Affinity MCP Server

MCP Server for Affinity CRM (www.affinity.co) - enables AI assistants to access deal flow, relationship data, and investment insights through the Model Context Protocol.

Intended Use

This server is designed for authorized business integration of Affinity CRM data. Please ensure you have proper permissions and follow responsible use guidelines.

Quick Start

1. Install UV

Install UV Python package manager (recommended over pip for simpler dependency management)

2. Set up Environment

Create a .env file with your Affinity API key:

AFFINITY_API_KEY=your_api_key_here

3. Test the Server (using MCP Inspector)

mcp dev main.py

4. Add to Claude Desktop

mcp install main.py

To verify, go to: File → Settings → Developer → Edit Config Check MCP server configuration to claude_desktop_config.json

Quick setup guide for setting up your first MCP server

1. Install UV

Install UV Python package manager (recommended over pip for simpler dependency management)

2. Create MCP Server

uv init .
uv add "mcp[cli]"
mcp install main.py

Available Tools

• get_lists - Get metadata on all Lists
• get_companies - Get all Companies (requires "Export All Organizations directory" permission)
• get_company_fields - Get Company Fields metadata
• get_persons - Get all Persons (requires "Export All People directory" permission)
• get_person_fields - Get Person Fields metadata

Troubleshooting

Server not appearing after config change:

• Close Claude Desktop completely via Task Manager
• Wait a few seconds, then reopen

Server still not working:

• Find UV path: which uv (Mac/Linux) or where uv.exe (Windows)
• Use absolute path in config (typically C:\Users\User\.local\bin\uv.exe on Windows)
• Use \\ for Windows paths in JSON config

In error logs, with TLS error

• Add to Claude config the following flag: "--native-tls" into the top of args.

License & Guidelines

MIT License - See LICENSE for details
Responsible Use - See GUIDELINES.md for best practices