Integration · CRM & sales

Connect Claude & ChatGPT to Affinity

Ask your AI who you know at a company, what the last note on a deal said, or which entries on a list still need a status. It can search people and companies, read opportunities, lists, notes, meetings and reminders, add people or companies to a list and set a field on a list entry. Relationship questions get answered without clicking through records.

Connect Affinity free

Free plan, no credit card. Takes about a minute.

Try asking

“What do we have on Acme Corp in Affinity?”
The AI searches companies for Acme Corp and reads the company with the field values you ask for, plus the lists it is on.
“Show me the latest notes on the Acme deal.”
It finds the opportunity and lists the notes attached to it, so you can read the full content of any one.
“Add [email protected] as a new person.”
It searches people by email first and, if there is no match, creates the person with first name, last name and primary email.

What your AI can do

People and companies

Search, read and list people and companies with the field values you need, and create new people.

Lists and deals

Read lists, fields and list entries, add people, companies or opportunities to a list, and set a field such as status.

Notes and activity

Read notes on people, companies and opportunities, plus meetings, reminders and the users in your organization.

“Put Acme Corp on our Deal Flow list.”
It finds the list and the company and adds the company as a new entry on that list.
“Set the status of the Acme entry to Due Diligence.”
It looks up the list's fields to find the status field, then sets that one field on the list entry.
“Which meetings and reminders do I have logged?”
It lists meetings and reminders from Affinity, and can open a single meeting for details.

29 tools for Affinity

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

add_to_listChanges dataAdd a person, company or opportunity (`entity`) as a new entry on the list `list_id`.
create_personChanges dataCreate a new person with `first_name`, `last_name` and `primary_email_address` (plus optional extra emails). Search first to avoid duplicates.
get_companyGet one company by `company_id`, including the field values you request with `field_ids` or `field_types`.
get_current_userGet the Affinity user and organization this API key belongs to. Use to confirm which account you are working in.
get_listGet one list's details by `list_id`.
get_list_entryGet one list entry by `list_id` and entry ID, with its field values.
get_meetingGet one meeting by `meeting_id`.
get_noteGet one note by its ID, including its content.
get_opportunityGet one opportunity by its ID.
get_personGet one person by `contact_id`, including emails and the field values you request with `field_ids` or `field_types`.
list_companiesList companies in pages (use `cursor` for the next page), optionally only the given `ids`, with requested field values.
list_company_listsList the lists a company (`company_id`) is on.
list_company_notesList notes attached to a company (`company_id`).
list_list_entriesList the entries (rows) on a list by `list_id`, with their field values. Use `cursor` for the next page.
list_list_fieldsList the fields (columns) on a list by `list_id`, such as status or owner. Use to find a field ID before updating a list entry.
list_listsList the Affinity lists (pipelines) you can see, optionally matching `term`. Use to find a list's ID.
list_meetingsList meetings logged in Affinity, optionally with a `filter`.
list_notesList recent notes across Affinity, optionally with a `filter` and previews of linked people, companies and opportunities via `includes`.
list_opportunitiesList opportunities (deals) in pages, optionally only the given `ids`.
list_opportunity_notesList notes attached to an opportunity (`opportunity_id`).
list_peopleList people in pages (use `cursor` for the next page), optionally only the given `ids`, with requested field values.
list_person_listsList the lists a person (`person_id`) is on.
list_person_notesList notes attached to a person (`person_id`).
list_remindersList reminders, optionally with a `filter`.
list_usersList the users (teammates) in your Affinity organization, optionally matching `term`.
search_companiesChanges dataSearch companies in Affinity by name or domain with `search`, optionally with filters and sorts. Use this to find a company's ID.
search_list_entriesChanges dataSearch the entries on a list by `list_id` with `search`, filters and sorts.
search_peopleChanges dataSearch people in Affinity by name or email with `search`, optionally with filters and sorts. Use this to find a person's ID before other lookups.
update_list_entry_fieldChanges dataSet one field on a list entry, e.g. its status: pass `list_id`, `list_entry_id`, `field_id` and the new `value`.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Affinity from the app list.
2
Paste your key
Paste your Affinity API key. In Affinity open Settings and go to the Manage Apps page, then generate an API key. You need the "Generate an API key" permission from your Affinity admin.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Affinity?

The AI can search and read people, companies, opportunities, lists, list entries, notes, meetings, reminders and users. It can create people, add a person, company or opportunity to a list, and set a field on a list entry. It cannot write notes or delete records.

Does the AI see my Affinity API key?

No. Your Affinity API key is encrypted at rest and never shown to the AI. After you save it, it is not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start read-only with search and lookups. Adding list entries and changing fields can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your PipMCP link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

PipMCP has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Affinity account.

Do I need a special permission in Affinity?

Yes. Generating an API key needs the "Generate an API key" permission, which your Affinity admin can give you. API access is also only included on some Affinity license types, so check your plan with Affinity if you do not see the option under Settings › Manage Apps.