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Xaffinity MCP

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View RepositoryVisit Website

MCP server for Affinity CRM - entity search, relationship intelligence, and workflow management

Quick Install

Automated & IDE Setup

Copy the AI prompt to install this server into Claude Code, Cursor, or another agent β€” or use 1-click editor setup below.

Add to CursorAdd to VS Code
Manual Client & Custom JSON ConfigExpand JSON β–Ύ

Client Config & Setup

Choose your client or environment
Target File:~/Library/Application Support/Claude/claude_desktop_config.json
claude_desktop_config.json
{
  "mcpServers": {
    "xaffinity-mcp": {
      "command": "npx",
      "args": [
        "-y",
        "xaffinity-mcp"
      ]
    }
  }
}

πŸ’‘ Paste the JSON block into your client's configuration file under mcpServers, then restart the application.

Install Directory Badge Claim listing AlternativesπŸ’» More in Developer Tools

Documentation Overview

Affinity Python SDK

CI Coverage PyPI version Python versions License: MIT Typed Pydantic v2 Documentation MCP MCP Bash Framework Claude Code Built with Skill Creator Plus

A modern, strongly-typed Python wrapper for the Affinity CRM API.

Disclaimer: This is an unofficial community project and is not affiliated with, endorsed by, or sponsored by Affinity. β€œAffinity” and related marks are trademarks of their respective owners. Use of the Affinity API is subject to Affinity’s Terms of Service.

Maintainer: GitHub: yaniv-golan

Documentation: https://yaniv-golan.github.io/affinity-sdk/latest/

Affinity's Official MCP Server

As of March 2026, Affinity has released an official MCP Server (beta) for conversational, natural-language access to your CRM data via AI chat clients. It covers relationship intelligence queries, pipeline summaries, meeting activity, and note capture.

This SDK serves a different purpose β€” it's a full-coverage, strongly-typed Python client for the Affinity API, supporting the complete read/write surface (companies, persons, lists, field values, notes, reminders, webhooks, files, and more). Use it when you need programmatic control, write operations, type safety, or want to build custom integrations and tooling.

For a detailed comparison, see Affinity SDK vs. Official MCP.

Table of Contents

  • Features
  • Installation
  • Quick Start
  • Usage Examples
  • Type System
  • API Coverage
  • Authentication
  • Configuration
  • Error Handling
  • Async Support
  • Development

Features

  • Complete API coverage - Full V1 + V2 support with smart routing
  • CLI included - Scriptable command-line interface for automation
  • Strong typing - Full Pydantic V2 models with typed ID classes
  • No magic numbers - Comprehensive enums for all API constants
  • Automatic pagination - Iterator support for seamless pagination
  • Rate limit handling - Automatic retry with exponential backoff
  • Response caching - Optional caching for field metadata
  • Both sync and async - Full support for both patterns

AI Integrations

  • Claude Code plugins - SDK and CLI knowledge for AI-assisted development
  • MCP Server - Connect desktop AI tools to Affinity

Installation

Terminal
pip install affinity-sdk

Requires Python 3.10+.

Optional (local dev): load .env automatically:

Terminal
pip install "affinity-sdk[dotenv]"

Optional: install the CLI:

bash
pipx install "affinity-sdk[cli]"

The CLI includes a powerful query command for structured data extraction with filtering, aggregations, and relationship includes. Output formats include JSON, CSV, markdown, and TOON (token-optimized for LLMs).

CLI docs: https://yaniv-golan.github.io/affinity-sdk/latest/cli/

MCP Server

Connect desktop AI tools to Affinity CRM.

Claude Desktop (easiest - MCPB bundle):

  1. Install CLI: pipx install "affinity-sdk[cli]"
  2. (Optional) Pre-configure API key: xaffinity config setup-key
    • If skipped, Claude Desktop will prompt for your API key during MCPB install
  3. Download the .mcpb bundle from GitHub Releases
  4. Double-click to install (or drag to Claude Desktop)

Other clients (Cursor, Windsurf, VS Code + Copilot, Zed, etc.):

These require manual configuration. See the MCP Server docs for step-by-step instructions.

MCP docs: https://yaniv-golan.github.io/affinity-sdk/latest/mcp/

Claude Code Plugins

If you use Claude Code, install plugins for SDK/CLI knowledge:

bash
/plugin marketplace add yaniv-golan/affinity-sdk
/plugin install affinity-crm-sdk-unofficial@xaffinity   # SDK patterns
/plugin install affinity-crm-cli-xaffinity-unofficial@xaffinity   # CLI patterns + hooks

Plugin docs: https://yaniv-golan.github.io/affinity-sdk/latest/guides/claude-code-plugins/

Documentation

  • Full documentation
  • MCP Server
  • CLI Reference
  • API Reference

Quick Start

server.ts
from affinity import Affinity
from affinity.types import FieldType, PersonId

# Recommended: read the API key from the environment (AFFINITY_API_KEY)
client = Affinity.from_env()

# If you use a local `.env` file (requires `affinity-sdk[dotenv]`)
# client = Affinity.from_env(load_dotenv=True)

# Or pass it explicitly
# client = Affinity(api_key="your-api-key")

# Or use as a context manager
with Affinity.from_env() as client:
    # List all companies
    for company in client.companies.all():
        print(f"{company.name} ({company.domain})")

    # Get a person with enriched data
    person = client.persons.get(
        PersonId(12345),
        field_types=[FieldType.ENRICHED, FieldType.GLOBAL]
    )
    print(f"{person.first_name} {person.last_name}: {person.primary_email}")

Usage Examples

Working with Companies

server.ts
from affinity import Affinity, F
from affinity.models import CompanyCreate
from affinity.types import CompanyId, FieldType

with Affinity(api_key="your-key") as client:
    # List companies with filtering (V2 API)
    companies = client.companies.list(
        filter=F.field("domain").contains("acme"),
        field_types=[FieldType.ENRICHED],
    )

    # Iterate through all companies with automatic pagination
    for company in client.companies.all():
        print(f"{company.name}: {company.fields}")

    # Get a specific company
    company = client.companies.get(CompanyId(123))

    # Create a company (uses V1 API)
    new_company = client.companies.create(
        CompanyCreate(
            name="Acme Corp",
            domain="acme.com",
        )
    )

    # Search by name, domain, or email
    results = client.companies.search("acme.com")

    # Get list entries for a company
    entries = client.companies.get_list_entries(CompanyId(123))

Working with Persons

server.ts
from affinity import Affinity
from affinity.models import PersonCreate
from affinity.types import PersonType

with Affinity(api_key="your-key") as client:
    # Get all internal team members
    for person in client.persons.all():
        if person.type == PersonType.INTERNAL:
            print(f"{person.first_name} {person.last_name}")

    # Create a contact
    person = client.persons.create(
        PersonCreate(
            first_name="Jane",
            last_name="Doe",
            emails=["jane@example.com"],
        )
    )

    # Search by email
    results = client.persons.search("jane@example.com")

Working with Lists

server.ts
from affinity import Affinity, FieldResolver, ResolveMode
from affinity.models import ListCreate
from affinity.types import CompanyId, FieldId, FieldType, ListId, ListType

with Affinity(api_key="your-key") as client:
    # Get all lists
    for lst in client.lists.all():
        print(f"{lst.name} ({lst.type.name})")

    # Get a specific list with field metadata
    pipeline = client.lists.get(ListId(123))
    print(f"Fields: {[f.name for f in pipeline.fields]}")

    # Create a new list
    new_list = client.lists.create(
        ListCreate(
            name="Q1 Pipeline",
            type=ListType.OPPORTUNITY,
            is_public=True,
        )
    )

    # Work with list entries
    entries = client.lists.entries(ListId(123))

    # List entries with field data
    for entry in entries.all(field_types=[FieldType.LIST]):
        print(f"{entry.entity.name}: {entry.fields}")

    # Look up field values by name (instead of raw field IDs)
    # See docs/public/guides/performance.md for details
    resolver = FieldResolver(pipeline.fields)
    for entry in entries.all(field_types=[FieldType.LIST]):
        status = resolver.get(entry, "Status", resolve=ResolveMode.TEXT)
        print(f"{entry.entity.name}: {status}")

    # Add a company to the list
    entry = entries.add_company(CompanyId(456))

Read the full README β†’View source on GitHub β†’

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Reviews

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Frequently Asked Questions about Xaffinity MCP

Add the following block to your claude_desktop_config.json under mcpServers: "mcpServers": { "xaffinity-mcp": { "command": "npx", "args": ["-y", "xaffinity MCP"] } }

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Technical Specs & Signals

CategoryπŸ’»Developer Tools
More technical detailsExpand β–Ύ
TransportSTDIO
RuntimeNode.js
Last updatedSep 7, 2026
Views0
Unique ViewsTotal visits recorded for this listing page on AllMCPs.
Installs0
Installs & Copy ActionsTotal times users copied install commands or configuration snippets for this server.
27Quality signal: Emerging Β· 27/100How this signal is calculated β–Ύ
Server availabilityNot measured

Not scored for repo-hosted servers β€” we can't reach the running server, only its GitHub page. Hosted MCP endpoints are health-checked live.

Verified ownership8/20
Documentation & tools11/30
Adoption & activity1/15
Community engagement0/10

A guidance signal from public completeness & health data β€” not a user rating. New listings start lower and rise as they add docs, get verified, and grow adoption. Signals we can't observe for a listing are skipped, not counted against it.

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