AI & MCP

Affinity’s AI features — chat, MCP integrations, admin controls, and experimental Labs.

Concept — background and overview.

Affinity’s AI helps you prepare for meetings, keep your CRM current, find warm intros, and act on your data faster — with you in control the whole way. Agents draft work for you, and nothing reaches your CRM until you approve it. AI Chat answers questions and takes actions on request. MCP brings Affinity into the AI tools you already use. Admins choose which features are on, and Labs is where experimental features ship first.

Topics in this section

• Agents (Affinity Ascend) — the Meeting Prep, Data Update, and Warm Intro agents prepare briefs and suggest CRM updates for you to review and approve. Document Synthesis is coming soon.
• AI Chat — ask questions of your CRM in natural language, and take confirm-before-execute actions (update a field, add to a list, create a note or reminder).
• AI Prompt Library — example prompts across AI Chat, the Warm Intro agent, and the MCP skills.
• Affinity MCP — connect Claude, ChatGPT, Copilot, Notion, and Gemini to Affinity, with five prepackaged skills. You can open your connected AI client right from Ascend → Agents → Affinity MCP.
• AI Administration — org-level control over which AI features are available.
• Labs — experimental AI features in active testing.