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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.
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Browse all toolsDomain knowledge for Attio — workflow patterns, data models, and gotchas for your AI agent.
Attio is a modern CRM with a flexible object-based data model. Manage contacts, companies, deals, tasks, notes, and more.
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.
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...
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 are immutable once written; corrections require a separate replacement note. 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. The action cannot be undone.
Delete a list entry permanently. The action cannot be undone; all entry data is permanently removed.
Delete a note permanently. CAUTION: This action cannot be undone. All note data will be permanently removed.
Delete a record permanently. The action cannot be undone; all record data, relationships, and associated entries are permanently removed.
Delete a task permanently. The action cannot be undone; all task data is permanently removed.
Delete a webhook permanently. The action cannot be undone.
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 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.
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...
Read Attio lists. Omit `list` to enumerate every list in the workspace; pass `list=<slug>` to fetch one list's full configuration (attributes, parent ...
Get a specific meeting by ID. Returns full meeting details including title, description, time, participants, and linked 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...
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.
Get details of a specific webhook by ID.
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 entries in a pipeline/list WITH parent record details included inline. Use this instead of list_list_entries when you need human-readable pipelin...
List values for a specific attribute on a list entry. Useful for reading individual fields on pipeline entries.
List meetings with optional filtering by linked record, participants, or date range. Returns meeting details including title, time, participants, and ...
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...
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. Prefer attio_get_...
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...
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 webhooks configured in your Attio workspace.
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. Re...
Update an existing attribute's title, description, slug, or settings (required, unique, multiselect, archived).
Update an existing list's name, slug, or access permissions.
Update a custom object's name or slug.
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 ...
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).
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.
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.
Attio uses API Key or One-click sign in. Attio requires credentials. Connect via MCPBundles and authentication is handled automatically.
Connect Attio to any MCP client in minutes
https://mcp.mcpbundles.com/bundle/attioThe link prefills the Add custom connector dialog — you still review the values and click Add, then Connect to complete OAuth.
Attio and paste the MCP URL into Remote MCP server URL.Custom connectors at claude.ai require a paid Claude plan (Pro, Max, Team, or Enterprise).
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