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Documentation Index

Fetch the complete documentation index at: https://support.affinity.co/llms.txt

Use this file to discover all available pages before exploring further.

Concept — background and overview.

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What this guide covers

This is a user-friendly orientation to Affinity MCP — what it is, who it’s for, and how to decide between deployment options. For setup steps specific to your AI tool, follow the per-client guides at developer.affinity.co.

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What Affinity MCP does

Affinity MCP (Model Context Protocol) lets you query and update your Affinity CRM from outside Affinity — from inside AI tools like Claude, ChatGPT, Copilot, Notion Custom Agents, or Gemini CLI. Once configured, you can ask things like:
  • “Find all companies I first emailed in Q1 2024.”
  • “Summarize the notes on Acme Corp from this quarter.”
  • “Set a reminder to follow up with Jane Smith in two weeks.”
Affinity returns live, permission-filtered data from your CRM.
Looking for AI chat inside Affinity? Affinity AI Chat (in Beta) is the in-app conversational interface — no setup required. MCP is for connecting Affinity to AI tools outside Affinity. See Affinity AI Chat Overview if you’d rather stay inside the Affinity app.

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Who Affinity MCP is for

  • Investment professionals querying pipeline, relationships, and meeting history from their preferred AI assistant
  • Operators and admins updating CRM fields and creating reminders without switching contexts
  • Developers building agentic workflows on top of Affinity data

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Plan requirements

  • Affinity plan: Scale, Advanced, or Enterprise (required for API and MCP access)
  • AI client plan: Varies by client (e.g., ChatGPT Plus or higher; Notion Business or Enterprise). Each per-client guide lists exact requirements.
  • Admin setup: Some clients (ChatGPT Team/Enterprise, Notion Business/Enterprise, Claude Team/Enterprise) require a workspace admin to enable MCP first. See per-client guide.

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Choose your deployment

Affinity runs and updates the MCP server for you. Setup is minutes.
  • Server URL: https://mcp.affinity.co/mcp
  • Best for: Anyone who wants the simplest path
  • Authentication: OAuth (where supported) or API key

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Local (for advanced users)

You run the MCP server yourself via the affinity-mcp Python package. Useful when you need to keep MCP traffic within your own infrastructure or want to extend the server.

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Set up your AI tool

Follow the dev-docs guide for your AI client:
ClientSetup guide
Claude (Desktop / Web / Code)developer.affinity.co/pages/mcp/claude
ChatGPT (Plus / Business / Enterprise)developer.affinity.co/pages/mcp/chatgpt
Copilot (Studio / CLI / VS Code)developer.affinity.co/pages/mcp/copilot
Notion (Custom Agents)developer.affinity.co/pages/mcp/notion
Gemini (CLI only)developer.affinity.co/pages/mcp/gemini
Anything elsedeveloper.affinity.co/pages/mcp/other-clients
Each per-client page leads with a compatibility callout, plan + admin requirements, and the exact setup steps.

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Test your connection

Once configured, try one of these in your AI chat to confirm it’s working:
  • Find 3 companies I emailed in the last 30 days.
  • Show me my upcoming meetings.
  • Summarize recent activity on Acme Corp.
If Affinity data comes back, you’re set. If not, see Troubleshooting.

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What’s available

Browse the full tool catalog at Available tools. High-level capabilities:
  • Relationship intelligence: Find connections, surface relationship strength, identify warm-intro paths
  • Pipeline: Search and summarize opportunities, pull list entries and fields, track stage progress
  • Meetings & activity: Review interactions, upcoming meetings, recent contact history
  • Notes: Create, retrieve, and search notes on people / companies / opportunities
  • Field updates: Modify field values on any entity from chat
  • Reminders: Set, list, and manage follow-up reminders

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Security and permissions

MCP tool calls run with the same permissions as your Affinity user. You cannot read records you don’t have CRM access to, and your AI client cannot escalate privileges through MCP. The MCP server is stateless — no CRM data, prompts, or AI responses are stored by Affinity. For details, see Security at developer.affinity.co.