Attio Connector for AI agents.
14 live capabilities
Connect your CRM data to manage sales records and customer relationships.
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Why people use Attio
Attio CRM Management for Sales Teams
This Connector lets you skip the navigation entirely. You just tell your AI agent what happened in a meeting, and it handles the search and the update. You get a clean CRM and more time to actually sell.
What Vinkius changes
You get a live, interactive CRM interface inside your AI chat.
Use it from Claude, ChatGPT, Cursor or another AI client you already have.
One account · 5,900+ Connectors
- Real-world use case 01
Updating a lead status
A rep gets off a call and tells the agent to use `query_records` to find Jane Doe and then update her status to 'Interested'.
- Real-world use case 02
Finding a company record
A manager asks the agent to use `search_records` to find 'Solaris Tech' and tell them the current deal value.
- Real-world use case 03
Bulk lead entry
A marketer asks the agent to use `assert_record` to create a new person record for every email in a provided list.
Complete set · 14capabilities
The complete Attio capability set.
These are the exact actions your AI can choose when you ask it to work with Attio.
01—04
4 capabilities in this set.
Part of 14 available through Attio.
- 01 Capability
Create record
Add a completely new entry to any specific object in your workspace. Use this to log new leads or deal opportunities.
- 02 Capability
Get object
Pull the metadata and structure for a specific data object. This helps the AI understand what fields are available.
- 03 Capability
List objects
See every table and data object currently in your Attio workspace. It gives your agent a map of your entire CRM.
- 04 Capability
Create task
Create a new task
05—08
4 capabilities in this set.
Part of 14 available through Attio.
- 05 Capability
Delete record
This action is irreversible. Delete a record
- 06 Capability
Get list entries
Get entries from a list
- 07 Capability
List lists
List all lists
- 08 Capability
List notes
List notes on a record
09—11
3 capabilities in this set.
Part of 14 available through Attio.
- 09 Capability
List records
Use "companies" for companies, "people" for contacts, "deals" for deals. List records for any object
- 10 Capability
List tasks
List all tasks
- 11 Capability
Update record
Only provided attributes are changed. Update an existing record
12—14
3 capabilities in this set.
Part of 14 available through Attio.
- 12 Capability
Check attio status
Verify Attio API connectivity
- 13 Capability
Create note
Useful for logging meeting notes, call summaries, or updates. Create a note on a record
- 14 Capability
Get record
Fetch the full details of a specific record using its unique ID. Use this to pull up deep history on a person or company.
Set up in minutes
One URL. Then ask Attio to work.
Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Attio from the conversation.
Choose your client
Live previewAdvanced clients IDE · CLI
Claude · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_AMux6R08LU7WGE787Za1BPABv5k74cIRJa2Nv4TR/mcp - Step 01
Open Connectors
In Claude Web or Claude Desktop, open Settings and choose Connectors.
- Step 02
Add the URL
Choose Add custom connector, name it Attio, and paste the URL above.
- Step 03
Turn it on in chat
Select +, open Connectors, and enable Attio for the conversation.
ChatGPT · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_AMux6R08LU7WGE787Za1BPABv5k74cIRJa2Nv4TR/mcp - Step 01
Open MCP settings
On desktop, open Settings and MCP servers. On web, open your workspace app or connector settings.
- Step 02
Add the URL
Choose Add server with Streamable HTTP, or create a custom MCP app, then paste the Attio URL.
- Step 03
Save and start
Save the connection and enable Attio in your conversation. Desktop may ask you to restart once.
Cursor · IDE configuration
Advanced setup
{
"mcpServers": {
"attio": {
"url": "https://edge.vinkius.com/vk_preview_AMux6R08LU7WGE787Za1BPABv5k74cIRJa2Nv4TR/mcp"
}
}
} - Step 01
Open MCP Settings
Press Cmd+Shift+P (macOS) or Ctrl+Shift+P (Windows/Linux) → search "MCP Settings"
- Step 02
Add the server config
Paste the JSON configuration above into the mcp.json file that opens
- Step 03
Save the file
Cursor will automatically detect the new Connector
- Step 04
Start using Attio
Open Agent mode in chat and ask: "Using Attio, help me...". 14 tools available
VS Code Copilot · IDE configuration
Advanced setup
{
"mcpServers": {
"attio": {
"url": "https://edge.vinkius.com/vk_preview_AMux6R08LU7WGE787Za1BPABv5k74cIRJa2Nv4TR/mcp"
}
}
} - Step 01
Create MCP config
Create a .vscode/mcp.json file in your project root
- Step 02
Add the server config
Paste the JSON configuration above
- Step 03
Enable Agent mode
Open GitHub Copilot Chat and switch to Agent mode using the dropdown
- Step 04
Start using Attio
Ask Copilot: "Using Attio, help me...". 14 tools available
Windsurf · IDE configuration
Advanced setup
{
"mcpServers": {
"attio": {
"url": "https://edge.vinkius.com/vk_preview_AMux6R08LU7WGE787Za1BPABv5k74cIRJa2Nv4TR/mcp"
}
}
} - Step 01
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
- Step 02
Add the server
Paste the JSON configuration above into mcp_config.json
- Step 03
Save and reload
Windsurf will detect the new server automatically
- Step 04
Start using Attio
Open Cascade and ask: "Using Attio, help me...". 14 tools available
Cline · IDE configuration
Advanced setup
{
"mcpServers": {
"attio": {
"url": "https://edge.vinkius.com/vk_preview_AMux6R08LU7WGE787Za1BPABv5k74cIRJa2Nv4TR/mcp"
}
}
} - Step 01
Open Cline MCP Settings
Click the Connectors icon in the Cline sidebar panel
- Step 02
Add remote server
Click "Add Connector" and paste the configuration above
- Step 03
Enable the server
Toggle the server switch to ON
- Step 04
Start using Attio
Ask Cline: "Using Attio, help me...". 14 tools available
Claude Code · Terminal command
Advanced setup
claude mcp add attio --transport http "https://edge.vinkius.com/vk_preview_AMux6R08LU7WGE787Za1BPABv5k74cIRJa2Nv4TR/mcp" - Step 01
Install Claude Code
Run npm install -g @anthropic-ai/claude-code if not already installed
- Step 02
Add the Connector
Run the command above in your terminal
- Step 03
Verify the connection
Run claude mcp to list connected servers, or type /mcp inside a session
- Step 04
Start using Attio
Ask Claude: "Using Attio, show me...". 14 tools are ready
Where the request belongs
Work Attio can move forward.
This is for sales and growth teams who are drowning in manual data entry. It's for the person who needs to update a deal status while on a call or find a customer's history in seconds without clicking through five different menus.
Sales Development Rep
Updates lead statuses and creates new deals during live calls without switching tabs.
Account Manager
Quickly pulls up company history and relationship notes before meetings to stay prepared.
Growth Marketer
Automates the insertion of new leads into the CRM from various sources using AI-assisted capabilities.
When one Connector is not enough
Carry the request into a workflow.
Combine Attio with the systems that finish the task.
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Active investors identified, sector matches mapped, RSVP pipeline built , fill Demo Day with investors who actually write checks, not tourists
MCP Workflow for Investor Relationship Tracking
You met 47 investors at Demo Day, added them to two different CRMs, and now you have no idea who you followed up with, who went cold, and who your co-founder already emailed
Scout Top Startups Before Demo Day via MCP
Every YC batch company scanned, traction signals ranked, top picks added to your pipeline , scout Demo Day before the crowd arrives
Source Executive Talent Using Connectors
Executives found, candidates tracked in your CRM, outreach emails sent , help your portfolio companies hire the leaders they need
Track Post-Demo Fundraising Progress via MCP
Term sheets tracked in real time, struggling founders identified, accelerator intros deployed , manage the 48-hour window after Demo Day that determines everything
Build the capability set
Add more capabilities.
Each Connector adds new actions and data without changing how you work.
Browse ConnectorsAttio
Build powerful CRM workflows with flexible data models, relationship tracking, and deal management tailored to your process.
Agendor
CRM for sales teams. manage leads, organizations, and pipelines via AI.
Nutshell CRM
Manage sales and relationships via Nutshell CRM. track leads, contacts, and accounts directly from your AI agent.
Pipedrive
Automate sales CRM via Pipedrive. manage deals, persons, and activities directly from any AI agent.
CRM PipeRun
Manage your sales pipeline and activities via PipeRun. track tasks, upload files, and organize deals directly from any AI agent.
Cloze
Smart CRM that automatically tracks your interactions and provides AI-powered insights.
Bring your own AI
Change the model, client or framework. Keep Attio connected.
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Claude -
ChatGPT -
Gemini -
Cursor -
VS Code -
Windsurf -
ZCode -
Cline -
Zed -
Continue -
Kiro -
Roo Code -
Zencoder -
Goose -
Void -
Augment Code -
Amp -
Qodo -
Tabnine -
Pieces -
Sourcegraph Cody -
JetBrains -
Warp -
Amazon Q -
Antigravity -
BoltAI -
Raycast -
Jan -
LM Studio -
AnythingLLM -
Open WebUI -
Msty -
Cherry Studio -
LibreChat -
TypingMind -
Chorus -
5ire -
n8n -
LangChain -
LlamaIndex -
CrewAI -
Vercel AI SDK
Before you connect
Questions about Attio.
The practical details behind the request, access and result.
Can the Attio MCP update my existing records?
Yes, it can update records if they already exist or create new ones if they don't. This keeps your CRM clean without creating duplicates.
How does the Attio MCP find specific customers?
It uses a fuzzy search across your entire workspace. You can just type a name or a detail, and it finds the right record for you.
Can I use the Attio MCP with my custom CRM objects?
Yes, the Connector can see all your custom objects and their attributes. This means your custom data is just as accessible as your standard records.
Does the Attio MCP support multi-object searches?
Yes, the search capability looks across all your objects at once. You don't have to specify which table to search in every time.
Is my Attio data secure with this Connector?
Yes, it uses your personal access token for secure authentication. Your AI agent only accesses the data you allow through your permissions.
Can the Attio MCP help me avoid duplicate entries?
Yes, by using the assertion capability, your agent checks if the person exists based on unique attributes like email before creating anything new.
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 capability.
How does 'assert_record' work?
The assert_record capability 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 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 capability 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 capability to retrieve your complete directory along with the unique identifiers for all managed CRM schemas.
One connection away
Give your agent a direct line to Attio.
Connect Attio once. Keep it beside 5,900+ managed Connectors when the next task needs more.
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