Attio

Attio MCP Connector for Claude

A+

Build powerful CRM workflows with flexible data models, relationship tracking, and deal management tailored to your process.

14 tools Official Updated Jun 28, 2026 Official Vinkius Partner

Connect your Attio account to any AI agent and take full control of your relationship management orchestration and automated CRM workflows through natural conversation.

What you can do

  • Object & Record Orchestration — List and manage your entire database of CRM objects (Companies, People) programmatically, retrieving detailed attribute metadata
  • Relationship Intelligence Architecture — Programmatically query and monitor customer interactions and connection signals to maintain a perfectly coordinated sales strategy
  • Workflow & View Monitoring — Access your complete directory of CRM views and pipelines to coordinate your organizational resource allocation in real-time
  • Metadata Management — Programmatically retrieve field identifiers and record history to maintain a perfectly coordinated audit trail
  • Operational Monitoring — Verify account-level API connectivity and monitor CRM activity volume directly through your agent for perfectly coordinated service scaling

How it works

  1. Subscribe to this server
  2. Retrieve your API Key from your Attio dashboard (Settings > API Keys)
  3. Start orchestrating your business growth from Claude, Cursor, or any MCP client

No more manual updating of individual CRM records or missing critical relationship updates. Your AI acts as your dedicated relationship coordinator and CRM architect.

Who is this for?

  • Sales & Success Managers — instantly retrieve relationship summaries and monitor pipeline health using natural language commands
  • Operations Leads — verify individual record metadata and track CRM updates without leaving your creative workspace
  • Developers — integrate high-speed Attio data into custom internal tools and communication channels through simple AI queries
crmrelationship-intelligencedata-modelingsales-pipelinerecord-managementautomation

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

check_attio_status

Verify Attio API connectivity

create_note

Useful for logging meeting notes, call summaries, or updates. Create a note on a record

create_record

Pass attribute values as JSON (e.g., {"name": [{"value": "Acme Corp"}]}). Create a new record

create_task

Create a new task

delete_record

This action is irreversible. Delete a record

get_list_entries

Get entries from a list

get_object

Get object schema

get_record

Get a specific record

list_lists

List all lists

list_notes

List notes on a record

list_objects

List all CRM objects

list_records

Use "companies" for companies, "people" for contacts, "deals" for deals. List records for any object

list_tasks

List all tasks

update_record

Only provided attributes are changed. Update an existing record

See how to talk to your AI agent using Attio.

List all records in the 'Companies' object in my Attio account and show the last 5 entries.

I've retrieved your company records. You currently have 100 companies. The last 5 entries include 'Global Corp' and 'Startup X'. Would you like the detailed attribute metadata for any of them?

Show the recent updates for 'John Doe' in the 'People' object.

Relationship intelligence orchestrated! For John Doe, I've identified the last 3 updates, including a job title change and a new interaction log at 2:00 PM today. I've retrieved the technical attribute metadata for your review. Need help notifying the success team?

Check for any active pipelines with zero updates this week.

Operational monitoring orchestrated! I've identified 2 pipelines with zero activity this week, including 'Partnership Beta' and 'Outreach Alpha'. I've retrieved the technical status for your review. Shall I check for any pending record updates in these pipelines?

Log in to your account, navigate to **Settings** > **API Keys**, and create or copy your unique Access Token.

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