Skills
.Work. You
Rest

affinity-mcp-workflows

Community

Coordinate MCP-driven CRM tasks with Affinity.

Software Engineering#automation#integration#MCP#CLI#workflows#data-management#Affinity CRM
Authoroneryalcin
Version1.0.0
Installs0

System Documentation

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.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: affinity-mcp-workflows
Download link: https://github.com/oneryalcin/affinity-sdk/archive/main.zip#affinity-mcp-workflows

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
View Source Repository

Agent Skills Search Helper

Install a tiny helper to your Agent, search and equip skill from 223,000+ vetted skills library on demand.