How to connect Affinity to Claude

Claude is Anthropic's AI assistant, available on the web, in the desktop app, and on mobile. Cowork is its agent for knowledge work, and it runs on all of those surfaces too. Connected to your apps, Claude can work with your files and services to accomplish complex tasks on your behalf.

This guide walks you through the easiest and most secure way to connect your Affinity account to Claude via Composio Connect, enabling it to list all companies added this week, show all opportunities in active pipeline, get recent contacts linked to Acme Corp, and more such actions on your behalf without compromising your account security.

Setup is the same on Claude Web, Desktop, and Cowork, and you only need to do it once. The connector is tied to your account, so it's available in all three.

Connecting Affinity to Claude Web, Desktop, and Cowork

Two ways to add the Composio connector. Pick whichever you prefer.

1. Add with one click

Click the button. Claude opens with the Composio connector filled in. Click Add, then go to step 2.

Add to Claude

Add manually

In Claude Desktop, click Customize in the left sidebar, then select Connectors and click the + icon at the top.

Click Add custom connector and paste in the Composio MCP server URL:

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.