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Documentation Index

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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

ToolDescription
Get All ListsRetrieve all lists you have access to
Get ListGet details for a specific list
Get List EntriesRetrieve entries from a list with pagination
Get List EntryGet details for a single list entry
Create List EntryAdd a person, organization, or opportunity to a list
Delete List EntryRemove an entity from a list
Get FieldsRetrieve all fields with optional filters
Get Field ValuesGet field values for an entity
Create Field ValueCreate or update a field value
Update Field ValueUpdate an existing field value
Delete Field ValueClear a field value
Search PersonsSearch people in your database
Get PersonGet details for a single person
Create PersonCreate a new person
Update PersonUpdate a person’s information
Delete PersonDelete a person
Get Person FieldsList global person fields
Search OrganizationsSearch organizations
Get OrganizationGet details for an organization
Create OrganizationCreate a new organization
Update OrganizationUpdate an organization
Delete OrganizationDelete an organization
Get Organization FieldsList global organization fields
Search OpportunitiesSearch deals/opportunities
Get OpportunityGet details for an opportunity
Create OpportunityCreate a new opportunity
Update OpportunityUpdate an opportunity
Delete OpportunityDelete an opportunity
Get NotesRetrieve notes with filters
Get NoteGet a specific note
Create NoteCreate a new note
Update NoteUpdate an existing note
Delete NoteDelete a note

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Example Prompts

Use these with your agent or in the Agent Node: Find key contacts: 
Find all people with "Partner" in their title at venture capital firms
Track a new deal: 
Create a new opportunity called "Series A - TechCo" and add it to the Active Pipeline list
Update deal status: 
Move the "Seed Round - StartupXYZ" opportunity to the Due Diligence stage
Log a meeting: 
Add a note to Sarah Chen at Sequoia: "Great intro call, interested in our ML approach. Follow up next week with deck."
Get pipeline overview: 
Show me all opportunities in the Negotiation stage with their associated organizations

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Troubleshooting

IssueSolution
Agent not finding the right dataBe more specific with names or add context like “in list X” or “from organization Y”
Action not completingCheck that you’ve authenticated and have the necessary permissions in Affinity
Unexpected resultsThe agent may chain multiple tools (e.g., listing projects first, then querying). Review the agent’s reasoning to understand its approach.
Tool not availableVerify the tool is enabled in your agent’s MCP configuration
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 your Gumloop credentials.