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Affinity MCP Server
Official MCP server from Affinity, the relationship intelligence CRM for private capital. Provides AI assistants with read and write access to deal flow, relationship data, companies, people, opportunities, interactions, and notes. Supports creating and updating records, logging meetings and calls, retrieving saved list views, auditing field update history, and surfacing relationship intelligence. Available through Claude's Anthropic Connector directory and ChatGPT App Store with no API keys or local setup required. Launched April 28, 2026 with major tool expansion in June 2026.
MCP verified
Integration
| Transport | http |
| Auth | oauth |
| Endpoint | Affinity MCP Server |
Use Cases
| 01 | Query deal flow and relationship data across your private capital firm through AI assistants connected to Affinity CRM via MCP for instant pipeline visibility |
| 02 | Create and update company, person, and opportunity records and log meetings and calls directly in Affinity through natural language commands in Claude or ChatGPT via MCP |
| 03 | Surface relationship intelligence, audit field update history, and search notes and files across the firm using AI agents connected to Affinity via the MCP server |
Tags
crm private-equity venture-capital relationship-intelligence deal-flow contacts finance
Machine-readable: /api/servers.json
· JSON-LD schema embedded in <head>