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Affinity is a relationship intelligence CRM platform designed for deal flow and relationship management. It helps teams track companies, persons, opportunities, and interactions (emails, meetings, calls) to build stronger relationships and close more deals.
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Browse all toolsDomain knowledge for Affinity — workflow patterns, data models, and gotchas for your AI agent.
Affinity is a relationship intelligence CRM for deal flow and relationship management. Track companies, persons, opportunities, and interactions (emails, meetings, calls).
affinity:company:{id} or affinity:person:{id}; narrow payloads with field_ids or field_types when you do not need every column./v2. Read-by-id operations accept selective field projections—use them to keep responses small.Update multiple fields on a list entry in a single request. More efficient than updating fields one at a time. Supports all field types. Requires 'Exp...
List all chat message interactions tracked in Affinity. Returns chat message metadata including participants, content, date, and associated entities.
Paginate through all companies/organizations in Affinity. Returns basic information and non-list-specific field data. Supports field selection by IDs ...
List all list entries (rows) for a specific company across all lists. Returns detailed field data including list-specific fields for each list the com...
Get metadata on all non-list-specific company fields. Returns field IDs, names, types, enrichment sources, and data types. Use these Field IDs with af...
List all lists that contain a specific company. Returns list metadata for each list the company appears on.
List all notes attached to a specific company. Returns note metadata including content, creator, and creation date.
Paginate through all list entries (rows) on a specific list. Returns detailed field data including list-specific fields. This is the primary endpoint ...
Get metadata on all fields for a specific list. Returns field IDs, names, types, enrichment sources, and data types. Includes enriched, global, relati...
List all lists/spreadsheets in Affinity. Returns list metadata including ID, name, type (company/person/opportunity), and other configuration.
List all companies directly attached to a specific note. Returns company metadata including ID, name, domain, and domains list. This endpoint is in BE...
List all opportunities directly attached to a specific note. Returns opportunity metadata including ID, name, and list ID. This endpoint is in BETA.
List all persons directly attached to a specific note. Returns person metadata including ID, name, email addresses, and type. This endpoint is in BETA...
List all reply notes for a specific note. Returns note metadata including content, creator, creation date, and mentions. Supports filtering by creator...
List all notes in Affinity. Returns note metadata including content, creator, creation date, and attachments.
List all opportunities/deals in Affinity. Returns only basic data (name and list ID). For full opportunity data with field values, use affinity_list_l...
List all notes attached to a specific opportunity. Returns note metadata including content, creator, and creation date.
List all list entries (rows) for a specific person across all lists. Returns detailed field data including list-specific fields for each list the pers...
Get metadata on all non-list-specific person fields. Returns field IDs, names, types, enrichment sources, and data types. Use these Field IDs with aff...
List all lists that contain a specific person. Returns list metadata for each list the person appears on.
List all notes attached to a specific person. Returns note metadata including content, creator, and creation date.
Paginate through all persons/contacts in Affinity. Returns basic information and non-list-specific field data. Supports field selection and cursor-bas...
List all saved views for a specific list. Returns saved view metadata including name, filters, and field configuration.
List entries from a saved view. Returns only the fields configured in the saved view and respects the saved view's filters set in the Affinity web app...
Initiate a company merge to combine duplicate companies. The source company will be merged into the target company. Merge operations are asynchronous ...
Initiate a person merge to combine duplicate persons. The source person will be merged into the target person. Merge operations are asynchronous - use...
List all company merge statuses. Returns merge metadata including source/target companies, status, and creation date. BETA endpoint.
List all company merge tasks. Use this to check the status of initiated company merges. Returns task metadata including status, progress, and any erro...
List all person merge statuses. Returns merge metadata including source/target persons, status, and creation date. BETA endpoint.
List all person merge tasks. Use this to check the status of initiated person merges. Returns task metadata including status, progress, and any errors...
Update a single field value on a list entry. Supports all field types including text, number, dropdown, datetime, person-multi, company-multi, and ass...
Universal fetch tool that retrieves ANY Affinity API v2 resource using smart ID routing with colon-separated format. Supports all GET endpoi...
Affinity is a relationship intelligence CRM platform designed for deal flow and relationship management. It helps teams track companies, persons, opportunities, and interactions (emails, meetings, calls) to build stronger relationships and close more deals. It provides 32 tools that AI agents can use through the Model Context Protocol (MCP).
Add the MCPBundles server URL to your MCP client configuration (Claude Desktop, Cursor, VS Code, etc.). The URL format is: https://mcp.mcpbundles.com/bundle/affinity. Authentication is handled automatically.
Affinity provides 32 tools that can be called by AI agents, along with a SKILL.md that gives your AI agent domain knowledge about when and how to use them.
Affinity uses API Key. Affinity requires credentials. Connect via MCPBundles and authentication is handled automatically.
Connect Affinity to any MCP client in minutes
Model Context Protocol lets AI tools call external capabilities securely through a single URL. This bundle groups tools behind an MCP endpoint that many clients can use.
Skip the manual setup! Use the .mcpb file format for one-click installation. Check the Claude Desktop tab for setup instructions.
Select ChatGPT, Cursor, Claude Code, or another tab for copy-paste config.
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