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CRM integration

Affinity integration for AI agents

Insiro connects AI agents to Affinity so they can act in it under your rules. Affinity is a relationship intelligence CRM that helps private capital investors find, manage, and close more deals. It streamlines deal flow and surfaces key connections to help you win opportunities. Every Affinity action runs through Insiro's governed gateway, using each person's own connection (API key).

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What can AI agents do with Affinity?

With Insiro, agents can create and update contacts, companies and deals, log calls, emails and notes against the record, find stalled or at-risk opportunities and enrich new leads before routing them to an owner, all inside the permissions you set for Affinity.

  • Create and update contacts, companies and deals.
  • Log calls, emails and notes against the record.
  • Find stalled or at-risk opportunities.
  • Enrich new leads before routing them to an owner.

A journey through Insiro

Affinity logo AffinityInsiroGmail

Example: Affinity → Insiro → Gmail to log the email thread and update the opportunity. Insiro checks permissions, applies approvals and records the evidence at every hop.

Frequently asked questions about Affinity

Can Insiro AI agents use Affinity?

Yes. Insiro connects AI agents to Affinity through its governed MCP gateway. Agents can create and update contacts, companies and deals and log calls, emails and notes against the record using each person's own Affinity access, with read-only as the default and approvals for actions that change data.

How does Insiro connect to Affinity?

Affinity connects with API key. Each user connects their own account once; Insiro stores the credential encrypted and brokers it to the tool only at the moment of a call, so models never see it. Admins can also register a workspace-level connection.

Can I make Affinity read-only for agents?

Yes. In Insiro Governance, set Affinity to Off, Read only, or Read and write in a click. Write actions can require confirmation or owner approval by risk tier, and every call is logged with the user, tool, tokens and cost.

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