> ## 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.

# Prompts for Affinity MCP (Claude, ChatGPT & other tools)

> Copy-paste prompts for Affinity MCP — run Affinity from Claude, ChatGPT, Copilot, Notion, or Gemini, with read + write across your CRM.

Prompts for **Affinity MCP** — connect Affinity to your own AI tool (Claude, ChatGPT, Copilot, Notion, Gemini) and work your CRM in natural language, with **50+ read + write tools**. Because your LLM does the reasoning, MCP can do things the in-app AI Chat can't: **read a pitch deck**, **work across a whole list**, **pull years of history**, and **combine Affinity with other tools** you've connected.

These are *examples* — wording is flexible. Best practice from the field: **name the list** for reliable search, and **review anything the model created before you rely on it.**

<Note>
  New to MCP? Start with [Getting Started with Affinity MCP](/s/article/Getting-started-with-Affinity-MCP). For end-to-end, task-complete walkthroughs (with troubleshooting), see the **Affinity Recipes** — e.g. list setup, pipeline reports, and deal intelligence with Claude. This page is the copy-paste **prompt menu**. Prefer to stay inside Affinity? See [Prompts for Affinity AI Chat](/s/article/Prompts-for-Affinity-AI-Chat).
</Note>

## Prep & research

* *"Brief me on my meeting with \[Firm] tomorrow — last three interactions, any open notes, and their relationship strength with our team."*
* *"Summarize our full relationship history with \[Company] — interactions, notes, and key moments over the past three years."* *(value scales with how long you've used Affinity)*
* *"What were the key discussion points and action items from my last call with \[Company]?"*
* *"Who on our team has the strongest connections at \[Company]? Rank them."*
* *"Pull the transcript from our meeting with \[Company] last week and give me the highlights."*
* *"Here's the attendee list for \[conference] — cross-reference against Affinity and rank by relationship strength and pipeline status."* *(for lists over \~100 companies, ask it to work in batches)*

## Search & find

* *"Find family offices in \[City] on our \[List] we haven't contacted in 90 days."* *(include the **list name** — accuracy drops without it)*
* *"Search \[List] for companies with a status of 'Active', sorted by date added."*
* *"Find companies working on \[thesis] in our network."*
* *"Give me a full list of every \[stage] company we're tracking, with their \[field]."* · *"How many companies are in our CRM?"*
* *"Who is our warmest path to \[Person]? Show it as a graph."*
* *"Show me how the Stage field on \[Company]'s pipeline entry has changed over time."* *(field-value history — not available in AI Chat)*
* *"Search our notes for any mention of '\[topic]' across our deals."* · *"Search our files for \[Company]'s latest pitch deck."* <Tooltip tip="Note and file search require Deal Assist on your org.">*(needs Deal Assist)*</Tooltip>

## CRM updates

* **Move a stage / update fields** — *"Move \[Company] to 'Due Diligence' and log a note that we received their materials today."* · *"On \[Company]'s entry in \[List], set Stage to 'Diligence' and Deal Lead to \[Name]."*
* **Log a note** — *"Log a note on \[Company]: discussed Series B timeline, lead investor hesitant on valuation, follow up in two weeks."* · *"**Attach a note to my meeting with \[Company]** recapping the action items."* <Tooltip tip="A note on the meeting is what the Data Update agent reads — so this route can generate Suggested Field Updates for Granola users.">*(a note on the **meeting** — this can trigger Suggested Field Updates)*</Tooltip>
* **Create records** — *"Create an Affinity company for \[Company] (domain \[x]), add \[Person] as a contact, and create an opportunity for them on our \[Pipeline] list."*
* **Pitch deck / document → record** — *"Parse this pitch deck and create a new Affinity record with the relevant company fields populated."* *(review the auto-filled fields before saving)*
* **Update across a list** — *"For every company we met at \[conference] this week, set Follow-up Status to 'Reviewed'."* *(the model works entry-by-entry; for very large lists, do it in batches)*
* **Define structure** — *"Add a 'Lead Source' text field on companies."* · *"Add a 'Not Relevant' option to the Status field on our \[List]."*
* **Log an interaction** — *"Log the call I had with \[Person] this morning about pricing."*
* **Set reminders** — *"Set a reminder to request year-end financials from \[Company] on January 1."* · *"Recurring reminder to check in with \[Person], assigned to me."*

## Reports & multi-step

* **Pipeline reports on demand** — *"Give me a pipeline summary — deals by stage, total value at risk, and which opportunities have gone cold this month."* *(great for ad-hoc; not a replacement for a persistent dashboard yet)*
* **Outreach sequencing** — *"Pull my \[segment] contacts with their relationship strength and last-contact date, and draft a personalized follow-up for each."* *(drafts only — you review and send)*
* **Write scores back** — *"Here are this week's \[model] scores by company — write each into the \[field] on the matching Affinity record."*
* **Transcript → fields** — *"Extract the funding details from this meeting transcript and update the relevant fields on our pipeline entry."*
* **Duplicate cleanup** — *"Surface likely duplicate company records so we can merge them."*
* **Combine with your other tools** — *"Cross-reference \[Company] against our notes in Notion and Affinity's relationship data, and tell me who to loop in."* <Tooltip tip="Affinity MCP reads Affinity; to search Notion/Drive/Outlook alongside it, connect that tool's own MCP too. Affinity MCP can't read email bodies or write files back.">*(connect that tool's own MCP too)*</Tooltip>

## The five MCP skills

Prepackaged capabilities you trigger by name, wherever you work — see [Affinity MCP Skills](/s/article/Affinity-MCP-skills) for details.

* **Meeting prep** (`affinity-meeting-prep`) — *"Use Affinity to build my brief for today's external meetings."*
* **Warm intro** (`affinity-warm-intro`) — *"Find intro paths to \[target] and draft the outreach."*
* **Market map** (`affinity-market-map`) — *"Build a market map for \[thesis], score by fit, and shortlist the top companies."*
* **Data migration** (`affinity-data-migration`) — *"Migrate this CSV from \[prior system] into Affinity."*
* **Event setup** (`affinity-event-setup`) — *"Set up tracking for \[event]."*

## Good to know

* **Plan:** MCP is on **Scale, Advanced, and Enterprise**. Everything runs with **your own permissions** — MCP can only see and change what you can.
* **Feature-gated tools:** note/file search need **Deal Assist**; meeting tools need **unified events** onboarding.
* **Known edges:** very large lists (\~100+) can hit your AI tool's context limit — batch them. **File write-back** (pushing files into Affinity) and **reading email bodies** aren't supported — pair with that tool's own MCP. **Location/geographic filtering** isn't native yet.

***

*Affinity AI can make mistakes. Review what the model creates or changes before you rely on it.*


## Related topics

- [Affinity AI Prompt Library](/s/article/Affinity-AI-Prompt-Library.md)
- [Prompts for Affinity AI Chat](/s/article/Prompts-for-Affinity-AI-Chat.md)
- [Affinity MCP Skills — the 5 prepackaged capabilities](/s/article/Affinity-MCP-skills.md)
- [Connect AI Tools to Affinity with MCP](/s/article/Tutorial-MCP-connect-ai-tools-to-affinity.md)
- [Affinity MCP Reference](/s/article/Affinity-MCP-reference.md)
- [Getting Started with Affinity MCP](/s/article/Getting-started-with-Affinity-MCP.md)
- [AI & MCP](/s/article/AI-and-MCP.md)
- [Affinity MCP: Security & data handling](/s/article/Affinity-MCP-security.md)
- [Warm Intros in AI Chat and MCP](/s/article/Warm-Intros-in-AI-Chat-and-MCP.md)