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Attio MCP
by AttioConnectorGrow an audience
Lets your AI assistant look up and update contacts, deals and notes in your Attio CRM
About Attio MCP
Attio MCP is the connector Attio hosts so AI assistants such as Claude and ChatGPT can search and update records, notes, tasks and lists in your Attio CRM, within your own permissions.
For Sales teamsFounders who sellCustomer success teams
Made by Attio
Attio is a software company that makes a CRM, an app for keeping track of customers, deals and conversations, with built-in AI features.
- Stars
- —
- License
- Closed source
- Cost
- Free
- Level
- Beginner
- Runs
- Cloud
Overview
Attio MCP is the connector Attio hosts for AI assistants. You sign in with your Attio account and the assistant can search and update records, lists, notes and tasks, read call transcripts and emails, and run reports, all within your own Attio permissions. You connect it inside Claude or ChatGPT; other clients take one web address. It suits sales, founder-led and customer teams who keep their customer data in Attio.
Reads run straight away while every write asks you to confirm first, so you can let an assistant work in your CRM step by step.
Try these first
Start with the first one: it is a small task you can check easily.
- Find [company name] in Attio and list its open deals.First try · read-only
- Summarise my last three calls with [contact name] from their transcripts.
- Add a note to [company name] with the next steps from this chat.writes to Attio
- Create a task for me to follow up with [contact name] next Tuesday.writes to Attio
Example prompts written by Agent Flows Hub.
Capabilities
From the creator's documentation.
| Toolset | What your agent can do | Access |
|---|---|---|
| Records | Search, read, create, update and merge people, companies and deals | Read + write |
| Notes and tasks | Search and read notes; create notes and manage tasks | Read + write |
| Calls and emails | Search meetings, read call transcripts and find emails | Read |
| Lists | Create lists, add records and update list entries | Read + write |
| Reports | Run summary reports and read-only SQL queries (SQL not on every plan) | Read |
| Confirmation | Reads run straight away; writes ask you to confirm first | Your Attio account |
Good to know
You want to ask an assistant about a customer or deal and have it update Attio for you. Attio MCP gives the assistant search, record, list, note and task tools under your own Attio permissions.
Limits
- The assistant acts with your Attio access. Write actions ask for your confirmation, so read each one before you accept it.
- Some tools, such as read-only SQL, are not available on every billing plan, and each workspace has request limits.
Notes by Agent Flows Hub (original project name: Attio MCP), written from the creator's documentation, not from running it ourselves. Attio MCP overview · Attio pricing
Stuck setting it up?
Tell us what happened. We take a look first; if it needs paid work, you get an estimate before anything starts.
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