# Attio MCP > 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. ## Overview - **Category:** sales-automation - **Price:** Free - **Tags:** crm, relationship-intelligence, data-modeling, sales-pipeline, record-management, automation ## Description 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. ## Tools ### check_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 updates. ### 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 provide. ## Prompt Examples **Prompt:** ``` List all records in the 'Companies' object in my Attio account and show the last 5 entries. ``` **Response:** ``` I've retrieved your company records. You currently have 100 companies. The last 5 entries include 'Global Corp' and 'Startup X'. Would you like the detailed attribute metadata for any of them? ``` **Prompt:** ``` Show the recent updates for 'John Doe' in the 'People' object. ``` **Response:** ``` Relationship intelligence orchestrated! For John Doe, I've identified the last 3 updates, including a job title change and a new interaction log at 2:00 PM today. I've retrieved the technical attribute metadata for your review. Need help notifying the success team? ``` **Prompt:** ``` Check for any active pipelines with zero updates this week. ``` **Response:** ``` Operational monitoring orchestrated! I've identified 2 pipelines with zero activity this week, including 'Partnership Beta' and 'Outreach Alpha'. I've retrieved the technical status for your review. Shall I check for any pending record updates in these pipelines? ``` ## Capabilities ### Get and list entire object data Retrieve the schema or list of every available record type (Companies, People) within your Attio account. ### Create and update specific records Add completely new entries to any CRM object or modify attributes on an existing Company, Person, or Deal. ### Log activity notes and tasks Automatically write detailed meeting summaries onto a record or generate actionable follow-up steps for your team. ### Monitor account status Verify that the connection to Attio is active and check overall usage metrics for scaling decisions. ## Use Cases ### 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. ## Benefits - 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. ## How It 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. 1. Subscribe to this MCP on Vinkius. 2. Retrieve your API Key directly from your Attio dashboard settings. 3. Start calling the tools using your AI client—whether it's Claude, Cursor, or another agent. ## Frequently Asked Questions **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.