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Affinity MCP Server

Ask your AI assistant questions about your pipeline, relationships, and meetings — and get answers directly from Affinity, without leaving your chat interface.
Beta Feature: The MCP Server is currently in beta. Features and APIs may change.

Deployment options

Self-hosted

BetaRun the MCP server locally on your own machine, or host in your own environment.

Hosted by Affinity

Coming soonA fully managed MCP server hosted by Affinity — no local setup required. Available in a future release.

How it works

The Affinity MCP Server implements the Model Context Protocol (MCP), an open standard for connecting AI assistants to external data sources. Once configured, your AI client communicates with the MCP server, which securely fetches live data from the Affinity API on your behalf. For now, the server runs locally on your machine using your Affinity API key — no data is sent to third-party services.

What you can do

Relationship intelligence

Find companies or people you haven’t been in touch with recently, surface new contacts, and see who on your team has the strongest relationship with a prospect.

Pipeline management

Search and summarize opportunities, pull up list entries and field data, and track progress across your pipeline.

Meetings and activity

Review upcoming and past meetings with any contact or company, and get a summary of recent interactions with a prospect.

Notes and capture

Create notes against any person, company, or opportunity from your AI chat, and retrieve or search existing notes by creator or date.

Example prompts

Once connected, try asking your AI assistant:
  • Find all companies I first emailed in Q1 2024.
  • Show me people I haven’t spoken to since last year.
  • List all my upcoming meetings with VCs next week.
  • Who are the new people we met in the last 30 days?
  • Summarize the notes on Acme Corp from this quarter.
  • Which opportunities in my pipeline haven’t been updated recently?

Supported clients

Next steps