Affinity MCP Server
Connect to the Affinity MCP server to manage contacts, companies, deals, lists, and notes, and pull relationship data, using AI agents on Gumloop, Claude, or Cursor.
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Affinity
Installation
Set up the Affinity CRM MCP server in Gumloop
Do this once to provision your hosted server URL.
Create a Gumloop account
To use this MCP, you need a Gumloop account. If you don't have one yet, sign up and start a 14-day free trial.
Add and authorize the Affinity CRM server
In Gumloop, open Connectors and add Affinity CRM. You'll be sent to Affinity CRM's sign-in screen to grant access. The credential is stored securely in Gumloop.
Then use it in your client
Use in GumloopUse Affinity CRM in an agent
Once Affinity CRM is set up, just open any Gumloop agent, add Affinity CRM as a connector, and start chatting with the agent.
Tools (34)
Get All Lists
Retrieve all lists that you have access to in Affinity. Lists are the primary data structure containing people, organizations, or opportunities.
Get List
Get detailed information about a specific list including its fields and configuration. List IDs available in list resources.
Get List Entries
Retrieve all entries from a specific list. List IDs available in list resources.
Get List Entry
Get detailed information about a specific list entry. List and entry IDs available in resources.
Create List Entry
Add a new entity (person or organization) to a list. List IDs available in list resources, entity IDs from search results.
Delete List Entry
Remove an entity from a list by deleting the list entry. List and entry IDs available in resources.
Get Fields
Retrieve fields (columns) available in Affinity. Can filter by list, value type, or entity type.
Get Field Values
Retrieve field values (cell data) for a specific entity. Provide exactly one of: person_id, organization_id, opportunity_id, or list_entry_id.
Create Field Value
Create or update a field value (cell data) for an entity. Sets the value in a specific field for a person, organization, or opportunity. Field IDs available in list field resources.
Update Field Value
Update an existing field value by its field_value_id. Field value IDs available from get_field_values results.
Delete Field Value
Delete a field value by its field_value_id. Field value IDs available from get_field_values results.
Search Persons
Search for persons in your team's contact database. Can filter by name, email, interaction dates, and include detailed interaction data.
What is Affinity MCP?
The Affinity MCP server gives AI agents access to your Affinity CRM data. That means agents can manage people, companies, and deals, work with lists and custom fields, create and read notes, and pull interaction history across your relationships. It connects to the same relationship intelligence platform your deal team runs on, so an agent can keep the CRM current and answer questions about your network instead of you clicking through Affinity.
Dealmaking teams put a lot of manual work into the CRM: logging which companies are in play, updating deal fields, writing meeting notes, and digging through email history to see who knows a target. The Affinity MCP server hands that work to an AI agent that can find the right people, update the deal, and write the note. Describe what you need, and your AI agent will keep your Affinity CRM up to date for you.
MCP stands for Model Context Protocol, an open standard that lets AI agents call external tools. Normally, working with the Affinity API means managing an API key and writing code against its endpoints. Gumloop wraps that behind a hosted server: add your Affinity API key once. After that, you can manage contacts, update deals, and write notes just by asking your AI agent in plain language.
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What you can do with Affinity MCP on Gumloop
Manage contacts and companies
Search, view, create, update, and delete persons and organizations, and link people to the companies they belong to.
Run your deal pipeline
Search, create, update, and delete opportunities, and associate each deal with the people and companies involved.
Work with lists
Browse all your lists and their entries, and add or remove people, companies, and deals from a list.
Read and write custom fields
Discover the field schema, then read, set, update, and clear field values on any entity, across dropdowns, numbers, dates, text, locations, and more.
Manage notes
Create plain-text or HTML notes linked to any mix of people, companies, and deals, with threaded replies, and read or update existing notes.
Pull relationship intelligence
Retrieve interactions such as emails, meetings, calls, and chat by person, company, or deal and time range, with direction filtering, to see last-touch timing and who is connected to whom.
Discover your schema
Inspect the global fields on persons and organizations, and use the general field lookup to see the fields on any list or entity, including opportunities, so an agent knows exactly what data it can work with.
How to connect the Gumloop Affinity MCP Server
- 1
Create a Gumloop account
Sign up at gumloop.com. Every new account starts with a 14-day free trial.
- 2
Add the Affinity MCP server
Copy your MCP server URL from Gumloop and add it to your preferred client (Claude, Cursor, or Gumloop workflows). You'll authorize on first use.
- 3
Start using Affinity in your AI workflows
That's it. Your AI agent can now manage contacts, deals, lists, fields, and notes, and pull relationship data. Use it inside a Gumloop automation, in Claude Desktop, or in Cursor.
Affinity MCP use cases
Pipeline updates for VC and PE teams
When a new opportunity comes in, an agent creates the deal in the right list, links the people and company, and sets the stage and other custom fields, so the pipeline stays current without manual entry.
Warm-intro finder for dealmakers
Before an outreach, an agent pulls interaction history for a target company to see who on the team has the strongest recent contact, so introductions go through the right person.
Meeting prep briefs for partners
An agent gathers a person’s profile, their company, recent interactions, and linked notes, then assembles a one-page brief ahead of the meeting.
CRM hygiene for operations teams
An agent searches for records that are missing key fields, fills them in, and updates company and contact details, keeping the data clean.
Deal memos and notes from documents
An agent turns a call summary or doc into a note linked to the relevant people, company, and deal, so the context lives in Affinity.
Why use Gumloop for Affinity MCP
Add your key once, no code
Working with the Affinity API directly means managing an API key and writing code against its endpoints. With Gumloop you add your Affinity API key one time and it is stored securely. No env vars, token management, or code necessary.
Works with multiple MCP clients
Use the same hosted Affinity MCP server in Gumloop, Claude, Cursor, and other MCP-compatible clients. Same server URL, works with any MCP client.
Chain Affinity with 100+ integrations
An agent can read a deal from Affinity, look up the company on the web, and post a summary to Slack, all in a single run.
Enterprise-grade hosting
Gumloop hosts the server for you and respects your existing Affinity access, so an agent works within the data your API key can already reach. See trust.gumloop.com for security details.
Free to start
Gumloop has a 14-day free trial so you can try the Affinity MCP server at no cost. Paid plans start at $37/month.
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