AI Integrations¶

Connect AI tools to Affinity CRM for intelligent workflows, meeting preparation, and pipeline management.

Choose Your Integration¶

Integration	Best For	What It Provides
MCP Server	Any MCP-compatible AI tool	Tools for search, workflows, relationship intelligence
Claude Code Plugins	Claude Code users	Skills that teach Claude SDK/CLI best practices

MCP Server¶

The Model Context Protocol (MCP) server connects desktop AI applications to Affinity:

Claude Desktop, ChatGPT Desktop, Cursor, Windsurf, VS Code + Copilot, and more
7 native tools for entity search, relationship insights, workflow management, and full CLI access via gateway
8 guided prompts for common workflows (meeting prep, pipeline review, warm intros)

MCP Server documentation{ .md-button }

Claude Code Plugins & Skills¶

Claude Code plugins provide skills—knowledge packages that teach Claude domain-specific patterns:

Plugin	Skill	What Claude Learns
`sdk@xaffinity`	affinity-python-sdk	Typed IDs, context managers, pagination, filtering gotchas
`cli@xaffinity`	xaffinity-cli-usage	`--readonly` default, `--json` output, API key verification

Claude Code Plugins documentation{ .md-button }

Quick Install¶

MCP Server¶

Claude Desktop (easiest - MCPB bundle):

Install CLI: pipx install "affinity-sdk[cli]"
(Optional) Pre-configure API key: xaffinity config setup-key (Claude Desktop will prompt if skipped)
Download .mcpb from GitHub Releases and double-click

Other clients (Cursor, Windsurf, VS Code, etc.):

pipx install "affinity-sdk[cli]"
xaffinity config setup-key

Then add to your MCP client's configuration:

{
  "mcpServers": {
    "xaffinity": {
      "command": "/path/to/affinity-sdk/mcp/xaffinity-mcp.sh"
    }
  }
}

Claude Code Plugins¶

/plugin marketplace add yaniv-golan/affinity-sdk
/plugin install sdk@xaffinity   # SDK patterns
/plugin install cli@xaffinity   # CLI patterns
/plugin install mcp@xaffinity   # MCP server (Claude Code only)

When to Use What¶

Scenario	Recommended
Writing Python scripts with the SDK	SDK plugin (skills)
Running CLI commands	CLI plugin (skills)
Meeting prep, pipeline management, logging interactions	MCP Server
Using Claude Desktop, Cursor, or other MCP clients	MCP Server
Using Claude Code for development	Both plugins + optionally MCP