Affinity Tools

Customer Relation

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.

This MCP Bundle Server is compatible with any MCP client including Claude Desktop, Cursor, and other Model Context Protocol implementations.

36 tools

Tools in this Bundle (36)

Affinity Insights

Global
v1.0.0

Open unified Affinity CRM analytics dashboard with activity trends, pipeline analysis, and data quality scores

Providers

Affinity Initiate Company Merge

Global
v1.0.0

Initiate a company merge to combine duplicate companies. The source company will be merged into the target company. Merge operations are asynchronous ...

Providers

Affinity Get Calls

Global
v1.0.0

List all call interactions tracked in Affinity. Returns call metadata including participants, date, duration, and associated entities.

Providers

Affinity Get Meetings

Global
v1.0.0

List all meeting interactions tracked in Affinity. Returns meeting metadata including participants, date, duration, and associated entities.

Providers

Affinity List Company Merges

Global
v1.0.0

List all company merge statuses. Returns merge metadata including source/target companies, status, and creation date. BETA endpoint.

Providers

Affinity List Company Merge Tasks

Global
v1.0.0

List all company merge tasks. Use this to check the status of initiated company merges. Returns task metadata including status, progress, and any erro...

Providers

Affinity Initiate Person Merge

Global
v1.0.0

Initiate a person merge to combine duplicate persons. The source person will be merged into the target person. Merge operations are asynchronous - use...

Providers

Affinity List Person Merge Tasks

Global
v1.0.0

List all person merge tasks. Use this to check the status of initiated person merges. Returns task metadata including status, progress, and any errors...

Providers

Affinity Get Emails

Global
v1.0.0

List all email interactions tracked in Affinity. Returns email metadata including participants, subject, date, and associated entities.

Providers

Affinity List Person Merges

Global
v1.0.0

List all person merge statuses. Returns merge metadata including source/target persons, status, and creation date. BETA endpoint.

Providers

Fetch

Global
v1.0.0

Universal fetch tool that retrieves ANY Affinity API v2 resource using smart ID routing with colon-separated format. Supports all GET endpoi...

Providers

Affinity Get Person Lists

Global
v1.0.0

List all lists that contain a specific person. Returns list metadata for each list the person appears on.

Providers

Affinity Get Company Notes

Global
v1.0.0

List all notes attached to a specific company. Returns note metadata including content, creator, and creation date.

Providers

Affinity Get Company Fields

Global
v1.0.0

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...

Providers

Affinity Get View Entries

Global
v1.0.0

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...

Providers

Affinity Get Persons

Global
v1.0.0

Paginate through all persons/contacts in Affinity. Returns basic information and non-list-specific field data. Supports field selection and cursor-bas...

Providers

Affinity Get Company Lists

Global
v1.0.0

List all lists that contain a specific company. Returns list metadata for each list the company appears on.

Providers

Affinity Get Note Replies

Global
v1.0.0

List all reply notes for a specific note. Returns note metadata including content, creator, creation date, and mentions. Supports filtering by creator...

Providers

Affinity Update Entry Field

Global
v1.0.0

Update a single field value on a list entry. Supports all field types including text, number, dropdown, datetime, person-multi, company-multi, and ass...

Providers

Affinity Get Person Fields

Global
v1.0.0

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...

Providers

Affinity Get Chats

Global
v1.0.0

List all chat message interactions tracked in Affinity. Returns chat message metadata including participants, content, date, and associated entities.

Providers

Affinity Get Note Companies

Global
v1.0.0

List all companies directly attached to a specific note. Returns company metadata including ID, name, domain, and domains list. This endpoint is in BE...

Providers

Affinity Get List Entries

Global
v1.0.0

Paginate through all list entries (rows) on a specific list. Returns comprehensive field data including list-specific fields. This is the primary endp...

Providers

Affinity Get Opportunities

Global
v1.0.0

List all opportunities/deals in Affinity. Returns only basic data (name and list ID). For comprehensive opportunity data with field values, use affini...

Providers

Affinity Get Note Persons

Global
v1.0.0

List all persons directly attached to a specific note. Returns person metadata including ID, name, email addresses, and type. This endpoint is in BETA...

Providers

Affinity Get List Fields

Global
v1.0.0

Get metadata on all fields for a specific list. Returns field IDs, names, types, enrichment sources, and data types. Includes enriched, global, relati...

Providers

Affinity Batch Update Fields

Global
v1.0.0

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...

Providers

Affinity Get Opportunity Notes

Global
v1.0.0

List all notes attached to a specific opportunity. Returns note metadata including content, creator, and creation date.

Providers

Affinity Get Company Entries

Global
v1.0.0

List all list entries (rows) for a specific company across all lists. Returns comprehensive field data including list-specific fields for each list th...

Providers

Affinity Get Lists

Global
v1.0.0

List all lists/spreadsheets in Affinity. Returns list metadata including ID, name, type (company/person/opportunity), and other configuration.

Providers

Affinity Get Saved Views

Global
v1.0.0

List all saved views for a specific list. Returns saved view metadata including name, filters, and field configuration.

Providers

Affinity Get Person Notes

Global
v1.0.0

List all notes attached to a specific person. Returns note metadata including content, creator, and creation date.

Providers

Affinity Get Person Entries

Global
v1.0.0

List all list entries (rows) for a specific person across all lists. Returns comprehensive field data including list-specific fields for each list the...

Providers

Affinity Get Note Opportunities

Global
v1.0.0

List all opportunities directly attached to a specific note. Returns opportunity metadata including ID, name, and list ID. This endpoint is in BETA.

Providers

Affinity Get Notes

Global
v1.0.0

List all notes in Affinity. Returns note metadata including content, creator, creation date, and attachments.

Providers

Affinity Get Companies

Global
v1.0.0

Paginate through all companies/organizations in Affinity. Returns basic information and non-list-specific field data. Supports field selection by IDs ...

Providers

Required Providers (1)

Affinity

Customer Relations
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,...

Setup Instructions

Connect this Affinity Tools MCP Bundle Server to any MCP client in minutes

Compatible with Claude Desktop, Cursor, and all Model Context Protocol clients

https://mcp.mcpbundles.com/bundle/affinity

What is MCP?

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.

Use this bundle in 3 steps

  1. Copy the MCP URL above
  2. Open your AI tool and add a new MCP/connector
  3. Paste the URL and follow any auth prompts

⚡ Claude Desktop Users

Skip the manual setup! Use the .mcpb file format for one-click installation. Check the Claude Desktop tab for setup instructions.

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Select ChatGPT, Cursor, Claude Code, or another tab for copy-paste config.

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