Attio MCP Server

Attio

Attio is a modern CRM platform built around flexible data models. This bundle provides access to people, companies, deals, lists, tasks, and notes in your CRM workspace.

Entity Hierarchy

• Workspace is the top-level CRM boundary. All records belong to a workspace.
• Objects define the data model (People, Companies, Deals, and custom objects). Each object has attributes.
• Records are individual entries within an object (e.g., a specific person or company).
• Lists are filtered, saved views of records with list-specific attribute values.
• Entries are records within a list, carrying list-scoped data.
• Tasks are action items linked to records.
• Notes are free-text annotations attached to records.
• Threads are email conversation histories linked to records.

Capabilities

Read operations:

• List and search people, companies, and deals
• Get record details with all attributes
• List and query custom objects
• View lists and their entries
• Read tasks, notes, and threads linked to records

Write operations:

• Create and update people, company, and deal records
• Set attribute values on records
• Create, update, and complete tasks
• Add notes to records
• Manage list entries and custom object records

Workflows

Look up a contact: Search people by name or email. Get the full record to see company associations, deal involvement, interaction history, and notes.

Manage a deal pipeline: List deals filtered by stage. Update deal attributes (value, stage, close date). Add tasks for follow-ups. Attach notes from meetings.

Build a prospect list: Create a list with filter criteria. Track outreach status via list-specific attributes. Add records that match your ideal customer profile.

Track interactions: View threads and notes on a company or person record for conversation history. Add new notes after meetings or calls.

Gotchas

• Record IDs are UUIDs: All records use UUID identifiers. Search or list to get IDs before updating.
• Attribute slugs: Attributes are referenced by slug (e.g., email_addresses), not display name. List object attributes to discover available slugs.
• Multi-value attributes: Some attributes hold arrays (multiple emails, linked companies). Updates replace the full array — merge with existing values to avoid data loss.
• List entries vs records: A list entry is a record's membership in a list. Updating list entry attributes doesn't change the underlying record.
• Custom objects: Attio supports user-defined objects beyond People/Companies/Deals. Query the object list to discover what's in the workspace.