Private capital firms hold their most valuable data in more places than their CRM. Professional networks live on LinkedIn, data teams build dashboards and run portfolio analytics in Snowflake, and analysts increasingly draft memos, conduct research, and summarize calls inside AI tools. A CRM that only works when your team comes to it leaves all of that stranded in the gaps between systems.
June's releases push Affinity's relationship and deal data outward, into the tools your team already opens every day. Each one meets the workflow where it already happens, instead of asking the team to detour into the CRM to get value back out.
Key takeaways
- Affinity's MCP server gained more than 10 new tools, letting AI agents create and update company, person, and opportunity records, and log interactions like meetings and calls, directly in Affinity.
- You can now import your LinkedIn connections into Affinity by CSV, with matching to existing records and new records created for the rest.
- A new Snowflake data share moves Affinity data into your warehouse without custom scripting, covering 20+ tables and refreshing every two hours.
- New Lists picked up the management, field, and record controls that kept teams tied to classic.
More than 10 new tools for Affinity's MCP server
June's update to the MCP server introduces more than 10 new tools, led by the one customers asked for most. Agents can now create company, person, and opportunity records directly in Affinity. An agent that finds a new company while sourcing can log it the moment it surfaces, so the work stays in motion rather than queuing up for someone to enter by hand later.
Agents can also log interactions. A meeting, call, or chat message can be recorded along with who was involved, the date it happened, and any notes. An analyst who just summarized a call in an AI tool can have that meeting logged to Affinity in the same breath, rather than re-entering it later. When an agent creates a note, it can attach an existing meeting too, which keeps notes from external notetakers landing on the right meeting in Affinity.
Agents can edit the core records as well, updating the names, domains, email addresses, and associations of companies, people, and opportunities. That makes the connection two-way: an agent can fix a mistyped domain or re-link a contact to the right opportunity in place, not just add new data.
The rest of the additions widen what an agent can do across an Affinity instance. Agents can retrieve saved list views, audit a field's update history (including changes made by other agents), create lists and configure their fields, surface relationship intelligence for a specific company, and search notes and files across the firm.
Taken together, that gives teams far more surface area to build private capital agents that act on Affinity. Agents can create records, configure the instance, pull relationship intelligence, and more.
Start with the MCP documentation for the full tool list and setup. ChatGPT users can connect through the official Affinity App in the ChatGPT App Store. Claude users can connect via the Anthropic Connector directory
Follow this step-by-step guide to get started with Affinity MCP.
Import your LinkedIn connections into Affinity
The professional network your team has spent years building on LinkedIn has lived outside your CRM, reachable only by switching back and forth between the two.
You can now upload your LinkedIn connections into Affinity by CSV. Affinity matches them against existing records and creates new records for the connections it doesn't already have, so the network you've spent years building becomes relationship data your team can route, score, and act on without manual re-entry.
If you haven't run an import yet, this is the place to start. Ops leads can also upload on behalf of teammates to bring a whole team's networks in at once.
Learn how to export your LinkedIn connections here.
A self-service Snowflake data share
Getting Affinity data into Snowflake used to require custom API scripting. Every refresh was its own small project, which left data teams with an engineering dependency each time they needed current CRM data in the warehouse.
The new Snowflake data share removes that dependency. You turn it on yourself from Settings > Integrations > Snowflake, with no scripting involved. It exposes more than 20 data tables, including notes, transcripts, interactions, relationship strengths, associations, and deleted records, and it refreshes every two hours.
The result is that Affinity's data becomes a live layer inside the firm's broader data stack instead of a silo that someone has to export by hand. Dashboards and portfolio analytics stay current on their own.
The setup guide walks through turning the share on.
New Lists closes the gaps with classic
Teams kept telling us the same thing about new Lists, which has been opt-in since launch: they'd move over, if only it still did the one classic thing they relied on. June's updates close those gaps.
List management now covers rename, delete, duplicate, and favorite. On the field side, you can create dropdown and ranked dropdown fields and manage their options, along with status options. And you can now remove a record from a list directly.
For teams already in the new experience, that completes the everyday workflow. For teams that held out, the reasons they pointed to are gone.
This help doc has the details on each control.
How our June releases fit together
A CRM earns its place by fitting the systems a firm already runs on, from the network on LinkedIn to the warehouse in Snowflake to the agents your team is starting to build. June's releases each make that case in a different corner of the stack.
For the full detail on everything that shipped, see the release notes, or book a demo to see how it fits your firm's workflow.
FAQ
What's new in Affinity's MCP server?
Affinity added more than 10 new tools to its MCP server in June. The most significant let AI agents create, update, and re-associate company, person, and opportunity records directly in Affinity, and log interactions such as meetings, calls, and chat messages. Others let agents retrieve saved list views, audit field update history, create and configure lists, surface relationship intelligence for a company, and search notes and files across the firm. ChatGPT users can connect through the official Affinity App in the ChatGPT App Store.
How do I import LinkedIn connections into Affinity?
Upload your LinkedIn connections to Affinity as a CSV. Affinity matches each connection to an existing record where one exists and creates a new record for the rest. Ops leads can run the import on behalf of teammates to bring multiple networks in at once.
How does the Affinity Snowflake data share work?
You turn it on from Settings > Integrations > Snowflake without any custom scripting. It shares more than 20 Affinity data tables into your Snowflake warehouse, including notes, transcripts, interactions, relationship strengths, associations, and deleted records, and refreshes the data every two hours.
What's new in Affinity Lists?
New Lists added list management (rename, delete, duplicate, favorite), field management (dropdown and ranked dropdown fields, plus managing dropdown, ranked dropdown, and status options), and the ability to remove a record from a list. These were the gaps that kept some teams on classic Lists.
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