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Affinity MCP connector

Affinity is a relationship intelligence CRM platform that helps teams leverage their network to manage professional relationships and track opportunities. The Affinity MCP connector allows AI agents to search for and manage organizations and people, create and update contact records, and maintain lists of entities with custom attributes. It also supports deleting records, retrieving specific contact details, and organizing relationship data across lists and list entries.

Authentication type

  • API Key - Requires a static API key to be configured before the agent can connect to the service.

Uses

Use the Affinity MCP connector to perform the following actions:

  • Build a contact database by creating and organizing organizations and persons in Affinity
  • Identify new business opportunities by searching for specific organizations and decision makers
  • Segment your network into targeted lists for outreach and relationship tracking campaigns
  • Update contact information and relationship details as your network evolves over time
  • Remove outdated or duplicate contacts and list entries to keep Affinity clean
  • Track which prospects belong to which lists to coordinate multi-team engagement efforts
  • Export relationship data by retrieving specific contacts and their associated list memberships

Example prompts

Use the following example prompts to invoke Affinity MCP connector tools from your AI assistant or Boomi Connect workflow:

  • Find all organizations in Affinity that match the name TechCorp.
  • Add a new contact named Sarah Chen from Acme Inc to Affinity.
  • Show me all persons in Affinity with the title Chief Financial Officer.
  • Update the company website for our key client in Affinity.
  • Create a new list in Affinity called Q1 2025 Prospects.
  • Add all leads from the startup accelerator to our venture list in Affinity.
  • Remove John Smith from the inactive contacts list in Affinity.
  • Display all lists in Affinity and which contacts are on each one.
  • Get the full details for the organization record with ID 12345 in Affinity.
  • Find all persons in Affinity located in the San Francisco Bay Area.

Affinity MCP connector tools

The Affinity MCP connector provides the following tools. Each tool maps to a specific action you can invoke from your AI agent or automation.

ToolDescription
getAllOrganizationsSearches and retrieves a list of organizations matching specified criteria.
createOrganizationCreates a new organization with the provided information.
getOrganizationRetrieves detailed information about a specific organization.
updateOrganizationModifies existing information for a specified organization.
deleteOrganizationRemoves a specified organization from the system.
getAllPersonsSearches and retrieves a list of persons matching specified criteria.
createPersonCreates a new person record with the provided information.
getPersonRetrieves detailed information about a specific person.
updatePersonModifies existing information for a specified person.
deletePersonRemoves a specified person from the system.
getAllListsRetrieves all available lists in the system.
getListRetrieves detailed information about a specific list.
getAllListEntriesRetrieves all entries contained within a specified list.
createListEntryCreates a new entry and adds it to a specified list.
getListEntryRetrieves detailed information about a specific list entry.
deleteListEntryRemoves a specified entry from a list.
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