How to connect Affinity to Claude Cowork

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Introduction

Cowork is Anthropic's AI agent for knowledge work. Think of it as Claude Code for everything else. It works autonomously with your computer, local files, and applications to accomplish complex tasks.

This guide walks you through the easiest and most secure way to connect your Affinity account to Cowork 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.

Also integrate Affinity with

Connecting Affinity to Claude Cowork

1. Open Customize

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

Claude Desktop connectors screen with Add custom connector selected

2. Add the Composio MCP server

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

bash
https://connect.composio.dev/mcp
Add custom connector dialog with Composio MCP server URL

3. Authorize in your browser

Click Connect. You'll be redirected to a browser window where you can authorize Composio to continue.

Composio authorization screen for Claude Cowork

4. Connect your Affinity account

Back in Cowork, ask the agent to connect to Affinity or give it any Affinity-related task.

For example, ask Cowork to:

  • "List all companies added this week"
  • "Show all opportunities in active pipeline"
  • "Get recent contacts linked to Acme Corp"

It will prompt you to authenticate and authorize access.

That's it. Composio's tools are now available in Cowork, and your Affinity account is ready to use.

What is Claude Cowork?

Claude Cowork is Anthropic's agent for general knowledge work. It can use your computer, files, and connected applications to complete longer-running tasks across your work tools.

With Composio Connect, Cowork can securely access apps like Affinity through MCP without you sharing account credentials directly with the agent.

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.

Supported Tools & Triggers

Tools
Get a company s list entriesSummarize company data across all lists, including list-specific fields and metadata like creation date and author.
Get a company s listsReturns metadata for all the lists on which the given company appears.
Get all companiesAffinity api allows paginated access to company info and custom fields.
Get all list entries on a listAccess 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 viewUse the endpoint to access rows in a saved view with specific filters and selected fields from a web app.
Get all opportunitiesPagination through opportunities in affinity yields basic info but excludes field data.
Get all personsThe affinity api offers paginated access to person data using `fieldids` or `fieldtypes`.
Get a person s list entriesSummary: browse rows for a person in all lists, showing field data and entry metadata like creation time and author.
Get a person s listsReturns metadata for all the lists on which the given person appears.
Get a single companyRetrieve basic company info and specific field data by using `fieldids` or `fieldtypes` parameters.
Get a single opportunityGet basic details about an opportunity without field data via provided endpoints.
Get a single personUse get `/v2/persons/fields` with `fieldids` or `fieldtypes` for detailed data; basic info by default.
Get current userReturns metadata about the current user.
Get metadata on all listsReturns metadata on lists.
Get metadata on a single listReturns metadata on a single list.
Get metadata on a single list s fieldsReturns metadata on the fields available on a single list.
Get metadata on a single saved viewReturns metadata on a single saved view.
Get metadata on company fieldsReturns metadata on non-list-specific company fields.
Get metadata on person fieldsReturns metadata on non-list-specific person fields.
Get metadata on saved viewsReturns metadata on the saved views on a list.

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FAQ

What are the differences in Tool Router MCP and Affinity MCP?

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.

Can I use Tool Router MCP with Claude Cowork?

Yes, you can. Claude Cowork 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.

Can I manage the permissions and scopes for Affinity while using Tool Router?

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.

How safe is my data with Composio Tool Router?

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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