• PREP
  • HANDOFF
  • HUMAN
  • AUDIT

How to audit contact interactions with your AI

Connect Affinity to your AI client once. From there, you can pull specific communication history to get up to speed on any contact.

Ask AI about this page

Short answer

How can I audit contact interactions with my AI?

Your AI uses the Affinity connector to fetch recent email threads, meeting notes, and call logs. This gives you a clear picture of recent activity before you reach out or hand off a lead. You'll get a full breakdown of how to pull this data below.

The outcomes.

Where your data lands.

The AI organizes interaction history into actionable categories.

PREP

Outreach readiness

The AI pulls recent emails and calls to ensure you don't repeat questions. You get a summary of what was last discussed.

HANDOFF

Smooth transitions

The AI gathers meeting logs to brief a teammate. You get a clean history of the relationship so far.

HUMAN

Final review

The AI flags conflicting information or missing details. You decide if the history is sufficient to act on.

AUDIT

Activity tracking

The AI lists all recent touchpoints for a specific contact. You get a chronological view of the engagement.

The workflow

What your AI does when the data arrives.

The AI handles the heavy lifting of searching through your CRM logs.

  1. Fetch logs

    The AI scans your Affinity account for recent activity related to a specific person or company.

    list_interactions

  2. Filter history

    The AI narrows down the results to only show the most relevant emails or calls you need right now.

    list_interactions

  3. Summarize context

    The AI reads the content of the logs to find key decisions or pain points mentioned in recent meetings.

    list_interactions

  4. Identify gaps

    The AI looks for missing information in the interaction history that might hinder a handoff.

    list_interactions

Try it

Copy these to start.

Use these prompts to trigger the Affinity connector.

Starting points

These are opening lines. Swap out the contact names and channels for your specific needs.

Affinity Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_ZaXAE6jJnHZw2iUjcZwsiAFUfvWwqFdag7jmp8vz/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Affinity capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "affinity-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_ZaXAE6jJnHZw2iUjcZwsiAFUfvWwqFdag7jmp8vz/mcp"
    }
  }
}
Copy into chat04

  • List the last three email interactions with Acme Corp.

  • Show me the recent call logs for Sarah Jenkins.

  • Summarize the meeting notes from my last three calls with the logistics team.

  • What was the last thing discussed in the email thread with the procurement lead?

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Affinity once, then ask.

Click the link to connect your account. Your login stays encrypted on our side, and you can find the full walkthrough details on the Connector page.

Connect Affinity to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete my email logs in Affinity?

    No. The AI only has permission to read interaction data through the list_interactions tool.

  • 02

    Does the AI update my CRM records?

    No. This specific task is for auditing and reading history, not for writing or changing data in Affinity.

  • 03

    Can I see call recordings?

    The AI can access the logs and notes from those calls, but it cannot play audio files.

  • 04

    How recent is the data the AI pulls?

    The AI pulls whatever recent history is available in your Affinity account based on your specific request.

  • 05

    Will the AI contact my clients for me?

    No. The AI only retrieves the information. You must send all emails or make all calls yourself.

  • More questions about Affinity? The Connector page answers them. See everything the Affinity Connector can do

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