The Affinity MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Affinity account. It provides structured and secure access to your relationship and deal data, so your agent can find companies, review people, inspect opportunities, explore lists, and analyze saved views on your behalf.
- Company research: Have your agent find companies, retrieve detailed company information and custom fields, and review the lists where each company appears.
- Contact discovery: Let the agent browse people, pull individual profiles and field data, and see each person's related lists and entries.
- Opportunity review: Direct your agent to list investment opportunities or retrieve the core details of a specific opportunity for deal research.
- List analysis: Instruct your agent to explore available lists, inspect their fields, and review company, person, or opportunity entries with relevant details.
- Saved view reporting: Have your agent discover saved views, inspect their setup, and retrieve the matching rows for focused portfolio or pipeline analysis.