# Affinity agent skills for Claude Code, Cursor and RevampKey

> Ready-made Affinity playbooks for AI agents: record call notes and CRM updates in Affinity with AI, prepare for any call with an Affinity meeting and note brief, review your Affinity pipeline with AI. Free SKILL.md files for Claude Code, Cursor and Codex, or one click in RevampKey.

## Skills

- [Use Affinity with AI, safely](https://revampkey.com/marketplace/affinity/skills/essentials.md): 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.
- [Record call notes and CRM updates in Affinity with AI](https://revampkey.com/marketplace/affinity/skills/crm-record-update.md): 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.
- [Prepare for any call with an Affinity meeting and note brief](https://revampkey.com/marketplace/affinity/skills/meeting-and-note-brief.md): 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.
- [Review your Affinity pipeline with AI](https://revampkey.com/marketplace/affinity/skills/pipeline-review.md): 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.
- [Find relationship gaps and warm introductions in Affinity](https://revampkey.com/marketplace/affinity/skills/relationship-gap-finder.md): 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.

## Install

- RevampKey: connect Affinity at https://revampkey.com/marketplace/affinity; the skills come with it.
- Any Agent Skills tool, into the current project:

```bash
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
```

### 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.

MCP setup guide: https://revampkey.com/marketplace/affinity.md