# Attio MCP for AI Agents AI Agent Connect > Attio MCP lets you connect your CRM to your AI agent so you can manage people, companies, and deals using natural language. It handles record creation, note logging, and pipeline monitoring without you having to click through endless tabs. It turns your AI into a dedicated relationship coordinator that keeps your sales data organized and up to date. ## Overview - **Category:** sales-automation - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_x2PeUA9oVHYMU42o9cFYejZ6UVzTCTDKBbyv7C7I/ai-agent-connect - **Tags:** crm, relationship-intelligence, data-modeling, sales-pipeline, record-management, automation ## Description Most CRM users spend half their day jumping between different tabs just to update a single lead or log a call. It's a constant cycle of copy-pasting data from emails into record fields and manually moving deals through various stages. This Attio MCP changes that by letting your AI agent do the heavy lifting for you. Instead of hunting for a specific company page to add a note, you just tell your agent what happened in the meeting. It handles the data entry, updates the relevant records, and keeps your pipeline moving. You can ask your agent to pull up summaries of specific interactions or check the health of your sales funnel across multiple views. Because it's hosted in the Vinkius catalog, you get a reliable way to bridge the gap between your high-level strategy and the actual data entry that keeps a business running. You stop being a data entry clerk and start acting like a strategist. Your agent handles the tedious stuff like verifying metadata or checking API connectivity, leaving you free to focus on actual human conversations. ## Tools ### check_attio_status Verify that your connection to the Attio API is active and working. ### create_note Add meeting summaries or specific updates to a customer record. ### create_record Generate a new company, person, or deal record with specific attributes. ### create_task Build a new to-do item for a team member or yourself. ### delete_record Remove a specific entry from your CRM database permanently. ### get_list_entries Pull a list of items from a specific CRM list. ### get_object View the structural schema of a CRM object to see available fields. ### get_record Fetch all the details for a single specific record. ### list_lists See every list currently active in your Attio account. ### list_notes View all the notes attached to a specific record. ### list_objects See all the different types of objects available in your CRM. ### list_records Pull a list of companies, people, or deals from your account. ### list_tasks See every task currently assigned or pending in the CRM. ### update_record Modify specific fields on an existing CRM record. ## Prompt Examples **Prompt:** ``` I just finished a call with Sarah from Zenith. Can you log a note saying she's interested in the enterprise plan but needs to talk to her CFO first? ``` **Response:** ``` **Note Logged Successfully** *Record*: Zenith *Note*: "Sarah expressed interest in the enterprise plan. Next step: Schedule a call with the CFO for a deeper dive into pricing." *Status*: Updated. ``` **Prompt:** ``` Show me the last 5 companies we added to the CRM today. ``` **Response:** ``` **Recent Additions** Here are the 5 newest records: 1. **Global Tech** (Added 10:45 AM) 2. **Vertex Solutions** (Added 11:12 AM) 3. **Nova Retail** (Added 12:05 PM) 4. **Summit Logistics** (Added 1:30 PM) 5. **Horizon Media** (Added 2:15 PM) ``` **Prompt:** ``` Are there any tasks pending for the 'Partnership' pipeline? ``` **Response:** ``` **Pending Tasks** I found 3 active tasks for the Partnership pipeline: - *Follow up with Beta team* (Due: Tomorrow) - *Send contract to Alpha* (Due: Friday) - *Internal review* (Due: Next Monday) Would you like me to list the specific records for these? ``` ## Capabilities ### Log meeting notes on records Automatically add summaries or call logs to specific customer entries. ### Add new companies or people Create new records for leads and organizations using natural language. ### Track sales pipeline progress Retrieve and monitor the status of deals across different pipelines. ### Update existing customer data Modify specific fields like titles or statuses on existing records. ### Monitor account activity levels Verify API connectivity and check activity volume for your CRM account. ### Generate new tasks for follow-ups Create to-do items and deadlines for your team directly through your agent. ### Query CRM object schemas View the structure of your CRM objects to see available fields and metadata. ## Use Cases ### Logging a post-call summary An SDR finishes a call and tells their agent to "Log a note for Acme Corp saying they want a demo next week." The agent uses create_note. ### Checking pipeline health A manager asks, "Which deals in the 'Partnership' pipeline haven't moved in 10 days?" The agent uses list_records. ### Bulk record creation An operations lead pastes a list of new leads and asks the agent to "Create a new record for each of these companies." The agent uses create_record. ### Updating contact info A success manager tells the agent, "Update John Doe's title to VP of Sales." The agent uses update_record. ## Benefits - Stop manual data entry by using create_record and update_record to keep your CRM current via voice or text commands. - Get instant visibility into your sales funnel by using list_records to monitor deals across multiple pipelines. - Keep your team organized by using create_task to generate follow-ups and deadlines without leaving your chat interface. - Maintain a perfect audit trail by using create_note to log every interaction and meeting summary automatically. - Audit your data structure easily by using get_object to see exactly what fields and metadata are available in your CRM. - Monitor your system health with check_attio_status to ensure your agent always has a clear path to your data. ## How It Works The bottom line is you get a voice-controlled interface for your entire CRM database. 1. Subscribe to this Connector in the Vinkius marketplace. 2. Grab your API Key from your Attio dashboard settings. 3. Connect the key to your AI client and start asking questions about your CRM. ## Frequently Asked Questions **Can the Attio MCP help me log my meeting notes faster?** Yes, it allows your agent to create notes on records directly from your conversation, removing the need to switch apps. **How does the Attio MCP handle new company records?** Your agent can create new records by taking the company name and details from your chat and putting them into the CRM automatically. **Can I use this to monitor my sales pipeline?** Yes, you can ask your agent to list records for specific objects like deals or companies to see what's moving in real-time. **Will the Attio MCP sync my tasks automatically?** It can create tasks for you based on your conversation, which then appear in your CRM list for your team to see. **Is it safe to use the Attio MCP for deleting records?** The Connector includes a delete tool, but it's irreversible. You should always double-check the list of records before asking the agent to remove anything. **Does the Attio MCP work with my existing CRM data?** It connects directly to your existing Attio account, giving your agent access to all your existing companies, people, and deals. **How do I find my Attio API Key?** Log in to your account, navigate to **Settings** > **API Keys**, and create or copy your unique Access Token. **Can I retrieve records from a specific object via AI?** Yes! The `list_records` tool allows your agent to retrieve metadata for all entries in a specific CRM object (e.g., 'people' or 'companies'). **How do I list my active CRM objects?** Use the `list_objects` tool to retrieve your complete directory along with the unique identifiers for all managed CRM schemas.