Attio MCP. Manage CRM records and relationships via natural language.
Gemini Works with every AI agent you already use
…and any MCP-compatible client
Just plug in your AI agents and start using Vinkius.
Attio MCP Server lets your AI agent manage all your CRM data. It lets you read, create, and update records for People, Companies, and Deals.
You can list all data objects, query specific records by ID, or run fuzzy searches across your entire workspace using natural language.
It's for anyone who needs to interact with structured sales data without clicking through dashboards.
What your AI agents can do
Assert record
Updates a record if it exists, or creates a new one if it doesn't, using unique identifiers like email.
Create record
Adds an entirely new record into a specified object within the Attio CRM.
Get account check
Verifies that the AI agent's connection credentials are correctly linked to the Attio account.
You list all available data objects in your Attio workspace and retrieve the metadata for a specific object to understand its fields.
You create, update, or retrieve single records (like a specific person or company) by their ID or by defining their attributes.
You use the assert_record tool to guarantee a record exists, updating it if it's there or creating it if it's new, preventing duplicate data.
You filter and pull specific records from a large object using query_records, allowing complex criteria beyond a simple search.
You run a fuzzy search across all objects simultaneously to quickly pinpoint relevant records across different data types.
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Supported MCP Clients
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Attio MCP Server: 9 Tools for CRM Operations
These tools allow your AI agent to interact with every layer of your Attio CRM data: listing objects, querying records, and ensuring data integrity.
019d7554assert record
Updates a record if it exists, or creates a new one if it doesn't, using unique identifiers like email.
019d7554create record
Adds an entirely new record into a specified object within the Attio CRM.
019d7554get account check
Verifies that the AI agent's connection credentials are correctly linked to the Attio account.
019d7554get object
Retrieves the metadata structure and details for a specific data object (table) in Attio.
019d7554get record
Pulls the full details of a single, known record using its unique ID.
019d7554list attributes
Lists all available fields (columns) for a specific object, letting you know what data can be recorded.
019d7554list objects
Returns a list of every data object (table) available in the entire Attio workspace.
019d7554query records
Filters and searches records within a specific object based on defined criteria (e.g., Stage = Closed-Won).
019d7554search records
Runs a fuzzy, global search across all objects in the workspace to find potential matches.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Attio, then connect any of our 4,700+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 4,700+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
What you can do with this MCP connector
Your AI agent manages all your Attio CRM data. It lets you read, create, and update records for People, Companies, and Deals. You don't have to click through dashboards or learn the Attio UI; you just talk to your agent, and it handles the data layer.
Finding Data Structure
To see what data you've got, your agent can list all objects available in your Attio workspace. You can then get the metadata for any specific object to understand what fields it uses. Need to know what data points are available for a specific table? The agent runs list attributes for that object.
If you're just trying to figure out what kind of data lives in Attio, you can list objects first.
Managing Specific Records
When you need to work with a single record, your agent can get a record by its unique ID to pull all the details. If you know the record's ID, you've got the full picture. Need to make sure a record is there before you mess with it? Use assert record.
This tool guarantees the record exists—it updates it if it's there, or it creates it if it's brand new, so you never get duplicate data. To put a whole new record into Attio, your agent uses create record for a specified object.
Querying and Searching Data
Want to pull a specific group of records? You can query records by defining criteria for an object, like filtering for all deals that are 'Closed-Won'. For a more general search, the agent runs search records, which performs a fuzzy, global search across every object in your workspace to pinpoint potential matches instantly.
If you need to narrow down your search using specific criteria, the agent handles query records for an object.
Authentication
Before anything else, the agent runs get account check to verify that its connection credentials are correctly linked to your Attio account.
How Attio MCP Works
- 1 First, tell your agent what kind of data you need. You can ask it to list all available objects using
list_objectsto scope your search. - 2 Next, if you know the object, you can use
list_attributesto check what fields are available. If you know the unique identifier, useget_recordto pull the specific data. - 3 Finally, if you need to change or add data, you use
assert_record. This tool automatically handles whether the record is new or already exists, saving you from checking first.
The bottom line is: you discover the data structure, pull the records you need, and update them, all without leaving your chat interface.
Who Is Attio MCP For?
This is for the Ops Manager who is tired of clicking through dozens of dashboards just to find a single customer's relationship history. It's for the Sales Enablement Specialist who needs to update deal statuses across multiple records and the Growth Marketer who has to manually input lead data from spreadsheets into the CRM.
Retrieves full company background and relationship history for a prospect or client without navigating multiple screens.
Quickly searches for a prospect's deal status and updates it in the CRM during a live conversation or call follow-up.
Programmatically adds new leads from a campaign into the CRM and enriches existing records using AI-assisted data assertions.
What Changes When You Connect
- See a prospect's full relationship history instantly. Instead of navigating to a separate 'History' tab, use the agent to retrieve company information and relationship details with
get_record. - Stop wasting time on data entry. Use
assert_recordto programmatically create or update leads from a spreadsheet dump, ensuring the record exists without manual checks. - Pinpoint records across your whole CRM. If you just know the name 'Acme' but don't know if it's a Company or a Deal, use
search_recordsfor a global, fuzzy search. - Understand your data structure before querying. Use
list_objectsto see every available data table, and then uselist_attributesto check the exact fields (columns) available for that table. - Automate complex data updates. Instead of manually updating 50 deals, use
query_recordsto pull all deals in 'Negotiation' and then update their status in a single agent action.
Real-World Use Cases
A deal stalled, and you need to check the account health.
The Account Manager notices a deal hasn't moved in two weeks. They ask the agent to 'get the last activity for this company.' The agent uses get_record to pull the company's history, identifies the last contact date, and alerts the manager that follow-up is needed.
You're dumping 100 new leads from a trade show.
The Marketing Specialist doesn't want to enter 100 records manually. They prompt the agent to 'process these 100 contacts.' The agent uses assert_record to check if each lead exists; if so, it updates the record; otherwise, it creates a new one.
You need to find a record by name, but you're unsure which object it's in.
The Sales Rep asks the agent to 'find any mention of 'Acme Logistics' in the CRM.' The agent runs search_records, pulling results from People, Companies, and Deals simultaneously, providing a comprehensive list for the rep to choose from.
You need to run a report on all deals that meet specific criteria.
The Manager needs a list of all 'Deals' where the 'Stage' is 'Proposal Sent' and the 'Amount' is over $50k. They prompt the agent, and it runs query_records, returning a filtered list of records that fit the exact criteria.
The Tradeoffs
Sequential 'Get' Calls
The developer tries to find a record by calling get_object first, then list_attributes, and then manually writing a query structure for query_records. This is slow, requires knowing the exact schema up front, and breaks if a field name changes.
→
Start by letting the agent run list_objects to see the available tables. Then, use search_records for a general idea, or if you know the object, use list_attributes to confirm the field names before writing your final query.
Ignoring the Upsert Function
The developer uses create_record every time, even if the data already exists. This leads to API errors and massive data duplication in the CRM.
→
Always use assert_record. It automatically checks if the record exists based on unique attributes (like email) and either creates it or updates it cleanly.
Over-relying on Manual ID Lookups
The developer only knows the name 'John Smith' and has to find his unique ID first, then use get_record with that ID. This adds two unnecessary steps and is fragile.
→
Use search_records first. It finds the record by name and context. Once the agent confirms the record, it can use the ID to perform subsequent actions with get_record.
When It Fits, When It Doesn't
Use this server if your workflow involves structured data operations in Attio—meaning you need to read, write, or check records for People, Companies, or Deals. It's perfect for integrating CRM data into an automated process or for feeding data into a custom application.
Don't use this if your goal is simple document retrieval (use a document search tool) or if you only need to track general activity feeds (use a messaging tool). If you only need to check if the connection works, run get_account_check first. If you only need to see what objects exist, run list_objects alone.
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Attio. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
VINKIUS INFRASTRUCTURE
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Zero-Trust Proxy
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Policy on every call
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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 9 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Available Capabilities
Finding a single record in a massive CRM shouldn't feel like a scavenger hunt.
Today, finding a specific piece of customer data means clicking from the main dashboard to the 'Companies' tab. Then you filter by industry, then by deal stage, and finally, you might have to copy a name into a search bar on a different screen. It takes 10 clicks and three different tabs just to get a relationship status.
With the Attio MCP Server, you just ask your agent: 'What is the latest status for Acme Corp?' The agent runs the necessary tools in the background, pulls the record using `get_record` or `query_records`, and gives you the answer immediately. No clicks required.
Attio MCP Server: Streamline data entry with `assert_record`.
Before, importing a batch of 50 leads meant manually checking if each email was already in the system. You'd run a check, then manually update the status if it existed, or run a separate 'create' function if it was new. It was tedious and error-prone.
Now, you just feed the data to the agent and tell it to 'process this list of 50 leads.' The agent uses `assert_record`. It handles the logic: it checks existence, and if it's there, it updates it; if not, it builds it. Data integrity is automatic.
Common Questions About Attio MCP
How do I check if the Attio MCP Server connection is working? +
Run the get_account_check tool. This verifies your Bearer Token and confirms your agent has permission to read and write data to Attio.
What is the difference between `create_record` and `assert_record`? +
create_record only makes a new record. assert_record is smarter; it checks if the record exists and updates it if it does, or creates it if it doesn't.
Can I search for records across all my objects using `search_records`? +
Yes, search_records performs a fuzzy search across every object in the Attio workspace. This is ideal when you don't know if the record is a Person, Company, or Deal.
How do I find out what data fields are available for a specific object? +
Use the list_attributes tool. It shows all the available fields (columns) for an object, like 'Stage' or 'Amount', so you know exactly what data you can write.
When should I use `query_records` versus `search_records`? +
Use query_records when you know the object and want specific filters (e.g., 'Deals' object where 'Stage' is 'Negotiation'). search_records performs a broader, fuzzy search across all objects.
How do I list all available data objects in my workspace using `list_objects`? +
Running list_objects provides a list of all available tables (objects) in your Attio workspace. This tells your agent exactly what data structures it can interact with.
What if I try to write a record using `create_record` that already exists? +
If you use create_record for something that already exists, the operation will fail and return an error. Use assert_record instead; it automatically updates the record if it finds a match.
How do I check the structure of a new or custom object using `get_object`? +
get_object retrieves the metadata for a specific object, showing you its attributes (columns), data types, and available fields.
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.
Multi-server workflows that include Attio MCP
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Source Executive Talent Using MCP Servers
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Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
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