Affinity MCP Server

Official hosted MCP server for Affinity's relationship intelligence CRM. Query deals, contacts, lists, meetings, and warm intros from any MCP client.

CRM by Affinity OAuth2, API Key active

Connect (Remote Server) Docs

Overview

Affinity's MCP server is the company's official hosted Model Context Protocol endpoint that exposes its relationship intelligence CRM to AI assistants. Built primarily for private capital workflows (VC, PE, investment banking), it lets AI tools like Claude, ChatGPT, Gemini, and Copilot read and write live Affinity data including companies, people, opportunities, lists, notes, meetings, transcripts, fields, reminders, and relationship strength signals.

The server is fully hosted by Affinity at https://mcp.affinity.co/mcp, so there is no engineering setup, container, or self-hosted process to manage. Authentication uses either OAuth (supported in Claude Desktop, Claude Code, Notion, and ChatGPT Plus+) or an Affinity API key with Bearer token. All data access inherits the user's existing Affinity permissions, so MCP queries respect the same privacy and access rules as the Affinity UI and API.

Launched in beta in 2026, the server currently exposes around 33 tools across read and write surfaces. Notable capabilities include semantic search across companies, relationship strength scoring between external contacts and internal team members, meeting transcript retrieval, and bulk field updates on list entries, which are core building blocks for dealmaking automations.

Tools

Tool	Description
`search_persons`	Search for people by name or email, with optional interaction date filtering
`get_person_info`	Get detailed profile and field data for a specific person
`get_person_list_entries`	See which lists a person appears on
`search_companies`	Search for companies by name or domain, with optional interaction date filtering
`get_company_info`	Get detailed profile and field data for a specific company
`get_company_list_entries`	See which lists a company appears on
`semantic_search`	Search for companies using natural language when unsure of exact names
`search_opportunities`	Search for opportunities by keyword or list them all
`create_note`	Create a note and attach it to a person, company, or opportunity
`get_notes`	Find notes by creator or date range
`get_notes_for_entity`	Get all notes attached to a specific record
`get_entities_attached_to_note`	Find what records are linked to a specific note
`get_lists`	See all lists you have access to
`get_list_info`	Get metadata and a direct link for a specific list
`get_list_entries`	Browse entries on a list with their field data
`get_single_list_entry`	Get a specific entry on a list
`create_list_entry`	Add an existing person or company as a list entry to a list
`get_entity_fields`	See what fields are available for people or companies
`get_list_fields`	See what fields are available on a specific list
`get_list_field_dropdown_options`	See what dropdown options are available on a list field
`get_entity_field_values`	See what field values are populated for an entity
`upsert_entity_field_value`	Create or update a single field value for an entity
`upsert_list_entry_field_values`	Create or update field values in bulk for a specific list entry
`get_meetings`	Get past and upcoming meeting interactions and attendees
`get_meetings_for_entity`	Get meetings for a specific person, company, or opportunity
`get_relationship_strengths`	View relationship strengths between an external person and internal team members
`get_reminders`	See all of your team's reminders
`create_reminder`	Set up a new reminder
`update_reminder`	Update an existing reminder's details
`delete_reminder`	Delete an existing reminder
`get_transcript_fragments`	Retrieve dialogue fragments of your team's meeting transcripts
`get_current_user`	Check who you're authenticated as and verify your connection
`send_feedback`	Submit feedback about a missing capability or limitation directly to Affinity

Setup Guide

Prerequisites

An Affinity account with API access (for API key auth) or OAuth-supported plan
An MCP-compatible client (Claude Desktop, Claude Code, ChatGPT, Gemini CLI, GitHub Copilot, Notion, etc.)

Server URL

https://mcp.affinity.co/mcp

Claude Desktop (OAuth)

Open Settings, Connectors, Add custom connector
Name: Affinity, Remote MCP server URL: https://mcp.affinity.co/mcp
Leave Advanced settings blank, click Add
Click the connector, then Connect to start the OAuth flow

For Team/Enterprise workspaces, a Workspace Owner adds the connector under Organization settings, Connectors, Add, Custom, Web.

Claude Code (API key)

claude mcp add --transport http affinity-mcp https://mcp.affinity.co/mcp \
  --header "Authorization: Bearer your_api_key_here"

Gemini CLI

gemini mcp add --transport http \
  --header "Authorization: Bearer your_api_key_here" \
  affinity-mcp https://mcp.affinity.co/mcp

VS Code Copilot / generic HTTP MCP config

{
  "servers": {
    "affinity-mcp": {
      "url": "https://mcp.affinity.co/mcp",
      "type": "http",
      "headers": {
        "Authorization": "Bearer your_api_key_here"
      }
    }
  },
  "inputs": []
}

ChatGPT

In Settings, Apps, Advanced Settings, enable Developer mode, then create a new app with URL https://mcp.affinity.co/mcp. Choose OAuth with Client ID chatgpt (Plus+ plans) or Access token / API key with Bearer scheme (Business+ plans).

Use Cases

Prep for an investor meeting by pulling the company profile, recent notes, meetings, and team relationship strengths in one prompt
Identify warm intro paths by finding the team member with the strongest relationship to a target person or company
Run pipeline reviews by listing opportunities, filtering by stage or last interaction date, and surfacing stale deals
Capture deal updates from chat by creating notes, updating list entry fields, and setting follow-up reminders on opportunities
Source dormant relationships with semantic search for companies plus interaction date filters, then add them to a re-engagement list

Example Prompts

"Which fintech companies in our pipeline haven't we talked to in the last 90 days?"
"Find the strongest relationship anyone on our team has with the CEO of Acme Corp."
"Create a note on the Series B opportunity for Acme summarizing today's call and add a reminder to follow up in two weeks."
"List all opportunities in the Diligence stage and show their last meeting date."
"Pull transcript fragments from our most recent meeting with Northwind and draft a recap note."

Pros

Official, vendor-hosted server: no infrastructure to run, maintained by Affinity
Broad tool coverage (around 33 tools) including reads, writes, semantic search, transcripts, and relationship strengths
Supports OAuth in Claude and ChatGPT, plus Bearer API key for any HTTP MCP client
Inherits Affinity's existing permission model, so users can only access what they already can in Affinity

Limitations

Currently in beta, so tool surface and behavior may change
Write coverage is narrower than reads: focused on notes, field upserts, list entries, and reminders, with no delete operations for most entities
Requires an Affinity account, which is a paid product targeted at private capital firms

Alternatives

alludium/affinity-mcp-server: community open-source MCP server wrapping the Affinity API
yaniv-golan/affinity-sdk: unofficial Python SDK that ships its own MCP server with broader read/write coverage
HubSpot MCP or Salesforce MCP servers for teams using those CRMs instead of Affinity