Affinity CRM guMCP Server

Tools

• Get All Lists

  Retrieve all lists that you have access to in Affinity

• Get List

  Get detailed information about a specific list including its fields and configuration

• Get List Entries

  Retrieve entries from a specific list with pagination support

• Get List Entry

  Get detailed information about a specific list entry

• Create List Entry

  Add an entity (person, organization, or opportunity) to a list

• Delete List Entry

  Remove an entity from a list

• Get Fields

  Retrieve fields (columns) available in Affinity, with filtering options

• Get Field Values

  Retrieve field values (cell data) for a specific entity

• Create Field Value

  Create or update a field value for an entity

• Update Field Value

  Update an existing field value by its ID

• Delete Field Value

  Delete a field value (clear cell data)

• Search Persons

  Search for people in your Affinity database

• Get Person

  Get detailed information about a specific person

• Create Person

  Create a new person in Affinity

• Update Person

  Update an existing person's information

• Delete Person

  Delete a person from Affinity

• Get Person Fields

  Get all global fields that exist on persons

• Search Organizations

  Search for organizations in your Affinity database

• Get Organization

  Get detailed information about a specific organization

• Create Organization

  Create a new organization in Affinity

• Update Organization

  Update an existing organization's information

• Delete Organization

  Delete an organization from Affinity

• Get Organization Fields

  Get all global fields that exist on organizations

• Search Opportunities

  Search for opportunities (deals) in your Affinity database

• Get Opportunity

  Get detailed information about a specific opportunity

• Create Opportunity

  Create a new opportunity in Affinity

• Update Opportunity

  Update an existing opportunity's information

• Delete Opportunity

  Delete an opportunity from Affinity

• Get Notes

  Retrieve notes with filtering options

• Get Note

  Get detailed information about a specific note

• Create Note

  Create a new note and associate it with entities

• Update Note

  Update an existing note's content

• Delete Note

  Delete a note from Affinity

• Get Interactions

  Retrieve interactions (emails, calls, meetings) with filtering options