Integration

Affinity integration

Relationship intelligence CRM API for deal flow management and network tracking. Manage persons, organizations, opportunities, and lists. Features include relationship strength scoring, interaction tracking, custom fields, notes, and automated data enrichment. Perfect for venture capital, private equity, investment banking, and professional services firms managing relationships and deals.

Ask it in chat

Say what should happen.
The workflow builds itself.

When this happens, do that in Affinity.Built from the 60 Affinity tools below, on the connection you add once.

Common Affinity use cases

  • relationship analysis
  • form building
  • schema discovery
  • data cleanup
  • note display
  • note editing
  • file download
  • integration setup
  • interaction history
  • removing duplicates

What you can do with Affinity

Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

Entity file, 5 operations

  • delete_entity_fileDelete entity fileDELETEDeletes a file attachment. Cannot be undone.
  • download_entity_fileDownload entity fileGETDownloads a file attachment.
  • get_entity_fileGet entity fileGETRetrieves file attachment details.
  • list_entity_filesList entity filesGETLists files attached to an entity.
  • upload_entity_fileUpload entity filePOSTUploads and attaches a file. Send as multipart/form-data.

Field, 5 operations

  • create_fieldCreate fieldPOSTCreates a custom field on a list.
  • delete_fieldDelete fieldDELETEDeletes a field and all values. Cannot be undone.
  • get_organization_fieldsGet organization fieldsGETLists global organization field definitions.
  • get_person_fieldsGet person fieldsGETLists global person field definitions.
  • list_fieldsList fieldsGETLists field definitions for a list or all lists.

Interaction, 5 operations

  • create_interactionCreate interactionPOSTCreates a new interaction (email, meeting, or chat). Required: type, date. Associate with persons, organizations, or opportunities via their ID arrays.
  • delete_interactionDelete interactionDELETEDeletes an interaction by ID.
  • get_interactionGet interactionGETRetrieves a specific interaction by ID. Returns interaction type, date, and associated persons, organizations, and opportunities.
  • list_interactionsList interactionsGETLists email, meeting, and chat interactions.
  • update_interactionUpdate interactionPUTUpdates an existing interaction's date or entity associations.

Note, 5 operations

  • create_noteCreate notePOSTCreates a note attached to persons, organizations, and/or opportunities. Notes can be linked to multiple entities. Supports different note types for meetings, calls, and other interactions.
  • delete_noteDelete noteDELETEDeletes a note. Cannot be undone.
  • get_noteGet noteGETRetrieves a note with content and linked entities.
  • list_notesList notesGETLists notes for an entity.
  • update_noteUpdate notePUTUpdates note content or entity links.

Opportunity, 5 operations

  • create_opportunityCreate opportunityPOSTCreates a new opportunity. Required: name.
  • delete_opportunityDelete opportunityDELETEDeletes an opportunity. Cannot be undone.
  • get_opportunityGet opportunityGETRetrieves deal details with linked persons and organizations.
  • list_opportunitiesList opportunitiesGETLists all opportunities (deals) in Affinity. Search by name. Each opportunity can be linked to persons and organizations. Returns opportunity details and list memberships.
  • update_opportunityUpdate opportunityPUTUpdates opportunity info.

Organization, 5 operations

  • create_organizationCreate organizationPOSTCreates a new organization. Required: name. Optional: domain, person_ids.
  • delete_organizationDelete organizationDELETEDeletes an organization. Cannot be undone.
  • get_organizationGet organizationGETRetrieves detailed organization/company information. Returns name, domain, linked persons, list memberships, and interaction intelligence. Use for company profiles and relationship analysis.
  • list_organizationsList organizationsGETLists all organizations (companies) in Affinity. Search by name or domain. Returns company details, linked persons, and optionally interaction history. Essential for company directory and deal sourcing.
  • update_organizationUpdate organizationPUTUpdates organization info. Include only fields to change.

Person, 5 operations

  • create_personCreate personPOSTCreates a new person in Affinity. Required: first_name. Optional: last_name, emails array, phone_numbers array, organization_ids to link to companies. Returns created person with ID.
  • delete_personDelete personDELETEDeletes a person from Affinity. Removes from all lists and their list entries. Interaction history with other entities may be preserved. This action cannot be undone.
  • get_personGet personGETRetrieves detailed information about a specific person. Returns contact details, linked organizations, list memberships, and optionally interaction history. Use with_interaction_dates and with_interaction_persons for relationship intelligence data.
  • list_personsList personsGETLists all persons in your Affinity database. Search by name or email using term parameter. Enable with_interaction_dates to include last email, meeting, and interaction times. Returns paginated results with contact details and field values.
  • update_personUpdate personPUTUpdates a person's information. Include only fields to change. Can modify name, emails, phone numbers, and organization links. Returns updated person object.

Reminder, 5 operations

  • create_reminderCreate reminderPOSTCreates a reminder linked to an entity.
  • delete_reminderDelete reminderDELETEDeletes a reminder. Cannot be undone.
  • get_reminderGet reminderGETRetrieves a specific reminder.
  • list_remindersList remindersGETLists all reminders for the authenticated user.
  • update_reminderUpdate reminderPUTUpdates a reminder.

Webhook, 5 operations

  • create_webhook_subscriptionCreate webhook subscriptionPOSTCreates a webhook. Max 3 per instance. 21 event types.
  • delete_webhook_subscriptionDelete webhook subscriptionDELETEDeletes a webhook subscription.
  • get_webhook_subscriptionGet webhook subscriptionGETRetrieves webhook details.
  • list_webhook_subscriptionsList webhook subscriptionsGETLists all webhooks. Max 3 per instance.
  • update_webhook_subscriptionUpdate webhook subscriptionPUTUpdates webhook URL or events.

Field value, 4 operations

  • create_field_valueCreate field valuePOSTCreates a new field value.
  • delete_field_valueDelete field valueDELETEDeletes a field value.
  • list_field_valuesList field valuesGETRetrieves field values for an entity or list entry.
  • update_field_valueUpdate field valuePUTUpdates an existing field value.

List entry, 4 operations

  • create_list_entryCreate list entryPOSTAdds an entity (person, organization, or opportunity) to a list. Specify entity_id and entity_type matching the list type. Returns created list entry with ID for subsequent field value updates.
  • delete_list_entryDelete list entryDELETERemoves entry from list. Entity is preserved.
  • get_list_entryGet list entryGETRetrieves a specific list entry with entity data and field values.
  • list_list_entriesList list entriesGETRetrieves all entries in a list with their field values. Each entry represents a person, organization, or opportunity on that list. Returns entry ID, entity ID, and all custom field values.

List, 3 operations

  • create_listCreate listPOSTCreates a new list. Required: name, type, is_public.
  • get_listGet listGETRetrieves detailed list information including complete field definitions. Returns list type, size, all custom fields with their configuration. Essential for building dynamic forms and understanding list schema.
  • list_listsList listsGETLists all lists in your Affinity workspace. Returns list names, types (person/organization/opportunity), field definitions, and entry counts. Essential for understanding your CRM structure.

Field value change, 1 operation

  • list_field_value_changesList field value changesGETRetrieves change history for a field.

Rate limit, 1 operation

  • get_rate_limitGet rate limitGETRetrieves current rate limit usage and quotas for your API key. Returns monthly, per-minute, and concurrent request limits.

Relationship strength, 1 operation

  • get_relationship_strengthsGet relationship strengthsGETRetrieves relationship strength scores showing how connected your team is to a person or organization. Scores are calculated from email and meeting frequency. Returns scores per team member.

User, 1 operation

  • whoamiWhoamiGETReturns authenticated user info. Verifies API key.

Use Affinity from Claude Code, Cursor or Codex

Connect Affinity in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its Affinity operations become tools the client can call, next to every other integration you connected.

Claude Code
claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"
Codex (~/.codex/config.toml)
[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"
Cursor, Claude Desktop and other JSON configs
{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect Affinity

  1. Create your workspace

    Sign up free. Nothing to install.

  2. Connect Affinity once

    Add your Affinity connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.

  3. Describe the job in chat

    The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.

Affinity integration FAQ

What can you do with the Affinity integration?

LiveContext exposes 60 operations on Affinity, covering entity file, field, interaction and note. Common uses include relationship analysis, form building and schema discovery.

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