Manages Affinity CRM data including people, companies, and opportunities directly via the command line.
The xaffinity CLI skill empowers Claude to interact seamlessly with the Affinity CRM platform. It provides a structured interface for searching, retrieving, and exporting CRM data such as contacts, organizations, and sales pipelines. With built-in safety mechanisms like mandatory read-only modes for searches and explicit confirmation for destructive actions, it ensures data integrity while automating complex CRM tasks like bulk exports to CSV, relationship tracking, and interaction logging.
Características Principales
01Secure API key verification and configuration management
02Bulk export capabilities to CSV and JSON formats with BOM support
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04Advanced filtering for custom fields and relationship data
05Read-only safety defaults to prevent accidental CRM data modification
06Support for expanded entity associations across people and companies
Casos de Uso
01Exporting specific pipeline lists to CSV for external reporting and analysis
02Performing bulk updates or deletions with multi-step safety confirmations
03Searching and retrieving contact details or interaction history during workflows
