# Attio MCP for AI Agents AI Agent Connect > Attio MCP lets you connect your CRM directly to your AI agent. You can query, create, and update records for people, companies, and deals using natural language. It handles custom objects and attributes, making it easy to manage complex relationship data without leaving your chat interface. It's built for anyone who needs to turn CRM data into actionable insights or automated updates quickly. ## Overview - **Category:** sales-automation - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_AMux6R08LU7WGE787Za1BPABv5k74cIRJa2Nv4TR/ai-agent-connect - **Tags:** crm, relationship-intelligence, data-modeling, sales-pipeline, record-management, automation ## Description You're tired of jumping between your CRM tabs and your chat window just to check a lead's status or update a deal. This Connector changes that by giving your AI agent a direct line to your Attio workspace. Instead of manual data entry, you can just tell your AI agent to find a specific company, update their contact info, or create a new deal based on a conversation. It handles the heavy lifting of finding the right records and applying updates to the correct fields. You can also look up your entire data structure to see what attributes are available for different objects, which helps you understand how your team organizes information. Because it's hosted on Vinkius, you get a reliable way to keep your CRM data synced and accessible without managing complex API keys yourself. It turns your CRM into a searchable, interactive database that your AI can navigate on your behalf. You can query for specific records using filters, or perform a broad search across all your tables to find that one person you can't quite remember the name of. It makes the CRM feel like a natural extension of your conversation rather than a separate destination you have to visit. ## Tools ### create_record Add a completely new entry to any specific object in your workspace. Use this to log new leads or deal opportunities. ### get_object Pull the metadata and structure for a specific data object. This helps the AI understand what fields are available. ### list_objects See every table and data object currently in your Attio workspace. It gives your agent a map of your entire CRM. ### create_task Create a new task ### delete_record This action is irreversible. Delete a record ### get_list_entries Get entries from a list ### list_lists List all lists ### list_notes List notes on a record ### list_records Use "companies" for companies, "people" for contacts, "deals" for deals. List records for any object ### list_tasks List all tasks ### update_record Only provided attributes are changed. Update an existing record ### check_attio_status Verify Attio API connectivity ### create_note Useful for logging meeting notes, call summaries, or updates. Create a note on a record ### get_record Fetch the full details of a specific record using its unique ID. Use this to pull up deep history on a person or company. ## Prompt Examples **Prompt:** ``` Find the company record for 'Solaris Tech' and tell me if we have any active deals. ``` **Response:** ``` I've found the company record for Solaris Tech. Here are the current details: - **Status**: Active - **Current Deals**: 2 - **Total Value**: $120,000 - **Key Contact**: Sarah Jenkins Would you like me to pull up the specific deal details? ``` **Prompt:** ``` Update the deal status for 'Project Alpha' to 'Closed Won' and set the amount to 50,000. ``` **Response:** ``` I've updated the deal status for 'Project Alpha' to **Closed Won**. - **New Status**: Closed Won - **Updated Amount**: $50,000 - **Last Modified**: Just now Is there anything else you need to update for this deal? ``` **Prompt:** ``` Create a new person record for 'Mark Smith' with the email 'mark@example.com'. ``` **Response:** ``` I've successfully created a new person record for Mark Smith. - **Name**: Mark Smith - **Email**: mark@example.com - **Status**: New Lead The record is now live in your CRM. ``` ## Capabilities ### Search for records across all objects Find any person, company, or deal using natural language. ### Create or update records automatically Add new leads or update existing records in one step. ### List all available data tables See every object and table in your workspace at a glance. ### View specific metadata for any object Get the exact structure and fields for any CRM entity. ### Query records using specific filters Filter your CRM data by status, amount, or other attributes. ### Check your connection status Verify your AI agent has the correct access to your data. ## Use Cases ### Updating a lead status A rep gets off a call and tells the agent to use `query_records` to find Jane Doe and then update her status to 'Interested'. ### Finding a company record A manager asks the agent to use `search_records` to find 'Solaris Tech' and tell them the current deal value. ### Bulk lead entry A marketer asks the agent to use `assert_record` to create a new person record for every email in a provided list. ### Data discovery A new hire asks the agent to use `list_attributes` to see what fields are available for the 'Partners' object. ## Benefits - Stop manual data entry by using `assert_record` to update or create leads in one step. This keeps your CRM clean by automatically checking for existing records before the AI makes any changes. - Find anything fast with `search_records` to query across all your CRM objects at once. You can search for a person, a company, or a deal using natural language instead of clicking through multiple filters. - Understand your data structure instantly with `list_objects` and `list_attributes`. These tools let your agent see every table and field available so it can accurately interpret your custom CRM setup. - Update deal statuses in real-time during conversations using `query_records` and `get_record`. This allows your AI to pull up specific history or change a stage without you ever having to leave your current chat window. - Verify your setup is active with `get_account_check` to ensure your AI agent always has access. It provides a quick way to confirm that your Personal Access Token is working correctly and your data is ready for use. ## How It Works The bottom line is you get a live, interactive CRM interface inside your AI chat. 1. Provide your Attio Personal Access Token to your AI client. 2. Ask your agent to find, create, or modify CRM records using natural language. 3. Get immediate confirmation or data updates in your chat. ## Frequently Asked Questions **Can the Attio MCP update my existing records?** Yes, it can update records if they already exist or create new ones if they don't. This keeps your CRM clean without creating duplicates. **How does the Attio MCP find specific customers?** It uses a fuzzy search across your entire workspace. You can just type a name or a detail, and it finds the right record for you. **Can I use the Attio MCP with my custom CRM objects?** Yes, the Connector can see all your custom objects and their attributes. This means your custom data is just as accessible as your standard records. **Does the Attio MCP support multi-object searches?** Yes, the search tool looks across all your objects at once. You don't have to specify which table to search in every time. **Is my Attio data secure with this Connector?** Yes, it uses your personal access token for secure authentication. Your AI agent only accesses the data you allow through your permissions. **Can the Attio MCP help me avoid duplicate entries?** Yes, by using the assertion tool, your agent checks if the person exists based on unique attributes like email before creating anything new. **How do I get my Attio Personal Access Token?** Log in to your Attio account, go to **Workspace Settings > Developers**, and you can create a new Personal Access Token (PAT) there. **What are 'Attributes' in Attio?** Attributes are the columns or fields on an object (e.g., Name, Email, Deal Value). You can list them using the `list_attributes` tool. **How does 'assert_record' work?** The `assert_record` tool performs an 'upsert'. It checks if a record with a specific matching attribute (like an email address) already exists. If it does, it updates it; if not, it creates a new record. **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.