Connectors · CRM & sales

Affinity MCP server for AI agents.

actionlake is an MCP gateway: one remote MCP server that connects Claude and other MCP clients to Affinity and the rest of your systems. It gives your agent 171 Affinity actions (114 reads, 40 writes and 17 that wait for a confirmation) and holds the Affinity credential itself, so the agent never does. It paces Affinity's limits and records every call.

Connect Affinity free See pricing

100,000 free calls a month. No card, no email, no password: press Start a free sandbox on the next screen and keep the key it shows you.

claude mcp add --transport http actionlake https://connect.actionlake.com/mcp

171actionsin one signed file
114readlook, never change
40writecreate and update
17wait for a yesdestructive, confirmed first

Set up

Connect Affinity in three steps.

01
Add actionlake to Claude.
Run the command once in Claude Code; its consent page can create a free sandbox: 100,000 calls a month, no card. In the Claude app, add a custom connector with the URL below and paste your key on the consent page. Creating a new sandbox from the Claude app is not yet tested by us.
https://connect.actionlake.com/mcp
02
Connect Affinity.
Bearer token. No consent screen: your agent can connect it for you, but the key then passes through your chat. To keep it out of the model's context, paste it in the console instead. actionlake stores what you paste write-only, sealed under your tenant's key.
- access_tokenAffinity API key
```
account { op: "connections.requirements", service: "affinity" }
# free: exactly what to paste, and what is found for you
```

Make the first call. Check before a write.

Ask in plain words; Claude picks the action. Before anything changes, check validates the call and prices it, for free.

do    { action: "affinity.persons.list" }# get all persons · read · 1 upstream callcheck { action: "affinity.persons.create", input: { … } }# free: inputs, permissions, cost and confirmations, nothing sent

Affinity at a glance

Sign-in: Bearer token. No consent screen: your agent can connect it for you, but the key then passes through your chat. To keep it out of the model's context, paste it in the console instead.
You provide: access_token
Limits we pace to: 900 calls a minute, per connection
API covered: Affinity API v2 (2026-09-17) and API v1api.affinity.co
Built from: Affinity's documentation, read 23 October 2026developer.affinity.co api-docs.affinity.co
Service file: Version 1.0.0, signed (Ed25519)
Cached reads: 114 of 114 reads, for up to 5 minutes; a write clears what it affects
Shared entities: 6, so ask can line Affinity up with your other systems
Data: Processed and stored in Sydney, Australia. No US region yet

Capabilities

What an AI agent can do in Affinity.

171 actions in 50 areas. Every one carries its effect, so a key can allow the reads and hold the rest.

114readlook, never change
40writecreate and update
17destructivewait for a confirmation

Persons
14
10 read · 3 write · 1 destructive
Get all Persons · Create a Person · Get a single Person · Search Persons
Companies
12
10 read · 2 write · 0 destructive
Get all Companies · Get a single Company · Search Companies · Get Notes for a Company
List entries
10
7 read · 3 write · 0 destructive
Add a List Entry to a List · Get Field Value Changes on a List Entry · Get values for a single field on a List Entry · Get field values on a single List Entry
Notes
10
7 read · 2 write · 1 destructive
Get Companies attached to a Note · Get Opportunities attached to a Note · Get Persons attached to a Note · Create a Note
List field dropdown options
5
2 read · 2 write · 1 destructive
Create a dropdown option for a List Field · Get dropdown options for a List Field · Get a dropdown option for a List Field · Update a dropdown option for a List Field
Opportunities
5
3 read · 1 write · 1 destructive
Get all Opportunities · Get a single Opportunity · Update an Opportunity · Delete an Opportunity
Reminders
5
2 read · 2 write · 1 destructive
Create a Reminder · Get all Reminders · Get a single Reminder · Update a Reminder
V1 interactions
5
2 read · 2 write · 1 destructive
Create an interaction (v1) · List interactions (v1) · Get an interaction (v1) · Update an interaction (v1)

42 more areas · 105 actions

V1 notes 5
V1 opportunities 5
V1 organizations 5
V1 persons 5
V1 reminders 5
V1 webhooks 5
Webhooks 5
Teams 4
Transcripts 4
V1 field values 4
V1 list entries 4
Company merges 3
Files 3
Lists 3
Person merges 3
Saved views 3
V1 fields 3
V1 lists 3
Company fields 2
Company merge tasks 2
Duplicate suggestions 2
Inferred connections 2
Meetings 2
Person fields 2
Person merge tasks 2
Users 2
V1 entity files 2
Auth 1
Calls 1
Chat messages 1
Emails 1
Feedback 1
Field value changes 1
List fields 1
Rate limit 1
Semantic search 1
V1 auth 1
V1 field value changes 1
V1 organization fields 1
V1 person fields 1
V1 rate limit 1
V1 relationship strengths 1

Top actions

The Affinity API, shaped for agents.

The ids your agent types, what each does, and the one name it shares with other systems. 46 of Affinity's 46 action names are shared with at least one other connector, so an agent learns them once.

Action	What it does	Effect	Same name in
`affinity.persons.list`Get all Persons	Get all Persons.	read	`crm.contact.list`177 connectors
`affinity.companies.list`Get all Companies	Get all Companies.	read	`crm.company.list`162 connectors
`affinity.opportunities.list`Get all Opportunities	Get all Opportunities.	read	`crm.deal.list`43 connectors
`affinity.users.list`Get all Users	Get all Users.	read	`identity.user.list`474 connectors
`affinity.persons.create`Create a Person	Create a Person.	write	`crm.contact.create`161 connectors
`affinity.v1_organizations.create`Create an organization (v1)	Create an organization (v1).	write	`crm.company.create`142 connectors
`affinity.meetings.list`Get metadata on all Meetings	Get metadata on all Meetings.	read	`comm.event.list`61 connectors
`affinity.emails.list`Get metadata on all Emails	Get metadata on all Emails.	read	`comm.email.list`28 connectors
`affinity.v1_opportunities.create`Create an opportunity (v1)	Create an opportunity (v1).	write	`crm.deal.create`43 connectors
`affinity.persons.delete`Delete a Person	Delete a Person.	destructive	`crm.contact.delete`147 connectors
`affinity.users.get`Get a single User	Get a single User.	read	`identity.user.get`399 connectors
`affinity.meetings.get`Get a single Meeting	Get a single Meeting.	read	`comm.event.get`59 connectors

Try it

Prompts to paste into Claude.

Each one names the Affinity actions it will call, so you know what it reads and what it changes before you send it.

Readread
Which Affinity deals are due to close this month, and what are they worth in total?
callsaffinity.opportunities.list
Writewrite
Create a Person in Affinity. Show me exactly what you will send before you save it.
callsaffinity.persons.create
Across systemsread
Which Affinity companies have invoices in ConnectWise PSA, and how many each?
callsaffinity.companies.listconnectwise_manage.invoices.list

Across your systems

Affinity, joined to the rest of your business.

One ask fetches from Affinity and another system, joins the rows on the same customer on our side, and hands your agent the answer, not every row.

Which Affinity companies have invoices in ConnectWise PSA, and how many each?
affinity.companies.list + connectwise_manage.invoices.list, on crm.company · ConnectWise PSA
Which Affinity companies have invoices in NetSuite, and how many each?
affinity.companies.list + netsuite.views.invoices, on crm.company · NetSuite

Also mapped by other connectorsidentity.user 517crm.company 227crm.contact 192comm.event 47crm.deal 43comm.email 15

ask

ask {  intent: "which Affinity companies have invoices in ConnectWise PSA, and how many each",  steps: [    { action: "affinity.companies.list", as: "co", input: {}, limit: 100, max_pages: 5 },    { action: "connectwise_manage.invoices.list", as: "inv", input: {}, limit: 100, max_pages: 5 },    { join: {        left: "co",        right: "inv",        on: "crm.company",        group_by: "co.name",        select: ["co.name", "count(inv.id) as invoices"]    } }  ]}

Example. Run it through check first: it validates the steps and prices them, and it is free.

Governance for Affinity

Destructive actions wait for a yes.

17 Affinity actions are destructive. These are all of them:

Delete a Personaffinity.persons.delete
Delete an organization (v1)affinity.v1_organizations.delete
Delete an Opportunityaffinity.opportunities.delete
Delete a Webhookaffinity.webhooks.delete
Delete a single Transcriptaffinity.transcripts.delete
Delete a field (v1)affinity.v1_fields.delete
Delete a single Noteaffinity.notes.delete
Delete a note (v1)affinity.v1_notes.delete
Delete a Reminderaffinity.reminders.delete
Delete a person (v1)affinity.v1_persons.delete
Delete a webhook subscription (v1)affinity.v1_webhooks.delete
Delete a reminder (v1)affinity.v1_reminders.delete
Delete a field value (v1)affinity.v1_field_values.delete
Delete an interaction (v1)affinity.v1_interactions.delete
Remove a list entry (v1)affinity.v1_list_entries.delete
Delete an opportunity (v1)affinity.v1_opportunities.delete
Delete a dropdown option for a List Fieldaffinity.list_field_dropdown_options.delete

A destructive action runs only with confirm: true. Under the human policy the agent cannot confirm for itself: the run stops until a named person approves, in the console or from a signed link in an email. The cap on a key is refused before the call is sent, never after.

doaffinity.persons.deleteconfirm_policy: human

Delete a Person?

intent: the user asked me to delete a Person

run suspended · waiting for a named person · key affinity-agent cannot confirm itself

In the console, or from an emailed signed link.

a key for this connector

account {  op: "keys.create", name: "affinity-agent",  allowed_actions: ["affinity.*"], cap_calls: 2000,  confirm_policy: "human_for_writes",  approval_rules: [    { match: "affinity.persons.delete", approver: "[email protected]" },    { match: "affinity.v1_organizations.delete", approver: "[email protected]" },    { match: "affinity.opportunities.delete", approver: "[email protected]" }  ]}

Illustrative. Scoped to Affinity only, capped at 2,000 upstream calls, every write confirmed, and the destructive ones approved by a named person.

Cost

What Affinity costs on actionlake.

Every Affinity action is one upstream call, the only thing actionlake bills. Searching, check, cost, account and any call Affinity refused with 401, 403, 429 or a 5xx are free. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

1upstream call per actionall 171 Affinity actions
171actions pageeach page of a long list is one call
114reads can be cacheda cache hit costs nothing
100,000calls a month, freepaid plans from US$49 a month for 250,000

See pricing

Action index

Every Affinity action.

171 actions by area: the id your agent calls, what it does, and its effect.

Persons14

affinity.persons.createCreate a Personwrite
affinity.persons.deleteDelete a Persondestructive
affinity.persons.field_value_getGet a single field on a Personread
affinity.persons.field_value_updateUpdate a single field value on a Personwrite
affinity.persons.field_values_historyGet values for a single field on a Personread
affinity.persons.field_values_listGet field values on a single Personread
affinity.persons.fields_batch_updatePerform batch operations on a person's fieldswrite
affinity.persons.getGet a single Personread
affinity.persons.listGet all Personsread
affinity.persons.list_entriesGet a Person's List Entriesread
affinity.persons.listsGet a Person's Listsread
affinity.persons.notesGet Notes for a Personread
affinity.persons.relationshipsGet Relationships for a Personread
affinity.persons.searchSearch Personsread

Companies12

affinity.companies.field_value_getGet a single field value on a Companyread
affinity.companies.field_value_updateUpdate a single field value on a Companywrite
affinity.companies.field_values_historyGet values for a single field on a Companyread
affinity.companies.field_values_listGet field values on a single Companyread
affinity.companies.fields_batch_updatePerform batch operations on a company's fieldswrite
affinity.companies.getGet a single Companyread
affinity.companies.listGet all Companiesread
affinity.companies.list_entriesGet a Company's List Entriesread
affinity.companies.listsGet a Company's Listsread
affinity.companies.notesGet Notes for a Companyread
affinity.companies.relationshipsGet Relationships for a Companyread
affinity.companies.searchSearch Companiesread

List entries10

affinity.list_entries.createAdd a List Entry to a Listwrite
affinity.list_entries.field_value_changesGet Field Value Changes on a List Entryread
affinity.list_entries.field_value_getGet a single field valueread
affinity.list_entries.field_value_updateUpdate a single field value on a List Entrywrite
affinity.list_entries.field_values_historyGet values for a single field on a List Entryread
affinity.list_entries.field_values_listGet field values on a single List Entryread
affinity.list_entries.fields_batch_updatePerform batch operations on a list entry's fieldswrite
affinity.list_entries.getGet a single List Entry on a Listread
affinity.list_entries.listGet all List Entries on a Listread
affinity.list_entries.searchSearch List Entriesread

Notes10

affinity.notes.attached_companiesGet Companies attached to a Noteread
affinity.notes.attached_opportunitiesGet Opportunities attached to a Noteread
affinity.notes.attached_personsGet Persons attached to a Noteread
affinity.notes.createCreate a Notewrite
affinity.notes.deleteDelete a single Notedestructive
affinity.notes.getGet a single Noteread
affinity.notes.listGet all Notesread
affinity.notes.repliesGet replies for a Noteread
affinity.notes.searchSearch Notes by Keywordread
affinity.notes.updateUpdate a single Notewrite

List field dropdown options5

affinity.list_field_dropdown_options.createCreate a dropdown option for a List Fieldwrite
affinity.list_field_dropdown_options.deleteDelete a dropdown option for a List Fielddestructive
affinity.list_field_dropdown_options.getGet a dropdown option for a List Fieldread
affinity.list_field_dropdown_options.listGet dropdown options for a List Fieldread
affinity.list_field_dropdown_options.updateUpdate a dropdown option for a List Fieldwrite

Opportunities5

affinity.opportunities.deleteDelete an Opportunitydestructive
affinity.opportunities.getGet a single Opportunityread
affinity.opportunities.listGet all Opportunitiesread
affinity.opportunities.notesGet Notes for an Opportunityread
affinity.opportunities.updateUpdate an Opportunitywrite

Reminders5

affinity.reminders.createCreate a Reminderwrite
affinity.reminders.deleteDelete a Reminderdestructive
affinity.reminders.getGet a single Reminderread
affinity.reminders.listGet all Remindersread
affinity.reminders.updateUpdate a Reminderwrite

V1 interactions5

affinity.v1_interactions.createCreate an interaction (v1)write
affinity.v1_interactions.deleteDelete an interaction (v1)destructive
affinity.v1_interactions.getGet an interaction (v1)read
affinity.v1_interactions.listList interactions (v1)read
affinity.v1_interactions.updateUpdate an interaction (v1)write

V1 notes5

affinity.v1_notes.createCreate a note (v1)write
affinity.v1_notes.deleteDelete a note (v1)destructive
affinity.v1_notes.getGet a note (v1)read
affinity.v1_notes.listList notes (v1)read
affinity.v1_notes.updateUpdate a note (v1)write

V1 opportunities5

affinity.v1_opportunities.createCreate an opportunity (v1)write
affinity.v1_opportunities.deleteDelete an opportunity (v1)destructive
affinity.v1_opportunities.getGet an opportunity (v1)read
affinity.v1_opportunities.searchSearch opportunities (v1)read
affinity.v1_opportunities.updateUpdate an opportunity (v1)write

V1 organizations5

affinity.v1_organizations.createCreate an organization (v1)write
affinity.v1_organizations.deleteDelete an organization (v1)destructive
affinity.v1_organizations.getGet an organization (v1)read
affinity.v1_organizations.searchSearch organizations (v1)read
affinity.v1_organizations.updateUpdate an organization (v1)write

V1 persons5

affinity.v1_persons.createCreate a person (v1)write
affinity.v1_persons.deleteDelete a person (v1)destructive
affinity.v1_persons.getGet a person (v1)read
affinity.v1_persons.searchSearch persons (v1)read
affinity.v1_persons.updateUpdate a person (v1)write

V1 reminders5

affinity.v1_reminders.createCreate a reminder (v1)write
affinity.v1_reminders.deleteDelete a reminder (v1)destructive
affinity.v1_reminders.getGet a reminder (v1)read
affinity.v1_reminders.listList reminders (v1)read
affinity.v1_reminders.updateUpdate a reminder (v1)write

V1 webhooks5

affinity.v1_webhooks.createCreate a webhook subscription (v1)write
affinity.v1_webhooks.deleteDelete a webhook subscription (v1)destructive
affinity.v1_webhooks.getGet a webhook subscription (v1)read
affinity.v1_webhooks.listList webhook subscriptions (v1)read
affinity.v1_webhooks.updateUpdate a webhook subscription (v1)write

Webhooks5

affinity.webhooks.createCreate a Webhookwrite
affinity.webhooks.deleteDelete a Webhookdestructive
affinity.webhooks.getGet a single Webhookread
affinity.webhooks.listGet all Webhooksread
affinity.webhooks.updateUpdate a Webhookwrite

Teams4

affinity.teams.accessible_listsGet all Lists a Team has access toread
affinity.teams.getGet metadata on a single Teamread
affinity.teams.listGet metadata on all Teamsread
affinity.teams.membersGet all members of a Teamread

Transcripts4

affinity.transcripts.deleteDelete a single Transcriptdestructive
affinity.transcripts.fragmentsGet fragments of a transcriptread
affinity.transcripts.getGet a single Transcriptread
affinity.transcripts.listGet all Transcriptsread

V1 field values4

affinity.v1_field_values.createCreate a field value (v1)write
affinity.v1_field_values.deleteDelete a field value (v1)destructive
affinity.v1_field_values.listList field values for an entity (v1)read
affinity.v1_field_values.updateUpdate a field value (v1)write

V1 list entries4

affinity.v1_list_entries.createAdd an entity to a list (v1)write
affinity.v1_list_entries.deleteRemove a list entry (v1)destructive
affinity.v1_list_entries.getGet a list entry (v1)read
affinity.v1_list_entries.listList entries on a list (v1)read

Company merges3

affinity.company_merges.createInitiate Company Mergewrite
affinity.company_merges.getGet Company Mergeread
affinity.company_merges.listGet All Company Mergesread

Files3

affinity.files.getGet a single Fileread
affinity.files.listGet all Filesread
affinity.files.searchSearch Files by Keywordread

Lists3

affinity.lists.createCreate a Listwrite
affinity.lists.getGet metadata on a single Listread
affinity.lists.listGet metadata on all Listsread

Person merges3

affinity.person_merges.createInitiate Person Mergewrite
affinity.person_merges.getGet Person Mergeread
affinity.person_merges.listGet All Person Mergesread

Saved views3

affinity.saved_views.getGet metadata on a single Saved Viewread
affinity.saved_views.listGet metadata on Saved Viewsread
affinity.saved_views.list_entriesGet all List Entries on a Saved Viewread

V1 fields3

affinity.v1_fields.createCreate a field (v1)write
affinity.v1_fields.deleteDelete a field (v1)destructive
affinity.v1_fields.listList fields (v1)read

V1 lists3

affinity.v1_lists.createCreate a list (v1)write
affinity.v1_lists.getGet a list (v1)read
affinity.v1_lists.listList all lists (v1)read

Company fields2

affinity.company_fields.dropdown_options_listGet dropdown options for a Company Fieldread
affinity.company_fields.listGet metadata on Company Fieldsread

Company merge tasks2

affinity.company_merge_tasks.getGet Company Merge Taskread
affinity.company_merge_tasks.listGet All Company Merge Tasksread

Duplicate suggestions2

affinity.duplicate_suggestions.companiesGet All Company Duplicate Suggestionsread
affinity.duplicate_suggestions.personsGet All Person Duplicate Suggestionsread

Inferred connections2

affinity.inferred_connections.coworkersGet Coworker Inferred Connectionsread
affinity.inferred_connections.investor_executivesGet Investor-Executive Inferred Connectionsread

Meetings2

affinity.meetings.getGet a single Meetingread
affinity.meetings.listGet metadata on all Meetingsread

Person fields2

affinity.person_fields.dropdown_options_listGet dropdown options for a Person Fieldread
affinity.person_fields.listGet metadata on Person Fieldsread

Person merge tasks2

affinity.person_merge_tasks.getGet Person Merge Taskread
affinity.person_merge_tasks.listGet All Person Merge Tasksread

Users2

affinity.users.getGet a single Userread
affinity.users.listGet all Usersread

V1 entity files2

affinity.v1_entity_files.getGet entity file metadata (v1)read
affinity.v1_entity_files.listList entity files (v1)read

Auth1

affinity.auth.whoamiGet current userread

Calls1

affinity.calls.listGet metadata on all Callsread

Chat messages1

affinity.chat_messages.listGet metadata on all Chat Messagesread

Emails1

affinity.emails.listGet metadata on all Emailsread

Feedback1

affinity.feedback.createSend Feedbackwrite

Field value changes1

affinity.field_value_changes.listGet all field value changesread

List fields1

affinity.list_fields.listGet metadata on a single List's Fieldsread

Rate limit1

affinity.rate_limit.getGet rate limit usageread

Semantic search1

affinity.semantic_search.runSemantic Searchread

V1 auth1

affinity.v1_auth.whoamiGet current user (v1)read

V1 field value changes1

affinity.v1_field_value_changes.listList field value changes (v1)read

V1 organization fields1

affinity.v1_organization_fields.listList global organization fields (v1)read

V1 person fields1

affinity.v1_person_fields.listList global person fields (v1)read

V1 rate limit1

affinity.v1_rate_limit.getGet rate limit usage (v1)read

V1 relationship strengths1

affinity.v1_relationship_strengths.listGet relationship strengths (v1)read

Questions

The Affinity MCP server, answered.

Is there an Affinity MCP server for Claude?

Yes. actionlake is an MCP gateway: a remote MCP server that gives Claude, or another MCP client, 171 Affinity actions across persons, companies, list entries and notes, through the same eight tools it uses for every other connector. actionlake is independent; it is not made or endorsed by Affinity.

What do I need to connect Affinity?

Affinity API key. The free call account { op: "connections.requirements", service: "affinity" } lists exactly what to paste.

Can an AI agent delete or change things in Affinity?

Only if its key allows it, and only with an explicit confirmation. 17 Affinity actions are destructive, including delete a Person, delete an organization (v1) and delete an Opportunity. Each runs only with confirm: true. Under the human confirm policy, or an approval rule on the key, the run waits until a named person approves it.

Will an AI agent use up my Affinity API limit?

actionlake paces every call to the limits in the Affinity service file: 900 calls a minute per connection. Repeated reads are answered from cache (114 Affinity actions can be), which never reaches Affinity.

What does an Affinity action cost?

One upstream call, the only unit actionlake bills. A list that pages bills one call per page (171 Affinity actions page). Cache hits, searches, dry runs and calls Affinity refused with 401, 403, 429 or a 5xx are free. The Free plan includes 100,000 calls a month with no card. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

Which Affinity API does it cover?

The Affinity API v2 (2026-09-17) and API v1 at api.affinity.co. It is built from Affinity's documentation as read on 23 October 2026. 171 actions in 50 areas, each one in the signed service file (version 1.0.0).

Can I combine Affinity with my other systems?

Yes. ask joins Affinity to ConnectWise PSA or NetSuite on the same customer and returns the answer rather than every row. Affinity maps crm.company, which 227 other connectors also map.

Does actionlake keep my Affinity data, and where?

actionlake processes and stores data in Sydney, Australia; there is no US region yet. Reads may be cached for up to 5 minutes, and a write clears the reads it affects. Each run's request and response is kept, sealed, for your plan's trace window: 1 day on Free, 3 days on Starter, 7 days on Pro, 14 days on Team, 30 days on Business and 30 days on Enterprise. Your Affinity credential is sealed under your tenant's key, never logged and never returned. Your traffic is not used to train models.

Which AI clients can use it?

Claude Code, tested by us end to end, and the Claude app as a custom connector, tested by us with an existing key. Other MCP clients that support remote servers over Streamable HTTP (MCP revisions 2025-06-18 and 2025-11-25) and OAuth dynamic client registration, or a bearer header, should connect the same way; we have not tested them. Or plain REST, under the same action names.

Give your agent Affinity today.

Connect Affinity free See pricing

Start free - 100,000 calls/month, no card. No signup. Hard caps on every key. Cached answers are free.

Affinity MCP server for AI agents.

Connect Affinity in three steps.

Add actionlake to Claude.

Connect Affinity.

Make the first call. Check before a write.

What an AI agent can do in Affinity.

Persons

Companies

List entries

Notes

List field dropdown options

Opportunities

Reminders

V1 interactions