How to Use the Attio MCP in Windsurf

Q: What happens if I ask Windsurf to update an Attio record that doesn't exist?

The assertrecord tool handles this automatically. If the record exists, it gets updated. If it doesn't, a new one is created with the information you provided. It's an "upsert" operation.

Q: How do I check if my Attio connection is working in Windsurf?

Just ask Windsurf to check the connection. It will use the getaccountcheck tool, which confirms that your token is valid and the server can communicate with your Attio workspace.

Let Windsurf's Cascade agent manage your Attio CRM data automatically while you work.

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Connect Attio MCP to Windsurf

Create your Vinkius account to connect Attio to Windsurf 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 Windsurf

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Update Attio Records Without Writing Code

This server gives Windsurf the tools to manage your CRM autonomously. Give Cascade a goal like, "Find Acme Corp and update its status to 'renewal'." It will plan the steps, find the right record, and make the change. Cascade uses `query_records` to locate the company, then `assert_record` to update the status field. You don't prompt each step. You just state the outcome and Cascade figures out how to get there, chaining the tools together on its own.

Map Your Attio Workspace with Windsurf

You can ask Windsurf to explore your CRM's structure for you. Just ask, "What objects are in my Attio workspace?" and it will use the `list_objects` tool to give you a complete list of your tables. From there, you can dig deeper. "Show me the fields for the 'Deals' object." Cascade then runs `list_attributes` to pull the schema. It's not just for viewing — your agent now has the context to plan more complex actions, like creating new records with the correct fields.

Find Anything, Instantly

This MCP Server lets Windsurf search your entire CRM. You can ask vague questions like, "Find the notes for that person I met last week from a logistics company." Your agent can use the `search_records` tool to perform a fuzzy search across every object in Attio. Once it gets a hit, Cascade can follow up with `get_record` to pull the full details. It turns a multi-step research task into a single question. You get the answer without having to manually hunt through your CRM.

Setup guide

Set up Attio MCP in Windsurf

Prerequisites

Windsurf IDE installed (macOS, Windows, or Linux)
Active Vinkius subscription with a valid endpoint token

1

Open MCP configuration

Click the Cascade assistant icon in the sidebar, then click the hammer icon (🔨) at the top of the panel. Select "Configure" to open ~/.codeium/windsurf/mcp_config.json.
2

Add the Attio MCP

Paste the JSON snippet shown on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Refresh MCPs

Go back to the hammer icon (🔨) in Cascade and click "Refresh". Windsurf will detect the new server. No full restart is needed — the connection is hot-reloaded.
4

Verify in Cascade

Start a new Cascade conversation and ask something like "Show my Attio payment history." If connected, Cascade will call the Attio tools directly. You will see a green dot next to the server name in the MCP panel.

mcp_config.json

{
  "mcpServers": {
    "attio-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

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Common questions about Attio MCP in Windsurf

Windsurf's Cascade agent autonomously chains tools together. You state a high-level goal, and Cascade figures out the sequence of Attio operations—like finding, reading, and then updating a record—all without you prompting each individual step.

Yes. You can tell Windsurf to create a new contact with specific details. It will use the `create_record` tool, or `assert_record` if you want to create or update, to add the new person to the correct object in Attio.

The `assert_record` tool handles this automatically. If the record exists, it gets updated. If it doesn't, a new one is created with the information you provided. It's an "upsert" operation.

Just ask Windsurf to check the connection. It will use the `get_account_check` tool, which confirms that your token is valid and the server can communicate with your Attio workspace.

Yes, your data is kept private. The server only has permission to access your Attio records and object metadata. Every request runs in an isolated, zero-trust sandbox on Vinkius that is destroyed immediately after use.

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