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affinity-mcp-workflows

Coordinate MCP-based Affinity CRM workflows via guided prompts and CLI commands.

1|2|Updated Feb 2, 2026
Search Tags:#automation#integration#MCP#CLI#workflows#data-management#Affinity CRM
One-click install
npx skills add https://github.com/oneryalcin/affinity-sdk --skill affinity-mcp-workflows
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: affinity-mcp-workflows
Source: https://github.com/oneryalcin/affinity-sdk/tree/main/mcp/.claude-plugin/skills/affinity-mcp-workflows
Command: npx skills add https://github.com/oneryalcin/affinity-sdk --skill affinity-mcp-workflows

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This skill provides guided MCP workflows and prompts to streamline working with Affinity CRM via the MCP server, enabling users to locate entities, manage workflows, log interactions, prepare briefings, and discover warm introductions.

Core Features & Use Cases

  • MCP CLI gateway: Access and execute read/write commands against the Affinity MCP server.
  • Guided prompts: Use prompts like prepare-briefing, pipeline-review, warm-intro, and interaction-brief for structured, multi-step workflows.
  • Safety and best practices: Enforces a pre-flight checklist and read-only/read-write safeguards to prevent unintended data changes.
  • Use cases: Ideal for preparing for meetings, conducting pipeline reviews, and automating routine CRM tasks by querying entities, updating notes, or logging interactions.

Quick Start

Install the MCP CLI and the affinity-sdk CLI extension, configure API keys, and load this skill to begin invoking prompts such as prepare-briefing or pipeline-review.

Frequently Asked Questions about affinity-mcp-workflows

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate Affinity CRM tasks using MCP workflows?▼

Affinity CRM tasks via MCP workflows are coordinated through guided prompts like prepare-briefing and pipeline-review to locate entities, log interactions, and manage pipelines. This skill executes read and write commands against the Affinity MCP server using the xaffinity CLI.

Do I need the xaffinity CLI to manage Affinity CRM pipelines through MCP?▼

Yes, the xaffinity CLI, MCP server access, and affinity-sdk[cli] tooling are required to execute MCP-driven read and write commands for Affinity CRM. You must configure API keys and install these dependencies before loading the skill.

How do I prepare meeting briefings from Affinity CRM data?▼

Meeting briefings are prepared using the prepare-briefing guided prompt to query Affinity entities, review interaction logs, and compile pipeline data. The workflow structures multi-step queries against the MCP server to gather the necessary context.

What safeguards exist when running read and write commands against Affinity CRM?▼

The workflow enforces a pre-flight checklist and read-only versus read-write safeguards to prevent unintended data changes in Affinity CRM. These safety protocols validate commands before execution against the MCP server.

Can I find warm introductions across Affinity pipelines and meetings using MCP?▼

Yes, identifying warm introductions is handled by the warm-intro guided prompt to query entities and interactions across Affinity pipelines. The workflow analyzes meeting logs and CRM data to surface existing relationships.

What is the best way to conduct pipeline reviews in Affinity CRM?▼

Affinity CRM pipeline reviews are conducted using the pipeline-review guided prompt to query entities and evaluate pipeline stages. The MCP CLI gateway executes structured queries against the server to retrieve and assess pipeline data.

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