Can Lyro update a deal or add a company in Affinity?

No. Every action in this toolkit is a read - companies, persons, opportunities, list entries, saved views, and field metadata. Connecting Affinity gives Lyro visibility into deal flow with no path to writing anything back to the CRM.

Which Affinity permissions does this actually need?

More than a plain read in several places. The list entry, opportunity, and saved view actions all require the Export data from Lists permission, Get a single company requires Export All Organizations, and Get a single person requires Export All People.

Why does a company come back without its custom fields?

Because fields have to be requested explicitly. Companies and persons return basic information by default and field data only arrives when fieldIds or fieldTypes are supplied, so Lyro reads the available IDs through Get metadata on company fields or Get metadata on person fields first.

Can Lyro reproduce a saved view exactly as it looks in Affinity?

Close, but not identically. The saved view endpoint returns rows with the view's filters and selected fields, supports only sheet-type views, and does not maintain sort order - so Lyro can report what a view contains while the row sequence may differ from the web app.

Affinity MCP integration

Answers which lists a company or person appears on, reads their entries and field data, and returns opportunities and saved view rows.

Connect Affinity See all integrations

20actions available

What your agent can do with Affinity

Every action runs live through MCP. Nothing to build, nothing to maintain.

Get a single company
Lyro retrieves company details and specific field data from Affinity. Support agents can reference company information inline without opening the CRM separately.
Get a single person
Lyro retrieves person details and field data from Affinity by person ID. Support agents can quickly access contact information without leaving the chat interface.

See all 20 actions

How businesses use Affinity + Lyro

Each card is one request a support team gets, and the Affinity actions Lyro runs to close it.

Answer where a company sits in the pipeline
Lyro pulls the company record, reports every list it appears on, and summarizes its entries across those lists with the list-specific fields and who created them.
Get A Single CompanyGet A Company's ListsGet A Company's List Entries
Reconstruct a person's history with the firm
Lyro fetches the person record, shows which lists they appear on, and reads their rows across those lists including entry metadata such as creation time and author.
Get A Single PersonGet A Person's ListsGet A Person's List Entries
Read a list or saved view as the team sees it
Lyro exports the rows on a list or a saved view with the selected fields and filters applied, and pages through opportunities when the question spans the whole pipeline.
Get All List Entries On A ListGet All List Entries On A Saved ViewGet All Opportunities
Work out which fields a question needs
Lyro reads the field metadata for lists, companies, and persons first, then requests only those field IDs, because Affinity returns no field data unless it is asked for.
Get Metadata On A List's FieldsGet Metadata On Company FieldsGet Metadata On Person Fields

How it works

Get started in 3 steps

Connect once, then just ask. There is no workflow builder to learn and nothing to maintain — Lyro reads the Affinity actions it has and picks the ones a request needs.

01
Connect Affinity
Authorize the Affinity account your team already uses — one consent screen, no API keys, no mapping tables. Lyro can only do what you granted that account, and you can disconnect it at any time.
02
Tell your agent what you need
Describe the job the way you would hand it to a teammate. Lyro maps it to the Affinity actions that close it and chains as many as the request needs.
03
Watch it work
The agent runs the actions inside the conversation the customer is already in, so nobody copies data between tabs and your team can take over at any point.
Get started free

Affinity · Lyro

Everything else about Affinity

Setup, permissions, and the limits of what Lyro can do inside Affinity.

No. Every action in this toolkit is a read - companies, persons, opportunities, list entries, saved views, and field metadata. Connecting Affinity gives Lyro visibility into deal flow with no path to writing anything back to the CRM.

Every action available in Affinity

All 20 actions your agent can call on Affinity, straight from the live MCP connection.

Get a company s list entries
Summarize company data across all lists, including list-specific fields and metadata like creation date and author.
Get a company s lists
Returns metadata for all the Lists on which the given Company appears.
Get all companies
Affinity API allows paginated access to company info and custom fields.
Get all list entries on a list
Access 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 saved view
Use the endpoint to access rows in a Saved View with specific filters and selected fields from a web app.
Get all opportunities
Pagination through Opportunities in Affinity yields basic info but excludes field data.
Get all persons
The Affinity API offers paginated access to Person data using fieldIds or fieldTypes.
Get a person s list entries
Summary: Browse rows for a Person in all Lists, showing field data and entry metadata like creation time and author.
Get a person s lists
Returns metadata for all the Lists on which the given Person appears.
Get a single company
Retrieve basic company info and specific field data by using fieldIds or fieldTypes parameters.
Get a single opportunity
Get basic details about an Opportunity without field data via provided endpoints.
Get a single person
Use GET /v2/persons/fields with fieldIds or fieldTypes for detailed data; basic info by default.
Get current user
Returns metadata about the current user.
Get metadata on all lists
Returns metadata on Lists.
Get metadata on a single list
Returns metadata on a single List.
Get metadata on a single list s fields
Returns metadata on the Fields available on a single List.
Get metadata on a single saved view
Returns metadata on a single Saved View.
Get metadata on company fields
Returns metadata on non-list-specific Company Fields.
Get metadata on person fields
Returns metadata on non-list-specific Person Fields.
Get metadata on saved views
Returns metadata on the Saved Views on a List.