Affinity Relationship Intelligence: 35+ AI Tools for Deal Flow & CRM
Deal flow management is messy. You're tracking companies, founders, opportunities, lists, notes, emails, meetings, calls. Jumping between screens trying to find who you talked to last week, what stage that deal is in, which companies need follow-up.
We built 35+ MCP tools for Affinity. Now you can manage your entire relationship intelligence workflow through conversation with Claude. Track companies, find people, manage opportunities, organize lists, review interactions. Just ask.
What You Can Actually Do
Track companies without opening Affinity. "Show me all companies in my deal pipeline" or "Find companies tagged as 'warm leads'." The AI pulls your real-time company data and shows you the results. Don't even need to log in.
Find people instantly. "Show me all persons associated with Acme Corp" or "Find people I haven't contacted in 30 days." The AI searches your relationship database and shows you who needs attention.
Manage opportunities. "List all opportunities in 'negotiation' stage" or "Show me opportunities worth over $100k." The AI pulls your deal pipeline and presents it clearly.
Organize lists. "Show me all lists" or "What companies are in my 'Q4 targets' list?" The AI digs through your list structure and shows you what's where.
Review interactions. "Show me all emails with John Smith" or "What meetings did I have last week?" The AI pulls your interaction history—emails, meetings, calls, chat messages—so you know who you've talked to and when.
Manage notes. "Show me notes attached to Acme Corp" or "List all notes from last month." The AI finds your notes and shows you what's attached to what.
The AI figures out which tools to use based on what you ask. You don't need to know Affinity's interface or remember where features are.
How It Actually Works
Say you want to see which companies need attention. You ask: "Which companies in my pipeline haven't been contacted in 30 days?"
Behind the scenes, the AI uses affinity_list_companies with relationship intelligence fields to check last contact dates. It sees you have 12 companies that haven't been touched in a month. Three are warm leads ready to close, five need follow-up, and four are cold. The AI presents them prioritized by opportunity value: "You've got 12 companies that need attention. Start with TechCorp—they're worth $500k and haven't been contacted in 32 days."
Want to dig deeper? "Show me all interactions with TechCorp." The AI uses affinity_list_emails, affinity_list_meetings, and affinity_list_calls to pull everything. You see 5 emails, 2 meetings, and 1 call. Last interaction was 32 days ago—a call about pricing. Perfect context for your follow-up.
Or maybe you need to organize your deal flow. "Show me all opportunities in my 'Active Deals' list." The AI uses affinity_list_lists to find the list, then affinity_list_list_entries to show you every opportunity. You see 23 deals, their stages, amounts, and associated companies. Perfect for planning your week.
Real Deal Flow Scenarios
Morning pipeline review: "Show me all opportunities that moved forward yesterday and what interactions are scheduled for today." Get your team aligned in seconds instead of going around asking for updates.
Relationship tracking: "Who are my strongest relationships with companies in the fintech space?" Understand your network without running reports manually.
Follow-up management: "Show me all companies I haven't contacted in 2 weeks." Automate the tedious task of identifying who needs attention.
Deal organization: "Move all opportunities in 'initial contact' stage to my 'Warm Leads' list." Organize your pipeline without clicking through screens.
Interaction history: "Show me all emails and meetings with founders from last quarter." Track your relationship activity over time.
Note management: "List all notes attached to companies in my 'Hot Deals' list." See what context you have on your most important opportunities.
The AI handles the complexity of Affinity's API. Field selection, pagination, filtering by dates and types, relationship intelligence queries. You just ask what you need.
35+ Tools Organized by Workflow
We split the tools into logical groups:
Company Management (3 tools): Track organizations. List companies, fetch company details, get company fields. Everything you need to manage your company database.
Person Management (3 tools): Track people. List persons, fetch person details, get person fields. Know who you're talking to.
Opportunity Management (1 tool): Track deals. List opportunities and see their stages, amounts, and associated entities. Keep your pipeline moving.
List Management (8 tools): Organize your data. List lists, get list entries, manage saved views, track which companies and persons are in which lists. Keeps your deal flow structured.
Interaction Tracking (4 tools): Track relationships. List emails, meetings, calls, and chat messages. Know who you've talked to and when.
Note Management (6 tools): Capture context. List notes, see what's attached to companies/persons/opportunities, track note replies. Keeps your deal context organized.
Field Management (3 tools): Understand your data structure. List company fields, person fields, list fields. Know what data you're working with.
Merge Operations (4 tools): Clean up duplicates. List company merges, person merges, merge tasks. Keeps your database clean.
Universal Fetch (1 tool): Get anything. Fetch companies, persons, opportunities, lists, list entries, notes, saved views with flexible field selection. One tool for everything.
Write Operations (4 tools): Update data. Update list entry fields, batch update fields, initiate company and person merges. Keeps your data current.
You can use all 35+ tools or just the ones you need. Each tool handles Affinity API complexity automatically—authentication, field selection, pagination, filtering, all that stuff.
Common Deal Flow Workflows Made Simple
Daily pipeline check: "Show me new opportunities from yesterday and update their status." Start your day knowing what needs attention.
Weekly relationship review: "Find companies I haven't contacted in 14 days and show me their last interaction." Stops relationships from going cold.
Deal organization: "Move all opportunities in 'negotiation' stage to my 'Hot Deals' list." Organize your pipeline based on deal stage.
Interaction tracking: "Show me all emails and meetings with companies in my 'Warm Leads' list from last month." Track your relationship activity.
Note review: "List all notes attached to opportunities worth over $100k." See what context you have on your biggest deals.
Field exploration: "Show me all available fields for companies and what types they are." Understand your data structure.
The AI handles the technical stuff. API calls, field IDs, pagination cursors, date filtering, relationship intelligence queries, error handling. You just tell it what you need.
Connect Your Affinity Account
Enable the Affinity MCP bundle in your MCPBundles account. You'll need your Affinity API key.
Get your API key from Affinity: Settings > API > Generate API Key. You need the "Generate an API key" permission (most users have this by default). See Affinity's API key guide for full instructions.
Add your credentials once during setup. Your API key stays encrypted in our database and gets used for every request. Your credentials don't leave our servers.
Then start asking:
- "List my companies"
- "Show me opportunities in negotiation"
- "Find people I haven't contacted in 30 days"
- "What interactions do I have with Acme Corp?"
The AI picks the right tools. All the technical stuff—authentication, endpoint selection, field selection, pagination, error handling, result formatting—happens behind the scenes.
What About Costs?
Affinity MCP tools are included with your MCPBundles subscription. No per-request charges, no usage limits.
You're still paying Affinity directly for your CRM subscription. Our tools just make it easier to use through AI conversation.
API rate limits apply based on Affinity's policies. The API allows 900 requests per user per minute, and monthly limits depend on your Affinity plan tier (100k per month for Scale/Advanced, unlimited for Enterprise). The AI handles rate limiting—if you hit a limit, it'll tell you and retry when it makes sense.
Your Data Stays Secure
Your Affinity credentials stay encrypted in our database. We never log API keys or share them with anyone.
Every request uses your specific credentials. You can only access data from your own Affinity account. No cross-account access, no shared data.
API keys are scoped to Affinity's permissions system. If your API key has read-only access in Affinity, it's read-only through our tools too. We don't add extra permissions.
The Affinity API respects sharing permissions set in-product. If you don't have access to a list or note in Affinity, you won't see it through our tools either.
You can revoke access anytime by regenerating your Affinity API key or removing the bundle from your MCPBundles account.
Limitations to Know About
Permission requirements: Some operations require specific permissions in Affinity. The AI will tell you when an operation needs elevated permissions.
Field selection: Most endpoints require you to specify which fields you want returned (via field_ids or field_types). The AI handles this automatically, but you can be explicit if needed.
List-specific fields: Some fields are scoped to specific lists and can only be accessed through list entry endpoints. The AI knows which endpoints to use for which fields.
Partner data restrictions: Due to data partner agreements, some enriched fields (like Crunchbase or Pitchbook data) aren't available through the API. You'll see Affinity Data and Dealroom fields, but not all enrichment sources.
Nested associations: When fetching companies or persons, associated entities (like all persons at a company) are truncated at 100 entries. This is an Affinity API limitation.
Beta endpoints: Some endpoints are marked as BETA and may change without notice. The AI will use them when appropriate, but be aware they're still evolving.
What We Learned Building This
Affinity's API v2 is well-designed but has nuances. Field selection is required for most endpoints—you need to specify field_ids or field_types to get field data back. List-specific fields can only be accessed through list entry endpoints, not company/person endpoints directly.
We built logic to handle these requirements. The AI knows which endpoints need field selection, how to fetch list-specific vs global fields, and when to use relationship intelligence fields vs enriched fields. Took some trial and error to get right.
We tested all 35+ tools against a real Affinity account. Fixed field ID extraction, handled pagination cursors, figured out proper field type selection. Took some debugging.
The universal fetch tool is pretty powerful—it can fetch companies, persons, opportunities, lists, list entries, notes, and saved views all through one flexible interface. Field selection works the same way across all object types.
Now it just works. You ask for something and the AI handles the technical details.
Start Managing Your Deal Flow with AI
Enable the Affinity MCP bundle and connect your Affinity account. Then manage your entire relationship intelligence workflow through conversation.
Track companies, find people, manage opportunities, organize lists, review interactions. All by asking.
No CRM training needed. No API docs to read. Just tell it what you need and let the AI handle it.