Affinity agent skills for Claude Code, Cursor and RevampKey

5 ready-made playbooks that teach an AI agent how to do real Affinity work: which tools to call, what to check first, and when to stop and ask you.

Download RevampKey, free I have it: connect Affinity

Connect Affinity once and all 5 skills install themselves and stay up to date. Mac, Windows and Linux.

All 5 Affinity skills

Each skill is one job. You ask in plain words and the agent loads the skill that matches, then follows its steps.

Start hereAsks before writing24 Affinity tools

Use Affinity with AI, safely

Gives your AI assistant the ground rules for Affinity: it confirms your account and plan first, narrows searches before reading, and asks before creating any note, reminder or list entry.

Use it when

You have just connected Affinity and want to know what it can reach.
A question about your pipeline could match several lists or people.
You want the assistant to log a note or reminder only after you approve the wording.

Tools it uses

get_current_user
get_lists
get_list_info
get_list_fields
get_list_entries
get_single_list_entry
get_company_info
get_person_info
get_company_list_entries
get_person_list_entries
get_entity_fields
get_entity_field_values
get_list_field_dropdown_options
get_notes
get_notes_for_entity
get_entities_attached_to_note
get_meetings
get_meetings_for_entity
get_transcript_fragments
get_reminders
get_relationship_strengths
create_list_entry
create_note
create_reminder

Example

Which of my Affinity lists have entries I haven't touched in 60 days? Check my account first.

Your account is the Affinity workspace for the Growth team, and I read it on your Scale plan. I found 3 lists with entries untouched for 60+ days: Series A Pipeline (14 entries), Seed Watchlist (6) and Partner Intros (4). I read the first page of each and did not check older history. Nothing has been changed; if you want a follow-up reminder on any of them, I'll draft it for your approval first.

Use in RevampKeyRead the full skill →

Asks before writing16 Affinity tools

Record call notes and CRM updates in Affinity with AI

Turns the outcome of a call or meeting into dated notes, reminders, list entries and field updates in Affinity. It drafts every change first and applies only the ones you approve.

Use it when

After a call, when you want the outcome logged accurately against the right company or person
When a deal moves stage and the field needs updating without overwriting a change someone else made
When you want follow-up reminders set from what was actually agreed

Tools it uses

get_current_user
get_person_info
get_company_info
get_lists
get_list_info
get_list_fields
get_meetings_for_entity
get_transcript_fragments
get_entity_field_values
get_single_list_entry
get_list_field_dropdown_options
get_notes_for_entity
get_reminders
create_note
create_reminder
create_list_entry

Example

Log my call with Acme today: they want Q1 numbers by 21 March, partner terms are still open, and move Acme to Due Diligence on the Series A pipeline.

Here is what I would record, nothing applied yet. 1) Note on Acme (Jane Smith, CFO), 14 Mar: Call held. Agreed to share Q1 numbers by 21 Mar. Partner terms still open. 2) Reminder for Jane Smith, due 21 Mar: check Q1 numbers received. 3) Field Stage on Acme in Series A Pipeline: Sourcing to Due Diligence. Current value was Sourcing, so this is a forward move. Reply with the numbers to apply, or none.

Use in RevampKeyRead the full skill →

Read-only5 Affinity tools

Prepare for any call with an Affinity meeting and note brief

Pulls recent meetings, notes, transcript excerpts and reminders for one company or person into a short, dated brief of open threads. It reads only and asks before switching accounts.

Use it when

You have a call with a company tomorrow and want the history in two minutes.
You want to remember what was promised to a prospect before a follow-up.
You are meeting someone you last spoke to months ago and need the open items.

Tools it uses

get_meetings_for_entity
get_notes_for_entity
get_transcript_fragments
get_reminders
get_entities_attached_to_note

Example

Prep me for my call with Acme tomorrow. What's open and what did we promise them?

Acme, last interaction 9 March (meeting). Open threads: we promised to send the security questionnaire by 14 March, which is not marked done. They asked for a pricing breakdown per seat, no answer recorded. A reminder set for 20 March is still open. Ask on the call whether the questionnaire is still needed.

Use in RevampKeyRead the full skill →

Read-only8 Affinity tools

Review your Affinity pipeline with AI

Walks through an open Affinity list to find stalled deals, missing next steps and stage mismatches, then returns a ranked action list. Read-only: it never changes a stage or owner without asking.

Use it when

Before a weekly pipeline meeting, to see which deals need attention
When a list has grown and you suspect deals have quietly gone cold
When stages in a deal list may not match what the team is actually doing

Tools it uses

get_lists
get_list_info
get_list_fields
get_list_entries
get_entity_field_values
get_meetings_for_entity
get_notes_for_entity
get_reminders

Example

Review my Series A pipeline and tell me which deals are stalled or missing a next step.

I reviewed 38 open deals on Series A Pipeline using 14 days for mid-stage and 7 days for late-stage. 9 are flagged: 5 stalled, 3 with no next step, 1 with a stage that doesn't match recent activity. The top priority is Acme, a term sheet stage deal with no contact in 19 days and no open reminder. Owner: Jordan. Next action: send the diligence checklist and set a follow-up date.

Use in RevampKeyRead the full skill →

Read-only12 Affinity tools

Find relationship gaps and warm introductions in Affinity

Finds companies and people your team has gone quiet on, ranks the gaps that matter, and names the colleague with the strongest tie to each target. Read-only: it drafts outreach but does not send or record anything without your approval.

Use it when

You want to know which important contacts you have not spoken to in months.
You need to find the best internal person to introduce you to a partner or prospect.
You are planning a catch-up sweep of a list and want the highest-value gaps first.

Tools it uses

get_current_user
get_lists
get_list_info
get_list_entries
get_company_list_entries
get_person_list_entries
get_list_fields
get_list_field_dropdown_options
get_meetings_for_entity
get_notes_for_entity
get_reminders
get_relationship_strengths

Example

Show me investors on the Series A list I haven't been in touch with in the last 90 days, and who on the team knows each one best.

I checked 240 entries on the Series A list against a 90-day threshold and found 18 gaps. The top three are Partner X at Benchmark, last met in March with a strong tie through Jane, and two angels with no path yet. I have not sent anything or recorded a reminder; say the word if you want outreach drafts or follow-ups logged.

Use in RevampKeyRead the full skill →

Get all 5 without copying a file

RevampKey adds the skills when you connect Affinity, updates them for you and removes them when you disconnect.

Download RevampKey

How Affinity skills work

Connect Affinity
The Affinity MCP server gives the agent its tools.
Ask in plain words
“Log my call with Acme today: they want Q1 numbers by 21 March, partner terms are still open, and move Acme to Due Diligence on the Series A pipeline.” Each SKILL.md says when it applies, so only the one that fits is loaded.
Approve any change
The agent calls the tools in order, checks its work, and shows you any change before it makes it.

How to install Affinity skills

In RevampKey the skills install themselves when you connect Affinity. In other tools each skill is one folder with a SKILL.md file, and you also need the Affinity MCP server connected there.

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Affinity. All 5 skills come with it and stay up to date; they go away when you remove the connector.
Ask in plain language, for example “Log my call with Acme today: they want Q1 numbers by 21 March, partner terms are still open, and move Acme to Due Diligence on the Series A pipeline.”
Download RevampKeyConnect Affinity · 1 click
Get RevampKey to connect Affinity
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Affinity is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials crm-record-update meeting-and-note-brief pipeline-review relationship-gap-finder; do curl -fsSL --create-dirs -o .claude/skills/affinity-$s/SKILL.md https://revampkey.com/marketplace/affinity/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the Affinity MCP server in Claude Code.

Run this in your project folder to add all 5 skills:

for s in essentials crm-record-update meeting-and-note-brief pipeline-review relationship-gap-finder; do
  curl -fsSL --create-dirs -o .claude/skills/affinity-$s/SKILL.md https://revampkey.com/marketplace/affinity/skills/$s/SKILL.md
done

Ask in plain language, for example “Log my call with Acme today: they want Q1 numbers by 21 March, partner terms are still open, and move Acme to Due Diligence on the Series A pipeline.”

Into the shared .agents/skills folder

Connect the Affinity MCP server in Cursor.

Run this in your project folder to add all 5 skills:

for s in essentials crm-record-update meeting-and-note-brief pipeline-review relationship-gap-finder; do
  curl -fsSL --create-dirs -o .agents/skills/affinity-$s/SKILL.md https://revampkey.com/marketplace/affinity/skills/$s/SKILL.md
done

Ask in plain language, for example “Log my call with Acme today: they want Q1 numbers by 21 March, partner terms are still open, and move Acme to Due Diligence on the Series A pipeline.”

Into the shared .agents/skills folder

Connect the Affinity MCP server in Codex.

Run this in your project folder to add all 5 skills:

for s in essentials crm-record-update meeting-and-note-brief pipeline-review relationship-gap-finder; do
  curl -fsSL --create-dirs -o .agents/skills/affinity-$s/SKILL.md https://revampkey.com/marketplace/affinity/skills/$s/SKILL.md
done

Ask in plain language, for example “Log my call with Acme today: they want Q1 numbers by 21 March, partner terms are still open, and move Acme to Due Diligence on the Series A pipeline.”

Into the shared .agents/skills folder

Connect the Affinity MCP server in VS Code.

Run this in your project folder to add all 5 skills:

for s in essentials crm-record-update meeting-and-note-brief pipeline-review relationship-gap-finder; do
  curl -fsSL --create-dirs -o .agents/skills/affinity-$s/SKILL.md https://revampkey.com/marketplace/affinity/skills/$s/SKILL.md
done

Ask in plain language, for example “Log my call with Acme today: they want Q1 numbers by 21 March, partner terms are still open, and move Acme to Due Diligence on the Series A pipeline.”

RevampKey or copy the files?

In RevampKey

One click when you connect Affinity
Updated for you when a skill improves
Removed when you disconnect
The MCP server is set up for you
800+ other connectors, same way

Download free

Copy into your project

One command per project
Run it again to get updates
You connect the Affinity MCP server yourself
Works in Claude Code, Cursor, Codex and VS Code

See the command

Affinity skills FAQ

What is a Affinity agent skill?

A SKILL.md file: a short playbook an AI agent loads when your request matches it. Each Affinity skill describes one job, which Affinity tools to use in which order, what to check first and when to stop and ask you.

Do the Affinity skills change anything on their own?

3 of the 5 only read. The others tell the agent to show you the change and wait for a yes before it creates, edits or deletes anything in Affinity.

Which tools can use these skills?

Any agent that reads the open Agent Skills format: Claude Code, Cursor, Codex, VS Code with Copilot and RevampKey. In RevampKey they are attached when you connect Affinity; elsewhere you copy the folders into your project or skills directory.

Do I need the Affinity MCP server too?

Yes. The skills tell the agent how to do the work; the Affinity MCP server gives it the tools to do it. The Affinity MCP setup guide covers every client.

Affinity MCP server setup · This page as Markdown

Put Affinity’s best workflows in your agent

Download RevampKey, connect Affinity and ask your first question in about a minute.

Download RevampKey Connect Affinity · 1 click

All 5 Affinity skills

Use Affinity with AI, safely

Use it when

Tools it uses

Record call notes and CRM updates in Affinity with AI

Use it when

Tools it uses

Prepare for any call with an Affinity meeting and note brief

Use it when

Tools it uses

Review your Affinity pipeline with AI

Use it when

Tools it uses

Find relationship gaps and warm introductions in Affinity

Use it when

Tools it uses

Get all 5 without copying a file

How Affinity skills work

How to install Affinity skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Affinity skills FAQ

Put Affinity’s best workflows in your agent

Skills for related tools