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CRM ⇄ AI

Affinity to Anthropic integration — real-time data sync

Keep Affinity and Anthropic in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

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Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Affinity and Anthropic

Flow Anthropic data into Affinity in real time — no exports, no schedulers, no custom scripts.

Anthropic is a read-only source: Stacksync reads its data in real time and delivers it into Affinity, so Affinity always reflects the current state of Anthropic — without exports, scripts, or schedulers.

Anthropic turns data into something a revenue team can act on: scores, classifications, summaries, and embeddings. But the customers those results describe live in Affinity, where reps and marketers actually work. Intelligence that stays inside Anthropic rarely reaches the record where a decision gets made, and Anthropic is only as sharp as the data it sees, which is also held in Affinity.

Because the mapping is field-level, you choose exactly which attributes cross and in which direction, so Affinity stays the record of the customer while Anthropic stays where the computation happens.

Common use cases

  • 01 Sync the Cost Report into a finance database or FinOps tool for daily AI-spend reporting alongside other vendor costs.
  • 02 Mirror Organization Members and their roles into an IdP or HR database to audit who can access which workspace.
  • 03 Push enrichment data computed elsewhere into Affinity field values on list entries.
  • 04 Keep introductions and relationship data from Affinity aligned with outreach tools used by the team.

Common sync patterns

Where Anthropic summarizes or drafts: text where reps read it

Summaries, next steps, or drafted messages generated in Anthropic write back onto the account or deal in Affinity, next to the relationship they describe.

Where Anthropic enriches people or companies: fields fill in

Enriched attributes from Anthropic populate contact and company fields in Affinity, and refreshes keep them from going stale.

Where Anthropic scores or ranks records: results on the CRM record

Lead scores, fit ratings, or priority computed in Anthropic land as fields on the matching contact or account in Affinity, so reps sort and act on them without leaving the CRM.

What you can sync between Affinity and Anthropic

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Affinity objects Anthropic objects How this pairing syncs
Field Values Custom field data, either global or scoped to a list, mapped field-by-field in syncs. API Keys Key metadata — name, owning workspace, status, creator — from /v1/organizations/api_keys; the secret value is never returned. Read-only, useful for a security key inventory. Field Values is specific to Affinity and API Keys to Anthropic — each maps to any object or custom field on the other side.
Notes Meeting and call notes synced for record-keeping in other systems. Invites Pending organization invitations from /v1/organizations/invites; read to track who has been invited to the org but has not yet accepted. Notes is specific to Affinity and Invites to Anthropic — each maps to any object or custom field on the other side.
Interactions Automatically captured emails and meetings, read for activity reporting. Message Batches Asynchronous batch jobs at /v1/messages/batches; the connector polls processing_status and reads per-request results keyed by custom_id once a batch has ended. Interactions is specific to Affinity and Message Batches to Anthropic — each maps to any object or custom field on the other side.
Reminders Follow-up tasks associated with people and organizations. Models Claude model catalog from /v1/models with model IDs, context window, max output, and capability flags; snapshotted into a config table so applications avoid hardcoding model IDs. Reminders is specific to Affinity and Models to Anthropic — each maps to any object or custom field on the other side.
Lists Pipelines (deal flow, fundraising, portfolio) that structure most Affinity data; syncs usually target a specific list. Usage Report (messages) Time-bucketed token usage (uncached input, cached input, cache creation, output) grouped by workspace, model, API key, and service tier from /v1/organizations/usage_report/messages; read-only, queried by date range at 1m/1h/1d bucket width. Lists is specific to Affinity and Usage Report (messages) to Anthropic — each maps to any object or custom field on the other side.
List Entries The membership of a person, organization, or opportunity on a list, carrying its list-specific fields. Cost Report Daily USD cost broken down by workspace, model, and cost type from /v1/organizations/cost_report; read-only, polled by date range for chargeback and FinOps reporting. List Entries is specific to Affinity and Cost Report to Anthropic — each maps to any object or custom field on the other side.

How changes propagate between Affinity and Anthropic

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Affinity Anthropic Sub-second propagation

DetectionAffinity notifies Stacksync of record changes through webhook events. Webhook subscriptions for record events, supplemented by polling.

DeliveryAnthropic does not accept inbound record writes, so this direction carries requests rather than records: Anthropic's output flows back as field updates on the originating Affinity records.

Anthropic Affinity Interval-based propagation

DetectionStacksync polls Anthropic for changes on an incremental schedule, reading only records changed since the previous pass. Polling.

DeliveryEach detected change is written to Affinity through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Affinity: Subject to the platform's published API rate limits.
  • Anthropic: Messages API limits are per usage tier: requests-per-minute plus input- and output-tokens-per-minute, surfaced in anthropic-ratelimit-* response headers with retry-after on 429. Usage/cost reports recommend polling at most once per minute.
What ships with Affinity ⇄ Anthropic

Connect Affinity and Anthropic for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Affinity–Anthropic connection.

Real-time

Real-time sync

Changes in Affinity or Anthropic instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Affinity or Anthropic data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Affinity or Anthropic record.

Observability

Monitoring

Track your Affinity ⇄ Anthropic sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Affinity and Anthropic.

How the Affinity and Anthropic connectors work

Affinity

Integration surface
REST API
Authentication
API key
Change detection
Webhook subscriptions for record events, supplemented by polling
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's published API rate limits

Anthropic

Integration surface
REST — Messages API at api.anthropic.com/v1 plus the Admin API (/v1/organizations/*) for organization, usage, and cost data
Authentication
API key in the x-api-key header for Messages, Models, Files, and Batches endpoints; the Admin API requires a separate Admin API key (sk-ant-admin...) with organization-admin permission. Every request also sends an anthropic-version header.
Change detection
Polling. Usage and cost reports are queried by time bucket (1m/1h/1d) over a date range; list endpoints paginate with has_more/next_page (or after_id). No general-purpose data-change webhooks (webhooks exist only for Managed Agents session state).
Capabilities
read
Rate limits
Messages API limits are per usage tier: requests-per-minute plus input- and output-tokens-per-minute, surfaced in anthropic-ratelimit-* response headers with retry-after on 429. Usage/cost reports recommend polling at most once per minute.
How it works

How to connect Affinity to Anthropic — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Affinity and Anthropic with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Affinity connected
    Anthropic connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Affinity and Anthropic objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Affinity ⇄ Anthropic
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Affinity Anthropic
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Affinity and Anthropic integration FAQ

SECURITY

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As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

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SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 387 integrations available for Affinity and Anthropic.

Popular · 6 of 387
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