How to Use the Attio MCP in LlamaIndex

Index live Attio CRM records into your LlamaIndex vector stores for accurate, context-aware RAG.

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Connect Attio MCP to LlamaIndex

Create your Vinkius account to connect Attio to LlamaIndex and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup Attio with LlamaIndex

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Index Attio customer data into LlamaIndex

This MCP Server uses `query_records` and `get_record` to feed live Attio data directly into your LlamaIndex ingestion pipelines. You can pull company profiles, deal histories, and custom attributes to build a searchable database. Your RAG pipeline indexes these live records so your agent answers questions using real-time sales data. No more stale context from manual exports.

Dynamic workspace search for LlamaIndex agents

The `search_records` tool allows LlamaIndex agents to run global fuzzy searches across your entire Attio workspace. Your agent searches for contacts or deals without needing precise database IDs. This fuzzy search capability grounds your agent's answers in verified CRM facts. It prevents hallucinations by matching user queries with actual records.

Automatic CRM schema mapping

By calling `list_attributes` and `get_object`, your LlamaIndex query engine maps out your Attio data structure automatically. The agent knows exactly which columns exist before running semantic queries. This mapping ensures your structured data indexes stay aligned with your CRM schema. Your search queries execute with high precision because the agent understands the data types.

Setup guide

Set up Attio MCP in LlamaIndex

Prerequisites

Python 3.10+ installed
llama-index-tools-mcp package
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Run pip install llama-index-tools-mcp llama-index-llms-openai. The MCP tools package provides BasicMCPClient and McpToolSpec.
2

Connect with BasicMCPClient
Point BasicMCPClient to your Vinkius endpoint URL. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. Supports SSE and Streamable HTTP transports.
3

Convert to LlamaIndex tools
Call mcp_tool_spec.to_tool_list_async() to convert all Attio MCP tools into native FunctionTool objects that any LlamaIndex agent can use.
4

Run with any LLM
Create a FunctionAgent with the tools and your preferred LLM. Swap OpenAI for Anthropic, Gemini, or any LlamaIndex-supported provider.

agent.py

from llama_index.tools.mcp import BasicMCPClient, McpToolSpec
from llama_index.core.agent.workflow import FunctionAgent
from llama_index.llms.openai import OpenAI

# Connect to the MCP
mcp_client = BasicMCPClient(
    "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
)
mcp_tool_spec = McpToolSpec(client=mcp_client)

# Convert MCP tools to LlamaIndex tools
tools = await mcp_tool_spec.to_tool_list_async()

# Create and run the agent
agent = FunctionAgent(
    tools=tools,
    llm=OpenAI(model="gpt-4o"),
    system_prompt="You have access to Attio tools.",
)
response = await agent.run("List recent Attio data")

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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.

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Common questions about Attio MCP in LlamaIndex

Install the MCP tool package for LlamaIndex and initialize the basic client. Pass the tool spec to your agent to begin indexing your CRM.

Yes, your agent can use the record creation and update tools to modify CRM entries based on its findings. This allows bidirectional data sync within your RAG application.

The attribute listing tool reads your custom fields on demand. LlamaIndex maps these fields into your index metadata instantly.

Yes, you can use query parameters to restrict data retrieval to specific tables or pipeline stages.

Your sales records and contact details are processed in an ephemeral sandbox. Vinkius never retains your CRM payload, keeping your customer data isolated and secure.

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