Attio MCP for AI Agents. Control your entire CRM from conversation.
Attio MCP connects your AI agent directly to your entire Attio CRM data set. Use natural conversation to manage Companies, People, and Deals—automating everything from logging detailed meeting notes to updating records or creating follow-up tasks across your organization.
Give Claude and any AI agent real-world access
Retrieve the schema or list of every available record type (Companies, People) within your Attio account.
Add completely new entries to any CRM object or modify attributes on an existing Company, Person, or Deal.
Automatically write detailed meeting summaries onto a record or generate actionable follow-up steps for your team.
Verify that the connection to Attio is active and check overall usage metrics for scaling decisions.
Ask an AI about this
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What AI agents can do with Attio MCP: 14 Tools for Record Operations
Use these tools to perform every CRUD operation imaginable on your core Attio data set—from listing contacts to updating deals.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using Attio MCPCheck Attio Status
Verifies that the connection between your agent and Attio is currently working.
Create Note
Writes a new, dated note onto any specific record for logging meeting summaries or...
Create Record
Creates an entirely new entry in the CRM by passing structured attribute data.
Create Task
Generates a brand new actionable task for your team to follow up on.
Delete Record
Removes an existing record, which is an irreversible action.
Get List Entries
Retrieves a list of items from a predefined Attio data list.
Get Object
Fetches the schema details for a specific CRM object so you know what fields are available.
Get Record
Retrieves all detailed information for one specific, known record ID.
List Lists
Provides a directory of every data list available in your Attio account.
List Notes
Retrieves a history of all notes written on a specific record.
List Objects
Lists every type of object (Companies, People, Deals) available in your CRM.
List Records
Retrieves a list of entries for any major object like Companies or People.
List Tasks
Fetches the complete roster of all tasks currently assigned in Attio.
Update Record
Modifies one or more attributes on an existing record using only the data you...
Security and governance baked right in.
Pick your AI client below to get set up. Just create a Vinkius account, subscribe, and you're instantly up and running. We handle the entire backend infrastructure, delivering out-of-the-box support for HTTPS Streamable, SSE, and OAuth2—zero messy routing required.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on each call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Attio, then connect any of our 5,200+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 5,200+ others, all in one place
- Add new capabilities to your AI anytime you want
- Connections are secured and governed automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog weekly
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~60% cost reduction
The manual overhead of tracking customer relationships is brutal. Solved with Vinkius AI Gateway
Today, managing a sales pipeline means jumping between the CRM dashboard, your email client, and your internal task list. You copy a prospect's name from one tab, paste it into another to check if they are linked to an old deal, then you switch back out to manually write up what happened in last week’s call notes.
With this MCP, you talk to your agent instead. You just tell the AI client: 'Check John Doe's file and log a note about our meeting.' The system handles all the API calls—the retrieval, the data formatting, and the final creation of the record—and gives you one clean answer.
Attio MCP Gives You Complete Record Control
You eliminate the need to remember specific API calls or complex JSON structures. Instead of writing `update_record(id=X, field='Y', value='Z')`, you just tell your agent: 'Update John Doe's job title.' The MCP translates that natural language request into the precise data commands.
What changes is this: You stop managing tools and start managing outcomes. Your AI agent becomes the unified coordinator for all company, person, and deal activity.
What your AI can actually do with this
This connector gives your AI client full control over your relationship management process. Instead of jumping between dashboards and manually copying details, you talk to your agent about what needs doing in Attio. Your agent can list all available objects, retrieve specific customer records, or check the history on any given person.
Need to log a quick call summary? Just ask, and it will create the note automatically. You can also instruct it to build new records or update existing deal attributes based on your conversation. It coordinates complex workflows—like monitoring which pipelines are stalled or gathering audit metadata—so you never lose track of a critical relationship signal.
When you connect through Vinkius, you get access to all these capabilities from one place, letting your AI act as a dedicated CRM architect for everything that happens in Attio.
019dd0bd-dc01-717f-acd6-683768492f89 Here's how it actually works
The bottom line is you tell your AI client what data you need to manipulate in Attio, and the MCP handles the connection and execution.
Subscribe to this MCP on Vinkius.
Retrieve your API Key directly from your Attio dashboard settings.
Start calling the tools using your AI client—whether it's Claude, Cursor, or another agent.
Who is this actually for?
Anyone whose job requires constant visibility into customer relationships or managing complex sales pipelines. If you spend time copying account details from one system into another, this is for you.
You use the MCP to instantly pull relationship summaries and check pipeline health without logging into the main CRM tool.
You verify specific record metadata or track historical changes across multiple records, maintaining a perfect audit trail in your agent workspace.
You use the MCP to pull high-speed Attio data and feed it into custom internal scripts or communication channels via simple AI queries.
What Changes When You Connect
Stop losing track of details. You can use the list_notes tool to instantly pull a full history of interactions on any record, giving you instant context before a call.
Automate follow-up work. Instead of manually logging in later, ask your agent to create_task, and it builds an actionable item for your team right away.
Never miss a key update. You can use the list_records tool to check all Companies or People records quickly, ensuring no deal falls through the cracks.
Maintain perfect data integrity. The MCP lets you write new details using create_record, making sure every piece of information is logged correctly and consistently.
Stay informed on account health. Use the check_attio_status tool to verify API connectivity, so your agent always has access when you need it most.
See it in action
Need a quick pre-call summary for a high-value prospect.
A sales rep asks their agent: 'Show me all notes and recent activity for Acme Corp.' The agent uses list_notes and get_record to pull the last three interactions, including the details of the person's job title change. The rep gets a full briefing without leaving their chat window.
Need to audit who owns what deal in the pipeline.
An operations lead asks: 'Which deals haven't been updated in two weeks?' The agent uses list_records (specifically for Deals) and monitors activity metadata, giving the lead a clear list of stalled opportunities.
Need to onboard a new contact quickly.
A team member asks: 'Create a new record for Jane Doe, linking her to Global Corp.' The agent uses create_record, structuring all the necessary details (like job title and email) into the correct fields instantly.
Need to track progress on multiple leads simultaneously.
A manager asks: 'List all people records who haven't been touched this month.' The agent uses list_records for People, filtering by activity date and giving the manager a targeted list for follow-up.
The honest tradeoffs
What to watch out for, and the recommended way to handle each one.
Assuming data structure.
Telling your agent: 'Update this record with all the new info I have.' The agent fails because it doesn't know which fields you mean or if they exist.
Always use get_object first to check the schema. Then, when updating, specify the attribute values clearly using the structured format required by the tool.
Trying to perform multiple actions at once.
Asking: 'List all records, update those that are old, and create a task for them.' The agent will likely fail due to complexity overload.
Break it down. First, use list_records to filter the target group. Second, send a separate command to process that list, maybe using update_record or create_task sequentially.
Not checking permissions.
Attempting to delete sensitive records without confirmation, leading to accidental data loss.
Always confirm the action. Use the dedicated tools like delete_record only when absolutely certain, and understand that this is an irreversible step.
When It Fits, When It Doesn't
Use this MCP if your workflow requires deep read/write access to specific customer records, managing structured data like companies and people, or tracking relationship history. You need the AI agent to act as a virtual administrator for Attio.
Don't use it if you simply need to view an exported CSV file of all contacts (a general API endpoint might suffice). Also, don't use it if your primary goal is just communication; if you only need to send an email or Slack message about the data, a messaging tool will be better. This MCP is for modifying and retrieving structured data, not just transmitting messages.
Questions you might have
Can Attio MCP list all my companies? +
Yes, you can use list_objects to see available CRM object types, and then list_records to get a directory of your company records.
How do I write a note using Attio MCP? +
You use the dedicated create_note tool. You simply tell your agent which record you're on, and what information needs to be logged.
Is it possible to update multiple records at once with Attio MCP? +
The system handles updates one record at a time via update_record. However, your agent can sequence these calls for you after fetching the list of IDs.
What is the difference between `get_record` and `list_records` in Attio MCP? +
List_records gives you a general overview or summary of many records (e.g., 'Show me the last 10 people'). Get_record requires a specific ID to pull all detailed metadata for just one person.
Does Attio MCP help with tasks? +
Yes, you can use the create_task tool. This lets your agent generate an actionable follow-up item and assign it directly within the CRM system.