OpenAICodex

Connect Codex to Affinity

Give an AI agent your Affinity CRM as a tool and it does the record-keeping itself instead of telling you what to enter. It can create organizations, people, and opportunities, add them to lists, drop notes on a record, set reminders, and manage custom fields and field values, calling each one as a tool while it works through a deal. Wire it into a hosted coding agent in NoClick and it keeps the pipeline current on its own.

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Opens a workflow with 60 tools ready to use.

Tools Codex gets

Pick the operations you want and each becomes a tool the agent can call directly while it works.

Affinity

60 tools
Get Authenticated User Info
Get Rate Limit Info
List Persons
Get Person by Id
Create Person
Update Person
Delete Person
Get Person Fields
List Organizations
Get Organization by Id
Create Organization
Update Organization
Delete Organization
Get Organization Fields
List Opportunities
Get Opportunity by Id
Create Opportunity
Update Opportunity
Delete Opportunity
List Lists
Get List by Id
Create List
List List Entries
Get List Entry
Create List Entry
Delete List Entry
List Custom Fields
Create Custom Field
Delete Custom Field
List Field Values
Create Field Value
Update Field Value
Delete Field Value
List Field Value Changes
List Notes
Get Note by Id
Create Note
Update Note
Delete Note
List Reminders
Get Reminder by Id
Create Reminder
Update Reminder
Delete Reminder
Get Relationship Strengths
List Webhooks
Get Webhook by Id
Create Webhook
Update Webhook
Delete Webhook
List Files
Get File by Id
Download File
Upload File
List Companies
Get Company by Id
List Company Fields
List List Fields
Get List Entry Fields
Update List Entry Fields

What you can build

Create a person and an organization record, link them, and add the organization to your active deal-flow list.
Append a note summarizing a meeting to the relevant opportunity so the deal record stays current.
Schedule a follow-up reminder on a person or opportunity with a due date pulled from an earlier workflow step.
List the entries on a tracked list and update their custom field values in bulk as a deal progresses.
Pull relationship-strength scores to surface who on your team has the warmest path into a target account.
Register a webhook so a workflow runs the instant a new entry is added to a specific Affinity list.

About Codex

Codex is OpenAI's command-line coding agent. NoClick runs it as a hosted agent and lets you connect your apps to it as tools, turning it from a coding assistant into an operator that can act across your systems. Connect an integration to the agent and Codex can query, create, and update records in that app directly. You keep the Codex experience and give it real reach into the tools your team already uses.

Fast, capable code generation and editing
Good at well-scoped, concrete tasks
Strong at API and data manipulation
Familiar to teams already on OpenAI tooling

Frequently asked questions

Build a custom Codex agentAffinity integration

Open your Codex agent in one click

NoClick runs Codex for you with Affinity wired in as tools. Connect your account and run.