• LISTS
  • MEMBERS
  • AUDIT
  • HUMAN

How to track pipeline progress with your AI

Connect Affinity to your AI client once. From then on, your agent handles the heavy lifting of scanning lists and identifying deal status.

Ask AI about this page

Short answer

How can I track my pipeline progress with my AI?

Your AI uses Affinity tools to fetch specific smart lists and pull the individual entries within them. This lets you ask for instant updates on deal stages or specific segment health. You get a clear breakdown of what's happening in your funnel below.

Pipeline visibility outcomes

Where your deal flow lands.

What you get when your AI monitors your Affinity data.

LISTS

Smart list snapshots

The AI identifies your custom smart lists. You get a clear view of how your segments are structured.

MEMBERS

Real-time deal counts

The AI pulls the specific contacts or deals inside a list. You see exactly who is in which stage right now.

AUDIT

Stagnant deal alerts

By looking at list entries, your AI finds deals that haven't moved. You get the names of accounts that need attention.

HUMAN

Manual intervention

The AI identifies where a deal is stuck. You decide when to jump in and reach out to the contact.

The workflow

What your AI does when the request arrives.

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

  1. Locate lists

    The AI scans your Affinity account to find the specific smart lists you want to monitor.

    list_smart_lists

  2. Fetch members

    Once the list is found, the AI pulls the individual deal or contact data from that list.

    list_list_entries

  3. Analyze flow

    The AI compares the data against your questions to find trends or specific outliers.

    list_list_entries

  4. Report status

    The AI presents the list contents in a readable format directly in your chat window.

    list_smart_lists

Try it

Copy these to start.

Use these prompts to begin interacting with your Affinity data.

Starting points

Replace the bracketed text with your actual Affinity list names or deal stages.

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

  • Show me all the smart lists in my Affinity account.

  • Who are the current members in my 'High Priority Deals' smart list?

  • List the entries in my 'Lost Deals' list so I can see why we're losing them.

  • Check the 'Q4 Pipeline' smart list and tell me how many deals are currently active.

  • 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 chatting with your data immediately.

Connect Affinity to your AI

FAQ

How this task behaves

  • 01

    Can the AI change deal stages in Affinity?

    No. The AI can only read and list data from your smart lists and entries.

  • 02

    Can the AI delete contacts from my lists?

    No. This Connector is read-only. It cannot delete or modify any records in Affinity.

  • 03

    Does the AI see all my data or just specific lists?

    The AI can see any smart list you ask it to look at, but it only accesses the data it needs to answer your specific question.

  • 04

    Can I ask about specific contact details?

    Yes, as long as that information is contained within the entries of the smart lists you are querying.

  • 05

    Will the AI automatically update my pipeline?

    No. The AI provides the information, but you must manually update Affinity if you want to change a deal's status.

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

Connect Affinity to Claude, Cursor, ChatGPT & more