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Prerequisites Before you begin, create an account and get your API Key.

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Getting started

Connect to Affinity CRM to manage relationships, track deals, and organize contacts through AI agents.
  • API
  • UI
  • Open Source
1

Install the SDKs (optional)

pip install klavis
2

Create a Strata MCP Server with Affinity

from klavis import Klavis
from klavis.types import McpServerName

klavis_client = Klavis(api_key="YOUR_API_KEY")

# Create a Strata MCP server with Affinity
response = klavis_client.mcp_server.create_strata_server(
    servers=[McpServerName.AFFINITY],
    user_id="user123"
)
userId specifies whose connected accounts and data you are accessing in Klavis. It should be a unique id for yourself, your team, or your organization.

API Reference

Full Strata API endpoints
3

Authenticate with API Key

klavis_client.mcp_server.set_strata_auth(
    strata_id=response.strata_id,
    server_name=McpServerName.AFFINITY,
    auth_data={
        "api_key": "YOUR_AFFINITY_API_KEY"
    }
)
Get your Affinity API key from your Affinity Settings.
🎉 Your Affinity MCP Server is ready! Once authentication is complete, you can use your MCP server URL with any MCP-compatible client.

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Available Tools

With our progressive discovery approach, Klavis System is capable of enabling all tools for Affinity. Please use the get_tools API for more details. If you find any tool that is missing, please reach out to [email protected].

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Next Steps

AI Platform Integrations

Integrate Klavis MCP Servers with leading AI platforms

Integrations

Explore available MCP servers

API Reference

REST endpoints and schemas

White-label Authentication

Customize OAuth flows with your own branding