--- title: "Connect Affinity and Glean - APIANT.ai" description: "When \"New List\" fires in Affinity, your agent runs \"Chat Message/Conversation\" in Glean, or \"New Search Result\" in Glean to \"Add field value\" in Affinity." canonical: "https://apiant.ai/connect/affinity-to-glean" --- # Connect Affinity and Glean When **New List** fires in [Affinity](https://apiant.ai/connections/affinity), your agent runs **Chat Message/Conversation** in [Glean](https://apiant.ai/connections/glean), or **New Search Result** in Glean to **Add field value** in Affinity. Describe the whole flow and it is built, tested on every scenario and kept running. Affinity **6** triggers Affinity **14** actions Glean **1** trigger Glean **7** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Affinity and Glean to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Affinity and Glean can do together ### From Affinity to Glean - When **New List** in Affinity then **Chat Message/Conversation** in Glean - When **New List Entry** in Affinity then **Report Client Activity** in Glean ### From Glean to Affinity - When **New Search Result** in Glean then **Add field value** in Affinity - When **New Search Result** in Glean then **Add reminder** in Affinity Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Affinity and Glean ## Triggers and actions 7 triggers · 21 actions - Trigger **Field Value Changes** Triggers when a field value is added, updated or removed in Affinity. - Trigger **New List** Triggers when a new list is created in Affinity. - Trigger **New List Entry** Triggers when a new entry is added to an Affinity list. - Trigger **New Opportunity** Triggers when a new opportunity is added in Affinity. - Trigger **New Organization** Triggers when a new organization is added in Affinity. - Trigger **New Person** Triggers when a new person is added in Affinity. - Action **Add field value** Sets the value of a field on a list entry (a row on an Affinity list), such as a status dropdown, number, date, text, person or company field. - Action **Add reminder** Creates a one-time or recurring reminder in Affinity for a person, company or opportunity, assigned to an internal user. - Action **Delete opportunity** Deletes an opportunity in Affinity. - Action **Delete person** Deletes a person from Affinity. Internal people in your organization cannot be deleted. - Action **Find a List Entry** Finds an entry on an Affinity list by the name, email or domain of its person, organization or opportunity. - Action **Find an Organization** Finds Affinity organizations by name or domain and returns the best match. - Action **Find a Person** Finds Affinity persons by name or email address and returns the best match. - Action **Find opportunities** Finds opportunities whose name contains the text you give, returning the first match and all matches. - Action **Get an Opportunity** Returns one Affinity opportunity by ID, with its name and the list it belongs to. - Action **Get an Organization** Returns one Affinity organization (company) by ID, with its name and domains. - Action **Get a Person** Returns one Affinity person by ID, with their name and email addresses. - Action **List lists** Returns the lists in your Affinity workspace that you can view, optionally filtered by name. - Action **Update field value** Sets the value of a single field on a list entry (row) in an Affinity list, replacing its current value. - Action **Update opportunity** Renames an existing opportunity in Affinity. - Trigger **New Search Result** Triggered when a new document appears in the Glean search results for a query you choose. - Action **Chat Message/Conversation** Sends a message or conversation history to Glean AI and returns its answer, along with the chat it belongs to and suggested follow-up prompts. - Action **Find Document** Returns the Glean documents, with their metadata, that match the document IDs or URLs you specify. - Action **Get Documents and Events Feed** Returns the user's personalized Glean feed, including suggested and recent documents, calendar events, announcements and other content. - Action **Report Client Activity** Reports an event that happened to a result in a Glean client, such as a search result view, click or vote. Glean uses these signals to improve search quality. - Action **Report Document Activity** Reports user activity on indexed documents, such as views, edits, searches and comments, to Glean to improve search quality. - Action **Run Agent and Wait** Runs a Glean agent and waits for it to finish, returning the agent's final response messages and run status. - Action **Search** Returns documents from the Glean index that match the search terms and any filters you provide. ## Each app on its own - [ **Affinity** Affinity is a collective intelligence CRM, helping you keep track of the people and organizations in your...](https://apiant.ai/connections/affinity) - [ **Glean** Glean offers AI-powered search to give enterprise users the ability to search across organization-wide...](https://apiant.ai/connections/glean) Reviews ## What our customers say ## More from Affinity - [ **Affinity to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/affinity-to-hubspot) - [ **Affinity to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/affinity-to-salesforce) - [ **Affinity to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/affinity-to-slack) - [ **Affinity to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/affinity-to-google-sheets) - [ **Affinity to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/affinity-to-gmail) - [ **Affinity to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/affinity-to-google-calendar) ## More into Glean - [ **ActiveCampaign to Glean** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-glean) - [ **Airtable to Glean** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-glean) - [ **Asana to Glean** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-glean) - [ **ClickUp to Glean** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-glean) - [ **Discord to Glean** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-glean) - [ **Freshdesk to Glean** Freshdesk is a cloud-based customer support and helpdesk platform.](https://apiant.ai/connect/freshdesk-to-glean) Questions ## Affinity and Glean, answered ### ### What can start an automation from Affinity? Any of Affinity's 6 triggers in the catalog, including New List, New List Entry, New Opportunity and New Organization. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Glean when something happens in Affinity? Any of Glean's 7 actions, including Chat Message/Conversation, Find Document, Get Documents and Events Feed and Report Client Activity. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Glean to Affinity? Yes. When something happens in Glean, your agent can act in Affinity too. This page covers both directions: Glean's triggers and Affinity's actions are listed here as well. ### ### Do I have to build a connector for Affinity or Glean? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Affinity and Glean without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.