Today we're launching the Affinity MCP Server, bringing your relationship intelligence directly into the AI tools your team already uses. This launch reflects a broader shift we've been watching across private capital: firms no longer want a CRM that just stores data. They want one that acts on it. MCP is the first major step in making Affinity accessible through any LLM or AI workflow, turning your CRM from a system of record into a system of action.
Combined with our API Suite, 40+ native integrations, and now with our new MCP, Affinity is the open platform built to fit any firm's tech stack. Your team gets to choose how they work and your relationship intelligence follows either way. We're building capabilities that will continue to expand what's possible. And we're just getting started.
Your AI tools can now read from—and write back to—your live Affinity data. No tab switching, no exports, and no copy-paste. Just ask a question in Claude, ChatGPT or Gemini, and get an answer from your actual CRM.
Not just read-only.
Most CRM integrations let you pull data out, but that's where it ends. If you want to do something with it, you go back to the CRM.
Affinity MCP writes back, so you can close the loop without leaving your AI tool.
Ask your AI tool to create a note on a deal, it shows up in Affinity. No tab switch, no extra step. We're adding more write operations over time, so what you can do from your AI tool keeps expanding.
Your AI tools are missing the one dataset that actually matters.
Your team runs Claude for research, ChatGPT for drafts, and Copilot for daily work. But none of them know who your partner had coffee with last month. None of them can map the warm intro path to a target company's CFO through your LP network. None of them can surface the diligence notes your associate took three deals ago that just became relevant again.
The bottleneck isn't the AI, it’s the data access. All of that context lives in Affinity. Every email, every meeting, every note, and every relationship score. The full picture of who your firm knows, how well, and what's happened across every interaction. No other data source has this. Only Affinity has this level of relationship intelligence.
Affinity MCP opens it up. Now your AI tools can start pulling from your live relationship graph, deal data, and interaction history the same day.
What you know has always been your edge, how fast you act on it is what separates you. Now you can do both at scale.
What it does
Affinity MCP translates natural language into Affinity API calls and returns results inside your AI tool. You stay where you are, the data comes to you.
- Search your data. "Which fintech companies have we met with this year?" "Which lists are we tracking Acme on?" "Healthcare companies with more than 50 employees." Answers come back from live Affinity data. No filters. No exports.
- Prep for meetings. "Help me prepare for my meeting with Acme" pulls a structured briefing: deal history, recent notes, relationship context. Everything your firm has captured, ready before you walk in the room. "Summarize the status of deals in our pipeline" gives you the full picture without a spreadsheet.
- Update your CRM from wherever you are. "Create a note on our open Acme opportunity." Done. Shows up in Affinity immediately.
How to get started
Affinity MCP requires no local setup and no engineering resources. Anyone with Affinity access can connect in minutes.
- Connect your AI tool. Paste the hosted server URL into Claude, ChatGPT, Gemini, or Copilot.
- Start asking questions. Pipeline, relationships, deals. Answers come from live data.
- Write back when you're ready. Create notes, log activity. Changes show up in Affinity right away.
Authentication uses your existing Affinity API key and permissions. What you can see in Affinity, you can query through MCP.
What's coming next
Affinity MCP is live today. We're adding more write operations, richer context for AI tools, and tighter integration with the workflows dealmakers and ops teams run daily.
Connect your AI tools to live deal intelligence
Set up in minutes. Start querying your CRM from the tools you already use.
Watch our on-demand webinar to see the MCP in action →
Not a customer yet? Request a demo →
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