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.
Open unified Affinity CRM analytics dashboard with activity trends, pipeline analysis, and data quality scores
Initiate a company merge to combine duplicate companies. The source company will be merged into the target company. Merge operations are asynchronous ...
List all call interactions tracked in Affinity. Returns call metadata including participants, date, duration, and associated entities.
List all meeting interactions tracked in Affinity. Returns meeting metadata including participants, date, duration, and associated entities.
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...
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 person merge tasks. Use this to check the status of initiated person merges. Returns task metadata including status, progress, and any errors...
List all email interactions tracked in Affinity. Returns email metadata including participants, subject, date, and associated entities.
List all person merge statuses. Returns merge metadata including source/target persons, status, and creation date. BETA endpoint.
Universal fetch tool that retrieves ANY Affinity API v2 resource using smart ID routing with colon-separated format. Supports all GET endpoi...
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 company. Returns note metadata including content, creator, and creation date.
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 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...
Paginate through all persons/contacts in Affinity. Returns basic information and non-list-specific field data. Supports field selection and cursor-bas...
List all lists that contain a specific company. Returns list metadata for each list the company appears on.
List all reply notes for a specific note. Returns note metadata including content, creator, creation date, and mentions. Supports filtering by creator...
Update a single field value on a list entry. Supports all field types including text, number, dropdown, datetime, person-multi, company-multi, and ass...
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 chat message interactions tracked in Affinity. Returns chat message metadata including participants, content, date, and associated entities.
List all companies directly attached to a specific note. Returns company metadata including ID, name, domain, and domains list. This endpoint is in BE...
Paginate through all list entries (rows) on a specific list. Returns comprehensive field data including list-specific fields. This is the primary endp...
List all opportunities/deals in Affinity. Returns only basic data (name and list ID). For comprehensive opportunity data with field values, use affini...
List all persons directly attached to a specific note. Returns person metadata including ID, name, email addresses, and type. This endpoint is in BETA...
Get metadata on all fields for a specific list. Returns field IDs, names, types, enrichment sources, and data types. Includes enriched, global, relati...
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 notes attached to a specific opportunity. Returns note metadata including content, creator, and creation date.
List all list entries (rows) for a specific company across all lists. Returns comprehensive field data including list-specific fields for each list th...
List all lists/spreadsheets in Affinity. Returns list metadata including ID, name, type (company/person/opportunity), and other configuration.
List all saved views for a specific list. Returns saved view metadata including name, filters, and field configuration.
List all notes attached to a specific person. Returns note metadata including content, creator, and creation date.
List all list entries (rows) for a specific person across all lists. Returns comprehensive field data including list-specific fields for each list the...
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 notes in Affinity. Returns note metadata including content, creator, creation date, and attachments.
Connect this Affinity Tools MCP Bundle Server to any MCP client in minutes
Compatible with Claude Desktop, Cursor, and all Model Context Protocol clients
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.