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Supported Claude surfaces

SurfaceBest forAuthSetup
Claude DesktopDaily research and analysis on your laptopOAuthApp settings → Connectors
Claude Web (claude.ai)Shared chats from any browser; mirrors Desktop configOAuthSame as Desktop
Claude Code (CLI)Developers wanting CRM access from the terminalOAuth or API keyclaude mcp add
Claude on iOS and Android picks up connectors configured on Claude Web for the same account.

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Prerequisites

Affinity
  • Plan: Scale, Advanced, or Enterprise (required for API and MCP access).
  • Admin setup: None required by default. If an Affinity admin has disabled Claude under Settings → Affinity MCP, ask them to re-enable it.
Claude
  • Plan: The Affinity connector (remote MCP) is available on Free, Pro, Max, Team, and Enterprise.
  • Admin setup:
    • On Team and Enterprise, only workspace Owners can enable the Affinity connector for the organization. Once enabled, every user authenticates themselves.
    • On Free, Pro, and Max, each user adds the connector themselves (no admin step).

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Claude Desktop & Web

Affinity is listed in Claude’s connector directory.

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Admin: Enable the Connector (Team & Enterprise)

A workspace Owner only needs to do this once for the entire org.
Not an admin? Send this to your workspace Owner: “We want to use Affinity inside Claude. Can you add the Affinity connector to our team under Organization settings → Connectors? It’s listed in Claude’s connector directory. Once you add it, every user authenticates themselves once.”
  1. In Organization settings → Connectors, click Browse connectors and search for Affinity, or open the Affinity connector directly.
  2. Select the Affinity connector and click Add to your team. The connector is now available to all users on the plan.
Adding the connector makes it available to your team, but it doesn’t grant anyone access on its own: each user still authenticates individually (see Connect and Authorize below).

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Limit Affinity to read-only (optional)

Owners can cap what the connector is allowed to do for the whole organization. Open the Affinity connector, go to the Configuration tab, and use Tool permission restrictions. Each tool can be set to Always allow, Ask, or Block, and the tools are grouped into Read-only tools and Write/delete tools.
Tool permission restrictions apply to Affinity in Claude.ai, Claude Desktop, and Claude Code on the web. They do not apply to Claude Code CLI, Desktop Extensions, or the Claude API, which are controlled separately.

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User: Add the Connector (Free, Pro, Max)

On individual plans there is no admin step: each user adds the connector themselves.
  1. In Settings → Connectors, browse the connector directory and search for Affinity, or open the Affinity connector directly.
  2. Select the Affinity connector and click Add.

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User: Connect and Authorize

Every user authenticates Affinity themselves, regardless of plan.
  1. In the left nav bar, click Customize → Connectors.
  2. Find the Affinity connector and click Connect to initiate the OAuth flow.
  3. Once authenticated, Affinity data is accessible from your Claude conversations.
Re-authorizing? Follow the same flow, but first open the Affinity connector and click Disconnect in the top right before reconnecting.

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Claude Code

Each developer registers the server in their own Claude Code install.
  1. Run the following command to register the hosted MCP server: 
    claude mcp add --transport http affinity-mcp https://mcp.affinity.co/mcp
  2. Open Claude Code and run /mcp.
  3. Press Enter on the affinity-mcp server entry.
  4. Select Re-authenticate to initiate the OAuth flow and authorize Affinity in your browser.
  5. Once authenticated, you can use the affinity-mcp server in your Claude Code conversations.

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Claude Code - API Key Setup

Use this if you can’t complete a browser OAuth flow (e.g. headless environments, CI). Generate an API key first. See Authentication for steps. 
claude mcp add --transport http affinity-mcp https://mcp.affinity.co/mcp \
    --header "Authorization: Bearer your_api_key_here"

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Test your connection

Once authenticated, try one of these in Claude 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 you get an answer with Affinity data, you’re set. If not, see Troubleshooting.