Affinity

Listed in Connectors

Search, update, and prep deals without switching tabs.

Bring your Affinity data into Claude to search contacts, companies, and deals; prep for meetings using your actual notes and interaction history; and update records as deals progress. Every email captured, every meeting logged, every relationship scored by your firm is now available directly in the conversation. You can use Affinity to: Search your network: "Which fintech companies have we met with this year?" Example Use Case 2: "What do we have on John Smith?" Example Use Case 3: "What notes did I create last week?" Example Use Case 4: "Find healthcare companies in our network with more than 50 employees" Prepare for meetings: "Help me prepare for my meeting with Acme" Example Use Case 6: "Summarize the notes and interactions we have on Acme" Example Use Case 7: "What's the current status of deals in our pipeline?" Example Use Case 8: "Who has the strongest relationship with Acme’s CEO?" Update records: "Create a note attached to our open Acme opportunity" Example Use Case 10: "Add 'Healthcare' as an industry tag on Acme Corp" Example Use Case 11: "Add Acme to our Pipeline list" Example Use Case 12: "Update Acme's deal stage to Due Diligence" Example Use Case 13: "Set a reminder to follow up with Acme's CEO next Tuesday"

Categories

  • Financial services

Capabilities

  • Read & write

Available in

  • Claude
  • Claude Code

Made by

Affinityas stated by the source listing

Install

claude mcp add --transport http affinity https://mcp.affinity.co/mcp

Where this came from

Read on:
15 August 2026