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.
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.
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 EntriesReconstruct 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 EntriesRead 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 OpportunitiesWork 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.
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.
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.
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
What can you do in Affinity without me setting anything up?
These, right away:
- Get a company s list entries
- Get a company s lists
- Get all companies
Great, let's start with the first one.
FAQ
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.
The tools Affinity sits next to
Same connection, same setup. Pick the next one your team already uses.
Agencyzoom
Finds leads and customers, reads their policies and quotes, records new quotes and notes, moves a lead through its status, and sets the follow-up task.
Centralstationcrm
Finds the person behind an inbound message, logs the conversation as a protocol, files email against the right deal, and merges duplicate contacts and companies.
Folk
Finds an existing contact, creates the person and company records when they are new, and writes the note that captures what a conversation revealed.
Kommo
Creates leads, contacts, and companies as a conversation qualifies, files the follow-up task, and keeps the Kommo AI knowledge base stocked.
Pipedrive
Finds the contact on file, reports where a deal stands, captures new leads from conversations, and merges the duplicates enquiries create.
Simla.com
Reads order and shipment status, places repeat orders with payment, merges duplicate customer records, and escalates with a task attached.
Ready to connect Affinity?
Authorize the account and your agent has all 20 actions from the first conversation.