Affinity
Find your next deal in your network
What is Affinity
Affinity captures activity from email and calendar automatically, enriches contact profiles, scores relationships based on historical interactions, and writes notes and tags back to the CRM without manual input. It is built for RevOps, GTM leads, and deal teams at mid-market to enterprise private capital firms — PE, VC, and investment banking — where relationship context is the primary sourcing edge. The standout capability is relationship mapping: Affinity identifies commonalities across your firm's network and surfaces warm introduction paths that would otherwise stay buried in inboxes. It also generates market maps for competitive benchmarking and attributes opportunities back to the contacts that originated them. The platform is purpose-built for private capital workflows and is a poor fit for high-velocity B2B sales teams that need multichannel sequencing or outbound cadence tooling.
Key features
system of record for contacts, deals, and pipeline
first-party connectors, no middleware required
autonomous multi-step actions, per-prospect AI research, call transcription + summary
real-time enrichment, firmographic + tech-stack data
Chrome extension
event-driven integrations
Vanderbuild take
For RevOps and GTM leads at private capital firms, Affinity is the most purpose-specific CRM in this subcategory — it's not trying to be a horizontal sales tool, and that focus shows in how deeply it handles relationship attribution and pipeline context. On the agentic readiness front, this is as native as it gets: the hosted MCP server (available from the Scale plan at $2,300/user/year) makes Affinity's CRM data directly callable by Claude, Gemini, and Copilot, which means you can wire it into an AI orchestration layer without building custom middleware. Pricing starts at $2,000/user/year on an annual seat basis — accessible for a small deal team, but costs compound quickly as headcount grows, and API access is gated entirely behind paid tiers. The honest limitation is scope: if your team needs outbound sequencing, multichannel cadences, or broad B2B prospecting, Affinity won't cover that ground — you'll need a separate tool in the stack.
Agentic stack profile
MCP serverYesLive MCP server — agents can call this tool directly.
Affinity's MCP Server connects AI assistants (Claude, ChatGPT, Gemini, etc.) to live Affinity CRM data and supports reading from and writing back to that data for workflows such as meeting prep, pipeline search, and note capture (per official blog announcement).
Open MCP →APIRESTProgrammatic access available.
REST API — straightforward to call from any agent or workflow tool. Rate limits and auth vary by plan.
API docs →Agentic readinessNativeBuilt for agents from the ground up.
MCP server + agent-friendly API + at least one autonomous workflow out of the box. The bar for 'Native' is high — only a handful of tools currently qualify.
Stack roleCRM · Notetaker · AI agentWhere this tool slots into an agentic pipeline.
Plays the role of CRM + Notetaker + AI agent in an agentic pipeline. Use it to be the system of record for contacts, deals, and pipeline; transcribe and summarise meetings into structured notes.
Affinity alternatives
Tools that solve a similar problem — compared at a glance.
- Pricing
- Seat-based
- Budget
- $$
- Best for
- RevOps, Account Executive
- Readiness
- Native
- MCP
- Yes
- API
- REST
- Pricing
- Freemium
- Budget
- $$
- Best for
- RevOps, Founder
- Readiness
- Native
- MCP
- Yes
- API
- REST
- Pricing
- Freemium
- Budget
- $$
- Best for
- RevOps, Founder
- Readiness
- Native
- MCP
- Yes
- API
- REST
Frequently asked questions
Does Affinity have an MCP server?
Yes — Affinity exposes a Model Context Protocol server. Affinity's MCP Server connects AI assistants (Claude, ChatGPT, Gemini, etc.) to live Affinity CRM data and supports reading from and writing back to that data for workflows such as meeting prep, pipeline search, and note capture (per official blog announcement). See the MCP docs at https://www.affinity.co/blog/affinity-mcp-server-beta.
Does Affinity have a public API?
Yes — Affinity ships a REST API. Docs: https://developer.affinity.co/pages/external-api-v2/introduction.
How much does Affinity cost?
Affinity: pricing is seat-based, expect mid tier ($$) spend. Full pricing page: https://www.affinity.co/product/affinity-pricing.
Who is Affinity best for?
Affinity is built for RevOps, Account Executive, GTM Lead. Fits Mid-market (50-500), Enterprise-sized teams.
How well does Affinity fit an agentic sales stack?
Tier: Native. Has both an MCP server and an agent-friendly API — drops into an agentic stack with minimal glue code.