Attio MCP Connector for Claude
A+Manage your CRM data with Attio — track objects, records, and relationships via AI.
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_recordtool 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.
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