How to integrate Affinity MCP with Codex

Connect Codex 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

Codex is one of the most popular coding harnesses out there. And MCP makes the experience even better. With the Affinity MCP integration, Codex can look up companies and people, track deal opportunities, browse lists and saved views, and fetch list entries, all without leaving the terminal or the app, whichever you prefer.

For exact tool slugs and parameter tables, see the tool catalog in the Composio docs.

Also integrate Affinity with

Why use Composio?

Apart from a managed and hosted MCP server, you will get:

  • CodeAct: A dedicated workbench that allows GPT to write its code to handle complex tool chaining. Reduces to-and-fro with LLMs for frequent tool calling.
  • Large tool responses: Handle them to minimise context rot.
  • Dynamic just-in-time access to 20,000 tools across 1700+ other Apps for cross-app workflows. It loads the tools you need, so GPTs aren't overwhelmed by tools you don't need.

How to install Affinity MCP in Codex

Run the setup command

Run this command in your terminal to add the Composio MCP server to Codex.

Terminal

It will initiate the authentication in a browser window, authorize Codex to access your Composio account.

Composio authentication page

(Optional) Authenticate with OAuth

To authenticate manually, run the login command to open a browser window and authorize Codex to access your Composio account.

bash
codex mcp login composio

Verify the connection

Run codex mcp list to confirm Composio appears as a registered MCP server.

bash
codex mcp list

Codex App

Codex App follows the same approach as VS Code.

  1. Click ⚙️ on the bottom left → MCP Servers → + Add servers → Streamable HTTP:
  2. Fill the header and Key fields with { "x-consumer-api-key" = "ck_*******" }.
  3. The Key is the Composio API key, that you can find on dashboard.composio.dev
  4. Click on Authenticate and authorize Codex to your Composio account and you're all set.
Codex App MCP setup
  1. Restart and verify if it's there in .codex/config.toml
bash
[mcp_servers.composio]
url = "https://connect.composio.dev/mcp"
http_headers = { "x-consumer-api-key" = "ck_*******" }

Try it

Ask Codex for a Affinity task. The first time, Composio asks you to connect your Affinity account.

For example, ask it to:

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

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 relationship and deal data, so your agent can find companies, review people, inspect opportunities, explore lists, and analyze saved views on your behalf.

  • Company research: Have your agent find companies, retrieve detailed company information and custom fields, and review the lists where each company appears.
  • Contact discovery: Let the agent browse people, pull individual profiles and field data, and see each person's related lists and entries.
  • Opportunity review: Direct your agent to list investment opportunities or retrieve the core details of a specific opportunity for deal research.
  • List analysis: Instruct your agent to explore available lists, inspect their fields, and review company, person, or opportunity entries with relevant details.
  • Saved view reporting: Have your agent discover saved views, inspect their setup, and retrieve the matching rows for focused portfolio or pipeline analysis.

Conclusion

You've successfully integrated Affinity with Codex using Composio's MCP server. Now you can interact with Affinity directly from your terminal, VS Code, or the Codex App using natural language commands.

Key benefits of this setup:

  • Seamless integration across CLI, VS Code, and standalone app
  • Natural language commands for Affinity operations
  • Managed authentication through Composio
  • Access to 20,000+ tools across 1700+ apps for cross-app workflows
  • CodeAct workbench for complex tool chaining

Next steps:

  • Try asking Codex to perform various Affinity operations
  • Explore cross-app workflows by connecting more toolkits
  • Build automation scripts that leverage Codex's AI capabilities
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

Request paginated company information, optionally filtering by company IDs and specifying field IDs or types.

Get all list entries on a list

Retrieve list entries and entity metadata for companies, persons, or opportunities on a list.

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

Retrieve basic details for a person by ID.

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

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