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Documentation Index

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

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

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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 custom 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: Custom connectors via remote MCP are available on Free, Pro, Max, Team, and Enterprise.
  • Admin setup:
    • On Team and Enterprise, only workspace Owners can add the Affinity connector to the organization. Once added, every user authenticates themselves.
    • On Free, Pro, and Max, each user adds the connector themselves (no admin step). Free users are limited to one custom connector.

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Claude Desktop & Web

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Admin: Register 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 a custom connector under Organization settings → Connectors → Add → Custom → Web, with the name ‘Affinity’ and the URL https://mcp.affinity.co/mcp? Then every user authenticates themselves once.”
  1. Navigate to Organization settings → Connectors → Add (top right) → Custom → Web.
  2. In the Add custom connector module, enter:
    • Name: Affinity
    • Remote MCP server URL: https://mcp.affinity.co/mcp
    • Leave Advanced settings blank.
  3. Click Add. The connector is now available to all users on the plan.

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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. Navigate to Settings → Connectors → Add custom connector.
  2. In the Add custom connector module, enter:
    • Name: Affinity
    • Remote MCP server URL: https://mcp.affinity.co/mcp
    • Leave Advanced settings blank.
  3. 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.