Bring Crm
to Claude Desktop
Learn how to connect Attio to Claude Desktop and start using 9 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.
GDPR Free for Subscribers
What is the 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.
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_recordtool 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).
Who is this for?
- Sales Teams — Quickly search for prospect details and update deal statuses during conversations.
- Account Managers — Retrieve company information and relationship history without manual dashboard navigation.
- Growth Marketers — Programmatically assert records from new leads and enrich CRM data using AI-assisted tools.
Built-in capabilities (9)
Upsert a record (update if exists, create otherwise)
Create a new record in an object
Verify Attio account connection
Get metadata for a specific object
Retrieve a specific record by ID
List all attributes (columns) for a specific object
List all objects (tables) in the Attio workspace
Query and filter records for a specific object
Global fuzzy search across all objects (Beta)
Why Claude Desktop?
Claude Desktop is the definitive way to connect Attio to your AI workflow. Add Vinkius Edge URL to your config, restart the app, and Claude immediately exposes all 9 tools in the chat interface. ask a question, Claude calls the right tool, and you see the answer. Zero code, zero context switching.
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Claude Desktop is the reference MCP client. it was designed alongside the protocol itself, ensuring the most complete and stable MCP implementation available
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Zero-code configuration: add a server URL to a JSON file and Claude instantly discovers and exposes all available tools in the chat interface
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Claude's extended thinking capability lets it reason through multi-step tool usage, chaining multiple API calls to answer complex questions
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Enterprise-grade security with local config storage. your tokens never leave your machine, and connections go directly to Vinkius Edge network
Attio in Claude Desktop
Attio and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect Attio to Claude Desktop through Vinkius don't need to source, host, or maintain individual MCP servers. Every tool call runs inside a hardened runtime with credential isolation, DLP, and a signed audit chain.
Raw MCP | Vinkius | |
|---|---|---|
| Server catalog | Find and host yourself | 3,400+ managed |
| Infrastructure | Self-hosted | Sandboxed V8 isolates |
| Credential handling | Plaintext in config | Vault + runtime injection |
| Data loss prevention | None | Configurable DLP policies |
| Kill switch | None | Global instant shutdown |
| Financial circuit breakers | None | Per-server limits + alerts |
| Audit trail | None | Ed25519 signed logs |
| SIEM log streaming | None | Splunk, Datadog, Webhook |
| Honeytokens | None | Canary alerts on leak |
| Custom domains | Not applicable | DNS challenge verified |
| GDPR compliance | Manual effort | Automated purge + export |
Why teams choose Vinkius for Attio in Claude Desktop
The Attio 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. All 9 tools execute in hardened sandboxes optimized for native MCP execution.
Your AI agents in Claude Desktop only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure, zero maintenance.
* 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
How Vinkius secures
Attio for Claude Desktop
Every tool call from Claude Desktop to the Attio MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.
Frequently asked questions
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.
How does Claude Desktop discover MCP tools?
When Claude Desktop starts, it reads the claude_desktop_config.json file and connects to each configured MCP server. It calls the tools/list endpoint to fetch the schema for every available tool, then surfaces them as clickable options in the chat interface via the 🔌 icon.
What happens if the MCP server is temporarily unavailable?
Claude Desktop handles disconnections gracefully. if the server is unreachable at startup, the tools simply won't appear. Once the server becomes available again, restarting Claude Desktop will re-establish the connection. There is no timeout penalty or error loop.
Can I connect multiple MCP servers simultaneously?
Yes. You can add as many servers as you need in the mcpServers section of the config file. Each server appears as a separate tool provider, and Claude can use tools from multiple servers in a single conversation turn.
Is there a limit on the number of tools per server?
Claude Desktop can handle hundreds of tools per server. However, for optimal LLM performance, Vinkius servers are designed to expose focused, well-documented tool sets rather than overwhelming the model with too many options.
Does Claude Desktop support Streamable HTTP transport?
Yes. Claude Desktop supports both SSE (Server-Sent Events) and the newer Streamable HTTP transport that Vinkius uses. Simply provide the server URL. Claude auto-negotiates the transport protocol.
Server not appearing after restart
Ensure the JSON is valid (no trailing commas). Check the file path: ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\\Claude\\ (Windows).
Authentication error
Verify your Vinkius token is correct. Go to cloud.vinkius.com to regenerate it if needed.
Tools not showing in chat
Click the 🔌 icon at the bottom of the chat input. If it shows 0 tools, the server may still be connecting. wait a few seconds.