Question 1

What is Affinity MCP for ChatGPT and how does it work?

Accepted Answer

Affinity MCP for ChatGPT is a connector that integrates Affinity CRM with ChatGPT through the Model Context Protocol. It enables direct access to your Affinity data, allowing you to query contacts, deals, and analytics through natural conversation without switching platforms.

Question 2

How do I set up the Affinity Connector for ChatGPT?

Accepted Answer

Setting up the Affinity Connector requires installing the MCP client, configuring your Affinity API credentials, and connecting through Ravenala's interface. The process takes about 5 minutes and includes authentication setup and permission configuration for secure data access.

Question 3

What Affinity data can I access through the ChatGPT integration?

Accepted Answer

The Affinity AI connector provides access to contacts, companies, deals, notes, relationship strength scores, and custom field data. You can query pipeline analytics, relationship mappings, and perform complex searches across your entire Affinity database using conversational commands.

Question 4

Is my Affinity data secure when using the MCP connector?

Accepted Answer

Yes, the Affinity MCP connector uses enterprise-grade security with encrypted API connections, role-based access controls, and audit logging. Your data never leaves your control, and all communications follow industry-standard security protocols for sensitive business information.

Question 5

Can I update Affinity records through the ChatGPT interface?

Accepted Answer

Absolutely! The Affinity Connector for ChatGPT supports full CRUD operations. You can create new contacts, update deal stages, add notes, modify relationship scores, and manage pipeline data directly through natural language commands in your chat interface.

Question 6

What are the main benefits of using Affinity AI integration?

Accepted Answer

Key benefits include faster data retrieval, automated relationship insights, streamlined deal management, and reduced context switching. Users report 40% time savings on CRM tasks and improved data accuracy through conversational queries and AI-powered relationship analysis.

Question 7

Does the Affinity MCP work with custom fields and workflows?

Accepted Answer

Yes, the connector fully supports Affinity's custom fields, tags, and workflow configurations. You can query custom data points, filter by specific field values, and maintain your existing Affinity setup while gaining enhanced AI-powered search and analysis capabilities.

Question 8

What technical requirements are needed for the integration?

Accepted Answer

The Affinity MCP connector requires an active Affinity subscription with API access, a compatible MCP client like Ravenala, and basic network connectivity. No coding skills needed, though admin permissions in Affinity are required for initial setup and configuration.

Question 9

How does Affinity AI compare to native Affinity search features?

Accepted Answer

While Affinity's native search is powerful, the AI integration adds natural language processing, complex multi-field queries, relationship pattern recognition, and contextual insights. It transforms rigid database searches into intuitive conversations that understand business context and intent.

Question 10

Can multiple team members use the Affinity ChatGPT connector?

Accepted Answer

Yes, the Affinity MCP supports multi-user access with individual permission controls. Each team member can connect their Affinity account through the MCP interface, maintaining personalized access levels while enabling collaborative data exploration and shared workflow automation.

Connect Affinity to ChatGPT (OpenAI) to unlock the power of AI automation

Affinity MCP tools

get-a-company-s-list-entriesSummarize company data across all lists, including list-specific fields and metadata like creation date and author.

get-a-company-s-list-entries

get-a-company-s-listsReturns metadata for all the lists on which the given company appears.

get-a-company-s-lists

get-all-companiesAffinity API allows paginated access to company info and custom fields.

get-all-companies

get-all-list-entries-on-a-listAccess and export essential data and metadata for companies, persons, or opportunities from a list, specifying data via `fieldids` or `fieldtypes`.

get-all-list-entries-on-a-list

get-all-list-entries-on-a-saved-viewUse the endpoint to access rows in a saved view with specific filters and selected fields from a web app.

get-all-list-entries-on-a-saved-view

get-all-opportunitiesPagination through opportunities in Affinity yields basic info but excludes field data.

get-all-opportunities

get-all-personsThe Affinity API offers paginated access to person data using `fieldids` or `fieldtypes`.

get-all-persons

get-a-person-s-list-entriesSummary: browse rows for a person in all lists, showing field data and entry metadata like creation time and author.

get-a-person-s-list-entries

get-a-person-s-listsReturns metadata for all the lists on which the given person appears.

get-a-person-s-lists

get-a-single-companyRetrieve basic company info and specific field data by using `fieldids` or `fieldtypes` parameters.

get-a-single-company

get-a-single-opportunityGet basic details about an opportunity without field data via provided endpoints.

get-a-single-opportunity

get-a-single-personUse get `/v2/persons/fields` with `fieldids` or `fieldtypes` for detailed data; basic info by default.

get-a-single-person

get-current-userReturns metadata about the current user.

get-current-user

get-metadata-on-all-listsReturns metadata on lists.

get-metadata-on-all-lists

get-metadata-on-a-single-listReturns metadata on a single list.

get-metadata-on-a-single-list

get-metadata-on-a-single-list-s-fieldsReturns metadata on the fields available on a single list.

get-metadata-on-a-single-list-s-fields

get-metadata-on-a-single-saved-viewReturns metadata on a single saved view.

get-metadata-on-a-single-saved-view

get-metadata-on-company-fieldsReturns metadata on non-list-specific company fields.

get-metadata-on-company-fields

get-metadata-on-person-fieldsReturns metadata on non-list-specific person fields.

get-metadata-on-person-fields

get-metadata-on-saved-viewsReturns metadata on the saved views on a list.

get-metadata-on-saved-views

Affinity connector for other AI models (LLMs)

Grok

Gemini

Sonar

Claude Sonnet

Claude Opus

Mistral

DeepSeek Chat

Llama

Need inspiration? What's in your stack?

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Frequently Asked Questions