{ "data": { "a": { "slug": "affinity", "name": "Affinity", "vendor": "Project Affinity, Inc.", "vendorUrl": "https://www.affinity.co", "kind": "http-api", "category": "crm", "summary": "Affinity is a relationship CRM for venture capital and private equity firms, from Project Affinity, Inc. Agents reach it through a versioned REST API with a public OpenAPI file and a hosted MCP server, on the Scale plan and above.", "url": "https://www.anchorterminal.com/tools/affinity", "markdownUrl": "https://www.anchorterminal.com/tools/affinity.md", "slimMarkdownUrl": "https://www.anchorterminal.com/tools/affinity.min.md", "jsonUrl": "https://www.anchorterminal.com/api/v1/tools/affinity.json", "license": "Proprietary service under Affinity's master subscription agreement. The `affinity-mcp` package on PyPI is MIT", "transports": [ "http", "streamable-http", "stdio" ], "remoteUrl": "https://api.affinity.co/v2", "packages": [ { "registry": "pypi", "name": "affinity-mcp" } ], "auth": "mixed", "authNotes": "A paying customer's user makes an API key in Settings, Manage Apps, which needs the Generate an API key permission from the firm's admin. API v2 takes the key as a Bearer token. A key acts with all of its owner's permissions, has no scopes or expiry, can be revoked, and can be tied to an IP allowlist. The hosted MCP server takes OAuth 2.0 through login.affinity.co, with a read-only choice at consent, or the same API key in an `Authorization` header. There is no self-serve signup. Outside developers building for shared customers sign the Affinity Developer Agreement.", "pricing": "paid", "pricingNotes": "From $2,300 a user a year (Scale), the lowest plan with the API and the MCP server. Essential is $2,000 without either, Advanced $2,700, Enterprise on quote, all billed yearly and bought through sales. Scale and Advanced include 100,000 API calls a month, MCP calls counted in, and Enterprise has no monthly cap. No free tier or sandbox was found, and trial accounts can't use the API (https://www.affinity.co/product/affinity-pricing, checked 2026-10-08).", "priceSummary": "$191.67 / seat-mo", "where": "both", "x402": { "level": "no", "evidence": "No x402, MPP or L402 in the developer docs, the OpenAPI file or the pricing page (checked 2026-10-08).", "endpoints": [] }, "toolCount": 75, "popularity": { "githubStars": null, "npmWeekly": null, "pypiWeekly": 268, "asOf": "2026-10-08" }, "docsUrl": "https://developer.affinity.co", "llmsTxt": "https://developer.affinity.co/llms.txt", "openapi": "https://developer.affinity.co/api-reference/openapi.json", "capabilities": [ "crm.records", "crm.pipeline", "crm.activities", "crm.search", "crm.webhooks" ], "tags": [ "hosted", "paid", "sales-led", "mcp", "oauth", "openapi", "llms-txt", "webhooks", "closed-source", "python", "status-page", "soc2", "iso27001", "private-capital" ], "lastRelease": "2026-10-02", "graded": true, "anchor": { "graded": true, "score": 63.4, "grade": "B", "agentReady": false, "rank": 311, "ranked": true, "rankOf": 722, "categoryRank": 6, "methodology": "0.4", "run": "2026-10-01", "scores": { "ergonomics": 66, "maintenance": 70, "payments": 10, "reliability": 64, "schema": 91, "security": 66, "transparency": 70 }, "pending": [ "performance", "tasks" ], "assessment": { "confidence": "medium", "date": "2026-10-08" }, "negative": 0, "verdict": "A public OpenAPI 3.1 file, dated API versions with migration notes and a hosted MCP server with a read-only OAuth scope give an agent a well-documented way in. Access needs a Scale plan at $2,300 a user a year, sold through sales, with no trial that includes the API, and 36 of the 112 v2 operations are marked beta.", "bestFor": "Venture capital, private equity and other private capital firms that already run Affinity and want an agent to read relationship strength, pipeline lists, notes and meetings, then update fields and log notes.", "strengths": [ "Public OpenAPI 3.1.1 files for three dated versions (2024-01-01, 2026-07-15, 2026-09-17), 112 operations in the newest, plus `llms.txt` and Markdown copies of every docs page", "Breaking changes ship only in new dated versions, selected per key or per request with `X-Affinity-Api-Version`, each with written migration steps", "Hosted MCP server at `https://mcp.affinity.co/mcp` takes OAuth with a read-only scope chosen at consent, and admins can switch off any AI client for the whole firm", "Every MCP delete and merge shows what it will affect and waits for confirmation, and the `affinity-mcp` 0.5.1 package sets `readOnlyHint` and `destructiveHint` on its tools", "Dated API changelog with eight entries between 5 August and 2 October 2026" ], "weaknesses": [ "No self-serve access. Every plan button reads Contact sales, the Essential plan has no API, and trial accounts can't call the API", "36 of 112 v2 operations are beta, among them create person, the three search endpoints and webhooks, and the docs say beta endpoints can break without notice or versioning", "API keys carry their owner's full permissions with no per-key scopes or expiry. An IP allowlist is the only narrowing", "No idempotency keys and no Retry-After or backoff guidance found. Scale and Advanced plans stop at 100,000 calls a month across API and MCP", "The hosted MCP server lists 75 tools and skills and returns notes, transcripts and files, with no prompt-injection guidance found", "The published master terms forbid using the product or Affinity Data for machine learning or natural language processing, and forbid publishing benchmarks" ], "agentNotes": [ "Send `X-Affinity-Api-Version: 2026-09-17` on every request, or the key's default version applies. Unauthenticated calls answered as 2024-01-01 when we checked", "Read `x-ratelimit-limit-user-remaining` and `x-ratelimit-limit-org-remaining` on each response. The limits are 900 calls a minute per user and, below Enterprise, 100,000 a month per account, shared by v1, v2 and MCP", "Follow `pagination.nextUrl` for the next page, and pass `fieldIds` or `fieldTypes` so list calls return only the fields needed", "Check for duplicates before a create. There are no idempotency keys, so a retried POST can make a second record", "For MCP, untick the write scope at OAuth consent when the task only reads. Treat note, transcript and file text as untrusted input" ], "metrics": { "kind": "remote", "measured": false }, "reviewCount": 0, "avgRating": 0, "history": [ { "basis": "public evidence", "confidence": "medium", "grade": "B", "methodology": "0.4", "pending": [ "performance", "tasks" ], "run": "2026-10-01", "runLabel": "October 2026 research run", "score": 63.4 } ], "editorialScores": { "ergonomics": 66, "maintenance": 70, "payments": 10, "reliability": 64, "schema": 91, "security": 66, "transparency": 64 }, "provenanceScore": 75 }, "connect": { "install": "uvx affinity-mcp", "http": "curl https://api.affinity.co/v2/persons -H \"Authorization: Bearer \u003cYOUR_API_KEY\u003e\" -H \"X-Affinity-Api-Version: 2026-09-17\"", "claudeCode": "claude mcp add --transport http affinity-mcp https://mcp.affinity.co/mcp", "config": { "mcpServers": { "affinity-mcp": { "args": [ "affinity-mcp" ], "command": "uvx", "env": { "AFFINITY_API_KEY": "your_api_key_here" } } } } }, "letme": { "capability": "https://letme.dev/crm.records", "tool": "https://letme.dev/affinity" }, "area": "business", "unitPrices": [ { "item": "Scale", "unit": "seat-month", "usd": 191.67, "note": "$2,300 a user a year, billed yearly. Lowest plan with the API and MCP, 100,000 calls a month" }, { "item": "Advanced", "unit": "seat-month", "usd": 225, "note": "$2,700 a user a year, billed yearly. 100,000 calls a month" } ], "provenance": { "legalEntity": "Project Affinity, Inc.", "domain": "affinity.co", "domainRegistered": "", "endpointOnVendorDomain": true, "terms": "https://cdn.prod.website-files.com/6372644369a530caa8c39dfc/69aa97b4ff59044c68b6df92_Affinity%20MSA%20-%202025-10-30%2C%20v2025.2%20%5BNO%20SIG%5D.pdf?v=2", "privacy": "https://www.affinity.co/legal/privacy-policy", "statusPage": "https://status.affinity.co", "changelog": "https://developer.affinity.co/pages/changelog/previous-changes", "securityTxt": "none", "checked": "2026-10-08", "notes": [ "The master subscription agreement (v2025.2, listed as updated 30 October 2025) names Project Affinity, Inc., a Delaware corporation at 182 Howard Street, PMB #3, San Francisco, CA 94105. It is the customer contract, published as a PDF linked from https://www.affinity.co/legal.", "Outside developers building for shared customers are governed by the Affinity Developer Agreement (v2025.1, listed as updated 18 September 2025), also linked from the legal page. The page at /legal/terms-of-use is the website terms of 16 July 2018 and is not used here.", "The privacy policy is marked updated July 2026 and covers personal data gathered through the services. Customer data is handled under the DPA (March 2025 online terms).", "The API answers at api.affinity.co and the hosted MCP server at mcp.affinity.co, both on the vendor's domain.", "https://www.affinity.co/.well-known/security.txt and https://affinity.co/.well-known/security.txt both returned 404.", "Domain registration date not established. The three RDAP services we tried returned 404 or no answer for affinity.co." ], "score": 75 }, "pageJsonUrl": "https://www.anchorterminal.com/tools/affinity.json", "live": { "slug": "affinity", "probe": { "target": "https://api.affinity.co/v2", "method": "get", "lastAt": "2026-10-08T22:39:39.883626547Z", "lastOk": true, "lastStatus": 401, "lastMs": 453, "lastNote": "asks for credentials", "authRequired": true, "uptime24h": 100, "uptime30d": 100, "p50ms24h": 453, "p95ms24h": 488, "samples24h": 36, "samples30d": 36, "days": [ { "date": "2026-10-08", "probes": 36, "ok": 36 } ] }, "vendorStatus": { "page": "https://status.affinity.co", "indicator": "none", "summary": "All Systems Operational", "checkedAt": "2026-10-08T22:39:07.792846226Z" }, "updatedAt": "2026-10-08T22:39:39.883626547Z" } }, "answer": "Zoho CRM scores 70.8 (BB) on agent readiness against Affinity's 63.4 (B), and leads in 6 of 7 scored categories. Affinity leads on schema \u0026 documentation.", "b": { "slug": "zoho-crm", "name": "Zoho CRM", "vendor": "Zoho", "vendorUrl": "https://www.zoho.com/crm/", "kind": "http-api", "category": "crm", "summary": "Zoho CRM is a hosted sales CRM from Zoho. Agents reach it through the REST API v8, with record, search, query, bulk and notification endpoints behind OAuth 2.0, or through four pre-built remote MCP servers.", "url": "https://www.anchorterminal.com/tools/zoho-crm", "markdownUrl": "https://www.anchorterminal.com/tools/zoho-crm.md", "slimMarkdownUrl": "https://www.anchorterminal.com/tools/zoho-crm.min.md", "jsonUrl": "https://www.anchorterminal.com/api/v1/tools/zoho-crm.json", "repo": "https://github.com/zoho/crm-oas", "license": "Proprietary service under Zoho's Terms of Service. The server-side SDKs on GitHub are Apache-2.0", "transports": [ "http" ], "packages": [ { "registry": "npm", "name": "@zohocrm/nodejs-sdk-8.0" }, { "registry": "pypi", "name": "zohocrmsdk8-0" } ], "auth": "oauth", "authNotes": "OAuth 2.0 only. A person registers a client in the Zoho API console (a web application, or a self client for one organisation) and approves scopes, which narrow to one module and one operation. The access token lasts one hour and goes in `Authorization: Zoho-oauthtoken \u003ctoken\u003e`. The refresh token lasts until revoked. Each data centre has its own accounts host and API domain. Registration is self-serve, with no app review or sales approval for use inside one's own organisation.", "pricing": "freemium", "pricingNotes": "Free edition for three users with 5,000 API credits a day and no card at signup. Paid editions cost $14 to $52 a user a month billed yearly ($20 to $65 monthly) and have a 15-day trial. API calls draw on a daily credit allowance set by edition and user licences. Extra credits are pay as you go from $0.14 per 1,000 a day (https://www.zoho.com/crm/zohocrm-pricing.html, checked 2026-10-08).", "priceSummary": "$14 / seat-mo", "where": "local", "x402": { "level": "no", "evidence": "No x402, MPP or L402 in the API docs, the OpenAPI files or the pricing page (checked 2026-10-08).", "endpoints": [] }, "toolCount": null, "popularity": { "githubStars": null, "npmWeekly": 830, "pypiWeekly": 6148, "asOf": "2026-10-08" }, "docsUrl": "https://www.zoho.com/crm/developer/docs/api/v8/", "openapi": "https://github.com/zoho/crm-oas/tree/main/v8.0", "capabilities": [ "crm.records", "crm.pipeline", "crm.activities", "crm.search", "crm.webhooks" ], "tags": [ "hosted", "closed-source", "oauth", "openapi", "mcp", "webhooks", "free-tier", "no-card", "python", "nodejs", "java", "status-page", "bug-bounty", "soc2" ], "lastRelease": "2026-09-21", "graded": true, "anchor": { "graded": true, "score": 70.8, "grade": "BB", "agentReady": true, "rank": 128, "ranked": true, "rankOf": 722, "categoryRank": 2, "methodology": "0.4", "run": "2026-10-01", "scores": { "ergonomics": 81, "maintenance": 77, "payments": 40, "reliability": 72, "schema": 81, "security": 67, "transparency": 75 }, "pending": [ "performance", "tasks" ], "assessment": { "confidence": "medium", "date": "2026-10-08" }, "negative": 0, "verdict": "A public OpenAPI 3.1 description of 644 operations and OAuth scopes down to one module and one operation suit agent use, and the Free edition includes 5,000 API credits a day. The documented token refresh puts the client secret in the URL, and no SLA, deprecation policy or dated API changelog was found.", "bestFor": "Teams already on Zoho who want an agent to read and write leads, contacts, deals and activities with narrow scopes, and small teams that want a free edition with API access.", "strengths": [ "OpenAPI 3.1 files for 103 resources and 644 operations are public on GitHub, with a Markdown page per operation", "OAuth scopes narrow to one module and one operation, such as `ZohoCRM.modules.leads.READ`", "The `fields` parameter is mandatory on list calls, so responses carry only the fields requested (50 at most)", "Upsert matches on duplicate check fields, so a repeated create updates the record", "Free edition for three users with 5,000 API credits a day and no card at signup" ], "weaknesses": [ "The documented refresh and revoke calls put the refresh token and client secret in the URL query string", "No SLA, API deprecation policy or dated API changelog found in the reviewed pages", "429 is documented without a Retry-After header or backoff guidance", "Access tokens last one hour and hosts differ by data centre, so setup needs a token exchange and the right domain", "Sub-processor directory loads by script and the DPA is sent on request by email" ], "agentNotes": [ "Use the `api_domain` returned with the token, since each data centre has its own host (zohoapis.com, zohoapis.eu, zohoapis.in and others)", "Send `Authorization: Zoho-oauthtoken \u003ctoken\u003e` and refresh hourly. Put refresh parameters in the POST body, not the URL", "Pass `fields` on every list call. Page with `page` up to 2,000 records, then `page_token` up to 100,000", "Create through `/{module}/upsert` so a retry updates instead of duplicating", "Budget credits. Convert Lead costs 5, Send Mail 20, a bulk read 50, and calls through the MCP servers draw on the same allowance" ], "metrics": { "kind": "remote", "measured": false }, "reviewCount": 0, "avgRating": 0, "history": [ { "basis": "public evidence", "confidence": "medium", "grade": "BB", "methodology": "0.4", "pending": [ "performance", "tasks" ], "run": "2026-10-01", "runLabel": "October 2026 research run", "score": 70.8 } ], "editorialScores": { "ergonomics": 81, "maintenance": 77, "payments": 40, "reliability": 72, "schema": 81, "security": 67, "transparency": 54 }, "provenanceScore": 95 }, "connect": { "install": "pip install zohocrmsdk8-0", "http": "curl \"https://www.zohoapis.com/crm/v8/Leads?fields=Last_Name,Email\u0026per_page=5\" \\\n -X GET -H \"Authorization: Zoho-oauthtoken $ZOHO_ACCESS_TOKEN\"", "config": { "mcpServers": { "zoho-crm-data-insights": { "url": "https://zoho-crm-data-insights-60065097786.zohomcp.in/mcp/d17dfe13292e0414a929516bb8f8e797/message" } } } }, "letme": { "capability": "https://letme.dev/crm.records", "tool": "https://letme.dev/zoho-crm" }, "sameCompany": [ "zoho-books", "zoho-zeptomail", "zoho-recruit", "zoho-people" ], "area": "business", "unitPrices": [ { "item": "Standard", "unit": "seat-month", "usd": 14, "note": "billed yearly; $20 billed monthly" }, { "item": "Professional", "unit": "seat-month", "usd": 23, "note": "billed yearly; $35 billed monthly" }, { "item": "Enterprise", "unit": "seat-month", "usd": 40, "note": "billed yearly; $50 billed monthly" }, { "item": "Ultimate", "unit": "seat-month", "usd": 52, "note": "billed yearly; $65 billed monthly" }, { "item": "Add-on API credits, first 25,000 a day", "unit": "credit", "usd": 0.00014, "note": "$0.14 per 1,000 credits per 24 hours, falling to $0.025 per 1,000 above 250,000; billed for credits used" } ], "provenance": { "legalEntity": "Zoho Corporation Private Limited", "domain": "zoho.com", "domainRegistered": "2004-01-16", "domainNote": "API calls go to www.zohoapis.com and its regional equivalents, and the MCP servers to zohomcp.in hosts, both Zoho domains other than zoho.com.", "endpointOnVendorDomain": true, "terms": "https://www.zoho.com/terms.html", "privacy": "https://www.zoho.com/privacy.html", "statusPage": "https://status.zoho.com", "changelog": "https://www.zoho.com/crm/developer/docs/api/v8/whats-new.html", "securityTxt": "valid", "checked": "2026-10-08", "notes": [ "The Terms of Service (last updated 2 March 2022) are the service agreement for Zoho's online services. The contracting entity depends on the customer's region, Zoho Corporation Private Limited for India and Zoho Corporation for the United States (https://www.zoho.com/legal/zoho-contracting-entities.html).", "A separate Zoho Developer Agreement at https://www.zoho.com/developer/terms.html covers the developer tools and names Zoho Corporation Private Limited and its affiliates.", "The privacy policy was last updated on 22 December 2025 and covers Zoho's websites and the products on them.", "security.txt at www.zoho.com gives a bug bounty contact, security@zohocorp.com, a policy link and an expiry of 30 June 2028.", "What's New in V8 lists the additions in v8 without dates. No dated API changelog was found.", "RDAP for zoho.com gives a registration date of 2004-01-16." ], "score": 95 }, "pageJsonUrl": "https://www.anchorterminal.com/tools/zoho-crm.json", "live": { "slug": "zoho-crm", "vendorStatus": { "page": "https://status.zoho.com", "indicator": "unknown", "summary": "no machine-readable status found", "checkedAt": "2026-10-08T17:51:21.048151944Z" }, "pages": [ { "url": "https://www.zoho.com/crm/developer/docs/api/v8/whats-new.html", "kind": "changelog", "status": 200, "checkedAt": "2026-10-08T18:31:58.479396601Z", "changedAt": "0001-01-01T00:00:00Z", "fingerprint": "1ebe95070909" }, { "url": "https://www.zoho.com/crm/zohocrm-pricing.html", "kind": "pricing", "status": 200, "checkedAt": "2026-10-08T18:32:00.474417695Z", "changedAt": "0001-01-01T00:00:00Z", "fingerprint": "33ebba011ea1" }, { "url": "https://www.zoho.com/privacy.html", "kind": "privacy", "status": 200, "checkedAt": "2026-10-08T18:32:02.487387166Z", "changedAt": "0001-01-01T00:00:00Z", "fingerprint": "08dac5e34d5e" }, { "url": "https://www.zoho.com/terms.html", "kind": "terms", "status": 200, "checkedAt": "2026-10-08T18:32:04.479029194Z", "changedAt": "0001-01-01T00:00:00Z", "fingerprint": "05eeda99f291" } ], "updatedAt": "2026-10-08T18:32:04.479029194Z" } }, "facts": [ { "a": "HTTP API", "b": "HTTP API", "name": "Kind" }, { "a": "Project Affinity, Inc.", "b": "Zoho", "name": "Vendor" }, { "a": "https://api.affinity.co/v2", "b": "no (local only)", "name": "Hosted endpoint" }, { "a": "HTTP, Streamable HTTP, stdio", "b": "HTTP", "name": "Transports" }, { "a": "OAuth or key", "b": "OAuth", "name": "Auth" }, { "a": "Paid", "b": "Freemium", "name": "Pricing" }, { "a": "no", "b": "no", "name": "x402" }, { "a": "Proprietary service under Affinity's master subscription agreement. The `affinity-mcp` package on PyPI is MIT", "b": "Proprietary service under Zoho's Terms of Service. The server-side SDKs on GitHub are Apache-2.0", "name": "Licence" }, { "a": "75", "b": "none", "name": "Tools exposed" }, { "a": "yes", "b": "no", "name": "Read-only variant documented" }, { "a": "yes", "b": "no", "name": "llms.txt" }, { "a": "2026-10-02", "b": "2026-09-21", "name": "Last release" }, { "a": "", "b": "2022-03-02", "name": "Terms last updated" }, { "a": "2026-07-01", "b": "2025-12-22", "name": "Privacy policy last updated" }, { "a": "", "b": "yes", "name": "Customer content may train models" }, { "a": "", "b": "not found in the text", "name": "Terms restrict automated access" }, { "a": "", "b": "yes", "name": "Terms restrict benchmarking" }, { "a": "", "b": "not found in the text", "name": "Terms or service can change without notice" }, { "a": "", "b": "not found in the text", "name": "Arbitration or class-action waiver" }, { "a": "268 PyPI/wk", "b": "830 npm/wk, 6.1k PyPI/wk", "name": "Popularity" } ], "faq": [ { "answer": "Zoho CRM scores 70.8 (BB) on agent readiness against Affinity's 63.4 (B), and leads in 6 of 7 scored categories. Affinity leads on schema \u0026 documentation.", "question": "Which is better for AI agents, Affinity or Zoho CRM?" }, { "answer": "Affinity takes an API key or an OAuth sign-in. Zoho CRM uses an OAuth sign-in.", "question": "Do Affinity and Zoho CRM need an API key?" }, { "answer": "Affinity has a hosted endpoint at https://api.affinity.co/v2. No hosted endpoint is listed for Zoho CRM.", "question": "Can an agent call Affinity and Zoho CRM without installing anything?" } ], "goodFor": [ { "aheadOn": [ "Schema \u0026 documentation, 91 against 81" ], "also": [ "A hosted endpoint, with nothing to install", "Runs on your own machine" ], "goodFor": "Venture capital, private equity and other private capital firms that already run Affinity and want an agent to read relationship strength, pipeline lists, notes and meetings, then update fields and log notes.", "slug": "affinity", "watchFor": "No self-serve access. Every plan button reads Contact sales, the Essential plan has no API, and trial accounts can't call the API" }, { "aheadOn": [ "Reliability, 72 against 64", "Agent ergonomics, 81 against 66", "Payments \u0026 pricing, 40 against 10", "Maintenance \u0026 community, 77 against 70", "Transparency \u0026 trust, 75 against 70" ], "also": [ "Agent-ready, a grade of BB or better", "Free to start without a card" ], "goodFor": "Teams already on Zoho who want an agent to read and write leads, contacts, deals and activities with narrow scopes, and small teams that want a free edition with API access.", "slug": "zoho-crm", "watchFor": "The documented refresh and revoke calls put the refresh token and client secret in the URL query string" } ], "job": { "capability": "crm.records", "name": "Crm records" }, "others": [ { "json": "https://www.anchorterminal.com/compare/affinity-vs-attio.json", "title": "Affinity vs Attio API + MCP", "url": "https://www.anchorterminal.com/compare/affinity-vs-attio" }, { "json": "https://www.anchorterminal.com/compare/affinity-vs-capsule-crm.json", "title": "Affinity vs Capsule CRM", "url": "https://www.anchorterminal.com/compare/affinity-vs-capsule-crm" }, { "json": "https://www.anchorterminal.com/compare/affinity-vs-close.json", "title": "Affinity vs Close API + MCP", "url": "https://www.anchorterminal.com/compare/affinity-vs-close" }, { "json": "https://www.anchorterminal.com/compare/affinity-vs-copper.json", "title": "Affinity vs Copper API", "url": "https://www.anchorterminal.com/compare/affinity-vs-copper" }, { "json": "https://www.anchorterminal.com/compare/affinity-vs-dynamics-365-sales.json", "title": "Affinity vs Microsoft Dynamics 365 Sales", "url": "https://www.anchorterminal.com/compare/affinity-vs-dynamics-365-sales" }, { "json": "https://www.anchorterminal.com/compare/affinity-vs-folk.json", "title": "Affinity vs folk API + MCP", "url": "https://www.anchorterminal.com/compare/affinity-vs-folk" }, { "json": "https://www.anchorterminal.com/compare/affinity-vs-freshsales.json", "title": "Affinity vs Freshsales API", "url": "https://www.anchorterminal.com/compare/affinity-vs-freshsales" }, { "json": "https://www.anchorterminal.com/compare/affinity-vs-hubspot-mcp.json", "title": "Affinity vs HubSpot API + MCP", "url": "https://www.anchorterminal.com/compare/affinity-vs-hubspot-mcp" }, { "json": "https://www.anchorterminal.com/compare/affinity-vs-nutshell.json", "title": "Affinity vs Nutshell", "url": "https://www.anchorterminal.com/compare/affinity-vs-nutshell" }, { "json": "https://www.anchorterminal.com/compare/affinity-vs-pipedrive.json", "title": "Affinity vs Pipedrive API + MCP", "url": "https://www.anchorterminal.com/compare/affinity-vs-pipedrive" }, { "json": "https://www.anchorterminal.com/compare/affinity-vs-salesforce.json", "title": "Affinity vs Salesforce API + MCP", "url": "https://www.anchorterminal.com/compare/affinity-vs-salesforce" }, { "json": "https://www.anchorterminal.com/compare/affinity-vs-streak.json", "title": "Affinity vs Streak API + MCP", "url": "https://www.anchorterminal.com/compare/affinity-vs-streak" }, { "json": "https://www.anchorterminal.com/compare/affinity-vs-twenty.json", "title": "Affinity vs Twenty API + MCP", "url": "https://www.anchorterminal.com/compare/affinity-vs-twenty" }, { "json": "https://www.anchorterminal.com/compare/attio-vs-zoho-crm.json", "title": "Attio API + MCP vs Zoho CRM", "url": "https://www.anchorterminal.com/compare/attio-vs-zoho-crm" }, { "json": "https://www.anchorterminal.com/compare/capsule-crm-vs-zoho-crm.json", "title": "Capsule CRM vs Zoho CRM", "url": "https://www.anchorterminal.com/compare/capsule-crm-vs-zoho-crm" }, { "json": "https://www.anchorterminal.com/compare/close-vs-zoho-crm.json", "title": "Close API + MCP vs Zoho CRM", "url": "https://www.anchorterminal.com/compare/close-vs-zoho-crm" }, { "json": "https://www.anchorterminal.com/compare/copper-vs-zoho-crm.json", "title": "Copper API vs Zoho CRM", "url": "https://www.anchorterminal.com/compare/copper-vs-zoho-crm" }, { "json": "https://www.anchorterminal.com/compare/dynamics-365-sales-vs-zoho-crm.json", "title": "Microsoft Dynamics 365 Sales vs Zoho CRM", "url": "https://www.anchorterminal.com/compare/dynamics-365-sales-vs-zoho-crm" }, { "json": "https://www.anchorterminal.com/compare/folk-vs-zoho-crm.json", "title": "folk API + MCP vs Zoho CRM", "url": "https://www.anchorterminal.com/compare/folk-vs-zoho-crm" }, { "json": "https://www.anchorterminal.com/compare/freshsales-vs-zoho-crm.json", "title": "Freshsales API vs Zoho CRM", "url": "https://www.anchorterminal.com/compare/freshsales-vs-zoho-crm" }, { "json": "https://www.anchorterminal.com/compare/hubspot-mcp-vs-zoho-crm.json", "title": "HubSpot API + MCP vs Zoho CRM", "url": "https://www.anchorterminal.com/compare/hubspot-mcp-vs-zoho-crm" }, { "json": "https://www.anchorterminal.com/compare/nutshell-vs-zoho-crm.json", "title": "Nutshell vs Zoho CRM", "url": "https://www.anchorterminal.com/compare/nutshell-vs-zoho-crm" }, { "json": "https://www.anchorterminal.com/compare/pipedrive-vs-zoho-crm.json", "title": "Pipedrive API + MCP vs Zoho CRM", "url": "https://www.anchorterminal.com/compare/pipedrive-vs-zoho-crm" }, { "json": "https://www.anchorterminal.com/compare/salesforce-vs-zoho-crm.json", "title": "Salesforce API + MCP vs Zoho CRM", "url": "https://www.anchorterminal.com/compare/salesforce-vs-zoho-crm" }, { "json": "https://www.anchorterminal.com/compare/streak-vs-zoho-crm.json", "title": "Streak API + MCP vs Zoho CRM", "url": "https://www.anchorterminal.com/compare/streak-vs-zoho-crm" }, { "json": "https://www.anchorterminal.com/compare/twenty-vs-zoho-crm.json", "title": "Twenty API + MCP vs Zoho CRM", "url": "https://www.anchorterminal.com/compare/twenty-vs-zoho-crm" } ], "scores": [ { "affinity": 64, "by": 8, "edge": "zoho-crm", "key": "reliability", "name": "Reliability", "weight": 16, "zoho-crm": 72 }, { "key": "performance", "name": "Performance", "pending": true, "weight": 10 }, { "affinity": 91, "by": 10, "edge": "affinity", "key": "schema", "name": "Schema \u0026 documentation", "weight": 13, "zoho-crm": 81 }, { "affinity": 66, "by": 15, "edge": "zoho-crm", "key": "ergonomics", "name": "Agent ergonomics", "weight": 13, "zoho-crm": 81 }, { "affinity": 66, "by": 1, "edge": "zoho-crm", "key": "security", "name": "Security \u0026 auth", "weight": 14, "zoho-crm": 67 }, { "affinity": 10, "by": 30, "edge": "zoho-crm", "key": "payments", "name": "Payments \u0026 pricing", "weight": 10, "zoho-crm": 40 }, { "key": "tasks", "name": "Task success", "pending": true, "weight": 10 }, { "affinity": 70, "by": 7, "edge": "zoho-crm", "key": "maintenance", "name": "Maintenance \u0026 community", "weight": 7, "zoho-crm": 77 }, { "affinity": 70, "by": 5, "edge": "zoho-crm", "key": "transparency", "name": "Transparency \u0026 trust", "weight": 7, "zoho-crm": 75 } ], "summary": "Zoho CRM scores 70.8 (BB) on agent readiness against Affinity's 63.4 (B), and leads in 6 of 7 scored categories. Affinity leads on schema \u0026 documentation. Both do crm records.", "verdicts": { "affinity": "A public OpenAPI 3.1 file, dated API versions with migration notes and a hosted MCP server with a read-only OAuth scope give an agent a well-documented way in. Access needs a Scale plan at $2,300 a user a year, sold through sales, with no trial that includes the API, and 36 of the 112 v2 operations are marked beta.", "zoho-crm": "A public OpenAPI 3.1 description of 644 operations and OAuth scopes down to one module and one operation suit agent use, and the Free edition includes 5,000 API credits a day. The documented token refresh puts the client secret in the URL, and no SLA, deprecation policy or dated API changelog was found." } }, "kind": "anchor.page", "links": { "api": "https://www.anchorterminal.com/api/v1/index.json", "html": "https://www.anchorterminal.com/compare/affinity-vs-zoho-crm", "json": "https://www.anchorterminal.com/compare/affinity-vs-zoho-crm.json", "llms": "https://www.anchorterminal.com/llms.txt", "markdown": "https://www.anchorterminal.com/compare/affinity-vs-zoho-crm.md", "slim": "https://www.anchorterminal.com/compare/affinity-vs-zoho-crm.min.md" }, "markdown": "Zoho CRM scores 70.8 (BB) on agent readiness against Affinity's 63.4 (B), and leads in 6 of 7 scored categories. Affinity leads on schema \u0026 documentation. Both do crm records.\n\n- Affinity: grade B, 63.4/100, rank #311 of 722. Markdown https://www.anchorterminal.com/tools/affinity.md · JSON https://www.anchorterminal.com/api/v1/tools/affinity.json\n- Zoho CRM: grade BB, 70.8/100, rank #128 of 722. Markdown https://www.anchorterminal.com/tools/zoho-crm.md · JSON https://www.anchorterminal.com/api/v1/tools/zoho-crm.json\n\n## Which one, for what\n\n### Affinity (B)\n\nGood for: Venture capital, private equity and other private capital firms that already run Affinity and want an agent to read relationship strength, pipeline lists, notes and meetings, then update fields and log notes.\n\nAhead on:\n- Schema \u0026 documentation, 91 against 81\n\nAlso in its favour:\n- A hosted endpoint, with nothing to install\n- Runs on your own machine\n\nWatch for: No self-serve access. Every plan button reads Contact sales, the Essential plan has no API, and trial accounts can't call the API\n\n### Zoho CRM (BB)\n\nGood for: Teams already on Zoho who want an agent to read and write leads, contacts, deals and activities with narrow scopes, and small teams that want a free edition with API access.\n\nAhead on:\n- Reliability, 72 against 64\n- Agent ergonomics, 81 against 66\n- Payments \u0026 pricing, 40 against 10\n- Maintenance \u0026 community, 77 against 70\n- Transparency \u0026 trust, 75 against 70\n\nAlso in its favour:\n- Agent-ready, a grade of BB or better\n- Free to start without a card\n\nWatch for: The documented refresh and revoke calls put the refresh token and client secret in the URL query string\n\n\n## Score by category\n\n| Category | Weight | Affinity | Zoho CRM | Edge |\n| --- | --- | --- | --- | --- |\n| Reliability | 16% (20 this run) | 64 | 72 | Zoho CRM +8 |\n| Performance | 10%, pending | pending | pending | not scored in this run |\n| Schema \u0026 documentation | 13% (16.2 this run) | 91 | 81 | Affinity +10 |\n| Agent ergonomics | 13% (16.2 this run) | 66 | 81 | Zoho CRM +15 |\n| Security \u0026 auth | 14% (17.5 this run) | 66 | 67 | Zoho CRM +1 |\n| Payments \u0026 pricing | 10% (12.5 this run) | 10 | 40 | Zoho CRM +30 |\n| Task success | 10%, pending | pending | pending | not scored in this run |\n| Maintenance \u0026 community | 7% (8.8 this run) | 70 | 77 | Zoho CRM +7 |\n| Transparency \u0026 trust | 7% (8.8 this run) | 70 | 75 | Zoho CRM +5 |\n| Negative events | ≤15 | 0 | 0 | |\n| **Total** | | **63.4 · B** | **70.8 · BB** | |\n\n## Facts side by side\n\n| Fact | Affinity | Zoho CRM |\n| --- | --- | --- |\n| Kind | HTTP API | HTTP API |\n| Vendor | Project Affinity, Inc. | Zoho |\n| Hosted endpoint | `https://api.affinity.co/v2` | no (local only) |\n| Transports | HTTP, Streamable HTTP, stdio | HTTP |\n| Auth | OAuth or key | OAuth |\n| Pricing | Paid | Freemium |\n| x402 | no | no |\n| Licence | Proprietary service under Affinity's master subscription agreement. The `affinity-mcp` package on PyPI is MIT | Proprietary service under Zoho's Terms of Service. The server-side SDKs on GitHub are Apache-2.0 |\n| Tools exposed | 75 | none |\n| Read-only variant documented | yes | no |\n| llms.txt | yes | no |\n| Last release | 2026-10-02 | 2026-09-21 |\n| Terms last updated | | 2022-03-02 |\n| Privacy policy last updated | 2026-07-01 | 2025-12-22 |\n| Customer content may train models | | yes |\n| Terms restrict automated access | | not found in the text |\n| Terms restrict benchmarking | | yes |\n| Terms or service can change without notice | | not found in the text |\n| Arbitration or class-action waiver | | not found in the text |\n| Popularity | 268 PyPI/wk | 830 npm/wk, 6.1k PyPI/wk |\n\n## Verdicts\n\n**Affinity.** A public OpenAPI 3.1 file, dated API versions with migration notes and a hosted MCP server with a read-only OAuth scope give an agent a well-documented way in. Access needs a Scale plan at $2,300 a user a year, sold through sales, with no trial that includes the API, and 36 of the 112 v2 operations are marked beta.\n\n**Zoho CRM.** A public OpenAPI 3.1 description of 644 operations and OAuth scopes down to one module and one operation suit agent use, and the Free edition includes 5,000 API credits a day. The documented token refresh puts the client secret in the URL, and no SLA, deprecation policy or dated API changelog was found.\n\n## Before you call either\n\n### Affinity\n\n1. Send `X-Affinity-Api-Version: 2026-09-17` on every request, or the key's default version applies. Unauthenticated calls answered as 2024-01-01 when we checked\n2. Read `x-ratelimit-limit-user-remaining` and `x-ratelimit-limit-org-remaining` on each response. The limits are 900 calls a minute per user and, below Enterprise, 100,000 a month per account, shared by v1, v2 and MCP\n3. Follow `pagination.nextUrl` for the next page, and pass `fieldIds` or `fieldTypes` so list calls return only the fields needed\n4. Check for duplicates before a create. There are no idempotency keys, so a retried POST can make a second record\n5. For MCP, untick the write scope at OAuth consent when the task only reads. Treat note, transcript and file text as untrusted input\n\n### Zoho CRM\n\n1. Use the `api_domain` returned with the token, since each data centre has its own host (zohoapis.com, zohoapis.eu, zohoapis.in and others)\n2. Send `Authorization: Zoho-oauthtoken \u003ctoken\u003e` and refresh hourly. Put refresh parameters in the POST body, not the URL\n3. Pass `fields` on every list call. Page with `page` up to 2,000 records, then `page_token` up to 100,000\n4. Create through `/{module}/upsert` so a retry updates instead of duplicating\n5. Budget credits. Convert Lead costs 5, Send Mail 20, a bulk read 50, and calls through the MCP servers draw on the same allowance\n\n## Questions\n\n### Which is better for AI agents, Affinity or Zoho CRM?\n\nZoho CRM scores 70.8 (BB) on agent readiness against Affinity's 63.4 (B), and leads in 6 of 7 scored categories. Affinity leads on schema \u0026 documentation.\n\n### Do Affinity and Zoho CRM need an API key?\n\nAffinity takes an API key or an OAuth sign-in. Zoho CRM uses an OAuth sign-in.\n\n### Can an agent call Affinity and Zoho CRM without installing anything?\n\nAffinity has a hosted endpoint at https://api.affinity.co/v2. No hosted endpoint is listed for Zoho CRM.\n\n\n## For agents\n\n- This comparison as JSON: https://www.anchorterminal.com/compare/affinity-vs-zoho-crm.json, and with the fewest tokens: https://www.anchorterminal.com/compare/affinity-vs-zoho-crm.min.md\n- Over MCP at https://www.anchorterminal.com/mcp (no key): `compare_tools {\"a\": \"affinity\", \"b\": \"zoho-crm\"}`. From a terminal: `anchor compare affinity zoho-crm`\n- Each listing in full: https://www.anchorterminal.com/api/v1/tools/affinity.json and https://www.anchorterminal.com/api/v1/tools/zoho-crm.json\n\n## Other comparisons with Affinity or Zoho CRM\n\n- [Affinity vs Attio API + MCP](https://www.anchorterminal.com/compare/affinity-vs-attio.md)\n- [Affinity vs Capsule CRM](https://www.anchorterminal.com/compare/affinity-vs-capsule-crm.md)\n- [Affinity vs Close API + MCP](https://www.anchorterminal.com/compare/affinity-vs-close.md)\n- [Affinity vs Copper API](https://www.anchorterminal.com/compare/affinity-vs-copper.md)\n- [Affinity vs Microsoft Dynamics 365 Sales](https://www.anchorterminal.com/compare/affinity-vs-dynamics-365-sales.md)\n- [Affinity vs folk API + MCP](https://www.anchorterminal.com/compare/affinity-vs-folk.md)\n- [Affinity vs Freshsales API](https://www.anchorterminal.com/compare/affinity-vs-freshsales.md)\n- [Affinity vs HubSpot API + MCP](https://www.anchorterminal.com/compare/affinity-vs-hubspot-mcp.md)\n- [Affinity vs Nutshell](https://www.anchorterminal.com/compare/affinity-vs-nutshell.md)\n- [Affinity vs Pipedrive API + MCP](https://www.anchorterminal.com/compare/affinity-vs-pipedrive.md)\n- [Affinity vs Salesforce API + MCP](https://www.anchorterminal.com/compare/affinity-vs-salesforce.md)\n- [Affinity vs Streak API + MCP](https://www.anchorterminal.com/compare/affinity-vs-streak.md)\n- [Affinity vs Twenty API + MCP](https://www.anchorterminal.com/compare/affinity-vs-twenty.md)\n- [Attio API + MCP vs Zoho CRM](https://www.anchorterminal.com/compare/attio-vs-zoho-crm.md)\n- [Capsule CRM vs Zoho CRM](https://www.anchorterminal.com/compare/capsule-crm-vs-zoho-crm.md)\n- [Close API + MCP vs Zoho CRM](https://www.anchorterminal.com/compare/close-vs-zoho-crm.md)\n- [Copper API vs Zoho CRM](https://www.anchorterminal.com/compare/copper-vs-zoho-crm.md)\n- [Microsoft Dynamics 365 Sales vs Zoho CRM](https://www.anchorterminal.com/compare/dynamics-365-sales-vs-zoho-crm.md)\n- [folk API + MCP vs Zoho CRM](https://www.anchorterminal.com/compare/folk-vs-zoho-crm.md)\n- [Freshsales API vs Zoho CRM](https://www.anchorterminal.com/compare/freshsales-vs-zoho-crm.md)\n- [HubSpot API + MCP vs Zoho CRM](https://www.anchorterminal.com/compare/hubspot-mcp-vs-zoho-crm.md)\n- [Nutshell vs Zoho CRM](https://www.anchorterminal.com/compare/nutshell-vs-zoho-crm.md)\n- [Pipedrive API + MCP vs Zoho CRM](https://www.anchorterminal.com/compare/pipedrive-vs-zoho-crm.md)\n- [Salesforce API + MCP vs Zoho CRM](https://www.anchorterminal.com/compare/salesforce-vs-zoho-crm.md)\n- [Streak API + MCP vs Zoho CRM](https://www.anchorterminal.com/compare/streak-vs-zoho-crm.md)\n- [Twenty API + MCP vs Zoho CRM](https://www.anchorterminal.com/compare/twenty-vs-zoho-crm.md)\n", "meta": { "attribution": "Anchor Terminal (https://www.anchorterminal.com)", "docs": "https://www.anchorterminal.com/docs/", "generatedAt": "2026-10-08", "license": "CC-BY-4.0", "method": "https://www.anchorterminal.com/benchmark/", "methodology": "0.4", "openapi": "https://www.anchorterminal.com/openapi.json", "preview": false, "run": "2026-10-01", "runLabel": "October 2026 research run" }, "page": { "breadcrumbs": [ { "name": "Home", "url": "https://www.anchorterminal.com/" }, { "name": "Compare", "url": "https://www.anchorterminal.com/compare/" }, { "name": "Affinity vs Zoho CRM", "url": "" } ], "description": "Zoho CRM scores 70.8 (BB) on agent readiness against Affinity's 63.4 (B), and leads in 6 of 7 scored categories. Affinity leads on schema \u0026 documentation. Both do crm records. Category scores, facts, verdicts and agent notes side by side.", "facts": [ "Affinity B 63.4", "Zoho CRM BB 70.8", "scores" ], "h1": "Affinity vs Zoho CRM", "image": "https://www.anchorterminal.com/assets/og/compare-affinity-vs-zoho-crm.png", "path": "/compare/affinity-vs-zoho-crm", "published": "2026-10-01", "section": "tools", "title": "Affinity vs Zoho CRM for AI agents, B 63.4 vs BB 70.8", "toc": null, "updated": "2026-10-08", "url": "https://www.anchorterminal.com/compare/affinity-vs-zoho-crm" }, "tokens": { "markdown": 2500, "slim": 780 }, "version": 1 }