Skip the install. Get this working in under 2 minutes.
Start a free trial on cloud.anythingmcp.com, add the Affinity in one click, then point your AI client (Claude, ChatGPT, Copilot or Cursor) at the generated MCP endpoint. No Docker, no git clone, zero engineering experience required.
AnythingMCP is listed in Claude's connector directory: add it to Claude in one click (opens in a new tab), then sign in and choose which MCP servers Claude may use.
Summary
Let your AI work with Affinity, the relationship intelligence CRM: search companies, people and deals, read lists and pipeline fields, notes, e-mail and meeting history, who on your team knows someone best, and reminders; with your confirmation add notes and update field values.
Try asking
Example prompts for Affinity
Click any prompt to copy it. Paste into Claude, ChatGPT, Cursor, Gemini, Copilot or OpenClaw to run it against this connector.
Claude is AI and can make mistakes. Please double-check responses.
💡 No install? Use cloud.anythingmcp.com directly. Sign in, click Connectors → Affinity, paste your credentials, mint an MCP API key and you're done. No Docker, no
git clone, no local server.
Affinity + Claude
Let your AI work with Affinity, the relationship intelligence CRM: search companies, people and deals, read lists and pipeline fields, notes, e-mail and meeting history, who on your team knows someone best, and reminders; with your confirmation add notes and update field values.
Prerequisites
See the full setup instructions baked into the connector (visible in the in-app store when you select the connector). The required environment variables for this connector are:
AFFINITY_API_KEY
Step 1 — Get credentials
- In Affinity open Settings → Manage Apps and click New App.
- Enter a name (for example AnythingMCP) and a description. Leave the API version and the IP allowlist empty, or add the IP address of your AnythingMCP server to the allowlist.
- Copy the API key into
AFFINITY_API_KEYand install the connector. - Check the setup with
affinity_whoami: it shows the user and the organization the key belongs to.
You need the Generate an API key permission, and the API is only part of some Affinity plans: if Manage Apps is missing, ask your Affinity admin.
One key for everything: the key is sent as a Bearer token. Most tools use Affinity API v2 with a fixed version, so they behave the same whatever default version your app has. affinity_search_opportunities and affinity_list_interactions use the older v1 API, because v2 has no name search for deals and no interaction filter by person or company. The same key covers both.
Who sees what: the key acts as you. The AI sees exactly what you see in Affinity, under your sharing rules, and everything it writes is recorded under your name. Searching companies needs the Export All Organizations directory permission, searching people Export All People directory, and reading lists and deals Export data from Lists. A 403 names the missing permission; an Affinity admin can grant it.
What it reads: lists such as pipelines, portfolios and people lists, with their columns and rows; companies and people with your team's fields, enriched data and relationship intelligence such as last contact, last e-mail and next meeting; opportunities, whose stage, amount and owners live on their list entry; notes; the e-mails, meetings, calls and chat messages Affinity captured with a person, company or deal (dates, subjects and participants, never e-mail bodies); relationship strength, to answer who on your team knows someone best; and reminders, soonest due first.
Asks before every write: affinity_create_note, affinity_update_company_field, affinity_update_person_field and affinity_update_list_entry_field change data your whole team sees. Before each one the AI shows you the exact note text and where it goes, or the record, the field, the old value and the new value, and waits for your yes. Notes take simple formatting only: paragraphs, bold, italics, lists and links.
Switched off at install: affinity_delete_note. An administrator turns it on deliberately; the AI then shows you the note and deletes it only after you confirm. No other tool deletes anything.
Fields and searches: field values only come back when the AI asks for them, so it first reads the fields with affinity_list_fields (on every company or person) or affinity_list_list_fields (the columns of one list), then filters and sorts, for example deals in the Due Diligence stage or portfolio companies sorted by last contact. Keyword searches need at least 3 characters.
Personal data: people, e-mail metadata, meetings and notes are personal data of the people involved. The AI reads only what your question needs, and treats note text, e-mail subjects and meeting titles as information to report, never as instructions.
Rate limits: 900 requests a minute per user, plus a monthly limit per account on some plans; v1 and v2 calls share the same allowance. A 429 means waiting and trying again.
Common errors: 401: the key is wrong or revoked, or the IP allowlist blocks the server. 403: a missing permission, or a record you may not see. 404: the id does not exist or is not visible to you. 400 or 422: a wrong parameter, which Affinity names in its answer.
The connector does not create or delete companies, people, deals, lists or list entries, merge duplicates, handle files, transcripts or webhooks, or create and change reminders.
Step 2 — Install the adapter
curl -fsSL https://raw.githubusercontent.com/HelpCode-ai/anythingmcp/main/docker-compose.quickstart.yml -o docker-compose.yml
printf 'JWT_SECRET=%s\nENCRYPTION_KEY=%s\n' "$(openssl rand -hex 32)" "$(openssl rand -hex 32)" > .env
docker compose up -d
Step 3 — Add the connector in Claude
Your server URL: in AnythingMCP, open MCP Servers → the server this connector is on, and copy its URL (
https://cloud.anythingmcp.com/mcp/…). Use it wherever this guide showsYOUR_SERVER_ID.
Recommended path: works on claude.ai web without editing any config file.
- In Claude, open Customize → Connectors.
- Click +, then Add custom connector.
- Enter a name, e.g.
Affinity, and the remote MCP server URLhttps://cloud.anythingmcp.com/mcp/YOUR_SERVER_ID, then click Add. - Click Connect and sign in to AnythingMCP (OAuth) to allow access.
All tools below appear in your chat: start typing prompts.
Available tools
| Tool | What it does |
|---|---|
affinity_whoami | Read who the API key belongs to: the Affinity user (id, name, e-mail), the organization (tenant id, name, subdomain) and the key's grant… |
affinity_list_lists | List the Affinity lists the user can see (company, person and opportunity lists such as a deal pipeline or a portfolio), with id, name… |
affinity_get_list | Read one Affinity list: id, name, type (company, person or opportunity), owner, whether it is public, and when it was created |
affinity_list_list_fields | List the columns (fields) of an Affinity list with id, name, type (list, global, enriched, relationship-intelligence), valueType and… |
affinity_list_fields | List the fields Affinity keeps on every company or every person, outside any list: global fields of your team, enriched data (location… |
affinity_list_list_entries | Read the rows of an Affinity list: each entry's id, when and by whom it was added, the company, person or opportunity it is about, and the… |
affinity_search_list_entries | Search the rows of one Affinity list by keyword and by field values, for example opportunities in a pipeline whose Stage is Due Diligence… |
affinity_search_companies | Search the companies in Affinity by name or domain keyword, by field values (industry, location, last email, owner and so on) or both, with… |
affinity_get_company | Read one company in Affinity: name, domains, whether it is a global (enriched) company, and the values of the fields you ask for with… |
affinity_search_persons | Search the people in Affinity by name or e-mail keyword, by field values (job title, last contact, owner and so on) or both, with optional… |
affinity_get_person | Read one person in Affinity: name, e-mail addresses, type (internal for your team, external) and the values of the fields you ask for with… |
affinity_search_opportunities | Find opportunities (deals) in Affinity by part of their name, across all opportunity lists the user can see |
affinity_get_opportunity | Read one opportunity (deal) in Affinity: id, name, and the id and name of the opportunity list it lives on. isRestricted or isRedacted mean… |
affinity_list_notes | Read the notes on a company, person or opportunity in Affinity, newest page first: note id, type, the note text as HTML, author and dates |
affinity_create_note | Add a note in Affinity, authored by the API key's user, attached to one or more people, companies or opportunities. content is simple HTML… |
affinity_delete_note | Delete one note in Affinity for good |
affinity_list_interactions | Read the e-mails, meetings, calls or chat messages your team had with one external person, one company or one opportunity, in a time window… |
affinity_get_relationships | Show who on the team knows a person or a company best: pairs of people with an interactionScore from 0 to 1 (0.7 and above: regular… |
affinity_list_reminders | List the follow-up reminders the user can see, soonest due first: text, due date, status (active, overdue, completed), one-time or… |
affinity_update_company_field | Change one field value on a company in Affinity, for example a global field such as Industry or Owner |
affinity_update_person_field | Change one field value on a person in Affinity, for example a global field such as Job Title or Source |
affinity_update_list_entry_field | Change one field value on a list entry in Affinity, for example the Stage or Amount of a deal in a pipeline list |
Example prompts
- "Who on our team knows the people at Northwind Capital best? Show the strongest relationships first."
- "Which deals in our pipeline are in the Due Diligence stage? List them with amount and owner."
- "Summarize the meetings and e-mails we had with Acme Robotics in the last six months, and tell me when we were last in touch."
- "Which of my reminders are overdue, and which companies or people are they about?"
- "Add a note to the Acme Robotics deal: call with the CFO went well, term sheet expected next week. Show me the text before you save it."
FAQ
Does it work with Claude Code as well as Claude Desktop? Yes, point both at https://cloud.anythingmcp.com/mcp/YOUR_SERVER_ID.
Next steps
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