Affinity Integration for AI Agents for Openclaw

A powerful CRM integration skill that allows AI agents to manage relationship intelligence data, organizations, and pipelines through the Membrane ecosystem.

gora050
v1.0.4
Apr 30, 2026
0
279
0

Install & Download

1. ClawHub CLI

The fastest way to install a skill directly from the registry.

npx clawhub@latest install affinity-integration

2. Manual Installation

Copy the skill folder to one of these locations

Global
~/.openclaw/skills/
Workspace
<project>/skills/

Priority: Workspace > Local > Bundled

3. Prompt Installation

Copy this prompt to OpenClaw to install it automatically.

Help me install affinity-integration using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).

Prefer to download?

Get the raw skill files in a ZIP archive.

What is Affinity Integration for AI Agents?

The Affinity skill for Openclaw Skills empowers AI agents to interact directly with the Affinity relationship intelligence platform. It streamlines complex CRM tasks such as managing organizations, leads, pipelines, and roles without the developer needing to manage complex authentication plumbing. By leveraging the Membrane CLI, this skill provides a secure and efficient way for agents to access warm introductions and relationship data.

This integration is specifically designed for high-performance teams in sales, investment banking, and consulting. By using Openclaw Skills, developers can ensure their agents have real-time access to network insights, allowing for prioritized outreach and automated data collection within the Affinity ecosystem.

Affinity Integration for AI Agents Use Cases

  • Automating the creation of new organizations and persons from lead generation workflows.
  • Searching for existing relationship notes to provide context before a sales call.
  • Managing and updating opportunity pipelines programmatically via AI agents.
  • Retrieving specific list entries to sync Affinity data with other external productivity tools.

How Affinity Integration for AI Agents Works

  1. The AI agent utilizes the Membrane CLI to establish a secure connection to the Affinity API.
  2. Authentication is handled server-side, removing the need for local secret management.
  3. The agent searches for specific actions (like search-persons or create-opportunity) using natural language intent discovery.
  4. Actions are executed through the Membrane proxy, which automatically handles headers, base URLs, and token refreshes.
  5. Structured JSON data is returned to the agent to be used in downstream tasks or user responses.

Affinity Integration for AI Agents Setup

First, install the Membrane CLI to enable Openclaw Skills functionality:

npm install -g @membranehq/cli@latest

Next, authenticate your agent environment:

membrane login --tenant --clientName=openclaw

Connect to your Affinity instance:

membrane connection ensure "https://www.affinity.co/" --json

Affinity Integration for AI Agents Data Schema & Taxonomy

The skill organizes data around the primary Affinity entities. The following table highlights core data objects accessible via Openclaw Skills:

Entity Data Provided Common Actions
Person Contact details, social metadata get-person, update-person
Organization Firmographic data, domain info search-organizations, create-organization
Opportunity Deal stage, value, owner get-opportunity, create-opportunity
Note Interaction history, timestamps get-notes, create-note
List Pipeline structure, custom fields get-lists, create-list-entry

Affinity Integration for AI Agents Advanced Features

  • Natural Language Action Discovery: Use membrane action list --intent to find the best tool for a specific task dynamically.
  • Transparent Proxy Requests: Directly query any Affinity API endpoint with membrane request while maintaining automatic auth injection.
  • Long-polling Status Checks: Use the --wait flag on connection commands to handle asynchronous authentication flows in headless environments.
  • Agent-Specific Tooling: Support for various agent types including Openclaw, Claude, and Windsurf to optimize tool definitions for different LLM architectures.

SKILL.md


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