Bring Crm
to Windsurf
Learn how to connect Attio to Windsurf and start using 14 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.
What is the Attio MCP Server?
Connect your Attio account to any AI agent and take full control of your relationship management orchestration and automated CRM workflows through natural conversation.
What you can do
- Object & Record Orchestration — List and manage your entire database of CRM objects (Companies, People) programmatically, retrieving detailed attribute metadata
- Relationship Intelligence Architecture — Programmatically query and monitor customer interactions and connection signals to maintain a perfectly coordinated sales strategy
- Workflow & View Monitoring — Access your complete directory of CRM views and pipelines to coordinate your organizational resource allocation in real-time
- Metadata Management — Programmatically retrieve field identifiers and record history to maintain a perfectly coordinated audit trail
- Operational Monitoring — Verify account-level API connectivity and monitor CRM activity volume directly through your agent for perfectly coordinated service scaling
How it works
1. Subscribe to this server
2. Retrieve your API Key from your Attio dashboard (Settings > API Keys)
3. Start orchestrating your business growth from Claude, Cursor, or any MCP client
No more manual updating of individual CRM records or missing critical relationship updates. Your AI acts as your dedicated relationship coordinator and CRM architect.
Who is this for?
- Sales & Success Managers — instantly retrieve relationship summaries and monitor pipeline health using natural language commands
- Operations Leads — verify individual record metadata and track CRM updates without leaving your creative workspace
- Developers — integrate high-speed Attio data into custom internal tools and communication channels through simple AI queries
Built-in capabilities (14)
Verify Attio API connectivity
Useful for logging meeting notes, call summaries, or updates. Create a note on a record
Pass attribute values as JSON (e.g., {"name": [{"value": "Acme Corp"}]}). Create a new record
Create a new task
This action is irreversible. Delete a record
Get entries from a list
Get object schema
Get a specific record
List all lists
List notes on a record
List all CRM objects
Use "companies" for companies, "people" for contacts, "deals" for deals. List records for any object
List all tasks
Only provided attributes are changed. Update an existing record
Why Windsurf?
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 14 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.
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Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention
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Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively
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JSON-based configuration means zero code changes: paste a URL, reload, and all 14 tools are immediately available
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Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts
Attio in Windsurf
Attio and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect Attio to Windsurf 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 Windsurf
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 14 tools execute in hardened sandboxes optimized for native MCP execution.
Your AI agents in Windsurf 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 Windsurf
Every tool call from Windsurf 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 find my Attio API Key?
Log in to your account, navigate to Settings > API Keys, and create or copy your unique Access Token.
Can I retrieve records from a specific object via AI?
Yes! The list_records tool allows your agent to retrieve metadata for all entries in a specific CRM object (e.g., 'people' or 'companies').
How do I list my active CRM objects?
Use the list_objects tool to retrieve your complete directory along with the unique identifiers for all managed CRM schemas.
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.
Server not connecting
Check Settings → MCP for the server status. Try toggling it off and on.