Financial-Services

Affinity Connector Risk

Assess and monitor the risk of the Affinity connector in Anthropic Claude, OpenAI Codex, and Microsoft Copilot.

Search, update, and prep deals without switching tabs.

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Connector Details

Bring your Affinity data into Claude to search contacts, companies, and deals; prep for meetings using your actual notes and interaction history; and update records as deals progress. Every email captured, every meeting logged, every relationship scored by your firm is now available directly in the conversation.

Permissions: Read and write
Type: Remote
Works With: claude, claude-desktop, claude-code, claude-api
Categories: financial-services
Server: mcp.affinity.co/mcp
Transport: streamable-http
Visibility: commercial
Author: Affinity
Added: 6/14/2026

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Tools the Affinity Connector Exposes to Anthropic Claude

create_list_entry

create_note

create_reminder

get_company_info

get_company_list_entries

get_current_user

get_entities_attached_to_note

get_entity_field_values

get_entity_fields

get_list_entries

get_list_field_dropdown_options

get_list_fields

get_list_info

get_lists

get_meetings

get_meetings_for_entity

get_notes

get_notes_for_entity

get_person_info

get_person_list_entries

get_relationship_strengths

get_reminders

get_single_list_entry

get_transcript_fragments

search_companies

search_opportunities

search_persons

semantic_search

send_feedback

upsert_entity_field_value

upsert_list_entry_field_values

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