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Attio MCP Server

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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.

Managed
57 tools
Agent guide included

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AI Skill
SKILL.md

Domain knowledge for Attio — workflow patterns, data models, and gotchas for your AI agent.

Attio

Attio is a modern CRM with a flexible object-based data model. Manage contacts, companies, deals, tasks, notes, and more.

Data Model

  • Objects — schema templates (contacts, companies, custom types) identified by object_slug.
  • Records — rows inside an object; support search, attribute slices, and conversation threads scoped to the record.
  • Lists — curated collections whose rows can be hydrated with related record data.
  • Activities — tasks, notes, and meetings hanging off records; attributes declare per-object fields.
  • Hierarchy: pair object_slug with record_id whenever you mutate a specific row.

Gotchas

  • object + record_id: Record-scoped calls need both identifiers—resolve the slug from the object catalog and the id from the record index.
  • Sort/filter: Tasks and meetings support sort (created_at:desc, start_desc) and date filters.

Tools in this Server (57)

Attio Assert List Entry

Assert a list entry by parent record: if the record is already in the list, update it; otherwise add it. Idempotent upsert for list entries.

Attio Assert Record

Assert a record: find by matching attribute and update, or create if not found. The matching_attribute must be is_unique=true. For people use 'email_a...

Attio Create Attribute

Create a new attribute (field/column) on an object or list. Supports text, number, select, status, currency, date, and many other types.

Attio Create Comment

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...

Attio Create List

Create a new list (pipeline/board) in your Attio workspace. Lists contain entries that reference records. After creating, add attributes with create_a...

Attio Create Note

Create a new note on a record. Notes are immutable once written; corrections require a separate replacement note. Returns the created note.

Attio Create Object

Create a new custom object type in your Attio workspace. Objects define data models (like people, companies, or custom types). After creating, add att...

Attio Create Select Option

Create a new option for a select-type attribute. Use list_select_options to see existing options first.

Attio Create Status

Create a new status for a status-type attribute (pipeline stage). Use list_statuses to see existing statuses first.

Attio Create Webhook

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,...

Attio Delete Comment

Delete a comment permanently. The action cannot be undone.

Attio Delete List Entry

Delete a list entry permanently. The action cannot be undone; all entry data is permanently removed.

Attio Delete Note

Delete a note permanently. CAUTION: This action cannot be undone. All note data will be permanently removed.

Attio Delete Record

Delete a record permanently. The action cannot be undone; all record data, relationships, and associated entries are permanently removed.

Attio Delete Task

Delete a task permanently. The action cannot be undone; all task data is permanently removed.

Attio Delete Webhook

Delete a webhook permanently. The action cannot be undone.

Attio Fetch Note

Fetch detailed information for a specific note. Returns all note attributes including title, content (rich text), and linked record.

Attio Fetch Object

Fetch detailed configuration for a specific object. Returns object metadata including attributes, relationships, and configuration. Use this to unders...

Attio Fetch Task

Fetch detailed information for a specific task. Returns all task attributes including title, description, status, due date, assignments, and linked re...

Attio Fetch Workspace Member

Fetch detailed information for a specific workspace member. Returns member details including name, email, roles, and permissions.

Attio Find Or Create Meeting

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...

Attio Get Attribute

Get detailed configuration for a specific attribute including type, options, and validation rules.

Attio Get Call Recording

Get a single call recording by ID. Returns recording details including status, web URL, and creation metadata.

Attio Get Call Transcript

Get the transcript for a call recording. Returns timestamped speech segments with speaker names. Each segment includes the spoken text, start/end time...

Attio Get Comment

Get a specific comment by ID. Returns the comment content, author, thread, and metadata.

Attio Get List Entries

Read list entries. Omit entry_id to list (paginated, filterable); pass entry_id to fetch one entry. Returns a compacted shape by default (audit fields...

Attio Get Lists

Read Attio lists. Omit `list` to enumerate every list in the workspace; pass `list=<slug>` to fetch one list's full configuration (attributes, parent ...

Attio Get Meeting

Get a specific meeting by ID. Returns full meeting details including title, description, time, participants, and linked records.

Attio Get Records

Read object records. Omit record_id to list (paginated, filterable, sortable); pass record_id to fetch one record. Returns a compacted shape by defaul...

Attio Get Self

Get information about the authenticated user and workspace. Returns user details, workspace information, and authentication status. Use this to verify...

Attio Get Thread

Get a specific thread by ID. Returns the thread with all its comments.

Attio Get Webhook

Get details of a specific webhook by ID.

Attio List Attributes

List attributes (fields/columns) for an object or list. Use this to understand the schema before creating records or filtering. Returns attribute name...

Attio List Call Recordings

List all call recordings for a meeting. Returns recording IDs, status (processing/completed/failed), web URLs, and creation metadata. Use get_call_tra...

Attio List Enriched Entries

List entries in a pipeline/list WITH parent record details included inline. Use this instead of list_list_entries when you need human-readable pipelin...

Attio List Entry Attr Values

List values for a specific attribute on a list entry. Useful for reading individual fields on pipeline entries.

Attio List Meetings

List meetings with optional filtering by linked record, participants, or date range. Returns meeting details including title, time, participants, and ...

Attio List Notes

List notes in your Attio workspace. The API returns notes in oldest-first order and does not support sorting. Pass parent_object + parent_record_id to...

Attio List Objects

List all objects configured in your Attio workspace. Objects are data models like people, companies, deals, or custom objects. Returns object metadata...

Attio List Record Attr Values

List values for a specific attribute on a record. Useful for reading individual fields, especially multiselect or historical values. Prefer attio_get_...

Attio List Record Entries

List all list entries that a record appears in. Shows which lists/pipelines a person, company, or deal is part of. Returns a compacted shape by defaul...

Attio List Select Options

List all select options for a select-type attribute. Use this to discover valid values before setting select fields on records or entries.

Attio List Statuses

List all statuses for a status-type attribute. Use this to discover valid status values for pipeline/workflow stages.

Attio List Tasks

List all tasks in your Attio workspace. Tasks are actionable items with references to linked records and assigned workspace members. Returns task deta...

Attio List Threads

List comment threads on a record or list entry. Returns threads with their comments and metadata.

Attio List Webhooks

List all webhooks configured in your Attio workspace.

Attio List Workspace Members

List all workspace members. Workspace members are users with access to the workspace. Returns member details including name, email, and roles.

Attio Search Records

Search records across all objects using Attio's native search endpoint. Returns matching records from people, companies, deals, and custom objects. Re...

Attio Update Attribute

Update an existing attribute's title, description, slug, or settings (required, unique, multiselect, archived).

Attio Update List

Update an existing list's name, slug, or access permissions.

Attio Update Object

Update a custom object's name or slug.

Attio Update Select Option

Update a select option's title or archive it. Use list_select_options to find option IDs.

Attio Update Status

Update a status's title, celebration effect, target time, or archive it. Use list_statuses to find status IDs.

Attio Update Webhook

Update a webhook's target URL or event subscriptions. Subscriptions are fully replaced when provided.

Attio Upsert List Entry

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...

Attio Upsert Record

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...

Attio Upsert Task

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 ...

Frequently Asked Questions

What is the Attio MCP server?

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. It provides 57 tools that AI agents can use through the Model Context Protocol (MCP).

How do I connect Attio to my AI agent?

Add the MCPBundles server URL to your MCP client configuration (Claude Desktop, Cursor, VS Code, etc.). The URL format is: https://mcp.mcpbundles.com/bundle/attio. Authentication is handled automatically.

How many tools does Attio provide?

Attio provides 57 tools that can be called by AI agents, along with a SKILL.md that gives your AI agent domain knowledge about when and how to use them.

What authentication does Attio require?

Attio uses API Key or One-click sign in. Attio requires credentials. Connect via MCPBundles and authentication is handled automatically.

Setup Instructions

Connect Attio to any MCP client in minutes

MCP URL
https://mcp.mcpbundles.com/bundle/attio

One-click install:

The link prefills the Add custom connector dialog — you still review the values and click Add, then Connect to complete OAuth.

Or add manually

  1. Open claude.ai → Settings → Connectors.
  2. Click the + button and choose Add custom connector.
  3. Set Name to Attio and paste the MCP URL into Remote MCP server URL.
  4. Click Add. Attio will appear under Not connected — select it and click Connect to complete OAuth.
Name: Attio
Remote MCP server URL: https://mcp.mcpbundles.com/bundle/attio
Authentication: OAuth

Custom connectors at claude.ai require a paid Claude plan (Pro, Max, Team, or Enterprise).

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Attio MCP Server & Skill — 57 Tools