# Attio MCP for AI Agents MCP

> Attio brings powerful CRM data management capabilities to your AI client. Stop navigating complex dashboards; instead, talk naturally to your agent about people, companies, or deals. It lets you check account health, query relationships across different tables, and update records instantly using simple conversation.

## Overview
- **Category:** sales-automation
- **Price:** Free
- **Tags:** crm, relationship-management, data-objects, record-management, sales-pipeline

## Description

Managing a sales pipeline usually means clicking through multiple tabs just to find one piece of data—a company's last contact email, the status of a deal, or how it relates to another client. This MCP changes that. It gives your AI agent direct access to Attio’s entire database structure, meaning you can talk about what you need instead of where to find it.

You can ask your agent to list every data object in your workspace, check the details for a specific company record, or even perform fuzzy searches across multiple objects at once. If you know a lead's email and want to update their status without finding their profile first, the MCP handles that automatically. This deep integration means your AI client doesn't just read data; it writes it back into place. With Vinkius managing the connection, you get one consistent point of access for all your core relationship data, letting your agent work with the fidelity of a power user who never leaves their desk.

## Tools

### assert_record
Automatically creates a record if it doesn't exist, or updates it if you provide enough matching details (like an email address).

### create_record
Creates an entirely new record within any specific object in the Attio workspace.

### get_account_check
Verifies that your current connection to the Attio account is active and working correctly.

### get_object
Fetches detailed metadata for a single, named data object (table) in the workspace.

### get_record
Retrieves all available information for one specific record, provided you know its unique ID number.

### list_attributes
Lists every single field or column name available on a chosen object to help map out your data structure.

### list_objects
Generates a list of all major objects (tables) that exist within the Attio workspace.

### query_records
Allows you to filter and search for records in a specific object based on defined criteria, like date range or status.

### search_records
Performs a fuzzy, broad search across all objects simultaneously to find any relevant record instantly.

## Prompt Examples

**Prompt:** 
```
Find any companies named 'Acme' that have active deals.
```

**Response:** 
```
**🔍 Search Results for Acme:**

*   **Company:** Acme Corp (ID: 901)
    *   *Attributes:* Industry: Tech, Employees: 500, Status: Active
*   **Company:** Acme Logistics (ID: 212)
    *   *Attributes:* Industry: Transport, Employees: 20, Status: Prospecting

**🎯 Associated Deals Found:**

| Company | Deal Name | Stage | Amount |
| :--- | :--- | :--- | :--- |
| Acme Corp | Q3 Enterprise Contract | Negotiation | $1.2M |
| Acme Logistics | Initial Freight Quote | Discovery | $45k |
    }
  ]
```

## Capabilities

### Structure Data Objects
List every available data object (like 'People' or 'Companies') and retrieve detailed metadata about any specific entity.

### Find Specific Records
Perform global searches across all objects, or query and filter records within a single object using natural language criteria.

### Manage Relationship Records
Create brand new records for any object type, or automatically update existing ones if they match unique identifiers like an email address.

### Inspect Data Fields
Check which attributes (columns) are available on any given object to understand exactly what data can be captured there.

## Use Cases

### A prospect needs immediate follow-up details
Instead of searching five different tabs, you ask your agent to search for 'Acme Corp' and any related contacts. The agent uses `search_records` to find the company object and returns all associated people records in one go.

### A new lead needs immediate entry into CRM
You provide a name, email, and initial deal amount. Your agent runs `assert_record`, which safely creates or updates the person record and links it to a new company object without you needing to know the IDs.

### Understanding data requirements for a report
You ask your agent, 'What fields are available on Deals?' The tool uses `list_attributes` to return all columns (like Stage and Amount), letting you build your required report structure instantly.

### Finding historical data across multiple projects
You need records for a specific client that might be under 'People' or 'Companies'. Your agent uses `query_records` on both objects and consolidates the results, giving you a complete view of the relationship.

## Benefits

- Stop wasting time clicking through tabs. Instead, just ask your agent to perform a search across all objects using `search_records` and get an instant list of matches.
- You never have to manually enter data again. Use the `assert_record` tool to automatically create or update records based on unique identifiers like email addresses in one prompt.
- Get immediate insight into your entire CRM structure. You can use `list_objects` first, then check object details with `get_object`, all within a single workflow.
- Need to know what data points are available? The `list_attributes` tool instantly shows you every field (column) on any given object, letting you map your data without guesswork.
- Eliminate manual status updates. Your agent can run complex queries using `query_records` and update the deal stage or company notes based purely on conversation context.

## How It Works

The bottom line is your agent handles the complex backend logic of data retrieval and modification so you don't have to think about tables, IDs, or API calls.

1. First, your AI client uses the MCP to list all primary objects in the Attio workspace. This tells it where to look for the information you need.
2. Next, you ask your agent to perform an action, like finding a deal or creating a new contact. The agent then queries the relevant object and gathers the required data points.
3. Finally, if you want the AI to change something—like updating a company's address or marking a lead as 'Qualified'—it sends the necessary update command back through the MCP.

## Frequently Asked Questions

**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` tool.

**How does 'assert_record' work?**
The `assert_record` tool 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.