Connect Affinity with AI agents using Model Context Protocol (MCP). Seamlessly integrate Affinity tools and actions into Claude, Cursor, Windsurf, and other AI applications for enhanced workflow automation.
CRM tools for AI automation
Install Affinity MCP server in minutes. Choose your AI platform: Cursor, Claude Desktop, Windsurf, or use HTTP endpoint for custom integrations. Follow our step-by-step guide to connect Affinity with your AI agent.
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Affinity helps private capital investors to find, manage, and close more deals
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CRM
Paste and run this command in your terminal to set up Cursor with MCP
After running the command, restart Cursor to start using the MCP Server.
Affinity api allows paginated access to company info and custom fields. use `fieldids` or `fieldtypes` to specify data in a request. retrieve field ids/types via get `/v2/companies/fields`. export permission needed.
Access and export essential data and metadata for companies, persons, or opportunities from a list, specifying data via `fieldids` or `fieldtypes`. "export data from lists" permission is necessary.
Use the endpoint to access rows in a saved view with specific filters and selected fields from a web app. it doesn't maintain sort order, supports only sheet-type views, and requires export permissions.
Pagination through opportunities in affinity yields basic info but excludes field data. for field data, use specified get endpoints. "export data from lists" permission needed.
The affinity api offers paginated access to person data using `fieldids` or `fieldtypes`. bulk extraction needs special permissions and supports multiple parameters.
Returns metadata for all the lists on which the given company appears.
Summarize company data across all lists, including list-specific fields and metadata like creation date and author. access requires "export data from lists" permission.
Returns metadata for all the lists on which the given person appears.
Summary: browse rows for a person in all lists, showing field data and entry metadata like creation time and author. requires "export data from lists" permission.
Retrieve basic company info and specific field data by using `fieldids` or `fieldtypes` parameters. multiple fields can be queried. no field data if parameters aren't specified. requires "export all organizations directory" permission.
Get basic details about an opportunity without field data via provided endpoints. field data requires using specific list entry apis and the "export data from lists" permission.
Use get `/v2/persons/fields` with `fieldids` or `fieldtypes` for detailed data; basic info by default. request multiple fields at once. "export all people" permission needed.
Returns metadata about the current user.
Returns metadata on lists.
Returns metadata on a single list.
Returns metadata on the fields available on a single list. use the returned field ids to request field data from the get `/v2/lists/{listid}/list-entries` endpoint.
Returns metadata on a single saved view.
Returns metadata on non-list-specific company fields. use the returned field ids to request field data from the get `/v2/companies` and get `/v2/companies/{id}` endpoints.
Returns metadata on non-list-specific person fields. use the returned field ids to request field data from the get `/v2/persons` and get `/v2/persons/{id}` endpoints.
Returns metadata on the saved views on a list.
20 actions available