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 Windsurf 9 tools — connect in under 2 minutes

Name: Attio
Availability: InStock
Author: Vinkius

docs.windsurf.com/windsurf/mcp

Built by Vinkius GDPR 9 Tools IDE

Windsurf brings agentic AI coding to a purpose-built IDE. Connect Attio through Vinkius and Cascade will auto-discover every tool. ask questions, generate code, and act on live data without leaving your editor.

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.

RecommendedModern Approach — Zero Configuration

Vinkius Desktop App

The modern way to manage MCP Servers — no config files, no terminal commands. Install Attio and 2,500+ MCP Servers from a single visual interface.

Download Free Open SourceNo signup required

Classic Setup·json

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

Fully ManagedVinkius Servers

60%Token savings

High SecurityEnterprise-grade

IAMAccess control

EU AI ActCompliant

DLPData protection

V8 IsolateSandboxed

Ed25519Audit chain

<40msKill switch

Stream every event to Splunk, Datadog, or your own webhook in real-time

* 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.

Windsurf's Cascade agent chains multiple Attio tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 9 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.

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 Windsurf 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 Windsurf via MCP

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

Open MCP Settings

Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"

Add the server

Paste the JSON configuration above into mcp_config.json

Save and reload

Windsurf will detect the new server automatically

Start using Attio

Open Cascade and ask: "Using Attio, help me...". 9 tools available

Why Use Windsurf with the Attio MCP Server

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

Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention

Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively

JSON-based configuration means zero code changes: paste a URL, reload, and all 9 tools are immediately available

Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts

Attio + Windsurf Use Cases

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

Automated code generation: ask Cascade to fetch data from Attio and generate models, types, or handlers based on real API responses

Live debugging: query Attio tools mid-session to inspect production data while debugging without leaving the editor

Documentation generation: pull schema information from Attio and have Cascade generate comprehensive API docs automatically

Rapid prototyping: combine Attio data with Cascade's code generation to scaffold entire features in minutes

Attio MCP Tools for Windsurf (9)

These 9 tools become available when you connect Attio to Windsurf 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 Windsurf

Ready-to-use prompts you can give your Windsurf 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 Windsurf

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

Server not connecting

Check Settings → MCP for the server status. Try toggling it off and on.

Attio + Windsurf FAQ

Common questions about integrating Attio MCP Server with Windsurf.

How does Windsurf discover MCP tools?

Windsurf reads the mcp_config.json file on startup and connects to each configured server via Streamable HTTP. Tools are listed in the MCP panel and available to Cascade automatically.

Can Cascade chain multiple MCP tool calls?

Yes. Cascade is an agentic system. it can plan and execute multi-step workflows, calling several tools in sequence to accomplish complex tasks without manual prompting between steps.

Does Windsurf support multiple MCP servers?

Yes. Add as many servers as needed in mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.