How to integrate Affinity MCP with Atomic Agent

Connect Atomic Agent to Affinity MCP. List all companies added this week, show all opportunities in active pipeline, and more using natural language, with authentication handled for you.

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Api Key

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.

20 Tools

Introduction

Atomic Agent is an open-source AI agent that runs on your machine and supports local models through llama.cpp. Connect it to 1,500+ apps through Composio, including Affinity.

This guide uses Atomic Agent's built-in Composio integration. You need Atomic Agent v0.5.6 or later, your own Composio API key, and a Affinity account. See the Atomic Agent documentation for installation instructions.

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How Atomic Agent connects to Affinity

Atomic Agent connects to Composio's Tool Router over Streamable HTTP MCP. It discovers the tools needed for your request, and Composio handles account authentication.

Execution and account-connection tools follow Atomic Agent's configured approval policy. Review any approval prompt before allowing an action on your connected account.

Connect Affinity to Atomic Agent

  1. Sign up or sign in to the Composio dashboard. Copy your API key.
  2. In Atomic Agent, open the Integrations tab and select Composio. Select API key, press e, paste the key, and press Enter. The tools become available immediately, without a restart.
  3. Ask Atomic Agent to do something in Affinity. It searches Composio for the right tool.
  4. On first use, open the sign-in link returned in the chat. Connect your Affinity account, then return to Atomic Agent to continue.

Headless setup

Add the following line to ~/.atomic-agent/.env, replacing YOUR_COMPOSIO_API_KEY with your key. Start Atomic Agent after saving the file.

bash
COMPOSIO_API_KEY=YOUR_COMPOSIO_API_KEY

What is the Affinity MCP server, and what's possible with it?

The Affinity MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Affinity account. It provides structured and secure access to your deal, company, and contact data, so your agent can analyze lists, fetch opportunity details, extract company insights, and organize people or organizations on your behalf.

  • Company data extraction and analysis: Let your agent retrieve detailed company profiles, summarize list entries, and pull custom field data for deeper insights and reporting.
  • Opportunity pipeline management: Automatically fetch and review all ongoing opportunities, track changes, and surface high-priority deals for follow-up.
  • List and view organization: Ask your agent to access entries across lists or saved views, aggregating metadata and field values for efficient CRM workflows.
  • Contact and relationship intelligence: Effortlessly browse, analyze, and summarize person records, including their list memberships, activity, and custom fields.
  • Automated CRM reporting: Generate summaries, export data, and monitor changes across companies, people, and opportunities to keep your pipeline up-to-date and actionable.

Use Affinity from Atomic Agent

With your account connected, ask Atomic Agent to work with Affinity in natural language. You can connect more apps through the same Composio integration as you need them.

Visit the Atomic Agent website or inspect the Atomic Agent source code.

Troubleshooting

Why is my API key rejected?

Copy the key directly from the Composio dashboard. Atomic Agent requires ASCII characters because it sends the key in an HTTP header. Remove any extra characters introduced when copying.

Why are Composio tools unavailable after saving a key?

Check that you use Atomic Agent v0.5.6 or later and that Composio is enabled in your configuration. A "composio": { "enabled": false } setting disables the integration while keeping the saved key on disk.

Does Composio have a free plan?

The Hobby plan includes 100,000 tool calls per month. Composio-managed OAuth apps have a lower included allowance. See Composio pricing for the current limits that apply to your connection.

TOOLS

Supported Tools

Every Affinity action and event your agent gets out of the box.

Get a company s list entries

Summarize company data across all lists, including list-specific fields and metadata like creation date and author.

Get a company s lists

Returns metadata for all the Lists on which the given Company appears.

Get all companies

Affinity API allows paginated access to company info and custom fields.

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`.

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.

Get all opportunities

Pagination through Opportunities in Affinity yields basic info but excludes field data.

Get all persons

The Affinity API offers paginated access to Person data using `fieldIds` or `fieldTypes`.

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.

Get a person s lists

Returns metadata for all the Lists on which the given Person appears.

Get a single company

Retrieve basic company info and specific field data by using `fieldIds` or `fieldTypes` parameters.

Get a single opportunity

Get basic details about an Opportunity without field data via provided endpoints.

Get a single person

Use GET `/v2/persons/fields` with `fieldIds` or `fieldTypes` for detailed data; basic info by default.

Get current user

Returns metadata about the current user.

Get metadata on all lists

Returns metadata on Lists.

Get metadata on a single list

Returns metadata on a single List.

Get metadata on a single list s fields

Returns metadata on the Fields available on a single List.

Get metadata on a single saved view

Returns metadata on a single Saved View.

Get metadata on company fields

Returns metadata on non-list-specific Company Fields.

Get metadata on person fields

Returns metadata on non-list-specific Person Fields.

Get metadata on saved views

Returns metadata on the Saved Views on a List.

FAQ

Frequently asked questions

With a standalone Affinity MCP server, the agents and LLMs can only access a fixed set of Affinity tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Affinity and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. Atomic Agent fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Affinity tools.

Yes, absolutely. You can configure which Affinity scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Affinity data and credentials are handled as safely as possible.

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