does not support text/name filtering, directing users to affinity_get_list_entries for searching.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines5/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Provides explicit when-to-use (listing companies) and when-not-to-use (text/name filtering), with clear alternative (Saved Views via affinity_get_list_entries). Also notes pagination and parameter usage.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

affinity_list_company_notesList Company NotesA
Read-onlyIdempotent

List all notes attached to a specific company in Affinity.

This is a V2 BETA endpoint - API may change.

Returns notes with HTML content, creator information, and timestamps.

Parameters:

  • companyId: Company ID (required) - get from affinity_search_companies or affinity_get_company

  • cursor: Pagination cursor from previous response

  • limit: Items per page (default 20, max 100)

Returns (JSON): { "notes": [ { "id": number, "content": { "html": string }, "creator": { "id": number, "firstName": string, "lastName": string, "primaryEmailAddress": string }, "createdAt": string, // ISO 8601 "type": "entities" | "interaction" } ], "count": number, "hasMore": boolean, "nextCursor": string | null }

Note Types:

  • "entities": Note attached directly to company/person

  • "interaction": Note attached to a meeting or email

Example: Get notes for Sure Valley Ventures (ID: 223449211)

ParametersJSON Schema
NameRequiredDescriptionDefault
companyIdYesCompany ID (numeric). Get from affinity_search_companies or affinity_get_company.
cursorNoPagination cursor from previous response
limitNoItems per page (default 20, max 100)
responseFormatNoOutput format: "json" or "markdown". Default: "json"

TDQS

A4.3/5.0
Behavior5/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

In addition to annotations (readOnlyHint true, idempotentHint true), the description explains it's a V2 beta endpoint, details the return structure (HTML content, creator, timestamps), pagination, and note types. No contradictions with annotations.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is well-structured with sections for Parameters, Returns, Note Types, and Example, front-loading the purpose. While somewhat lengthy, each section adds value without redundancy.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given 100% schema coverage for 4 parameters, annotations present, and no output schema, the description adequately explains pagination, note types, and provides an example. It lacks error handling or rate limit info but is sufficient for the tool's simplicity.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100%, so baseline is 3. The description adds minor context (companyId source, cursor from previous response, limit defaults) but omits the responseFormat parameter present in the schema, reducing value beyond what schema provides.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states 'List all notes attached to a specific company in Affinity', specifying the verb (list), resource (notes), and scope (specific company). This distinguishes it from sibling tools like affinity_add_note and affinity_list_person_notes.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description provides context on what the tool returns and includes an example, but it does not explicitly state when not to use or compare with alternatives. However, the tool's name and context make its purpose clear among siblings.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

affinity_list_listsList ListsA
Read-onlyIdempotent

Get all lists in Affinity CRM.

Lists are spreadsheet-like collections containing companies, persons, or opportunities. Each list has custom fields for tracking deals, contacts, etc.

Returns (JSON): { "data": [ { "id": number, // List ID (use for affinity_get_list_entries) "name": string, // List display name "type": string, // "company", "person", or "opportunity" "creatorId": number, // User who created the list "ownerId": number, // User who owns the list "isPublic": boolean // Whether visible to all users } ], "count": number, // Items in response "hasMore": boolean, // More results available "nextCursor": string|null, // Pagination cursor "summary": string // Human-readable summary }

Note: To get list fields/columns, use GET /v2/lists/{listId}/fields (not yet implemented). To get list entries (rows), use affinity_get_list_entries with the list ID.

ParametersJSON Schema
NameRequiredDescriptionDefault
limitNoNumber of lists to return per page. Default: 100, Max: 100
cursorNoPagination cursor from previous response (pagination.nextPageToken)
responseFormatNoOutput format: "json" for structured data or "markdown" for human-readable. Default: "json"

TDQS

A4.4/5.0
Behavior5/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations indicate readOnlyHint=true, destructiveHint=false, idempotentHint=true. The description adds detailed JSON output structure, pagination behavior, and notes on response format, providing comprehensive behavioral context beyond annotations.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is well-structured: clear first sentence, explanatory paragraph, code block for output, and relevant notes. While thorough, it is slightly verbose but not wasteful, earning a 4.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Despite no output schema, the description provides a complete output structure, pagination details, and cross-references to related tools. It fully equips an agent to use this tool correctly.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100% with parameter descriptions already detailed (e.g., limit default/max, cursor format). The description does not add new parameter-level information, only reinforces existing schema details, so baseline 3 is appropriate.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states 'Get all lists in Affinity CRM' with a specific verb and resource. It distinguishes from sibling tools like affinity_get_list (single list) and mentions related tools for fields and entries.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description provides context that lists are spreadsheet-like collections and includes notes on next steps (get fields, get entries). It implicitly differentiates from single-list retrieval tools, but lacks explicit when-not-to-use guidance.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

affinity_list_opportunitiesList OpportunitiesA
Read-onlyIdempotent

List opportunities from Affinity CRM.

Opportunities represent deals, fundraising leads, or other tracked items that belong to opportunity-type lists.

Returns (JSON): { "data": [ { "id": number, // Opportunity ID "name": string, // Opportunity name "listId": number // The list this opportunity belongs to } ], "count": number, // Items in response "hasMore": boolean, // More results available "nextCursor": string|null, // Pagination cursor "summary": string // Human-readable summary }

Important Notes:

  • Opportunities only return basic info (id, name, listId)

  • To get field data (Status, Amount, etc.), use affinity_get_list_entries with the listId

Example workflow:

  1. Call affinity_list_opportunities to find opportunities

  2. Use the listId to call affinity_get_list_entries with fieldTypes: ["list"] to get field values

ParametersJSON Schema
NameRequiredDescriptionDefault
idsNoFilter by specific opportunity IDs. Example: [87195214]
limitNoNumber of opportunities to return per page. Default: 100, Max: 100
cursorNoPagination cursor from previous response (pagination.nextPageToken)
responseFormatNoOutput format: "json" for structured data or "markdown" for human-readable. Default: "json"

TDQS

A4.3/5.0
Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations already declare readOnlyHint=true, destructiveHint=false, idempotentHint=true. The description adds that only basic info is returned, includes pagination structure, and notes that opportunities belong to opportunity-type lists. This adds meaningful context beyond annotations.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is well-organized with sections, but slightly lengthy. All content is relevant and adds value. It could be marginally more concise, but still effective.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

No output schema, but description includes a JSON example with all fields (data, count, hasMore, nextCursor, summary). It explains limitations and linking to other tools. Combined with annotations, it is fairly complete for a list tool.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100% with clear parameter descriptions (e.g., ids example, limit range). The description does not add additional parameter meaning, but the schema itself is sufficient. Baseline 3 is appropriate.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states 'List opportunities from Affinity CRM' and defines opportunities as deals/fundraising leads. It distinguishes from sibling tools like affinity_get_opportunity (single) and affinity_get_list_entries (field data).

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines5/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description explicitly tells when to use this tool (basic info) and when to use affinity_get_list_entries for field data. It provides an example workflow, making selection effortless.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

affinity_list_opportunity_notesList Opportunity NotesA
Read-onlyIdempotent

List all notes attached to a specific opportunity in Affinity.

This is a V2 BETA endpoint - API may change.

Returns notes with HTML content, creator information, and timestamps.

Parameters:

  • opportunityId: Opportunity ID (required) - get from affinity_list_opportunities or affinity_get_opportunity

  • cursor: Pagination cursor from previous response

  • limit: Items per page (default 20, max 100)

Returns (JSON): { "notes": [ { "id": number, "content": { "html": string }, "creator": { "id": number, "firstName": string, "lastName": string, "primaryEmailAddress": string }, "createdAt": string, // ISO 8601 "type": "entities" | "interaction" } ], "count": number, "hasMore": boolean, "nextCursor": string | null }

Note Types:

  • "entities": Note attached directly to opportunity

  • "interaction": Note attached to a meeting or email about this opportunity

Use Cases:

  • View deal progress notes

  • Export opportunity documentation

  • Review fundraising lead history

ParametersJSON Schema
NameRequiredDescriptionDefault
opportunityIdYesOpportunity ID (numeric). Get from affinity_list_opportunities or affinity_get_opportunity.
cursorNoPagination cursor from previous response
limitNoItems per page (default 20, max 100)
responseFormatNoOutput format: "json" or "markdown". Default: "json"

TDQS

A4/5.0
Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations already indicate readOnly, non-destructive, idempotent behavior. The description adds important context: V2 BETA status, HTML content in notes, creator info, timestamps, and note types. No contradictions.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Description is well-structured with sections for parameters, returns, note types, and use cases. It is somewhat lengthy but not wasteful. Front-loaded with the main action. Minor verbosity prevents a top score.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Since no output schema is provided, the description compensates fully with a detailed JSON response structure, note type explanations, pagination details, and use cases. Covers all necessary context for an agent to use the tool correctly.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Input schema has 100% coverage with descriptions. The description repeats parameter info and adds sourcing context for opportunityId, but does not explain the responseFormat enum distinction. Baseline score of 3 is appropriate with minor extra value.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the tool lists notes attached to a specific opportunity, differentiating it from similar note-listing tools for companies and persons. It uses specific verb-resource pairing and identifies the parent object.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines3/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description explains where to get the opportunityId (from other tools) and lists use cases, but does not explicitly contrast with siblings like affinity_list_company_notes or affinity_list_person_notes. Some implicit differentiation but lacks explicit when-to-use guidance.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

affinity_list_person_notesList Person NotesA
Read-onlyIdempotent

List all notes attached to a specific person in Affinity.

This is a V2 BETA endpoint - API may change.

Returns notes with HTML content, creator information, and timestamps. Includes notes attached to meetings/emails if interaction info is present.

Parameters:

  • personId: Person ID (required) - get from affinity_search_persons or affinity_get_person

  • cursor: Pagination cursor from previous response

  • limit: Items per page (default 20, max 100)

Returns (JSON): { "notes": [ { "id": number, "content": { "html": string }, "creator": { "id": number, "firstName": string, "lastName": string, "primaryEmailAddress": string }, "createdAt": string, // ISO 8601 "type": "entities" | "interaction", "interaction": { // Only if type === "interaction" "id": number, "type": "meeting" | "email" } } ], "count": number, "hasMore": boolean, "nextCursor": string | null }

Note Types:

  • "entities": Note attached directly to person

  • "interaction": Note attached to a meeting or email with this person

Example: Get notes for Barry Downes (ID: 66880587)

ParametersJSON Schema
NameRequiredDescriptionDefault
personIdYesPerson ID (numeric). Get from affinity_search_persons or affinity_get_person.
cursorNoPagination cursor from previous response
limitNoItems per page (default 20, max 100)
responseFormatNoOutput format: "json" or "markdown". Default: "json"

TDQS

A3.8/5.0
Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations already indicate read-only, idempotent, open-world. The description adds value by detailing the response structure, note types, and that notes from meetings/emails are included if interaction info is present. No contradictions with annotations.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is well-structured with clear sections (purpose, parameters, returns, note types, example). It is slightly verbose but each section adds necessary information. No wasted words; could be slightly shorter but efficient.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

For a list tool with no output schema, the description compensates by providing a full JSON response example, pagination details, and note type semantics. It covers the key aspects needed for correct usage, though error handling or rate limits are missing (not expected for this tool).

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100% (baseline 3). The description adds extra context for personId (source), cursor (from previous response), and limit (default and max). It does not mention the responseFormat parameter, but the schema covers it. Overall, meaningful added value.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states it lists notes for a specific person and details the resource and action. It includes note types and an example. However, it does not explicitly differentiate from sibling tools like affinity_list_company_notes, which slightly reduces clarity.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines3/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description provides context on how to use parameters (e.g., personId from other tools) and explains note types, but lacks explicit guidance on when to use this tool versus alternatives. No exclusions or when-not-to-use are mentioned.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

affinity_list_personsList PersonsA
Read-onlyIdempotent

List persons (contacts) from Affinity CRM.

Returns person records with optional field data. Without fieldTypes parameter, returns only basic info (id, firstName, lastName, primaryEmailAddress, emailAddresses, type).

Field Types:

  • enriched: Data from Affinity Data (8 fields: job title, organization, location, phone, LinkedIn, etc.)

  • global: Your account's custom person fields

  • relationship-intelligence: Email/calendar derived data (9 fields: first/last email, events, etc.)

Important Notes:

  • This endpoint does NOT support text/name filtering

  • To find specific persons: use the 'ids' parameter with known person IDs

  • To search/filter persons: use Saved Views via affinity_get_list_entries

  • Returns max 100 persons per request; use cursor for pagination

  • type="internal" means person is in your organization

Returns (JSON): { "data": [ { "id": number, // Person ID "firstName": string, // First name "lastName": string, // Last name "primaryEmailAddress": string, // Main email "emailAddresses": string[], // All emails "type": string, // "internal" or "external" "fields": [...] // Field data (if requested) } ], "count": number, // Items in response "hasMore": boolean, // More results available "nextCursor": string|null, // Pagination cursor "summary": string // Human-readable summary }

Enriched fields (8):

  • affinity-data-current-job-title, affinity-data-current-organization

  • affinity-data-job-titles, affinity-data-industry

  • affinity-data-location, affinity-data-phone-number

  • affinity-data-linkedin-url, companies (Organizations)

Relationship Intelligence fields (9):

  • first-email, last-email, last-contact

  • first-event, last-event, next-event

  • first-chat-message, last-chat-message

  • source-of-introduction

ParametersJSON Schema
NameRequiredDescriptionDefault
idsNoFilter by specific person IDs. Example: [66880587, 142768223]
fieldTypesNoField categories to include. Options: "enriched" (Affinity Data), "global" (custom fields), "relationship-intelligence" (email/calendar data). Without this, no field data is returned.
fieldIdsNoSpecific field IDs to return. Example: ["affinity-data-current-job-title", "last-email"]
limitNoNumber of persons to return per page. Default: 100, Max: 100
cursorNoPagination cursor from previous response (pagination.nextPageToken)
responseFormatNoOutput format: "json" for structured data or "markdown" for human-readable. Default: "json"

TDQS

A4.6/5.0
Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations already indicate read-only, idempotent behavior. Description adds important behavioral details: no text filtering, max 100 results per request, and field types. No contradictions with annotations.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Well-structured with clear sections (overview, notes, returns, field lists). Every part adds value, though slightly lengthy. Front-loaded with main purpose.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Comprehensive: covers desired functionality, limitations, pagination, field choices, and provides a sample response. No output schema but description compensates with JSON example and field lists.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100% with descriptions. Description adds extra value by listing the exact enriched and relationship-intelligence fields, and explaining the type parameter's meaning ('internal' vs 'external').

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states it lists persons from Affinity CRM and distinguishes from siblings by noting it does not support text filtering, unlike search tools, and provides alternatives like using 'ids' or saved views.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines5/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Explicitly states when not to use (no text/name filtering) and provides alternatives: use 'ids' for known persons or affinity_get_list_entries for saved views. Also explains pagination and type field meaning.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

affinity_search_companiesSearch CompaniesA
Read-onlyIdempotent

Search for companies (organizations) in Affinity by name or domain.

This is a V1 API endpoint - search is NOT available in V2.

Use this tool to:

  • Find a company by its domain (e.g., "acme.com")

  • Search for companies by name

  • List all companies (omit term parameter)

Search Behavior:

  • Domain search: Exact and partial matching (e.g., "acme" matches "acme.com")

  • Name search: Partial matching on organization name

  • Empty term: Returns all organizations (paginated)

Global vs Custom Organizations:

  • global=true: Shared record from Affinity's database (cannot modify/delete)

  • global=false: Custom organization you created (can modify/delete)

Parameters:

  • term: Company name or domain to search

  • withInteractionDates: Include first/last email and event timestamps

  • pageSize: Results per page (max 500)

  • pageToken: Pagination token for next page

Returns (JSON): { "organizations": [ { "id": number, // Use with V2 affinity_get_company "name": string, "domain": string | null, "domains": string[], "global": boolean, // true=shared, false=custom "interaction_dates": {} // if requested } ], "next_page_token": string | null, "count": number, "hasMore": boolean }

Example use cases:

  • Look up company by domain: term="acme.com"

  • Search by name: term="Acme Corporation"

  • Find companies at a TLD: term=".io"

ParametersJSON Schema
NameRequiredDescriptionDefault
termNoSearch term: company name or domain. Omit to list all companies.
withInteractionDatesNoInclude first/last email and event timestamps
withInteractionPersonsNoInclude person IDs from interactions
withOpportunitiesNoInclude opportunity IDs
pageSizeNoItems per page (default 100, max 500)
pageTokenNoPagination token from previous response (next_page_token)
responseFormatNoOutput format: "json" or "markdown". Default: "json"

TDQS

A4.4/5.0
Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations already declare readOnlyHint=true, destructiveHint=false. Description adds valuable context: V1 endpoint, exact/partial matching, empty term behavior, global vs custom organization semantics. No contradiction. Add more about authorization or rate limits? Not needed given annotations.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Well-structured: purpose, V1 note, use cases, behavior, parameter list, return JSON, examples. Every section adds value, front-loaded with purpose. No fluff. Ideal length for a search tool.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

No output schema, but description provides full return JSON. Explains pagination, global flag semantics. Missing explanation of withInteractionPersons/withOpportunities in description text, but schema covers them. Nearly complete given complexity.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100% with descriptions. Description adds context for key parameters (term matching, pageSize max, pageToken usage) and shows return structure. Two parameters (withInteractionPersons, withOpportunities) are only in schema, but that's acceptable; description complements well.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the tool searches for companies by name or domain, with specific verb 'search' and resource 'companies'. It differentiates from siblings like affinity_list_companies (list all) and affinity_get_company (by ID) by noting this is the search endpoint and mentioning V1 vs V2.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Explicitly lists three use cases: find by domain, search by name, list all. Provides example uses. Does not explicitly say when not to use, but sibling tools for creating/modifying imply this is read-only. Could be improved with direct exclusions.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

affinity_search_personsSearch PersonsA
Read-onlyIdempotent

Search for persons (contacts) in Affinity by email, first name, or last name.

This is a V1 API endpoint - search is NOT available in V2.

Use this tool to:

  • Find a person by their email address

  • Search for persons by first or last name

  • List all persons (omit term parameter)

Search Behavior:

  • Email search: Partial domain matching works (e.g., "@company.com" finds all at that domain)

  • Name search: Partial matching on first_name or last_name

  • Empty term: Returns all persons (paginated)

Parameters:

  • term: Email, first name, or last name to search

  • withInteractionDates: Include first/last email and event timestamps

  • withCurrentOrganizations: Include organization IDs the person belongs to

  • pageSize: Results per page (max 500)

  • pageToken: Pagination token for next page

Returns (JSON): { "persons": [ { "id": number, "first_name": string, "last_name": string, "primary_email": string | null, "emails": string[], "type": number, // 0=external, 1=internal "interaction_dates": {}, // if requested "current_organization_ids": [] // if requested } ], "next_page_token": string | null, "count": number, "hasMore": boolean }

Example use cases:

  • Look up person by email before creating: term="john@example.com"

  • Find all persons at a company: term="@acme.com"

  • Search by name: term="John"

ParametersJSON Schema
NameRequiredDescriptionDefault
termNoSearch term: email address, first name, or last name. Omit to list all persons.
withInteractionDatesNoInclude first/last email and event timestamps
withInteractionPersonsNoInclude persons involved in interactions
withOpportunitiesNoInclude opportunity IDs associated with person
withCurrentOrganizationsNoInclude current organization IDs
pageSizeNoItems per page (default 100, max 500)
pageTokenNoPagination token from previous response (next_page_token)
responseFormatNoOutput format: "json" or "markdown". Default: "json"

TDQS

A4.3/5.0
Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

The description adds significant behavioral context beyond the annotations (readOnlyHint, idempotentHint, etc.), including partial domain matching for emails, partial name matching, empty term behavior, pagination details, and the meaning of the 'type' field (0=external, 1=internal). It does not repeat or contradict annotations.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is well-structured with clear sections (Search Behavior, Parameters, Returns) and front-loads the core purpose. It includes a full JSON example that is helpful given the lack of an output schema. Every sentence adds value, but it is slightly verbose with the example and parameter list.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given the complexity (8 parameters, no output schema, many sibling tools), the description covers essential aspects: search behavior, parameter details, pagination, return format with example, and use cases. It explains the type field and interaction dates. However, it does not elaborate on withInteractionPersons or withOpportunities beyond the schema, nor does it mention the openWorldHint implications.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

While the input schema has 100% description coverage, the description enriches parameter semantics by explaining behavioral details (e.g., 'Partial domain matching works' for term, 'Omit to list all persons'). It also maps parameters to use cases in the examples, adding value beyond the schema alone.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states 'Search for persons (contacts) in Affinity by email, first name, or last name.' It specifies the verb (Search), resource (persons/contacts), and how it differs from related tools like affinity_get_person by supporting partial matching and listing all persons when no term is provided.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description provides explicit use cases: find by email, search by name, list all persons. It gives example scenarios like 'Look up person by email before creating' and 'Find all persons at a company.' However, it does not explicitly state when not to use it or compare it directly with sibling tools like affinity_get_person or affinity_list_persons.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

affinity_whoamiVerify AuthenticationA
Read-onlyIdempotent

Verify authentication and get current user info, organization details, and API key permissions.

Use this to confirm your API key is working and see what you have access to.

Returns (JSON): { "user": { "id": number, // User ID "email": string, // Email address "name": string // Full name }, "tenant": { "id": number, // Organization ID "name": string, // Organization name "subdomain": string // Affinity subdomain }, "permissions": string[], // API permissions granted "summary": string // Human-readable summary }

Example usage:

  • Verify API key is valid and working

  • Check which organization you're connected to

  • See what permissions are available

ParametersJSON Schema
NameRequiredDescriptionDefault

No parameters

TDQS

A4.1/5.0
Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations already provide readOnlyHint, destructiveHint, idempotentHint, and openWorldHint. The description adds behavioral context by detailing the JSON return structure (user, tenant, permissions, summary) and example use cases, enhancing transparency without contradicting annotations.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is well-structured with a clear purpose, usage guidance, return format, and examples. It is concise and front-loads key information, though the JSON example adds length.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given no parameters and informative annotations, the description provides a complete picture of the tool's behavior, including return structure and example usage. It is sufficient for an agent to invoke the tool correctly.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

No input parameters exist, and schema coverage is 100%. The baseline of 3 applies as the description adds no parameter information, but the lack of parameters makes this dimension neutral.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the tool's purpose: verifying authentication and retrieving current user info, organization details, and API key permissions. It uses specific verbs and distinguishes from sibling tools, which are focused on data manipulation or retrieval of specific entities.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description explicitly recommends using the tool to confirm API key working status and check access, with concrete examples. While it does not explicitly list when not to use, the context and sibling tools make the appropriate usage clear.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

Tool Schema Changelog

Recent tool additions, removals, and schema changes observed during successful MCP inspections. Dates show when Glama detected each change.

  1. 28 tool updatesv1.0.3
    • First observedaffinity_add_note
    • First observedaffinity_create_company
    • First observedaffinity_create_person
    • First observedaffinity_get_companies_in_swimlane
    • First observedaffinity_get_company
    • First observedaffinity_get_company_list_entries
    • First observedaffinity_get_company_lists
    • First observedaffinity_get_field_value_changes
    • First observedaffinity_get_field_values
    • First observedaffinity_get_list
    • First observedaffinity_get_list_entries
    • First observedaffinity_get_list_fields
    • First observedaffinity_get_opportunity
    • First observedaffinity_get_organizations_fields
    • First observedaffinity_get_person
    • First observedaffinity_get_persons_fields
    • First observedaffinity_get_relationship_strengths
    • First observedaffinity_get_swimlanes
    • First observedaffinity_list_companies
    • First observedaffinity_list_company_notes
    • First observedaffinity_list_lists
    • First observedaffinity_list_opportunities
    • First observedaffinity_list_opportunity_notes
    • First observedaffinity_list_person_notes
    • First observedaffinity_list_persons
    • First observedaffinity_search_companies
    • First observedaffinity_search_persons
    • First observedaffinity_whoami

TDQS

A4.1/5.0
Disambiguation5/5

Each tool targets a distinct resource or action (e.g., create vs. search vs. list vs. get details). Even similar tools like get_company, get_company_list_entries, and get_company_lists have clearly different purposes. Detailed descriptions further eliminate ambiguity.

Naming Consistency5/5

All tools follow a consistent pattern: 'affinity_' + verb + noun (e.g., create_company, list_persons, get_swimlanes). Verbs are appropriate and nouns match the entity. No mixing of styles or vague names.

Tool Count4/5

28 tools is slightly high, but each covers a distinct aspect of the CRM (companies, persons, opportunities, lists, fields, notes, etc.). The scope justifies the count, though some tools could have been combined.

Completeness2/5

The tool set heavily favors read operations (get, list, search) and creation (add_note, create_company, create_person). Missing update and delete for most entities, and note modifications are explicitly unsupported. Agents cannot manage full lifecycles.

Maintenance

ActivityMaintained
ResponsivenessUnresponsive

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