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Affinity is a relationship intelligence CRM built for dealmakers. The Affinity MCP server lets you search contacts, manage deals, update fields, and create notes using natural language.

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What Can It Do?

  • Search and retrieve people, organizations, opportunities, and notes
  • Create and update contacts, companies, deals, and list entries
  • Manage custom fields to keep data synced across your tools
  • Add notes to track conversations and follow-ups

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Where to Use It

Add Affinity as a tool to any agent. The agent can then interact with your CRM conversationally, choosing the right actions based on context. To add an MCP tool to your agent:
  1. Open your agent’s configuration
  2. Click Add tools → Connect an app with MCP
  3. Search for the integration and select it
  4. Authenticate with your account
You can control which tools your agent has access to. After adding an integration, click on it to enable or disable specific tools based on what your agent needs.

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In Workflows (Via Agent Node)

For automated pipelines, use an Agent Node with Affinity tools. This gives you the flexibility of an agent within a deterministic workflow.

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As a Custom MCP Node

You can also create a standalone MCP node for a specific action. This generates a reusable node that performs one task, useful when you need the same operation repeatedly in workflows.
To create a custom MCP node:
  1. Go to your node library and search for the integration
  2. Click Create a node with AI
  3. Describe the specific action you want (e.g., “Search persons by email and return their name and company”)
  4. Test the node and save it for reuse
Custom MCP nodes are single-purpose by design. For tasks that require multiple steps or dynamic decision-making, use an agent instead.

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Available Tools

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Example Prompts

Use these with your agent or in the Agent Node: Find key contacts:
Track a new deal:
Update deal status:
Log a meeting:
Get pipeline overview:

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Troubleshooting

Agents are smart enough to chain multiple API calls together. For example, asking “Find issues in the Marketing project” will automatically list projects, find the right ID, then query issues. If results seem off, check the agent’s step-by-step reasoning.

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Need Help?

Use this integration directly in Claude or Cursor. Connect remotely via the Affinity MCP server using credentials from your Connectors page.