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.