Attio

Attio MCP Connector for Claude

A+

Manage your CRM data with Attio — track objects, records, and relationships via AI.

9 tools Official Updated Jun 28, 2026 Official Vinkius Partner

The Attio MCP Server brings powerful CRM capabilities directly to your AI agent. Seamlessly manage your relationship data, from standard objects like People and Companies to custom entities and complex record attributes using simple natural language.

Key Features

  • Object Oversight — List all data objects (tables) in your workspace and retrieve detailed metadata for any specific entity.
  • Record Management — Query, create, and update records for any object, including people, companies, and deals.
  • Smart Assert (Upsert) — Use the assert_record tool to automatically create or update records based on unique matching attributes (e.g., email).
  • Attribute Intelligence — Access available fields (attributes) for any object to understand your data structure.
  • Global Search — Perform fuzzy searches across multiple objects simultaneously to find relevant records instantly.
  • Secure API Integration — Uses secure Bearer Token authentication with your Attio Personal Access Token (PAT).

Who is this for?

  • Sales Teams — Quickly search for prospect details and update deal statuses during conversations.
  • Account Managers — Retrieve company information and relationship history without manual dashboard navigation.
  • Growth Marketers — Programmatically assert records from new leads and enrich CRM data using AI-assisted tools.
crmrelationship-managementdata-objectsrecord-managementsales-pipeline

9 tools expose this connector's capabilities to your AI agent.

assert_record

Upsert a record (update if exists, create otherwise)

create_record

Create a new record in an object

get_account_check

Verify Attio account connection

get_object

Get metadata for a specific object

get_record

Retrieve a specific record by ID

list_attributes

List all attributes (columns) for a specific object

list_objects

List all objects (tables) in the Attio workspace

query_records

Query and filter records for a specific object

search_records

Global fuzzy search across all objects (Beta)

See how to talk to your AI agent using Attio.

Search for any companies named 'Acme' in my CRM.

I've found 2 companies matching 'Acme': 'Acme Corp' and 'Acme Logistics'. Would you like to see the details for one of them?

Assert a person record for 'Jane Doe' with email 'jane@example.com'.

The record for Jane Doe has been successfully asserted. If she already existed, her information was updated; otherwise, a new person was created.

List all deal stages and attributes for 'Deals'.

I've retrieved 12 attributes for the 'Deals' object, including 'Stage' (select), 'Amount' (currency), and 'Closing Date' (date).

Log in to your Attio account, go to **Workspace Settings > Developers**, and you can create a new Personal Access Token (PAT) there.

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