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.
Tools
- create_list_entry
- create_note
- create_reminder
- get_company_info
- get_company_list_entries
- get_current_user
- get_entities_attached_to_note
- get_entity_field_values
- get_entity_fields
- get_list_entries
- get_list_field_dropdown_options
- get_list_fields
- get_list_info
- get_lists
- get_meetings
- get_meetings_for_entity
- get_notes
- get_notes_for_entity
- get_person_info
- get_person_list_entries
- get_relationship_strengths
- get_reminders
- get_single_list_entry
- get_transcript_fragments
Only use connectors from developers you trust. Anthropic does not control which tools developers make available and cannot verify that they will work as intended or that they won’t change.
Related connectors
Connect AI assistants to live crypto markets, prediction markets, your trading accounts, all through our secure read-only plugin
Build, analyze, and compare portfolios for advisors
Amazon Selling Partner MCP
Bring Orion Connect portfolio data and Redtail CRM together in Claude — prep for client meetings, capture follow-ups, prioritize your pipeline, and turn reports into talking points.
Bring Addepar portfolio intelligence into Claude
Payment processing and financial infrastructure tools