Connect Affinity with Hookshot™ and your stack

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

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Tools and triggers

What Agents can do in Affinity

Available tools and events after Affinity is connected.

  • Get a Company S List Entries

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

  • Get a Company S Lists

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

  • Get a Person S List Entries

    Summary: Browse rows for a Person in all Lists, showing field data and entry metadata like creation time and author. Requires "Export data from Lists" permission.

  • Get a Person S Lists

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

  • Get a Single Company

    Retrieve basic company info and specific field data by using `fieldIds` or `fieldTypes` parameters. Multiple fields can be queried. No field data if parameters aren't specified. Requires "Export All Organizations…

  • Get a Single Opportunity

    Get basic details about an Opportunity without field data via provided endpoints. Field data requires using specific list entry APIs and the "Export data from Lists" permission.

  • Get a Single Person

    Use GET `/v2/persons/fields` with `fieldIds` or `fieldTypes` for detailed data; basic info by default. Request multiple fields at once. "Export All People" permission needed.

  • Get All Companies

    Affinity API allows paginated access to company info and custom fields. Use `fieldIds` or `fieldTypes` to specify data in a request. Retrieve field IDs/Types via GET `/v2/companies/fields`. Export permission needed.

  • Get All List Entries on a List

    Access and export essential data and metadata for Companies, Persons, or Opportunities from a List, specifying data via `fieldIds` or `fieldTypes`. "Export data from Lists" permission is necessary.

  • Get All List Entries on a Saved View

    Use the endpoint to access rows in a Saved View with specific filters and selected fields from a web app. It doesn't maintain sort order, supports only sheet-type views, and requires export permissions.

  • Get All Opportunities

    Pagination through Opportunities in Affinity yields basic info but excludes field data. For field data, use specified GET endpoints. "Export data from Lists" permission needed.

  • Get All Persons

    The Affinity API offers paginated access to Person data using `fieldIds` or `fieldTypes`. Bulk extraction needs special permissions and supports multiple parameters.

  • Get Current User

    Returns metadata about the current user.

  • Get Metadata on a Single List

    Returns metadata on a single List.

  • Get Metadata on a Single List S Fields

    Returns metadata on the Fields available on a single List. Use the returned Field IDs to request field data from the GET `/v2/lists/{listId}/list-entries` endpoint.

  • Get Metadata on a Single Saved View

    Returns metadata on a single Saved View.

  • Get Metadata on All Lists

    Returns metadata on Lists.

  • Get Metadata on Company Fields

    Returns metadata on non-list-specific Company Fields. Use the returned Field IDs to request field data from the GET `/v2/companies` and GET `/v2/companies/{id}` endpoints.

  • Get Metadata on Person Fields

    Returns metadata on non-list-specific Person Fields. Use the returned Field IDs to request field data from the GET `/v2/persons` and GET `/v2/persons/{id}` endpoints.

  • Get Metadata on Saved Views

    Returns metadata on the Saved Views on a List.

Setup

Connect Affinity in Hookshot™

Pick a scope, then confirm what can start a Protege and what it can do.

Trigger Access

What can start a Protege from this app.

Tool Access

What a Protege can do after it starts.

Connection scope

Prefer team for production.

Team

Shared credential for production and unattended runs.

Personal

Tied to one user—only when the workflow needs their account.

Chat

Team-scoped for supported chat surfaces.

Full setup guide

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Hookshot™ setup screen — AI agent workflow configuration with model selection, trigger status, and governance controls.