• CONTEXT
  • PEOPLE
  • PREP
  • HUMAN

How to research company and contact details with your AI

Connect Affinity to your AI client once. After that, you can pull any contact or company record directly into your chat to prep for meetings.

Ask AI about this page

Short answer

How can I use my AI to look up Affinity data?

Your AI uses the Affinity MCP to pull specific person and organization records from your CRM. This lets you grab contact info and company context without leaving your chat window. You'll get a full breakdown of how to do this below.

The outcomes

What you get from your AI

The AI handles the data retrieval so you can focus on the conversation.

CONTEXT

Deep company background

The AI pulls organization records to show you who a company is and how they fit your criteria. You get the facts needed to tailor your pitch.

PEOPLE

Instant contact details

The AI finds specific people within an organization. You'll see their roles and contact info immediately.

PREP

Meeting readiness

By pulling recent CRM data, your AI builds a summary of the relationship. You'll know exactly who you're talking to before the call starts.

HUMAN

Strategic decisions

The AI provides the raw data and summaries. You still make the final call on how to approach the lead or move the deal forward.

The workflow

What your AI does when you ask for CRM data.

The AI acts as a bridge between your chat interface and your Affinity account.

  1. Identify the target

    You tell the AI which company or person you're looking for. It translates your request into a search command.

    list_organizations

  2. Find the people

    Once the organization is identified, the AI looks up the individuals tied to that account.

    list_persons

  3. Gather details

    The AI pulls the specific contact info and organizational data you requested.

    list_personslist_organizations

  4. Summarize context

    The AI takes the raw CRM data and turns it into a readable brief for your use.

    list_personslist_organizations

Try it

Copy these to start.

Use these prompts to trigger the Affinity tools.

Starting points

These are just ways to start. Swap out the company or person names with the ones you actually need to research.

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 all the people at Acme Corp from Affinity.

  • Find the organization record for Globex in my CRM.

  • Who are the key contacts at Stark Industries?

  • Show me the details for the person named Jane Doe in Affinity.

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

Start here

Connect Affinity once, then ask.

Just click the link to connect your account. Your credentials stay encrypted, and you can start using the tools in any MCP-compatible client immediately.

Connect Affinity to your AI

FAQ

How this task behaves

  • 01

    Can the AI update my CRM records?

    No. This MCP only allows the AI to read and list existing records. It cannot change or delete any data in Affinity.

  • 02

    Can I use this with Claude?

    Yes, as long as you are using an MCP-compatible client like Claude Desktop.

  • 03

    Does the AI see all my Affinity data?

    The AI only accesses the specific records it needs to answer your direct questions via the provided tools.

  • 04

    Can the AI send emails to these contacts?

    No. The AI can find the email addresses, but you have to send the actual messages yourself.

  • 05

    Will this work with Cursor?

    Yes, Cursor is an MCP-compatible client and can use these tools once you've connected the MCP.

  • More questions about Affinity? See everything the Affinity Connector can do

Connect Affinity to Claude, Cursor, ChatGPT & more