# Affinity MCP for AI Agents AI Agent Connect > Affinity MCP lets your AI agent manage your professional network and deal flow. It pulls data from your Affinity CRM so your agent can identify warm leads, summarize recent team interactions, and track progress across your smart lists. It turns your relationship data into actionable insights without you having to manually search for every detail. ## Overview - **Category:** artificial-intelligence - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_ZaXAE6jJnHZw2iUjcZwsiAFUfvWwqFdag7jmp8vz/ai-agent-connect - **Tags:** relationship-intelligence, contact-management, pipeline-tracking, email-sync, deal-flow, crm-automation ## Description Affinity lets you connect your CRM to your AI agent for professional relationship intelligence. Managing a complex network of investors, founders, and leads is usually a manual headache. You have to jump between tabs to see who you talked to last, how strong a connection really is, and where a specific deal stands in the pipeline. This Connector changes that by giving your AI agent a direct line into your Affinity account. Instead of hunting for information, you simply ask your agent to find a specific person or summarize the last few meetings your team had with a company. It pulls in real-time interaction logs and relationship scores so you're never flying blind into a meeting. You also have your agent keep your smart lists updated, making sure your deal flow stays organized as things move along. Because Vinkius hosts this Connector, you plug it into your existing AI workflow and start querying your CRM as naturally as you'd talk to a teammate. It moves the heavy lifting of data retrieval away from you and into your chat interface, letting you focus on actually building the relationship rather than digging through a database. Whether you are a VC tracking portfolio health or a sales pro auditing outreach, this connection puts your data in front of you. ## Tools ### list_persons Get a list of people your team has interacted with in your network. This helps you see who you're connected to. ### list_organizations Pull a list of companies and institutions from your CRM. Use this to see which companies are in your database. ### list_smart_lists See all your custom smart lists and pipelines. This lets you see how your deals are categorized. ### list_list_entries Find the specific people or orgs in a smart list. This helps you see who is in a certain pipeline. ### list_interactions Get a chronological log of synced emails, meetings, and calls. Use this to see what your team talked about recently. ## Prompt Examples **Prompt:** ``` Who did we talk to at Innovate Corp last week? ``` **Response:** ``` I've pulled the interaction logs for Innovate Corp. Your team had the following interactions last week: * **Meeting**: Tuesday, Oct 24 (Discussed Q4 pricing) * **Email**: Wednesday, Oct 25 (Follow-up on contract) * **Call**: Friday, Oct 27 (Finalizing terms) Would you like me to summarize the notes from the Tuesday meeting? ``` **Prompt:** ``` Show me the people in the 'High Priority' smart list. ``` **Response:** ``` I've retrieved the entries for your 'High Priority' smart list. Here are the current contacts: | Name | Organization | Status | | :--- | :--- | :--- | | Jane Smith | Innovate Corp | In Review | | Mark Chen | AlphaSoft | Negotiation | | Sarah Jenkins | FutureTech | Discovery | Would you like to see the interaction history for any of these? ``` **Prompt:** ``` Is our relationship with Jane Smith still warm? ``` **Response:** ``` Based on the relationship scores in Affinity, your connection with Jane Smith is currently **Warm (Score: 85)**. * **Last Interaction**: 4 days ago (Email) * **Next Step**: Scheduled follow-up for next Monday. * **Context**: Recent discussions focused on the Series A expansion. ``` ## Capabilities ### Find specific people in your network Ask your agent to pull contact details and relationship scores for any person in your CRM. ### Look up company and organization details Get a full list of companies and institutions mapped within your Affinity account. ### View your custom smart lists See your active pipelines and custom smart lists directly in your chat. ### See who is in a specific smart list Retrieve a list of all people or organizations associated with a specific list ID. ### Get logs of recent emails and meetings Pull chronological logs of synced interactions across your entire team. ## Use Cases ### The Cold Outreach A salesperson wants to know if anyone on the team has talked to a lead. They ask the agent to check list_interactions for the company history. ### The VC Due Diligence A VC needs to see the relationship score of a founder. They ask the agent to pull the person's data from the network. ### The Pipeline Audit An IR manager wants to see how many deals are in Active status. They ask the agent to list entries for that smart list. ### The Quick Lookup An assistant needs to find a company's details. They ask the agent to find the organization in the CRM. ## Benefits - Stop manual searching by using list_persons to find contacts instantly. - Get a clear view of your deal flow by querying list_smart_lists for active opportunities. - Never walk into a meeting cold by checking list_interactions for recent team history. - Keep your data clean by using list_organizations to verify company details. - Identify high-value targets faster by using list_list_entries to see who is in your priority pipelines. ## How It Works The bottom line is you get a conversational interface for your entire Affinity CRM. 1. Subscribe to the Affinity MCP on Vinkius. 2. Enter your Affinity API Key in the configuration. 3. Ask your AI client to pull contact data or summarize interaction logs. ## Frequently Asked Questions **Can the Affinity MCP help me find old contacts?** Yes, it allows your AI agent to search your entire Affinity network to find specific people or organizations you have interacted with in the past. **How does the Affinity MCP handle my team's emails?** It retrieves logs of synced emails from your team accounts, allowing your agent to summarize recent conversations and identify key discussion points. **Can I see my deal pipeline with the Affinity MCP?** Yes, your agent can pull data from your smart lists to show you exactly where different opportunities stand in your sales or investment pipeline. **Is the Affinity MCP good for venture capital?** It is highly effective for VC use cases, such as monitoring relationship strength with portfolio founders and tracking active deal flow. **Can my AI agent update my Affinity records?** This Connector focuses on retrieving and auditing your data so your agent can provide insights. It allows your agent to read the current state of your CRM. **How do I see recent meetings with the Affinity MCP?** Your AI agent can pull a chronological log of meetings, calls, and emails, giving you a quick summary of recent team activity with any contact. **How do I find my Affinity API Key?** Log in to Affinity, go to **Settings** > **API Keys**. You can generate or copy your existing API key from there. Ensure you are on a supported plan (Scale or higher). **What is a Relationship Strength score?** It is a numeric value from 0 to 100 calculated by Affinity based on your team's communication history. A higher score indicates more frequent and recent interactions. **Can I retrieve meeting logs via the agent?** Yes! Use the `list_interactions` tool to see recent emails and meetings that have been automatically synced to your Affinity account.