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.

Attio MCP Server for LlamaIndex 9 tools — connect in under 2 minutes

Name: Attio
Availability: InStock
Author: Vinkius

docs.llamaindex.ai/en/stable/module_guides/tools/mcp

Built by Vinkius GDPR 9 Tools Framework

LlamaIndex specializes in data-aware AI agents that connect LLMs to structured and unstructured sources. Add Attio as an MCP tool provider through Vinkius and your agents can query, analyze, and act on live data alongside your existing indexes.

Get MCP Server for AI Agents

ASK AI ABOUT THIS MCP SERVER

Open in ChatGPT Open in Claude Open in Perplexity

Vinkius supports streamable HTTP and SSE.

python

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

async def main():
    # Your Vinkius token. get it at cloud.vinkius.com
    mcp_client = BasicMCPClient("https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp")
    mcp_tool_spec = McpToolSpec(client=mcp_client)
    tools = await mcp_tool_spec.to_tool_list_async()

    agent = FunctionAgent(
        tools=tools,
        llm=OpenAI(model="gpt-4o"),
        system_prompt=(
            "You are an assistant with access to Attio. "
            "You have 9 tools available."
        ),
    )

    response = await agent.run(
        "What tools are available in Attio?"
    )
    print(response)

asyncio.run(main())

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* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure

About Attio MCP Server

The Attio MCP Server brings powerful CRM capabilities directly to your AI agent. Seamlessly manage your relationship data, from standard objects like People and Companies to custom entities and complex record attributes using simple natural language.

LlamaIndex agents combine Attio tool responses with indexed documents for comprehensive, grounded answers. Connect 9 tools through Vinkius and query live data alongside vector stores and SQL databases in a single turn. ideal for hybrid search, data enrichment, and analytical workflows.

Key Features

Object Oversight — List all data objects (tables) in your workspace and retrieve detailed metadata for any specific entity.
Record Management — Query, create, and update records for any object, including people, companies, and deals.
Smart Assert (Upsert) — Use the assert_record tool to automatically create or update records based on unique matching attributes (e.g., email).
Attribute Intelligence — Access available fields (attributes) for any object to understand your data structure.
Global Search — Perform fuzzy searches across multiple objects simultaneously to find relevant records instantly.
Secure API Integration — Uses secure Bearer Token authentication with your Attio Personal Access Token (PAT).

The Attio MCP Server exposes 9 tools through the Vinkius. Connect it to LlamaIndex in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

How to Connect Attio to LlamaIndex via MCP

Follow these steps to integrate the Attio MCP Server with LlamaIndex.

Install dependencies

Run pip install llama-index-tools-mcp llama-index-llms-openai

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token

Run the agent

Save to agent.py and run: python agent.py

Explore tools

The agent discovers 9 tools from Attio

Why Use LlamaIndex with the Attio MCP Server

LlamaIndex provides unique advantages when paired with Attio through the Model Context Protocol.

Data-first architecture: LlamaIndex agents combine Attio tool responses with indexed documents for comprehensive, grounded answers

Query pipeline framework lets you chain Attio tool calls with transformations, filters, and re-rankers in a typed pipeline

Multi-source reasoning: agents can query Attio, a vector store, and a SQL database in a single turn and synthesize results

Observability integrations show exactly what Attio tools were called, what data was returned, and how it influenced the final answer

Attio + LlamaIndex Use Cases

Practical scenarios where LlamaIndex combined with the Attio MCP Server delivers measurable value.

Hybrid search: combine Attio real-time data with embedded document indexes for answers that are both current and comprehensive

Data enrichment: query Attio to augment indexed data with live information before generating user-facing responses

Knowledge base agents: build agents that maintain and update knowledge bases by periodically querying Attio for fresh data

Analytical workflows: chain Attio queries with LlamaIndex's data connectors to build multi-source analytical reports

Attio MCP Tools for LlamaIndex (9)

These 9 tools become available when you connect Attio to LlamaIndex via MCP:

assert_record

Upsert a record (update if exists, create otherwise)

create_record

Create a new record in an object

get_account_check

Verify Attio account connection

get_object

Get metadata for a specific object

get_record

Retrieve a specific record by ID

list_attributes

List all attributes (columns) for a specific object

list_objects

List all objects (tables) in the Attio workspace

query_records

Query and filter records for a specific object

search_records

Global fuzzy search across all objects (Beta)

Example Prompts for Attio in LlamaIndex

Ready-to-use prompts you can give your LlamaIndex agent to start working with Attio immediately.

"Search for any companies named 'Acme' in my CRM."

"Assert a person record for 'Jane Doe' with email 'jane@example.com'."

"List all deal stages and attributes for 'Deals'."

Troubleshooting Attio MCP Server with LlamaIndex

Common issues when connecting Attio to LlamaIndex through the Vinkius, and how to resolve them.

BasicMCPClient not found

Install: pip install llama-index-tools-mcp

Attio + LlamaIndex FAQ

Common questions about integrating Attio MCP Server with LlamaIndex.

How does LlamaIndex connect to MCP servers?

Use the MCP client adapter to create a connection. LlamaIndex discovers all tools and wraps them as query engine tools compatible with any LlamaIndex agent.