Xaffinity CLI Usage

xaffinity CLI Usage

Use this skill when running xaffinity commands to interact with Affinity CRM.

REQUIRED FIRST STEP: Verify API Key

STOP. Before doing ANYTHING else, run this command:

xaffinity config check-key --json

This MUST be your first action when handling any Affinity request.

If "configured": true - Use the pattern field from the output for ALL subsequent commands:

• If "pattern": "xaffinity --dotenv --readonly <command> --json" -> use --dotenv
• If "pattern": "xaffinity --readonly <command> --json" -> no --dotenv needed

If "configured": false - Stop and help user set up:

1. Tell them: "You need to configure an Affinity API key first."
2. Direct them: Affinity -> Settings -> API -> Generate New Key
3. Tell them to run: xaffinity config setup-key (do NOT run it for them - it's interactive)

IMPORTANT: Write Operations Require Explicit User Request

Always use --readonly unless user explicitly requests writes.

Write operations include creating, updating, or deleting:

• Notes, interactions, reminders
• List entries, field values
• Persons, companies, opportunities

Destructive Commands Require Double Confirmation

IMPORTANT: Before executing ANY delete command, you MUST:

1. Look up the entity first to show the user what will be deleted
2. Ask the user in your response by showing them the entity details and requesting confirmation
3. Wait for user's next message - do NOT proceed until they explicitly confirm
4. Only after user confirms should you run the delete with --yes

Example flow:

User: "Delete person 123"
You: xaffinity person get 123 --readonly --json
You: "This will permanently delete John Smith (ID: 123, email: john@example.com).
      Type 'yes' to confirm deletion."
[Stop here and wait for user's response]

User: "yes"
You: xaffinity person delete 123 --yes

Destructive commands: person delete, company delete, opportunity delete, note delete, reminder delete, field delete, list entry delete, interaction delete

Note: This is conversation-based confirmation - you ask, then wait for the user's next message. The --yes flag bypasses the CLI's interactive prompt, but you must get explicit user confirmation in the conversation first.

Critical Patterns

Common Commands

# Search/Get entities
xaffinity person search "John Smith" --json
xaffinity person get 123 --json
xaffinity person get email:alice@example.com --json
xaffinity company get domain:acme.com --json

# List all
xaffinity person ls --all --json
xaffinity company ls --all --json
xaffinity list ls --json

# Export to CSV
xaffinity person ls --all --csv contacts.csv --csv-bom
xaffinity list export LIST_ID --all --csv output.csv --csv-bom

# Export with expanded associations
xaffinity list export LIST_ID --expand people --all --csv output.csv
xaffinity list export LIST_ID --expand people --expand companies --all --csv output.csv

Filtering (Custom Fields Only)

# Filter on custom fields
xaffinity person ls --filter 'Department = "Sales"' --all --json
xaffinity list export LIST_ID --filter 'Status = "Active"' --all --json

# Filter syntax
# = exact match
# =~ contains
# =^ starts with
# =$ ends with
# != * is NULL
# & AND
# | OR

# Examples
--filter 'Status = "Active" & Region = "US"'
--filter 'Status = "New" | Status = "Pending"'

Cannot filter: name, email, domain, type - use --all and post-process with jq.

Gotchas & Workarounds

Internal meetings NOT in interactions

The interactions API only shows meetings with external contacts.

# Returns NOTHING for internal-only meetings:
xaffinity interaction ls --person-id 123 --type meeting ...

# Workaround - use notes:
xaffinity note ls --person-id 123 --json  # Filter for isMeeting: true

Interactions require BOTH dates (max 1 year)

# WRONG:
xaffinity interaction ls --person-id 123 --type meeting --json

# CORRECT:
xaffinity interaction ls --person-id 123 --type meeting \
  --start-time 2025-01-01 --end-time 2025-12-31 --json

Smart Fields not in API

"Last Meeting", "Next Meeting" are UI-only. Use:

xaffinity person search "Alice" --with-interaction-dates --json
xaffinity company search "Acme" --with-interaction-dates --json

List filtering is client-side

All entries fetched, then filtered locally. For efficiency:

# INEFFICIENT - 3 API calls fetching same data:
xaffinity list export 123 --filter 'Status = "New"' --all --json > new.json
xaffinity list export 123 --filter 'Status = "Active"' --all --json > active.json

# BETTER - 1 API call, post-process:
xaffinity list export 123 --all --json > all.json
jq '[.[] | select(.Status == "New")]' all.json > new.json
jq '[.[] | select(.Status == "Active")]' all.json > active.json

Opportunities bound to one list

Cannot move/copy opportunities between lists. Created with --list-id.

Global organizations are read-only

Companies with global: true cannot be modified.

Quick Reference

Installation

pip install "affinity-sdk[cli]"

Documentation

• Full CLI reference: xaffinity --help
• SDK docs: https://yaniv-golan.github.io/affinity-sdk/latest/