Affinity CRM guMCP Server

Tools

• 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.

• Get Person

  Get detailed information about a specific person including their organizations, opportunities, and list entries.

• Create Person

  Create a new person in your contact database. Email addresses must be unique across all persons.

• Update Person

  Update an existing person's information. Only provide fields that need to be changed.

• Delete Person

  Delete a person from your database. This also deletes all associated field values.

• Get Person Fields

  Get all global fields that exist on people. These are fields that appear across all person lists.

• Search Organizations

  Search for organizations in your database. Can filter by name, domain, interaction dates.

• Get Organization

  Get detailed information about a specific organization including associated people and opportunities.

• Create Organization

  Create a new organization in your database. Domain helps with automatic person association.

• Update Organization

  Update an existing organization's information. Only provide fields that need to be changed.

• Delete Organization

  Delete an organization from your database. Cannot delete global organizations. Also deletes associated field values.

• Get Organization Fields

  Get all global fields that exist on organizations. These are fields that appear across all organization lists.

• Search Opportunities

  Search for opportunities in your database. Can filter by opportunity name.

• Get Opportunity

  Get detailed information about a specific opportunity including associated people and organizations.

• Create Opportunity

  Create a new opportunity. List IDs available in list resources, entity IDs from search results.

• Update Opportunity

  Update an existing opportunity's information. Only provide fields that need to be changed.

• Delete Opportunity

  Delete an opportunity from your database. This also deletes associated field values.

• Get Notes

  Get all notes, optionally filtered by person, organization, opportunity, or creator. Automatically handles pagination.

• Get Note

  Get detailed information about a specific note including all associations and content.

• Create Note

  Create a new note associated with people, organizations, and/or opportunities. Supports both plain text and HTML formatting.

• Update Note

  Update the content of an existing note. Cannot update notes with mentions or email-associated notes.

• Delete Note

  Delete a note. You can only delete notes you created.

• Get Interactions

  Retrieve interactions (emails, calls, meetings) that meet specified criteria. Must specify one of person_id, organization_id, or opportunity_id.