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Affinity Readonly

面向 Affinity CRM 的只读查询 Skill:通过脚本以 GET 方式获取公司、人员、笔记、机会与关系数据,用 ID/时间戳整理证据并做分析汇总,便于备忘准备;明确禁止写操作,且不得输出或记录 API 密钥。

howdymarc
howdymarc
热度 61.00
最近更新 2026-05-11 17:31:30
分类:数据依赖:代码执行 / 第三方 API / 读写文件应用场景:CRM / 报告撰写 / 研究 / 摘要总结

安装技能

复制下面的话术发给你的 Agent,它会通过 secure-skills 检索并安装该技能。

执行命令安装此 skill: npx secure-skills-cli add affinity-readonly
Metadata
name
affinity-readonly
description
Read-only Affinity CRM access for analysis and memo prep. Use when you need to fetch Affinity companies, people, notes, opportunities, interactions, or relationship data via API and summarize it. Enforce GET-only operations, never perform writes, and never expose API keys.

Affinity Read-Only

Use this skill for Affinity analysis tasks from chat or Slack.

Hard rules

  • Use GET requests only.
  • Never call POST, PUT, PATCH, or DELETE.
  • Never change stages, notes, tags, companies, or people.
  • Never print, log, or echo AFFINITY_API_KEY.
  • If a request requires modification, stop and ask for explicit approval.

Prerequisite

  • AFFINITY_API_KEY must be set in local environment.

Quick check:

zsh -lc '[[ -n "$AFFINITY_API_KEY" ]] && echo "AFFINITY_API_KEY is set" || echo "AFFINITY_API_KEY is not set"'

API helper

Use the bundled script:

./skills/affinity-readonly/scripts/affinity_get.sh "/companies" "page_size=25"
./skills/affinity-readonly/scripts/affinity_get.sh "/persons" "term=Driven%20Plastics"
./skills/affinity-readonly/scripts/affinity_get.sh "/notes" "person_id=12345"
  • Arg 1: endpoint path beginning with /
  • Arg 2 (optional): query string without leading ?
  • Base URL defaults to https://api.affinity.co and can be overridden with AFFINITY_API_BASE

Workflow

  1. Confirm task is analysis-only.
  2. Fetch only required records with affinity_get.sh.
  3. Summarize evidence with IDs/timestamps when available.
  4. If data appears incomplete, request clarifying filters (date range, company, person).
  5. Refuse any write/update request unless user explicitly approves and policy is changed.