Who it is for
Investment and dealmaking teams that keep their pipeline and relationship data in Affinity.
Affinity
Deal and contact records from Affinity in conversation
Overview
What Affinity does
Affinity is a relationship focused CRM used by investment firms. This connector makes its contact, company, and deal records searchable from a chat, and lets those records be edited as a deal progresses.
Meeting preparation is a named use. The captured email history, logged meetings, and relationship scores a firm has accumulated can be pulled into the conversation and turned into a briefing before a call, drawing on the notes actually recorded rather than a summary written elsewhere.
Updates flow back into Affinity, so a status change discussed in chat can be reflected in the record without a separate visit to the CRM.
What stands out
Interaction history and relationship scores feed the meeting prep, not just static record fields.
Availability
Where Affinity is listed
Affinity ships this on both marketplaces: Affinity is listed in the Claude connectors directory and in the ChatGPT apps directory, under the same publisher domain.
Only 392 of the 3,150 products in this directory are listed in both marketplaces. One MCP server can serve both surfaces; what differs is each platform's listing and review process.
ChatGPT listing
In the ChatGPT apps directory
- Developer
- Affinity
- Filed under
- Business & Operations
- Listed since
- June 2026
- Authentication
- Authenticates when installed
- Website
- affinity.co
- Policies published
- Privacy policy · Terms of service
- Official listing
- Open in ChatGPT
- Snapshot
- August 2026
Example prompts from the listing
- Help me prepare for my next meeting
Claude listing
In the Claude connectors directory
Affinity publishes 31 tools to Claude, deeper than 81.4% of the 1,253 Claude-listed connectors.
The median Claude-listed connector filed under Finance publishes 12, so this one runs 19 tools above its bucket's median and ranks 27th of 159 by tool count.
It falls in the 21-50 tools band, which holds 20% of the Claude directory.
Affinity publishes a remote MCP endpoint. Claude connects to it over HTTP; there is nothing to install locally.
Every connector in the Claude directory is remote, all 1,253 of them, so transport is not a differentiator there.
- Publisher
- Affinity
- Verification
- Verified partner (37.8% of the Claude directory)
- Filed under
- Financial Services
- Endpoint
-
https://mcp.affinity.co/mcp - Documentation
- Publisher setup docs
- Published tools
- 31 · 21-50 tools band
- Depth rank in Finance
- 27 of 159
- Snapshot
- August 2026
Affinity carries partner verification in the Claude directory, which 474 of 1,253 listings do (37.8%). That is a review step past self-publishing, not an Anthropic-built server.
In the publisher's words
How Affinity describes it
Bring your Affinity data into Claude to search contacts, companies, and deals; prep for meetings using your actual notes and interaction history; and update records as deals progress. Every email captured, every meeting logged, every relationship scored by your firm is now available directly in the conversation.
Quoted from the connector's own Claude directory listing as captured in August 2026. Node8 did not write it and does not vouch for it.
Nearby
Other Finance connectors
Abacum.ai
Live actuals, plans, and forecasts from an Abacum model
Claude
Autoinsurance.net
Auto insurance comparison from ZIP code and vehicle
ChatGPT
Campfire
Campfire ERP records queried and exported from a conversation
Claude
Carta CRM
Deal flow, contacts, and meeting notes for investors
ChatGPT
Dakota Marketplace
Search allocators, funds, and private-market data
ChatGPT
Deal Analyzer MCP
Underwrite and compare U.S. rental property deals
ChatGPT
This is an independent catalogue entry compiled by Node8 from Affinity's public marketplace listings as they stood in August 2026. Listing facts come from the marketplaces; the comparisons against the rest of the directory and any live-endpoint measurements are Node8's. Node8 is not affiliated with Affinity, and inclusion here is not an endorsement.
Want your company reachable inside ChatGPT and Claude?
Node8 builds MCP servers end to end: deciding which tools are worth exposing, the authentication and permission model, the review submissions, and the onboarding that gets them used. One server serves ChatGPT, Claude, and Microsoft Copilot.