# Affinity

```json
{
  "name": "Affinity",
  "slug": "affinity",
  "url": "https://composio.dev/toolkits/affinity",
  "markdown_url": "https://composio.dev/toolkits/affinity.md",
  "logo_url": "https://logos.composio.dev/api/affinity",
  "categories": [
    "crm"
  ],
  "is_composio_managed": false,
  "updated_at": "2026-05-12T10:00:19.548Z"
}
```

![Affinity logo](https://logos.composio.dev/api/affinity)

## Description

Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Affinity MCP or direct API to track deals, update pipelines, search contacts, and automate investor outreach through natural language.

## Summary

Affinity is a relationship intelligence CRM that helps private capital investors find, manage, and close more deals. It streamlines deal flow and surfaces key connections to help you win opportunities.

## Categories

- crm

## Toolkit Details

- Tools: 20

## Images

- Logo: https://logos.composio.dev/api/affinity

## Authentication

- **Api Key**
  - Type: `api_key`
  - Description: Api Key authentication for Affinity.
  - Setup:
    - Configure Api Key credentials for Affinity.
    - Use the credentials when creating an auth config in Composio.

## Suggested Prompts

- List all companies added this week
- Show all opportunities in active pipeline
- Get recent contacts linked to Acme Corp
- Summarize all lists where John Doe appears

## Supported Tools

| Tool slug | Name | Description |
|---|---|---|
| `AFFINITY_GET_A_COMPANY_S_LIST_ENTRIES` | Get a company s list entries | Summarize company data across all lists, including list-specific fields and metadata like creation date and author. Access requires "Export data from Lists" permission. |
| `AFFINITY_GET_A_COMPANY_S_LISTS` | Get a company s lists | Returns metadata for all the Lists on which the given Company appears. |
| `AFFINITY_GET_ALL_COMPANIES` | Get all companies | Affinity API allows paginated access to company info and custom fields. Use `fieldIds` or `fieldTypes` to specify data in a request. Retrieve field IDs/Types via GET `/v2/companies/fields`. Export permission needed. |
| `AFFINITY_GET_ALL_LIST_ENTRIES_ON_A_LIST` | Get all list entries on a list | Access and export essential data and metadata for Companies, Persons, or Opportunities from a List, specifying data via `fieldIds` or `fieldTypes`. "Export data from Lists" permission is necessary. |
| `AFFINITY_GET_ALL_LIST_ENTRIES_ON_A_SAVED_VIEW` | Get all list entries on a saved view | Use the endpoint to access rows in a Saved View with specific filters and selected fields from a web app. It doesn't maintain sort order, supports only sheet-type views, and requires export permissions. |
| `AFFINITY_GET_ALL_OPPORTUNITIES` | Get all opportunities | Pagination through Opportunities in Affinity yields basic info but excludes field data. For field data, use specified GET endpoints. "Export data from Lists" permission needed. |
| `AFFINITY_GET_ALL_PERSONS` | Get all persons | The Affinity API offers paginated access to Person data using `fieldIds` or `fieldTypes`. Bulk extraction needs special permissions and supports multiple parameters. |
| `AFFINITY_GET_A_PERSON_S_LIST_ENTRIES` | Get a person s list entries | Summary: Browse rows for a Person in all Lists, showing field data and entry metadata like creation time and author. Requires "Export data from Lists" permission. |
| `AFFINITY_GET_A_PERSON_S_LISTS` | Get a person s lists | Returns metadata for all the Lists on which the given Person appears. |
| `AFFINITY_GET_A_SINGLE_COMPANY` | Get a single company | Retrieve basic company info and specific field data by using `fieldIds` or `fieldTypes` parameters. Multiple fields can be queried. No field data if parameters aren't specified. Requires "Export All Organizations directory" permission. |
| `AFFINITY_GET_A_SINGLE_OPPORTUNITY` | Get a single opportunity | Get basic details about an Opportunity without field data via provided endpoints. Field data requires using specific list entry APIs and the "Export data from Lists" permission. |
| `AFFINITY_GET_A_SINGLE_PERSON` | Get a single person | Use GET `/v2/persons/fields` with `fieldIds` or `fieldTypes` for detailed data; basic info by default. Request multiple fields at once. "Export All People" permission needed. |
| `AFFINITY_GET_CURRENT_USER` | Get current user | Returns metadata about the current user. |
| `AFFINITY_GET_METADATA_ON_ALL_LISTS` | Get metadata on all lists | Returns metadata on Lists. |
| `AFFINITY_GET_METADATA_ON_A_SINGLE_LIST` | Get metadata on a single list | Returns metadata on a single List. |
| `AFFINITY_GET_METADATA_ON_A_SINGLE_LIST_S_FIELDS` | Get metadata on a single list s fields | Returns metadata on the Fields available on a single List. Use the returned Field IDs to request field data from the GET `/v2/lists/{listId}/list-entries` endpoint. |
| `AFFINITY_GET_METADATA_ON_A_SINGLE_SAVED_VIEW` | Get metadata on a single saved view | Returns metadata on a single Saved View. |
| `AFFINITY_GET_METADATA_ON_COMPANY_FIELDS` | Get metadata on company fields | Returns metadata on non-list-specific Company Fields. Use the returned Field IDs to request field data from the GET `/v2/companies` and GET `/v2/companies/{id}` endpoints. |
| `AFFINITY_GET_METADATA_ON_PERSON_FIELDS` | Get metadata on person fields | Returns metadata on non-list-specific Person Fields. Use the returned Field IDs to request field data from the GET `/v2/persons` and GET `/v2/persons/{id}` endpoints. |
| `AFFINITY_GET_METADATA_ON_SAVED_VIEWS` | Get metadata on saved views | Returns metadata on the Saved Views on a List. |

## Supported Triggers

None listed.

## Installation and MCP Setup

### Path 1: SDK Installation

#### Path 1, Step 1: Install Composio

Install the Composio SDK
```python
pip install composio_openai
```

```typescript
npm install @composio/openai
```

#### Path 1, Step 2: Initialize Composio and Create Tool Router Session

Import and initialize Composio client, then create a Tool Router session
```python
from openai import OpenAI
from composio import Composio
from composio_openai import OpenAIResponsesProvider

composio = Composio(provider=OpenAIResponsesProvider())
openai = OpenAI()
session = composio.create(user_id='your-user-id')
```

```typescript
import OpenAI from 'openai';
import { Composio } from '@composio/core';
import { OpenAIResponsesProvider } from '@composio/openai';

const composio = new Composio({
  provider: new OpenAIResponsesProvider(),
});
const openai = new OpenAI({});
const session = await composio.create('your-user-id');
```

#### Path 1, Step 3: Execute Affinity Tools via Tool Router with Your Agent

Get tools from Tool Router session and execute Affinity actions with your Agent
```python
tools = session.tools
response = openai.responses.create(
  model='gpt-4.1',
  tools=tools,
  input=[{
    'role': 'user',
    'content': 'List all companies added this week'
  }]
)
result = composio.provider.handle_tool_calls(
  response=response,
  user_id='your-user-id'
)
print(result)
```

```typescript
const tools = session.tools;
const response = await openai.responses.create({
  model: 'gpt-4.1',
  tools: tools,
  input: [{
    role: 'user',
    content: 'List all companies added this week'
  }],
});
const result = await composio.provider.handleToolCalls(
  'your-user-id',
  response.output
);
console.log(result);
```

### Path 2: MCP Server Setup

#### Path 2, Step 1: Install Composio

Install the Composio SDK and Claude Agent SDK
```python
pip install composio claude-agent-sdk
```

```typescript
npm install @composio/core ai @ai-sdk/openai @ai-sdk/mcp
```

#### Path 2, Step 2: Create Tool Router Session

Initialize the Composio client and create a Tool Router session
```python
from composio import Composio
from claude_agent_sdk import ClaudeSDKClient, ClaudeAgentOptions

composio = Composio(api_key='your-composio-api-key')
session = composio.create(user_id='your-user-id')
url = session.mcp.url
```

```typescript
import { Composio } from '@composio/core';

const composio = new Composio({ apiKey: 'your-api-key' });

console.log("Creating Tool Router session...");
const { mcp } = await composio.create('your-user-id');
console.log(`Tool Router session created: ${mcp.url}`);
```

#### Path 2, Step 3: Connect to AI Agent

Use the MCP server with your AI agent
```python
import asyncio

options = ClaudeAgentOptions(
    permission_mode='bypassPermissions',
    mcp_servers={
        'tool_router': {
            'type': 'http',
            'url': url,
            'headers': {
                'x-api-key': 'your-composio-api-key'
            }
        }
    },
    system_prompt='You are a helpful assistant with access to Affinity tools.',
    max_turns=10
)

async def main():
    async with ClaudeSDKClient(options=options) as client:
        await client.query('Get all companies in my Affinity workspace')
        async for message in client.receive_response():
            if hasattr(message, 'content'):
                for block in message.content:
                    if hasattr(block, 'text'):
                        print(block.text)

asyncio.run(main())
```

```typescript
import { openai } from '@ai-sdk/openai';
import { experimental_createMCPClient as createMCPClient } from '@ai-sdk/mcp';
import { generateText, stepCountIs } from 'ai';

const client = await createMCPClient({
  transport: {
    type: 'http',
    url: mcp.url,
    headers: { 'x-api-key': 'your-composio-api-key' }
  }
});

const tools = await client.tools();

const { text } = await generateText({
  model: openai('gpt-4o'),
  tools,
  messages: [{ role: 'user', content: 'Get all companies in my Affinity workspace' }],
  stopWhen: stepCountIs( 5 )
});

console.log(`Agent: ${text}`);
```

## Why Use Composio?

### 1. AI Native Affinity Integration

- Supports both Affinity MCP and direct API based integrations
- Structured, LLM-friendly schemas for reliable tool execution
- Rich coverage for reading, writing, and querying your Affinity data

### 2. Managed Auth

- Built-in API key management—no more hardcoding secrets
- Central place to manage, scope, and revoke Affinity access
- Per user and per environment credentials instead of hard-coded keys

### 3. Agent Optimized Design

- Tools are tuned using real error and success rates to improve reliability over time
- Comprehensive execution logs so you always know what ran, when, and on whose behalf

### 4. Enterprise Grade Security

- Fine-grained RBAC so you control which agents and users can access Affinity
- Scoped, least privilege access to Affinity resources
- Full audit trail of agent actions to support review and compliance

## Use Affinity with any AI Agent Framework

Choose a framework you want to connect Affinity with:

- [OpenAI Agents SDK](https://composio.dev/toolkits/affinity/framework/open-ai-agents-sdk)
- [Claude Agent SDK](https://composio.dev/toolkits/affinity/framework/claude-agents-sdk)
- [Claude Code](https://composio.dev/toolkits/affinity/framework/claude-code)
- [Claude Cowork](https://composio.dev/toolkits/affinity/framework/claude-cowork)
- [Codex](https://composio.dev/toolkits/affinity/framework/codex)
- [OpenClaw](https://composio.dev/toolkits/affinity/framework/openclaw)
- [Hermes](https://composio.dev/toolkits/affinity/framework/hermes-agent)
- [Google ADK](https://composio.dev/toolkits/affinity/framework/google-adk)
- [LangChain](https://composio.dev/toolkits/affinity/framework/langchain)
- [Vercel AI SDK](https://composio.dev/toolkits/affinity/framework/ai-sdk)
- [Mastra AI](https://composio.dev/toolkits/affinity/framework/mastra-ai)
- [LlamaIndex](https://composio.dev/toolkits/affinity/framework/llama-index)
- [CrewAI](https://composio.dev/toolkits/affinity/framework/crew-ai)
- [Pydantic AI](https://composio.dev/toolkits/affinity/framework/pydantic-ai)
- [AutoGen](https://composio.dev/toolkits/affinity/framework/autogen)

## Related Toolkits

- [Hubspot](https://composio.dev/toolkits/hubspot) - HubSpot is an all-in-one marketing, sales, and customer service platform. It lets teams nurture leads, automate outreach, and track every customer interaction in one place.
- [Pipedrive](https://composio.dev/toolkits/pipedrive) - Pipedrive is a sales management platform offering pipeline visualization, lead tracking, and workflow automation. It helps sales teams keep deals moving forward efficiently and never miss a follow-up.
- [Salesforce](https://composio.dev/toolkits/salesforce) - Salesforce is a leading CRM platform that helps businesses manage sales, service, and marketing. It centralizes customer data, enabling teams to drive growth and build strong relationships.
- [Apollo](https://composio.dev/toolkits/apollo) - Apollo is a CRM and lead generation platform that helps businesses discover contacts and manage sales pipelines. Use it to streamline customer outreach and track your deals from one place.
- [Attio](https://composio.dev/toolkits/attio) - Attio is a customizable CRM and workspace for managing your team's relationships and workflows. It helps teams organize contacts, automate tasks, and collaborate more efficiently.
- [Acculynx](https://composio.dev/toolkits/acculynx) - AccuLynx is a cloud-based roofing business management software for contractors. It streamlines project tracking, lead management, and document sharing.
- [Addressfinder](https://composio.dev/toolkits/addressfinder) - Addressfinder is a data quality platform for verifying addresses, emails, and phone numbers. It helps you ensure accurate customer and contact data every time.
- [Agencyzoom](https://composio.dev/toolkits/agencyzoom) - AgencyZoom is a sales and performance platform built for P&C insurance agencies. It helps agents boost sales, retain clients, and analyze producer results in one place.
- [Bettercontact](https://composio.dev/toolkits/bettercontact) - Bettercontact is a smart contact enrichment tool for finding emails and phone numbers. It helps boost lead generation with automated, waterfall search across multiple sources.
- [Blackbaud](https://composio.dev/toolkits/blackbaud) - Blackbaud provides cloud-based software for nonprofits, schools, and healthcare institutions. It streamlines fundraising, donor management, and mission-driven operations.
- [Brilliant directories](https://composio.dev/toolkits/brilliant_directories) - Brilliant Directories is an all-in-one platform for building and managing online membership communities and business directories. It streamlines listings, member management, and engagement tools into a single, easy interface.
- [Capsule crm](https://composio.dev/toolkits/capsule_crm) - Capsule CRM is a user-friendly CRM platform for managing contacts and sales pipelines. It helps businesses organize relationships and streamline their sales process efficiently.
- [Centralstationcrm](https://composio.dev/toolkits/centralstationcrm) - CentralStationCRM is an easy-to-use CRM software focused on collaboration and long-term customer relationships. It helps teams manage contacts, deals, and communications all in one place.
- [Clientary](https://composio.dev/toolkits/clientary) - Clientary is a platform for managing clients, invoices, projects, proposals, and more. It streamlines client work and saves you serious admin time.
- [Close](https://composio.dev/toolkits/close) - Close is a CRM platform built for sales teams, combining calling, email automation, and predictive dialers. It streamlines sales workflows and boosts productivity with all-in-one communication tools.
- [Dropcontact](https://composio.dev/toolkits/dropcontact) - Dropcontact is a B2B email finder and data enrichment service for professionals. It delivers verified email addresses and enriches contact info with up-to-date data.
- [Dynamics365](https://composio.dev/toolkits/dynamics365) - Dynamics 365 is Microsoft's platform combining CRM, ERP, and productivity apps. It streamlines sales, marketing, service, and operations in one place.
- [Espocrm](https://composio.dev/toolkits/espocrm) - EspoCRM is an open-source web application for managing customer relationships. It helps businesses organize contacts, track leads, and streamline their sales process.
- [Fireberry](https://composio.dev/toolkits/fireberry) - Fireberry is a CRM platform that streamlines customer and sales management. It helps businesses organize contacts, automate sales, and integrate with other business tools.
- [Firmao](https://composio.dev/toolkits/firmao) - Firmao is a business information platform offering company, industry, and market data. Use it to quickly research firms and gain competitive market insights.

## Frequently Asked Questions

### Do I need my own developer credentials to use Affinity with Composio?

Yes, Affinity requires you to configure your own API key credentials. Once set up, Composio handles secure credential storage and API request handling for you.

### Can I use multiple toolkits together?

Yes! Composio's Tool Router enables agents to use multiple toolkits. [Learn more](https://docs.composio.dev/tool-router/overview).

### Is Composio secure?

Composio is SOC 2 and ISO 27001 compliant with all data encrypted in transit and at rest. [Learn more](https://trust.composio.dev).

### What if the API changes?

Composio maintains and updates all toolkit integrations automatically, so your agents always work with the latest API versions.

---
[See all toolkits](https://composio.dev/toolkits) · [Composio docs](https://docs.composio.dev/llms.txt)