claude

affinity-crm-mcp-unofficial

Affinity CRM workflows for Claude — meeting prep, pipeline review, warm intros, interaction logging, and relationship intelligence

2 on GitHubby Yaniv GolanMITupdated yesterdayproductivity
/

Plugin affinity-crm-mcp-unofficial from marketplace xaffinity in yaniv-golan/affinity-sdk. Commands read from the repo's manifest — today.

What it installs

Skills (3)

  • affinity-mcp-workflows

    Primary skill for Affinity CRM data access when MCP tools are available (discover-commands, execute-read-command, execute-write-command, query, get-entity-dossier). Prefer this over direct CLI when MCP tools are present. Use for entity lookup, pipeline review, meeting prep, warm intros, interaction

  • pipeline-history

    Guides the multi-step workflow of exporting deals and fetching field change history via MCP tools to analyze pipeline progression over time. Use when analyzing deal pipeline history, stage transitions, funnel conversion, time-in-stage metrics, deal velocity, or stalled deals. Triggers on "pipeline f

  • query-language

    Executes structured JSON queries against Affinity CRM data with filtering, aggregation, and relationship traversal via the query MCP tool. Use when user needs complex filtering (AND/OR/NOT), aggregations (count/sum/avg by field), cross-entity queries (find persons by company properties), or relation

View source on GitHub yaniv-golan.github.io

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