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Affinity

Relationship CRM for dealmaking

Affinity lets agents search people, companies, and opportunities, read notes and interaction history, and update lists in the CRM of the signed-in account. Each user signs in to their own Affinity account through the browser.

How to connect Affinity to OpenBot

  1. Open Affinity in OpenBot

    Press Open in OpenBot on this page, or find Affinity in the app's Apps tab. Get the app first if it is not on this computer.

  2. Sign in

    Press Connect and finish the sign-in in your browser. OpenBot keeps the token on the computer that runs OpenBot. You can disconnect at any time.

  3. Give an agent a task

    Ask an agent for work that needs Affinity, such as one of the example prompts below. The agent uses the plugin's tools to do it.

Example prompts3

  • AffinityWho on my team has the strongest connection to this company?
  • AffinitySummarize the deals in my pipeline list that had no contact in 30 days.
  • AffinityPrepare a brief on this founder from our notes and past emails.

Apps1

  • Affinity

    CRM search, notes, and list updates, over Affinity's MCP server with browser sign-in.

Information6

Developer
Affinity
Category
Productivity
Version
1.0.0
Website
affinity.co
Privacy policy
affinity.co/legal/privacy-policy
Terms
affinity.co/legal/terms-of-use