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
Where to Use It
In Agents (Recommended)
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:- Open your agent’s configuration
- Click Add tools → Connect an app with MCP
- Search for the integration and select it
- Authenticate with your account
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.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.- Go to your node library and search for the integration
- Click Create a node with AI
- Describe the specific action you want (e.g., “Search persons by email and return their name and company”)
- 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.
Available Tools
| Tool | Description |
|---|---|
| Get All Lists | Retrieve all lists you have access to |
| Get List | Get details for a specific list |
| Get List Entries | Retrieve entries from a list with pagination |
| Get List Entry | Get details for a single list entry |
| Create List Entry | Add a person, organization, or opportunity to a list |
| Delete List Entry | Remove an entity from a list |
| Get Fields | Retrieve all fields with optional filters |
| Get Field Values | Get field values for an entity |
| Create Field Value | Create or update a field value |
| Update Field Value | Update an existing field value |
| Delete Field Value | Clear a field value |
| Search Persons | Search people in your database |
| Get Person | Get details for a single person |
| Create Person | Create a new person |
| Update Person | Update a person’s information |
| Delete Person | Delete a person |
| Get Person Fields | List global person fields |
| Search Organizations | Search organizations |
| Get Organization | Get details for an organization |
| Create Organization | Create a new organization |
| Update Organization | Update an organization |
| Delete Organization | Delete an organization |
| Get Organization Fields | List global organization fields |
| Search Opportunities | Search deals/opportunities |
| Get Opportunity | Get details for an opportunity |
| Create Opportunity | Create a new opportunity |
| Update Opportunity | Update an opportunity |
| Delete Opportunity | Delete an opportunity |
| Get Notes | Retrieve notes with filters |
| Get Note | Get a specific note |
| Create Note | Create a new note |
| Update Note | Update an existing note |
| Delete Note | Delete a note |
Example Prompts
Use these with your agent or in the Agent Node: Find key contacts:Troubleshooting
| Issue | Solution |
|---|---|
| Agent not finding the right data | Be more specific with names or add context like “in list X” or “from organization Y” |
| Action not completing | Check that you’ve authenticated and have the necessary permissions in Affinity |
| Unexpected results | The agent may chain multiple tools (e.g., listing projects first, then querying). Review the agent’s reasoning to understand its approach. |
| Tool not available | Verify the tool is enabled in your agent’s MCP configuration |
Need Help?
- Agents documentation for setup and best practices
- Agent Node guide for workflow integration
- Gumloop Community for questions and examples
- Contact [email protected] for assistance
Use this integration directly in Claude or Cursor. Connect remotely via the Affinity MCP server using your Gumloop credentials.