• COMPANY
  • PERSON
  • TASK
  • HUMAN

How to create and assign new client records with your AI

Connect Attio to your AI client once. After that, you can turn chat notes or email threads into structured CRM data and immediate tasks.

Ask AI about this page

Short answer

How do I automate new client setup in Attio?

Tell your AI to create a record based on the details you provide. It builds the company or person entry in Attio and generates a follow-up task. You get a populated CRM and a ready-to-go task list.

Where your data lands.

The outcomes of this task.

The AI maps your input to specific Attio objects.

COMPANY

New company records

The AI builds a new company entry using your provided details. Your organization list stays current without manual entry.

PERSON

New person records

Individual contacts become new person records. This keeps your contact list accurate and ready for outreach.

TASK

Automated follow-ups

A task is created for your next move. This ensures you have a clear next step for every new lead.

HUMAN

Review required

You decide if the record is correct or if a task needs more detail. The AI does the heavy lifting, but you maintain final control.

The workflow

What your AI does when a new lead arrives.

The AI handles the data entry and the scheduling so you can focus on the conversation.

  1. Check for existing data

    The AI looks through your current Attio objects to see if the company or person is already in your system.

    list_objects

  2. Create the record

    The AI takes the names, emails, or company details you mentioned and builds the entry.

    create_record

  3. Set a follow-up

    Once the record is live, the AI creates a task to remind you to reach out.

    create_task

  4. Confirm the setup

    The AI finishes the process and lets you know the record and task are ready.

    create_record

Try it

Copy these to start.

Use these prompts to trigger the Attio workflow.

Starting points

Swap the bracketed info for your actual client names or email addresses.

Attio Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_AMux6R08LU7WGE787Za1BPABv5k74cIRJa2Nv4TR/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Attio capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "attio-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_AMux6R08LU7WGE787Za1BPABv5k74cIRJa2Nv4TR/mcp"
    }
  }
}
Copy into chat04

  • Create a new company record in Attio for Acme Corp and add a follow-up task for me to send a proposal.

  • I just met Sarah Jenkins from Globex. Create a person record for her and set a task to check in next Tuesday.

  • Add a new company record for Stark Industries and create a task to research their recent funding.

  • Create a person record for the contact at Wayne Enterprises and assign a task to schedule a demo.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Attio once, then ask.

One connection is all it takes. Your credentials stay encrypted, and you can start using these tools in any MCP-compatible client immediately.

Connect Attio to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete existing records in Attio?

    No. The AI can only create new records and tasks.

  • 02

    Will the AI automatically assign tasks to my teammates?

    No. The AI creates the task, but you must specify the assignee or handle assignments yourself.

  • 03

    Does the AI check for duplicates before creating a record?

    Yes, it can use the list tool to check for existing entries before it creates a new one.

  • 04

    Can I update an existing record's details?

    No. This specific workflow is designed for creating new records and tasks.

  • 05

    Do I need to keep the Attio tab open?

    No. Once the connection is live, your AI handles the communication with Attio in the background.

  • More questions about Attio? See everything the Attio Connector can do

Connect Attio to Claude, Cursor, ChatGPT & more