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Affinity MCP connector

Updated 

Affinity is a relationship intelligence CRM platform that helps teams leverage their professional network to source deals and manage relationships. The Affinity MCP connector allows AI agents to search for, create, update, and remove organizations and person records to keep relationship data current. It also supports managing lists, opportunities, and notes, giving teams a fuller picture of network activity across their tenant.

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:

  • Track relationship history with organizations and key contacts in one place
  • Search and filter organizations to find target accounts for outreach
  • Build and maintain detailed contact profiles with relationship context
  • Organize prospects and deals into lists for pipeline tracking
  • Sync organization and person records across sales and business development teams
  • Remove outdated or duplicate contact and organization records automatically
  • Add new leads directly into curated lists during workflow automation
  • Retrieve relationship data to power personalized outreach and follow-ups

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 related to fintech startups.
  • Add a new contact for John Smith to Affinity.
  • Show me the details for Acme Corp in Affinity.
  • Update the phone number for Sarah Lee in Affinity.
  • Create a new organization record for Globex Inc in Affinity.
  • List all the lists I have access to in Affinity.
  • Show me everyone currently on my deal pipeline list in Affinity.
  • Delete the outdated entry for Jane Doe in Affinity.
  • Add this new lead to my prospecting list in Affinity.
  • Search for all contacts named Michael in Affinity.

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
getAllOrganizationsSearch for organizations
createOrganizationCreate a new organization
getOrganizationGet a specific organization
updateOrganizationUpdate an organization
deleteOrganizationDelete an organization
getAllPersonsSearch for persons
createPersonCreate a new person
getPersonGet a specific person
updatePersonUpdate a person
deletePersonDelete a person
getAllListsGet all lists
getListGet a specific list
getAllListEntriesGet all list entries
createListEntryCreate a new list entry
getListEntryGet a specific list entry
deleteListEntryDelete a specific list entry
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