The five skills
Meeting Prep — affinity-meeting-prep
Builds a pre-meeting brief for your external meetings from your Affinity data — relationship history, deal context, past notes, and enrichment. Try: “Use Affinity to build my morning brief for today’s external meetings.” Note: the MCP-skill counterpart to the on-platform Meeting Prep agent; the skill runs in your LLM client on demand.
Warm Intro — affinity-warm-intro
Finds ranked introduction paths to a target across your firm’s relationship data and drafts the outreach on request. It never sends — you make the intro yourself. Try: “Find intro paths to [target] and draft the outreach.”
Market Map (coming soon) — affinity-market-map
Builds a market map for a thesis or space — scores matching companies via Affinity’s semantic search; you can add companies manually. Try: “Build a market map for [thesis / space].”
Data Migration — affinity-data-migration
Migrates a CSV from a prior system into Affinity — maps columns to your data model, flags fields and dropdown options to create, and imports without duplicates. Try: “Migrate this CSV from [prior system] into Affinity.”
Event Setup — affinity-event-setup
Sets up tracking for an event — creates the lists and fields, sources potential attendees from your network, drafts invites, and tracks attendance. Try: “Set up tracking for [event].”
Open your AI client from Affinity
How to run a skill
- Connect the Affinity MCP to your AI client — see Getting Started with Affinity MCP.
- Ask in natural language. Most clients pick the right skill automatically; you can also name it (e.g. “use the affinity-market-map skill”).
- Review what it returns — it runs with your permissions, and nothing writes to your CRM without your confirmation.
Good to know
- Permission-scoped. A skill only sees and changes what your own Affinity account already can.
- Distinct from the on-platform agents. The Ascend agents (Meeting Prep, Data Update, Warm Intro) run inside Affinity; these skills run in your LLM client on demand via MCP.
- Availability: Scale / Advanced / Enterprise, with the Affinity MCP connected.
- With customers who don’t use Claude, call these “prepackaged capabilities built by Affinity, available wherever your team works” rather than “skills.”
Affinity AI can make mistakes. Review what a skill produces before you rely on it.