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Affinity for AI agents

Affinity is a relationship intelligence CRM built for private capital investors to source, manage and close deals. Venture and PE teams use it to track deal pipelines and networks. Connect it once through Arc0, and your agent, or Claude, ChatGPT and Cursor, can use it through one MCP endpoint, limited to what each user approved.

Connect AffinitySee the 20 actions ↓
CRMAPI keyMCP + RESTaffinity.co
AUDIT LOG · AFFINITYPOLICY: acme-support
09:41:07 · claude · u_8f2read
affinity.get_all_persons
Get all persons✓ allowed · 212ms
09:41:08 · claude · u_8f2read
affinity.get_current_user
Get current user✓ allowed · 164ms
EVERY AFFINITY CALL, ON THE RECORD
01 · USE CASES

What agents do in Affinity.

01

Look up a company's deal history

Pull the list entries and opportunities tied to a company before a partner meeting.

02

List all opportunities

Review every open deal in the pipeline to see what is moving and what is stalled.

03

Get a person's relationship data

Retrieve the lists and interaction history tied to a specific contact before reaching out.

02 · ACTIONS

20 Affinity actions, graded by risk.

Every Affinity action is tagged read, write or destructive, so one policy covers the whole app and new actions inherit the right default.

read

20

Look things up. Allowed by default.

  • affinity.get_all_persons
    Get all persons
  • affinity.get_current_user
    Get current user
  • affinity.get_all_companies
    Get all companies
  • affinity.get_a_single_person
    Get a single person
  • affinity.get_a_person_s_lists
    Get a person s lists
  • affinity.get_a_single_company
    Get a single company
  • affinity.get_a_company_s_lists
    Get a company s lists
  • affinity.get_all_opportunities
    Get all opportunities
  • affinity.get_a_single_opportunity
    Get a single opportunity
  • affinity.get_metadata_on_all_lists
    Get metadata on all lists
  • affinity.get_a_person_s_list_entries
    Get a person s list entries
  • affinity.get_metadata_on_saved_views
    Get metadata on saved views
  • affinity.get_a_company_s_list_entries
    Get a company s list entries
  • affinity.get_metadata_on_a_single_list
    Get metadata on a single list
  • affinity.get_metadata_on_person_fields
    Get metadata on person fields
  • affinity.get_all_list_entries_on_a_list
    Get all list entries on a list
+ 4 MORE

write

0

Create and change things. Allow, or ask the user first.

  • No write actions.

destructive

0

Delete, cancel or archive. Ask first, or deny outright.

  • No destructive actions.
03 · HOW IT WORKS

Affinity in three steps.

  1. 01Your users connect AffinityThey add their Affinity api key on Arc0 Connect, under your brand. It goes straight into the vault.
  2. 02You set the rulesReads run, and writes like “updates” can wait for the user to approve.
  3. 03Any agent can actYour agent calls Affinity through the Arc0 SDK or MCP, and so can Claude, ChatGPT and Cursor. Every call lands on the audit log.
POLICY.TS
await arc0.policies.set('affinity', {
  read: 'allow',
  write: 'ask',        
  destructive: 'deny',  
})

# Claude Code: the same connection, one URL
$ claude mcp add --transport http arc0 \
    https://mcp.arc0.ai/u/u_8f2
04 · AUTH AND DATA

How Affinity connects.

Users add their Affinity api key on Arc0 Connect. It is encrypted in the vault, never shown to the model, and each user can rotate or revoke it at any time.

The same Affinity connection serves your agent over MCP and your own backend over REST and the proxy, so a user connects once. How Arc0 handles credentials →

AUTH
API key
CREDENTIALS
Per-tenant encrypted vault
MODEL SEES
Results only, never credentials
AUDIT LOG
Every call, on every plan
05 · WORKS WITH

Use Affinity from any agent.

Claude
ChatGPT
Cursor
Codex
VS Code
OpenAI Agents SDK
Claude Agent SDK
Vercel AI SDK
Mastra
LangGraph
06 · RELATED

More crm apps.

Salesforce224 actionsHubSpot263 actionsZendesk457 actionsPipedrive403 actionsApollo67 actionsAttio109 actionsAcculynx8 actionsAeroleads1 actions
ALL CRM APPS →
07 · FAQ

Affinity and Arc0, answered.

Q01

Can I use Affinity with Claude, ChatGPT or Cursor?

Yes. Connect Affinity to Arc0 once, then add your Arc0 MCP URL to Claude, ChatGPT, Cursor, Claude Code or any other remote-MCP client. Each assistant only gets the Affinity actions you allow.

Q02

How do users connect Affinity?

Users add their Affinity api key on Arc0 Connect. It is encrypted in the vault, never shown to the model, and each user can rotate or revoke it at any time.

Q03

Which Affinity actions can my agent take?

20 in total: 20 read, 0 write and 0 destructive. Your policies decide which of them each agent may call.

Q04

Can I make my agent read-only in Affinity?

Yes. Allow read actions and deny writes in the Affinity policy. Your agent can still look things up, and any write it attempts is blocked and logged.

Q05

Can my own backend call Affinity too?

Yes. The same Affinity connection is available over REST and through the Arc0 proxy, so your product and your agent share one connection per user.

Get started

Plug Affinity into your agent.

Your users connect Affinity once, under your brand. Your agent gets 20 actions behind your policies, with every call on the record.

Connect AffinityBrowse all apps →

Free to build · MCP + REST · Audit log on every plan