Question 1

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

Accepted Answer

Affinity MCP for Grok is a connector that integrates Affinity CRM with Grok AI through Ravenala's chat interface. It enables teams to access customer data, manage relationships, and automate workflows using natural language commands, streamlining sales and marketing operations with AI-powered insights.

Question 2

How do I set up the Affinity Connector for Grok?

Accepted Answer

Setting up the Affinity Connector for Grok requires your Affinity API key and Grok access credentials. Simply connect through Ravenala's interface, authenticate both services, and configure your data permissions. The setup process typically takes 5-10 minutes with our guided wizard.

Question 3

Can Affinity AI access all my CRM data through Grok?

Accepted Answer

Affinity AI through Grok can access data based on your configured permissions. You control which contacts, deals, organizations, and custom fields are available. The integration respects Affinity's security protocols and allows granular access control for different team members.

Question 4

What are the main benefits of using Affinity with Grok?

Accepted Answer

The Affinity MCP for Grok enables natural language CRM queries, automated relationship mapping, intelligent deal scoring, and personalized outreach suggestions. Teams can analyze customer patterns, predict sales outcomes, and streamline relationship management without switching between multiple platforms.

Question 5

Is the Affinity Connector for Grok secure for enterprise use?

Accepted Answer

Yes, the Affinity Connector for Grok implements enterprise-grade security with encrypted API connections, OAuth 2.0 authentication, and compliance with SOC 2 standards. All data transmission occurs through secure channels, and no sensitive information is stored on external servers.

Question 6

Can I use Affinity AI to automate my sales workflows?

Accepted Answer

Absolutely! Affinity AI through Grok can automate lead scoring, follow-up reminders, relationship warm introductions, and custom workflow triggers. You can create intelligent automation rules using natural language commands, reducing manual work and improving sales efficiency significantly.

Question 7

What types of queries can I make with Affinity MCP for Grok?

Accepted Answer

You can ask about deal pipelines, contact relationships, meeting schedules, revenue forecasts, team performance, and custom field analysis. The system handles complex queries like 'Show warm introductions to Series A startups' or 'Find deals likely to close this quarter.'

Question 8

Does the Affinity Connector work with custom fields and tags?

Accepted Answer

Yes, the Affinity Connector for Grok fully supports custom fields, tags, and relationship types specific to your Affinity setup. Grok can query, filter, and analyze data using your custom taxonomy, maintaining the unique structure of your CRM configuration.

Question 9

How does Affinity AI help with relationship intelligence?

Accepted Answer

Affinity AI analyzes communication patterns, meeting frequency, email engagement, and mutual connections to provide relationship strength scores. It identifies warm introduction paths, suggests optimal contact timing, and highlights relationship opportunities that might otherwise be overlooked by sales teams.

Question 10

Can multiple team members use Affinity MCP for Grok at once?

Accepted Answer

Yes, multiple team members can access the Affinity MCP for Grok simultaneously through Ravenala's collaborative interface. Each user sees data based on their Affinity permissions, and conversations can be shared across teams for better coordination and knowledge sharing.

Connect Affinity to Grok (xAI) 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)

ChatGPT

Gemini

Sonar

Claude Sonnet

Claude Opus

Mistral

DeepSeek Chat

Llama

Need inspiration? What's in your stack?

Airtable

Canva

GitHub

Gmail

Google Drive

HubSpot

Notion

Salesforce

Frequently Asked Questions