Attio is a modern CRM platform that helps teams manage relationships, track deals, and organize customer data. Use it to manage contacts, companies, deals, tasks, notes, and more with a flexible object-based data model.
This MCP Bundle Server is compatible with any MCP client including Claude Desktop, Cursor, and other Model Context Protocol implementations.
Assert a list entry by parent record: if the record already exists in the list, update it; otherwise add it. Idempotent upsert for list entries.
Assert a record: find by matching attribute and update, or create if not found. This is the idempotent upsert — safer than separate create/update when...
Create a new attribute (field/column) on an object or list. Supports text, number, select, status, currency, date, and many other types.
Create a comment on a record or reply to an existing thread. Use thread_id to reply, or record_id + object to start a new thread. Workspace members ca...
Create a new list (pipeline/board) in your Attio workspace. Lists contain entries that reference records. After creating, add attributes with create_a...
Create a new note on a record. Notes cannot be edited after creation — to change a note, delete it and create a new one. Returns the created note.
Create a new custom object type in your Attio workspace. Objects define data models (like people, companies, or custom types). After creating, add att...
Create a new option for a select-type attribute. Use list_select_options to see existing options first.
Create a new status for a status-type attribute (pipeline stage). Use list_statuses to see existing statuses first.
Create a webhook with one or more event subscriptions. target_url must be HTTPS. Each subscription requires event_type and filter (null for no filter,...
Delete a comment permanently. CAUTION: This action cannot be undone.
Delete a list entry permanently. CAUTION: This action cannot be undone. All entry data will be permanently removed.
Delete a note permanently. CAUTION: This action cannot be undone. All note data will be permanently removed.
Delete a record permanently. CAUTION: This action cannot be undone. All record data, relationships, and associated entries will be permanently removed...
Delete a task permanently. CAUTION: This action cannot be undone. All task data will be permanently removed.
Fetch detailed configuration for a specific list. Returns list metadata including attributes, relationships, and configuration. Use this to understand...
Fetch detailed information for a specific list entry. Returns all entry attributes, relationships, and metadata.
Fetch detailed information for a specific note. Returns all note attributes including title, content (rich text), and linked record.
Fetch detailed configuration for a specific object. Returns object metadata including attributes, relationships, and configuration. Use this to unders...
Fetch detailed information for a specific record. Returns all record attributes, relationships, and metadata. Use this to get complete details about a...
Fetch detailed information for a specific task. Returns all task attributes including title, description, status, due date, assignments, and linked re...
Fetch detailed information for a specific workspace member. Returns member details including name, email, roles, and permissions.
Find an existing meeting or create a new one. If a calendar_url is provided and matches an existing meeting, returns that meeting. Otherwise creates a...
Get detailed configuration for a specific attribute including type, options, and validation rules.
Get a single call recording by ID. Returns recording details including status, web URL, and creation metadata.
Get the transcript for a call recording. Returns timestamped speech segments with speaker names. Each segment includes the spoken text, start/end time...
Get a specific comment by ID. Returns the comment content, author, thread, and metadata.
Get a specific meeting by ID. Returns full meeting details including title, description, time, participants, and linked records.
Get information about the authenticated user and workspace. Returns user details, workspace information, and authentication status. Use this to verify...
Get a specific thread by ID. Returns the thread with all its comments.
List attributes (fields/columns) for an object or list. Use this to understand the schema before creating records or filtering. Returns attribute name...
List all call recordings for a meeting. Returns recording IDs, status (processing/completed/failed), web URLs, and creation metadata. Use get_call_tra...
List values for a specific attribute on a list entry. Useful for reading individual fields on pipeline entries.
List entries in a specific list. Entries reference records and contain their own attribute values. Returns entries with their attributes and metadata.
List all lists in your Attio workspace. Lists are used to model processes and contain entries that reference records. Returns list metadata including ...
List meetings with optional filtering by linked record, participants, or date range. Returns meeting details including title, time, participants, and ...
List all notes in your Attio workspace. Notes are rich text documents that reference a single parent record. Returns note details including title, con...
List all objects configured in your Attio workspace. Objects are data models like people, companies, deals, or custom objects. Returns object metadata...
List values for a specific attribute on a record. Useful for reading individual fields, especially multiselect or historical values.
List all list entries that a record appears in. Shows which lists/pipelines a person, company, or deal is part of.
List records for a specific object type (e.g., people, companies, deals). Returns records with their attributes and metadata. Use filters to narrow re...
List all select options for a select-type attribute. Use this to discover valid values before setting select fields on records or entries.
List all statuses for a status-type attribute. Use this to discover valid status values for pipeline/workflow stages.
List all tasks in your Attio workspace. Tasks are actionable items with references to linked records and assigned workspace members. Returns task deta...
List comment threads on a record or list entry. Returns threads with their comments and metadata.
List all workspace members. Workspace members are users with access to the workspace. Returns member details including name, email, and roles.
Search records across all objects using Attio's native search endpoint. Returns matching records from people, companies, deals, and custom objects. Us...
Update an existing attribute's title, description, slug, or settings (required, unique, multiselect, archived).
Update a select option's title or archive it. Use list_select_options to find option IDs.
Update a status's title, celebration effect, target time, or archive it. Use list_statuses to find status IDs.
Update a webhook's target URL or event subscriptions. Subscriptions are fully replaced when provided.
Create a new list entry or update an existing entry. If entry_id is provided, updates the entry with specified fields. If omitted, creates a new entry...
Create a new record or update an existing record. If record_id is provided, updates the record with specified fields (partial update). If omitted, cre...
Create a new task or update an existing task. If task_id is provided, updates the task with specified fields. If omitted, creates a new task. Returns ...
Connect this Attio Tools MCP Bundle Server to any MCP client in minutes
Compatible with Claude Desktop, Cursor, and all Model Context Protocol clients
Model Context Protocol lets AI tools call external capabilities securely through a single URL. This bundle groups tools behind an MCP endpoint that many clients can use.
Skip the manual setup! Use the .mcpb file format for one-click installation. Check the Claude Desktop tab for setup instructions.
Select ChatGPT, Cursor, Claude Code, or another tab for copy-paste config.