Affinity

Connect Affinity and your assistant can keep your deal flow and relationships current — search companies, people, and opportunities, read lists, notes, and relationship strength, and log interactions or update records — so your CRM stays fed and its context shows up in your prep and follow-ups.

Everything runs as you: your assistant can only see or change what your Affinity account already allows. Updates and deletions to existing records are held for your approval by default; new notes, logged interactions, and newly created records write to Affinity without a prompt — switch the connection to approval-required if you want those reviewed too.

What’s included

With Affinity connected, your assistant can:

Search your CRM — find companies, people, and opportunities
Read lists and saved views — pull list entries, fields, and field history
Read notes and meetings — surface the history behind any relationship
Look up relationship strength — find who on your team knows a person or company best
Create and update records — log interactions, add notes, create companies, people, and opportunities, and update list entries and fields
Set reminders — create and update follow-up reminders

Connecting Affinity

Go to Integrations
Find Affinity and click Connect
Create an Affinity API key (in Affinity: Settings → Manage apps → Create), then paste it into Town’s token field
Return to Town

Affinity connects with an API key, not a one-click sign-in. Create the key in Affinity and paste it into Town — Town connects through Affinity’s official MCP server (mcp.affinity.co). API access requires an Affinity Scale, Advanced, or Enterprise plan. Your assistant is limited to what your Affinity permissions already allow, and you can revoke the key anytime from Affinity.

What your assistant can do

Capability	What it does	Makes changes?
Search companies	Find companies matching a query	No
Search people	Find people matching a query	No
Search opportunities	Find deals in your pipeline	No
Read lists & entries	Read lists, saved views, and their entries	No
Read fields & notes	Read record fields, notes, and meetings	No
Relationship strength	Find the warmest path to a person or company	No
Log an interaction	Record a meeting or touchpoint on a record	Yes
Create a note	Add a note to a company, person, or opportunity	Yes
Create records	Add a company, person, or opportunity	Yes
Update records	Update list entries, fields, and opportunities	Yes
Set reminders	Create or update a follow-up reminder	Yes

Use cases

Deal-flow prep

Walk into every meeting with the history:

Before a pitch or check-in, pull the Affinity record — past meetings, notes, and relationship strength
Fold it into your meeting brief automatically

Keep the CRM current

Turn what happened into logged activity:

After a founder or LP meeting, log the notes to the right company and update the list entry
Flag stale list entries or deals missing a next step

Relationship recall

Answer questions across your network:

“What’s our history with Lumen Robotics?” — meetings, notes, and who knows them best
“Who on the team can introduce us to Parkway?” — answered from relationship strength

Follow-ups

Never leave a warm intro hanging:

Catch intro threads that went quiet and draft the nudge for your review

Example routine

A routine that keeps Affinity current after every meeting, triggered when a founder or LP meeting ends:


When a founder or LP meeting ends:
1. Read the meeting notes
2. Find the matching company in Affinity
3. Log the interaction and update the list entry (stage, next step)
4. Hold the changes for my approval before they're written

Best practices

Turn on approval-required if you want every write reviewed. By default, only updates and deletions to existing records are held for approval — new notes, logged interactions, and newly created records go straight into Affinity. Since it all lands in the pipeline your partners rely on, switch the connection to approval-required if you want a look before anything is written.

Match your list and field names. When updating list entries, use the exact list and field names from Affinity so changes land in the right place.

Affinity stays your system of record. Town keeps it fed and puts it to work — it doesn’t replace working in Affinity.

Troubleshooting

Can’t connect

Confirm your Affinity plan includes API access (Scale, Advanced, or Enterprise)
Make sure you pasted the full API key into the token field
Generate a fresh key in Affinity if the current one was revoked

Can’t find records

Check that the company, person, or opportunity exists in Affinity
Verify your permissions allow access to that list or record
Refine your search terms

Update fails

Confirm you have edit permissions for that list or record in Affinity
Ensure required fields are provided and match the field’s type

Integrations overview — How integrations give your assistant context
Context and memory — How your assistant remembers and reuses what it learns