# Affinity MCP for AI Agents MCP

> Affinity gives your AI agent professional relationship intelligence for CRM orchestration. Use this MCP to manage contacts, track deal flow, and audit every interaction—emails, calls, and meetings. It centralizes your entire B2B network view so you stop guessing where a lead stands.

## Overview
- **Category:** artificial-intelligence
- **Price:** Free
- **Tags:** relationship-intelligence, contact-management, pipeline-tracking, email-sync, deal-flow, crm-automation

## Description

Need a better way to keep up with your professional network? This MCP connects your AI agent directly to your Affinity account, turning complex CRM data into conversational intelligence. Instead of clicking through endless reports or searching multiple tabs for deal status, you talk to your agent. It pulls together everything—from listing every person your team has touched to tracking down recent calls and meetings with a specific company.

When you're researching a potential partner, the agent doesn't just give you names; it identifies relationship strength scores and points out warm introduction paths within your network. You can audit an entire account history—emails exchanged, proposals sent, even meeting notes—in one go. This capability allows teams in venture capital or sales to keep their deal flow monitored and their contact pipeline accurate without manual oversight. Connecting through the Vinkius catalog means you get this deep relationship intelligence powered by your preferred AI client, making sure your network always tells a coherent story.

## Tools

### list_persons
Gets a paginated list of people your team has interacted with in the Affinity network.

### list_organizations
Retrieves companies and institutions mapped within your Affinity CRM records.

### list_smart_lists
Shows you the catalog of custom smart lists (pipelines) set up in your account.

### list_list_entries
Retrieves the people or organizations contained within a specific Affinity smart list ID.

### list_interactions
Pulls recent chronological logs of synced emails, meetings, and calls for your team.

## Prompt Examples

**Prompt:** 
```
What's the status of my 'Series B Leads' list and who were we last talking to?
```

**Response:** 
```
Here’s the breakdown for your 'Series B Leads' pipeline:

*   **Total Opportunities:** 14 (Up from 12)
*   **New Activity:** Jane Smith was added today. She works at TechCo and has a relationship score of 92.
*   **Last Interactions:** The team had three calls in the last week: one with AlphaCorp about integration terms, and two follow-ups with BetaGroup regarding pricing tiers.
```

**Prompt:** 
```
Check my account history for 'Innovate Corp' and list their key contacts.
```

**Response:** 
```
**Interaction History for Innovate Corp**

*   🗓️ **Most Recent:** Meeting (2 days ago) - Discussed Q3 roadmap.
*   📧 **Emails Sent:** 4 (Last one: Pricing details, yesterday).
*   🤝 **Key Contacts Found:**
    *   John Doe (VP of Strategy): Relationship Strength: 85
    *   Sarah Chen (HR Director): Last Contact: Meeting on 09/15.
```

**Prompt:** 
```
Give me a list of all my custom smart lists and how many deals are in each.
```

**Response:** 
```
I pulled your pipeline catalog:

*   **Active Deals:** 12 opportunities (Includes 'FutureTech' and 'AlphaSoft').
*   **Cold Leads - Revisit Q4:** 28 people.
*   **Partner Prospects:** 5 organizations. 

You can ask me to check the details of any of these lists.
```

## Capabilities

### Identify and manage contacts
Retrieves a comprehensive list of people your team has interacted with across the Affinity network.

### Map corporate entities
Gathers structured data on companies and institutions currently mapped within your CRM.

### View custom deal lists
Retrieves the catalog of specific, saved smart lists or pipelines configured in your account.

### Audit communication history
Pulls a chronological log of all synced emails, meetings, and calls across your entire team's accounts.

## Use Cases

### Preparing for a high-stakes meeting
Before calling a major prospect, you ask your agent to check 'list_interactions' and 'list_persons'. The agent instantly summarizes the last five touchpoints, saving you from asking basic questions or forgetting key details.

### Auditing deal flow for VC investments
You need to assess if a portfolio company is moving fast. You ask the agent to check 'list_smart_lists' and then pull entries to see which deals are stalled or progressing, providing an immediate status report.

### Onboarding a new sales hire
A new team member needs context on a major client. Instead of reading old emails, they ask the agent for 'list_interactions' to get a quick summary of the last quarter’s activity.

### Validating contact data for M&A
You are building a target list and need to confirm details. By using 'list_organizations,' you verify that all company names and structures are up-to-date before sending official paperwork.

## Benefits

- Audit entire account histories using list_interactions. You get a single, chronological feed of every email, meeting, and call your team made—no more digging through separate inboxes.
- Keep B2B intelligence current by listing organizations. This ensures that when you talk to a contact, you know exactly what company they work for right now.
- Manage complex deal pipelines with list_smart_lists. You can easily get the contents of your 'Active Deals' or 'High Priority' lists without navigating multiple sections.
- Identify key contacts instantly by listing persons. This capability helps you immediately see who on a target account your team has spoken to before, giving context to every outreach.
- Determine potential connections using relationship intelligence. The agent can score how strong the tie is between two people or groups within your network.

## How It Works

The bottom line is, you simply connect your account and then talk to your agent about the relationship data you need.

1. Subscribe to the Affinity MCP on Vinkius.
2. Enter your required Affinity API Key into your AI client settings.
3. Ask your agent a question, like 'What were our last three meetings with Company X?', and it executes the data retrieval.

## Frequently Asked Questions

**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.