Skip to content

CRM

Affinity MCP connector

The Affinity connector brings organizations, people, opportunities, notes and logged emails, calls and meetings into Elaichi, so Claude, ChatGPT, Cursor, Microsoft Copilot or any MCP client can look them up and keep them current inside each person's own Affinity access.

  • Connects with an API key
  • Free 14-day trial
  • No credit card
ChatGPT Elaichi connected

List opportunities created in Affinity this week

Working in Affinity with Elaichi

  • List all Affinity whoami
  • List all Affinity organizations
  • Get single Affinity organization by ID
Ask anything…
Governance / Audit log Last 24 hours
Affinity Get single Affinity organization by ID Emily Carter · ChatGPT · 9:41 AM Done
Affinity List all Affinity organizations Emily Carter · ChatGPT · 9:41 AM Done
Affinity List all Affinity whoami Emily Carter · ChatGPT · 9:41 AM Done
Affinity Update a Affinity organization by ID Megan Brooks · Claude · 9:38 AM Done
Affinity Create a Affinity organization Ryan Hayes · Cursor · 9:35 AM Done

How to connect Affinity to Claude, ChatGPT, Cursor or Microsoft Copilot

Step by step, for each AI app

Affinity MCP connector for Claude

  1. 1

    Open Customize, then Connectors.

  2. 2

    Press Add.

  3. 3

    Name it, paste the MCP server URL, then Continue.

    https://api.elaichi.ai/mcp
  4. 4

    Sign in and approve.

On Team and Enterprise, an Owner adds it once. Everyone else turns it on for themselves.

Affinity MCP connector for Claude Code

  1. 1

    In a terminal, run claude mcp add with the endpoint.

    https://api.elaichi.ai/mcp
  2. 2

    Start Claude Code and run /mcp.

  3. 3

    Pick elaichi, then sign in and approve in the browser.

Terminal

$ claude mcp add --transport http elaichi --scope user https://api.elaichi.ai/mcp

Use --scope project instead to share it with the repository through .mcp.json.

Affinity MCP connector for ChatGPT

  1. 1

    Open Plugins, then press the + button.

  2. 2

    Name it and paste the endpoint into Server URL.

    https://api.elaichi.ai/mcp
  3. 3

    Leave Authentication on OAuth, then tick the risk acknowledgement.

  4. 4

    Press Create, then sign in and approve.

Works on the web. The plugin directory lives at chatgpt.com/plugins.

Affinity MCP connector for Cursor

  1. 1

    Open ~/.cursor/mcp.json.

  2. 2

    Add the endpoint under mcpServers.

    https://api.elaichi.ai/mcp
  3. 3

    Reload Cursor, then sign in and approve.

~/.cursor/mcp.json

{
  "mcpServers": {
    "elaichi": {
      "url": "https://api.elaichi.ai/mcp"
    }
  }
}

Set up per machine, so repeat it on each computer you work from.

Affinity MCP connector for Microsoft Copilot

  1. 1

    In Copilot Studio, open your agent, then Tools, Add a tool, New tool and Model Context Protocol.

  2. 2

    Paste the endpoint into Server URL, choose OAuth 2.0, then Dynamic discovery, and press Create.

    https://api.elaichi.ai/mcp
  3. 3

    Create a new connection, sign in and approve, then press Add to agent.

  4. 4

    Under Channels, open Teams and Microsoft Copilot and make the agent available in Microsoft Copilot.

Server URL
https://api.elaichi.ai/mcp
Authentication
OAuth 2.0
Type
Dynamic discovery

Microsoft Copilot was called Microsoft 365 Copilot. Keep the tool on end-user credentials, so each person signs in as themselves.

Connect Affinity to any MCP client

  1. 1

    Add the endpoint as a remote MCP server.

    https://api.elaichi.ai/mcp
  2. 2

    Sign in and approve.

{
  "mcpServers": {
    "elaichi": {
      "url": "https://api.elaichi.ai/mcp"
    }
  }
}

The Elaichi Agent already has these tools, with nothing to set up.

What teams do with Affinity through Elaichi

Ask in plain English. Each person’s AI can do only what they’re allowed to, and every action it takes in Affinity is logged.

  • Deal team

    Catch a company record up after a call

    Ask for the latest on a portfolio prospect, then have the note written up and the opportunity moved along without opening Affinity.

  • Partners

    Get briefed before a founder meeting

    Pull the organization, the people on it, recent notes and the last few emails and meetings into a short briefing minutes before you walk in.

  • Investor relations

    Find who last spoke to an LP

    Check email, call and meeting history for a person and see which teammate has the warmest relationship before reaching out.

  • Platform

    Add new introductions to Affinity

    After an event, turn a list of names and companies into new people and organizations in Affinity, linked to the right opportunity.

  • Business development

    Review the pipeline in plain language

    Ask which opportunities have gone quiet, which organizations have no recent interactions, and what was said in the last note on each.

  • Operations

    Clean up duplicate and stale records

    Spot organizations and people that need merging or updating, fix names, domains and details, and remove records that should not be there, within the limits your admin has set.

Try asking

  • “List opportunities created in Affinity this week”
  • “Add a note to the Acme organization in Affinity”
  • “Which Affinity organizations have no opportunities yet”

See all 61 Affinity tools →

What connecting Affinity gets you

6 screens from Elaichi, each doing one job for your Affinity account.

Elaichi Agent

Ask Elaichi to work across your apps.

List opportunities created in Affinity this week

Add a note to the Acme organization in Affinity

Which Affinity organizations have no opportunities yet

Also runs in Claude, ChatGPT, Cursor or Microsoft Copilot

The agent

Ask about opportunities, get answers back.

Plain language questions read live Affinity organizations, notes and opportunities.

ElaichiAI apps
Claude ChatGPT Cursor Microsoft Copilot

Copy the endpoint

https://api.elaichi.ai/mcp
Client Connected by Status Last used
Claude
E

Emily Carter

• Connected 4 minutes ago
Cursor
M

Megan Brooks

• Connected 2 hours ago
ChatGPT
R

Ryan Hayes

• Connected Yesterday

AI apps

Claude, ChatGPT, Cursor and Microsoft Copilot reach Affinity.

One governed MCP endpoint over OAuth, no SDK and no shared API key.

ElaichiTools
Tool Action Description
List all Affinity whoami List Get information about the authenticated user and their Affinity instance. Returns tenant details (id, name, subdomain), user data (id, firstName, lastName, email), and grant metadata (type, scope, createdAt).
List all Affinity organizations List List organizations in Affinity that match the search criteria. Returns key fields like organization details. Requires no parameters.
Get single Affinity organization by ID Get Get details about a specific organization in Affinity using id. Returns key fields such as id, name, domain, domains, person_ids, opportunity_ids, and list_entries including creator_id and created_at.
Delete a Affinity organization by ID Delete Delete an organization in Affinity using id. Returns confirmation of deletion and related metadata in the response.
Update a Affinity organization by ID Update Update organization with id in Affinity. Returns updated fields such as name, domain, and associated person_ids.

Tool catalog

61 Affinity tools ready to call.

Organizations, notes and opportunities with list, create, update and delete methods.

ElaichiToolboxes
Name Source template Tools Created

Deal team toolbox

Affinity · opportunities and organizations

Affinity starter 18 Mar 4, 2026

Research toolbox

Affinity · organizations and notes

— 9 Mar 2, 2026

Platform toolbox

Affinity · portfolio organizations

— 24 Feb 27, 2026

Fundraising toolbox

Affinity · investor organizations

Affinity starter 6 Feb 19, 2026

Operations toolbox

Affinity · lists and field data

— 31 Jan 30, 2026

Finance toolbox

Affinity · closed opportunities

— 12 Jan 22, 2026

Toolboxes

Every team gets its own toolbox.

Deal team, research and operations each see a curated slice of Affinity.

ElaichiConnections
Connection Scope Status Access
AF

Affinity (Deal team)

Connected by Emily Carter

Personal • Active 1 team · 6 members
AF

Affinity (Research)

Connected by Jake Morgan

Organization • Active 3 teams · 24 members
AF

Affinity (Platform)

Connected by Megan Brooks

Organization • Active 2 teams · 11 members
AF

Affinity (Fundraising EMEA)

Connected by Tyler Reed

Personal • Needs re-auth 1 team · 3 members
AF

Affinity (Operations)

Connected by Ryan Hayes

Personal • Active Not shared
AF

Affinity (Partners)

Connected by Ashley Parker

Personal • Active 2 teams · 9 members

Shared connections

Teammates use Affinity without a credential.

One person connects the account, the connections table shows every team sharing it.

ElaichiAudit log
When Who What happened Type

2 minutes ago

Mar 6, 2026, 3:10 PM

E

Emily Carter

[email protected]

Restriction Created Access

8 minutes ago

Mar 6, 2026, 3:04 PM

J

Jake Morgan

[email protected]

Restriction Updated Access

14 minutes ago

Mar 6, 2026, 2:58 PM

M

Megan Brooks

[email protected]

Role Assigned Access

20 minutes ago

Mar 6, 2026, 2:52 PM

T

Tyler Reed

[email protected]

Affinity Users Updated MCP

26 minutes ago

Mar 6, 2026, 2:46 PM

R

Ryan Hayes

[email protected]

Affinity Organizations Created MCP

32 minutes ago

Mar 6, 2026, 2:40 PM

A

Ashley Parker

[email protected]

Affinity Organizations List Toolbox

Audit log

Every Affinity call is on record.

When, who, what happened, type and resource, in an append only log.

From answering questions to doing the work

A trigger starts the work, inside the same permissions and the same audit log as everything else. Automations, collections and live dashboards come with the Black plan.

Affinity digest

Run 418 · started 2 minutes ago · on behalf of Emily Carter

  1. ✓

    Schedule

    Every weekday at 8:00 AM

    0.2s
  2. ✓

    Fetch organizations

    Affinity

    1.4s
  3. ✓

    Group by owner

    Transform

    0.1s
  4. ✓

    Draft the digest

    Agent step

    Ran with 4 tools, returned a structured summary

    6.2s
  5. Approve the digest

    Needs approval

    Assigned to Jake Morgan

    Approve
  6. Post the digest

    Affinity

    Queued

Automations

A schedule fires, a digest gets posted.

Six steps fetch Affinity opportunities, group them, draft, wait for approval, then write back.

Affinity health

Refreshed 4 minutes ago · every 15 minutes · from the organizations collection

Live

Organizations

1,284 ↓ 12%

Opportunities

96 ↓ 8%

Needs attention

3 ↑ 2

Updated this week

412 ↑ 9%

Organizations created

Last 14 days

By team

Share of activity

Deal team 34%

Research 27%

Platform 21%

Fundraising EMEA 18%

Collections and dashboards

Affinity pipeline numbers arrive without asking.

Four metrics, 14 days of records created and a team breakdown, refreshed on schedule.

For IT and engineering

Elaichi vs Zapier MCP vs Composio for Affinity

All three can connect Affinity to an AI assistant, and all three have admin controls. They differ in where access lives and how you pay.

Elaichi compared with Zapier MCP and Composio for Affinity, by what to check
What to check Elaichi Zapier MCP Composio
Where the AI connects One address for the whole organization. https://api.elaichi.ai/mcp A server per member, created at sign-in. An MCP endpoint per team, or an SDK.
Control over Affinity tools Allow or restrict single Affinity tools, per role or user. App and action restrictions on the account. Role permissions, down to the action.
Record of calls One audit entry per Affinity call. A History tab of tool calls. A log of every tool call.
Single sign-on SAML or OIDC, plus SCIM, on Gold. SAML on Enterprise. SAML and OIDC on Enterprise.
Price Free for one person; $15 per user per month on Gold. 2 tasks per successful call. Billed per tool call.

Sources: Zapier MCP docs, security, usage; Composio docs, gateway, enterprise, pricing. Checked September 2026.

Longer take: Zapier MCP alternative and when you don't need an MCP gateway.

Affinity tools for your AI agents

61 tools are ready to call through Elaichi's MCP endpoint the moment you connect Affinity, governed by the same roles, restrictions, and audit log as everything else in Elaichi.

Questions, answered

How do I connect Affinity to Claude?

Connect Affinity in Elaichi first: Affinity signs in with an API key, so you copy the key from your Affinity settings and paste it in, with no client ID or secret to generate. Then in Claude open Customize, then Connectors, then Add, and paste https://api.elaichi.ai/mcp. Claude signs you into Elaichi as yourself and your Affinity organizations, people, opportunities and notes are available in the conversation.

Does Affinity work with ChatGPT and Cursor as well as Claude?

Yes. Once Affinity is connected in Elaichi, the same endpoint, https://api.elaichi.ai/mcp, works in Claude, ChatGPT, Cursor, Microsoft Copilot, any other MCP client and the Elaichi Agent. You connect Affinity once and every client uses that one connection.

What can an AI agent actually do with my Affinity data?

With Affinity connected, an agent can look up organizations, people and opportunities, read and write notes, create or update records after a call, and review logged emails, calls and meetings to tell you who last spoke to someone. Because Affinity has a large set of actions, the agent searches for the right one as you ask, so short concrete requests like "add a note to Acme" work better than long paragraphs.

Does connecting Affinity give the AI my whole Affinity workspace?

No. Every request runs inside the Affinity access of the person who signed in, so an agent sees the organizations, people and opportunities that person can already see in Affinity, and nothing more. Elaichi can narrow that further, for example to read-only, but it can never widen what Affinity itself allows.

Can my team share one Affinity connection?

Yes. One person connects Affinity in Elaichi and shares the connection with a team, and nobody else ever handles the Affinity API key. Each teammate still signs into Elaichi as themselves, so every note written or opportunity changed is recorded against the person who did it.

Can I stop an agent from deleting or changing things in Affinity?

Yes. Restrictions in Elaichi apply per action, so you can allow reading and creating notes in Affinity while restricting deletion of organizations, people or opportunities. A restricted action still appears in Elaichi's tool search, flagged as restricted, but Claude, ChatGPT or any other client cannot run it, whatever the prompt says.

What happens to an Affinity connection when someone leaves?

Offboarding that person in Elaichi ends their access to Affinity through every client at once. If they had shared an Affinity connection with a team, it keeps working for everyone else. Disconnecting Affinity once in Elaichi removes it from Claude, ChatGPT, Cursor, Microsoft Copilot and every other client at the same time.

Does the Affinity MCP connector work with Gemini, Codex, Claude Code or other MCP clients?

Yes. Affinity is reached over the same MCP endpoint every client uses, so anything that speaks MCP can call it — Gemini, Codex, Claude Code, Windsurf, Cline, Zed and OpenCode among them — alongside Claude, ChatGPT, Cursor, Microsoft Copilot, and the Elaichi Agent. The tools on offer and the access behind them are identical whichever client asks. Only the setup screen differs.

Is Elaichi an alternative to Zapier MCP for Affinity?

Yes. Both let Claude, ChatGPT or Cursor use Affinity. Zapier MCP fits a team that already automates in Zapier, since each person signs in and acts as themselves in that account. Elaichi fits when IT wants one address for the whole company, per-tool rules by role, and a record of every Affinity call.

How is Elaichi different from Composio for Affinity?

Composio gives AI agents tools and sign-in handling across 1,000+ apps, for developers building agents or people using an assistant, billed per tool call. Elaichi gives a company's own people governed access to Affinity: one address, restrictions per role or user, and $15 per user per month. Both have role permissions and a log of every call.

Put Affinity in front of your team

14 days of Black, no credit card. Connect it once and pick what each team can call.

When the trial ends, nothing is deleted. You move to the free Personal plan, and connections, roles and the audit log stay where they are.

Add one link to your AI app

The same link for everyone on your team.

https://api.elaichi.ai/mcp
  • ChatGPT
  • Claude
  • Cursor
  • Microsoft Copilot