Affinity

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CRM

Your guide for Affinity

Overview

Transform your Affinity CRM workflows with Ravenala's Affinity MCP connector, the game-changing integration that turns complex relationship management into simple conversations. Skip the endless clicking through menus and filters: just ask your AI assistant to find deals, update contacts, or analyze pipeline data using natural language that feels as easy as texting a colleague.


Whether you're managing investor relationships, tracking deal flow, or analyzing portfolio performance, our Affinity MCP integration works seamlessly with any LLM to give you instant access to your CRM data. No more context switching between platforms or wrestling with complex queries. Your relationship data becomes as accessible as having a conversation.

How to connect Affinity MCP

Getting started with Affinity MCP couldn't be simpler. Click on the Connect button on the top right, follow the steps to authenticate with your Affinity account, then you're ready to start a new chat and use Affinity tools. The entire setup takes less than two minutes, and you'll be amazed how quickly it becomes second nature.


Once connected, interact with your Affinity data through natural conversation. Ask questions like 'Show me all deals closing this quarter' or 'Update John's contact info with his new company.' Your AI assistant understands context and intent, making CRM management feel effortless rather than overwhelming.

Top benefits of using Affinity through chat

Lightning-Fast Deal Research

Instead of navigating through multiple Affinity screens to research a prospect, simply ask 'Tell me about Acme Corp's funding history and key contacts.' Get comprehensive deal intelligence in seconds, complete with relationship mapping and interaction history, all through natural conversation.

Effortless Pipeline Management

Skip the tedious process of manually updating deal stages and probabilities. Just chat: 'Move the TechStart deal to due diligence and set probability to 75%.' Your pipeline stays current without the administrative overhead that usually bogs down busy professionals.

Smart Relationship Insights

Stop digging through contact histories to understand relationships. Ask 'Who do we know at Series A startups in fintech?' and get instant network analysis. Turn your CRM into an intelligent relationship advisor that surfaces warm introductions and strategic connections.

Frequently Asked Questions