How to integrate Affinity MCP with Claude Code

Manage your Affinity directly from Claude Code with zero worries about OAuth hassles, API-breaking issues, or reliability and security concerns. You can do this in two different ways: Via Composio Connect - Direct and easiest approach Via Composio SDK - Programmatic approach with more control

Affinity logoAffinity
Api Key

Affinity is a relationship intelligence CRM that helps private capital investors find, manage, and close more deals. It streamlines deal flow and surfaces key connections to help you win opportunities.

20 Tools

Introduction

Manage your Affinity directly from Claude Code with zero worries about OAuth hassles, API-breaking issues, or reliability and security concerns.

You can do this in two different ways:

  1. Via Composio Connect - Direct and easiest approach
  2. Via Composio SDK - Programmatic approach with more control

Also integrate Affinity with

Why use Composio?

  • Only one MCP URL to connect multiple apps with Claude Code with zero auth hassles.
  • Programmatic tool calling allows LLMs to write its code in a remote workbench to handle complex tool chaining. Reduces to-and-fro with LLMs for frequent tool calling.
  • Handling Large tool responses out of LLM context to minimize context rot.
  • Dynamic just-in-time access to 20,000 tools across 1000+ other Apps for cross-app workflows. It loads the tools you need, so LLMs aren't overwhelmed by tools you don't need.

Connecting Affinity to Claude Code using Composio

1. Add the Composio MCP to Claude

Terminal

2. Start Claude Code

bash
claude

3. Open your MCP list

bash
/mcp

4. Select Composio and click on Authenticate

Select Composio and click Authenticate

5. This will redirect you to the Composio OAuth page. Complete the flow by authorizing Composio and you're all set.

Composio OAuth authorization page
Composio authorization complete
Ask Claude to connect to your account and authenticate via the link

What is the Affinity MCP server, and what's possible with it?

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 deal, company, and contact data, so your agent can analyze lists, fetch opportunity details, extract company insights, and organize people or organizations on your behalf.

  • Company data extraction and analysis: Let your agent retrieve detailed company profiles, summarize list entries, and pull custom field data for deeper insights and reporting.
  • Opportunity pipeline management: Automatically fetch and review all ongoing opportunities, track changes, and surface high-priority deals for follow-up.
  • List and view organization: Ask your agent to access entries across lists or saved views, aggregating metadata and field values for efficient CRM workflows.
  • Contact and relationship intelligence: Effortlessly browse, analyze, and summarize person records, including their list memberships, activity, and custom fields.
  • Automated CRM reporting: Generate summaries, export data, and monitor changes across companies, people, and opportunities to keep your pipeline up-to-date and actionable.

Connecting Affinity via Composio SDK

Composio SDK is the underlying tech that powers Rube. It's a universal gateway that does everything Rube does but with much more programmatic control. You can programmatically generate an MCP URL with the app you need (here Affinity) for even more tool search precision. It's secure and reliable.

How the Composio SDK works

The Composio SDK follows a three-phase workflow:

  1. Discovery: Searches for tools matching your task and returns relevant toolkits with their details.
  2. Authentication: Checks for active connections. If missing, creates an auth config and returns a connection URL via Auth Link.
  3. Execution: Executes the action using the authenticated connection.

Step-by-step Guide

Step by step10 STEPS
1

Prerequisites

Before starting, make sure you have:
  • Claude Pro, Max, or API billing enabled Anthropic account
  • Composio API Key
  • A Affinity account
  • Basic knowledge of Python or TypeScript
2

Install Claude Code

bash
# macOS, Linux, WSL
curl -fsSL https://claude.ai/install.sh | bash

# Windows PowerShell
irm https://claude.ai/install.ps1 | iex

# Windows CMD
curl -fsSL https://claude.ai/install.cmd -o install.cmd && install.cmd && del install.cmd

To install Claude Code, use one of the following methods based on your operating system:

3

Set up Claude Code

bash
cd your-project-folder
claude

Open a terminal, go to your project folder, and start Claude Code:

  • Claude Code will open in your terminal
  • Follow the prompts to sign in with your Anthropic account
  • Complete the authentication flow
  • Once authenticated, you can start using Claude Code
Claude Code initial setup showing sign-in prompt
Claude Code terminal after successful login
4

Set up environment variables

bash
COMPOSIO_API_KEY=your_composio_api_key_here
USER_ID=your_user_id_here

Create a .env file in your project root with the following variables:

  • COMPOSIO_API_KEY authenticates with Composio (get it from Composio dashboard)
  • USER_ID identifies the user for session management (use any unique identifier)
5

Install Composio library

npm install @composio/core dotenv

Install the Composio TypeScript library to create MCP sessions.

  • @composio/core provides the core Composio functionality
  • dotenv loads environment variables from your .env file
6

Generate Composio MCP URL

import 'dotenv/config';
import { Composio } from '@composio/core';

const { COMPOSIO_API_KEY, USER_ID } = process.env;

if (!COMPOSIO_API_KEY || !USER_ID) {
  throw new Error('COMPOSIO_API_KEY and USER_ID required in .env');
}

const composioClient = new Composio({ apiKey: COMPOSIO_API_KEY });

const composioSession = await composioClient.create(USER_ID, {
  toolkits: ['affinity'],
});

const composioMcpUrl = composioSession?.mcp.url;

console.log(`MCP URL: ${composioMcpUrl}`);
console.log(`\nUse this command to add to Claude Code:`);
console.log(`claude mcp add --transport http affinity-composio "${composioMcpUrl}" --headers "X-API-Key:${COMPOSIO_API_KEY}"`);

Create a script to generate a Composio MCP URL for Affinity. This URL will be used to connect Claude Code to Affinity.

What's happening

  • We import the Composio client and load environment variables
  • Create a Composio instance with your API key
  • Call create() to create a Tool Router session for Affinity
  • The returned mcp.url is the MCP server URL that Claude Code will use
  • The script prints this URL so you can copy it
7

Run the script and copy the MCP URL

node --loader ts-node/esm generate_mcp_url.ts
# or if using tsx
tsx generate_mcp_url.ts

Run your TypeScript script to generate the MCP URL.

  • The script connects to Composio and creates a Tool Router session
  • It prints the MCP URL and the exact command you need to run
  • Copy the entire claude mcp add command from the output
8

Add Affinity MCP to Claude Code

bash
claude mcp add --transport http affinity-composio "YOUR_MCP_URL_HERE" --headers "X-API-Key:YOUR_COMPOSIO_API_KEY"

# Then restart Claude Code
exit
claude

In your terminal, add the MCP server using the command from the previous step. The command format is:

  • claude mcp add registers a new MCP server with Claude Code
  • --transport http specifies that this is an HTTP-based MCP server
  • The server name (affinity-composio) is how you'll reference it
  • The URL points to your Composio Tool Router session
  • --headers includes your Composio API key for authentication

After running the command, close the current Claude Code session and start a new one for the changes to take effect.

9

Verify the installation

bash
claude mcp list

Check that your Affinity MCP server is properly configured.

  • This command lists all MCP servers registered with Claude Code
  • You should see your affinity-composio entry in the list
  • This confirms that Claude Code can now access Affinity tools

If everything is wired up, you should see your affinity-composio entry listed:

Claude Code MCP list showing the toolkit MCP server
10

Authenticate Affinity

The first time you try to use Affinity tools, you'll be prompted to authenticate.

  • Claude Code will detect that you need to authenticate with Affinity
  • It will show you an authentication link
  • Open the link in your browser (or copy/paste it)
  • Complete the Affinity authorization flow
  • Return to the terminal and start using Affinity through Claude Code

Once authenticated, you can ask Claude Code to perform Affinity operations in natural language. For example:

  • "List all companies added this week"
  • "Show all opportunities in active pipeline"
  • "Get recent contacts linked to Acme Corp"

Complete Code

Here's the complete code to get you started with Affinity and Claude Code:

import 'dotenv/config';
import { Composio } from '@composio/core';

const { COMPOSIO_API_KEY, USER_ID } = process.env;

if (!COMPOSIO_API_KEY || !USER_ID) {
  throw new Error('COMPOSIO_API_KEY and USER_ID required in .env');
}

const composioClient = new Composio({ apiKey: COMPOSIO_API_KEY });

const composioSession = await composioClient.create(USER_ID, {
  toolkits: ['affinity'],
});

const composioMcpUrl = composioSession?.mcp.url;

console.log(`MCP URL: ${composioMcpUrl}`);
console.log(`\nUse this command to add to Claude Code:`);
console.log(`claude mcp add --transport http affinity-composio "${composioMcpUrl}" --headers "X-API-Key:${COMPOSIO_API_KEY}"`);

Conclusion

You've successfully integrated Affinity with Claude Code using Composio's MCP server. Now you can interact with Affinity directly from your terminal using natural language commands.

Key features of this setup:

  • Terminal-native experience without switching contexts
  • Natural language commands for Affinity operations
  • Secure authentication through Composio's managed MCP
  • Tool Router for dynamic tool discovery and execution

Next steps:

  • Try asking Claude Code to perform various Affinity operations
  • Add more toolkits to your Tool Router session for multi-app workflows
  • Integrate this setup into your development workflow for increased productivity

You can extend this by adding more toolkits, implementing custom workflows, or building automation scripts that leverage Claude Code's capabilities.

TOOLS

Supported Tools

Every Affinity action and event your agent gets out of the box.

Get a company s list entries

Summarize company data across all lists, including list-specific fields and metadata like creation date and author.

Get a company s lists

Returns metadata for all the Lists on which the given Company appears.

Get all companies

Affinity API allows paginated access to company info and custom fields.

Get all list entries on a list

Access and export essential data and metadata for Companies, Persons, or Opportunities from a List, specifying data via `fieldIds` or `fieldTypes`.

Get all list entries on a saved view

Use the endpoint to access rows in a Saved View with specific filters and selected fields from a web app.

Get all opportunities

Pagination through Opportunities in Affinity yields basic info but excludes field data.

Get all persons

The Affinity API offers paginated access to Person data using `fieldIds` or `fieldTypes`.

Get a person s list entries

Summary: Browse rows for a Person in all Lists, showing field data and entry metadata like creation time and author.

Get a person s lists

Returns metadata for all the Lists on which the given Person appears.

Get a single company

Retrieve basic company info and specific field data by using `fieldIds` or `fieldTypes` parameters.

Get a single opportunity

Get basic details about an Opportunity without field data via provided endpoints.

Get a single person

Use GET `/v2/persons/fields` with `fieldIds` or `fieldTypes` for detailed data; basic info by default.

Get current user

Returns metadata about the current user.

Get metadata on all lists

Returns metadata on Lists.

Get metadata on a single list

Returns metadata on a single List.

Get metadata on a single list s fields

Returns metadata on the Fields available on a single List.

Get metadata on a single saved view

Returns metadata on a single Saved View.

Get metadata on company fields

Returns metadata on non-list-specific Company Fields.

Get metadata on person fields

Returns metadata on non-list-specific Person Fields.

Get metadata on saved views

Returns metadata on the Saved Views on a List.

FAQ

Frequently asked questions

With a standalone Affinity MCP server, the agents and LLMs can only access a fixed set of Affinity tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Affinity and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. Claude Code fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Affinity tools.

Yes, absolutely. You can configure which Affinity scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Affinity data and credentials are handled as safely as possible.

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