MCP Server Quickstart
Affinity
Learn how to use Klavis to connect your AI application to Affinity MCP Server
No-Code
Connect to enterprise-grade MCP servers instantly!
For Developer
Follow the instructions below to integrate Affinity MCP server to your AI application using our API or SDK.
Prerequisites
1. Create an Affinity MCP Server
Use the following endpoint to create a new remote Affinity MCP server instance:
Request
Response
serverUrl specifies the endpoint of the Affinity MCP server, which allows you to interact with your Affinity CRM data.
instanceId is used for authentication and identification of your server instance.
2. Configure Affinity API Key
To use the Affinity MCP Server, you need to configure it with your Affinity API key.
Setting up Affinity API Key
Response
Explore MCP Server Tools
Tools Information
Tools Information
Tool Name | Description |
---|---|
affinity_get_current_user | Get current user information from Affinity |
affinity_get_all_list_entries_on_a_list | Get all List Entries on a List |
affinity_get_metadata_on_all_lists | Get metadata on all Lists |
affinity_get_metadata_on_a_single_list | Get metadata on a single List |
affinity_get_metadata_on_a_single_list_fields | Get metadata on a single List’s Fields |
affinity_get_a_single_list_entry_on_a_list | Get a single List Entry on a List |
affinity_get_all_persons | Get all Persons in Affinity |
affinity_get_single_person | Get a single Person by ID |
affinity_get_person_fields_metadata | Get metadata on Person Fields |
affinity_get_person_lists | Get a Person’s Lists |
affinity_get_person_list_entries | Get a Person’s List Entries |
affinity_get_all_companies | Get all Companies in Affinity with basic information and field data |
affinity_get_single_company | Get a single Company by ID with basic information and field data |
affinity_get_company_fields_metadata | Get metadata on Company Fields |
affinity_get_company_lists | Get all Lists that contain the specified Company |
affinity_get_company_list_entries | Get List Entries for a Company across all Lists with field data |
affinity_get_all_opportunities | Get all Opportunities in Affinity |
affinity_get_single_opportunity | Get a single Opportunity by ID |
affinity_search_persons | Search for persons in Affinity. Search term can be part of an email address, first name, or last name |
affinity_search_organizations | Search for organizations / companies in Affinity. Search term can be part of organization name or domain |
affinity_search_opportunities | Search for opportunities in Affinity. Search term can be part of opportunity name |
affinity_get_all_notes | Get all Notes in Affinity |
affinity_get_specific_note | Get a specific note by ID |