What is Attio MCP?
Attio MCP is Attio’s hosted MCP server that gives AI tools secure access to your Attio workspace. It’s designed to work seamlessly with popular AI assistants like Claude, ChatGPT, Cursor, and more.Why use Attio MCP?
- Easy setup — Connect through simple OAuth with one-click installation for supported AI tools
- Natural language CRM management — Manage your entire Attio workspace through conversational AI instead of clicking through multiple screens
- Full workspace access — AI tools can search, read, create, and update records across your CRM—people, companies, deals, tasks, and notes
- Optimized for AI — Built specifically for AI agents with efficient data formatting and human-readable responses
- Secure by design — Authenticates as your Attio user with OAuth, and read operations are auto-approved while write operations request confirmation
What can you do with Attio MCP?
- Contact & company lookup — Find contacts at specific companies, look up email addresses, and discover decision makers
- Activity tracking — Log notes from calls and meetings, view interaction history, and track engagement
- Task management — Create follow-up tasks, set deadlines, and manage your to-do list
- Pipeline management — Search and filter records by stage, funding round, role, location, and more
- Meeting intelligence — Search call recordings, access transcripts, and find meeting notes
Getting Started
Prerequisites
Before connecting Attio MCP, ensure you have:- An active Attio workspace
- An MCP-compatible AI client (Claude Desktop, Claude.ai, ChatGPT, Cursor, etc.)
Connecting to Attio MCP
Attio MCP uses OAuth authentication, so you simply log in with your Attio account—no API keys required.Add as a Custom Connector
In your AI tool of choice, add the following URL as a custom MCP connector:- Open Settings → Connectors
- Add a new custom connector
- Enter the URL:
https://mcp.attio.com/mcp - Follow the OAuth prompts to log in to your Attio account
- Navigate to Settings → Apps → Advanced settings → Enable Developer mode
- Click Create App
- Fill in the Name and MCP Server URL
- Add the MCP Server URL:
https://mcp.attio.com/mcp - Complete the OAuth flow to authenticate with Attio
https://mcp.attio.com/mcp as a remote MCP server and complete the OAuth authentication when prompted.
Once connected, you’ll be authenticated as your Attio user with access to your workspace data.
Supported Tools
Now that you have installed Attio MCP, let’s explore how AI assistants can use these tools to search, create, and manage content in your Attio workspace. These tools work seamlessly together through prompts, and their real power comes from combining them. With a single prompt, you can search your workspace, create new records, log notes, and manage tasks. Understanding these building blocks helps you craft efficient prompts that tackle complex workflows.Records & Objects
| Tool | Description | Example Prompts |
|---|---|---|
search-records | Full-text search for records (people, companies, deals, etc.) by name, email, domain, or other indexed attributes | • “Find all contacts at Stripe” • “What’s the email for Namit Chadha?” • “Show me everything we know about TheSwarm” |
get-records-by-ids | Retrieve full details for specific records by their IDs | • “Get the complete profile for this contact” • “Show me all details for these three companies” |
create-record | Create a new record (person, company, deal, or custom object) | • “Add a new contact: John Smith, CTO at Acme Corp” • “Create a company record for Linear” |
upsert-record | Create or update a record using a matching attribute (e.g., email or domain) | • “Update the company record for stripe.com with their new funding info” • “Add or update Sarah’s contact with her new title” |
list-attribute-definitions | List all attributes available on an object type, including their types and valid options | • “What fields are available on company records?” • “Show me the status options for deals” |
Notes
| Tool | Description | Example Prompts |
|---|---|---|
create-note | Create a new note attached to a record | • “Log a note on the Linear account: had a great demo call, they want to see pricing” • “Add meeting notes to the Acme Corp record” |
search-notes-by-metadata | Search notes by parent record, author, meeting, or creation time | • “Show me all notes from this week” • “Find notes I created for the Notion deal” |
semantic-search-notes | Find notes by topic using AI-powered semantic search | • “Find notes where we discussed pricing objections” • “Search for notes mentioning competitor comparisons” |
get-note-body | Retrieve the full content of a specific note | • “Show me the full text of that meeting note” • “What did the note about the Q3 review say?” |
Tasks
| Tool | Description | Example Prompts |
|---|---|---|
create-task | Create a new task with optional deadline, assignee, and linked record | • “Add a task to follow up with Ramp in 3 days” • “Create a task to send the proposal to Linear by Friday” |
update-task | Update a task’s deadline, status, assignee, or linked record | • “Mark the Stripe follow-up task as complete” • “Move the demo prep task deadline to next Monday” |
Meetings & Calls
| Tool | Description | Example Prompts |
|---|---|---|
search-meetings | Search past and upcoming meetings by participants, related records, or time range | • “What meetings do I have with Notion this week?” • “Find all calls with Linear from last month” |
search-call-recordings-by-metadata | Search call recordings by participants, related records, title, or time range | • “Find call recordings with the Stripe team” • “Show me all recorded calls from Q4” |
semantic-search-call-recordings | Find call recordings by topic using AI-powered semantic search | • “Find calls where we discussed enterprise pricing” • “Search recordings for mentions of API integration” |
get-call-recording | Retrieve full details and transcript of a specific call recording | • “Get the transcript from yesterday’s call with Linear” • “Show me the full recording details” |
Emails
| Tool | Description | Example Prompts |
|---|---|---|
search-emails-by-metadata | Search emails by participants, domain, or time range | • “Find emails from stripe.com in the last week” • “Show me all emails with [email protected]” |
semantic-search-emails | Find emails by topic using AI-powered semantic search | • “Find emails discussing contract renewal” • “Search for emails about the Q3 proposal” |
get-email-content | Retrieve the full body of a specific email | • “Show me the full email about the partnership” • “What did that pricing email say?” |
Workspace
| Tool | Description | Example Prompts |
|---|---|---|
list-workspace-members | List members in the workspace with their details and team memberships | • “Who’s on the sales team?” • “Find the workspace member named Sarah” |
list-workspace-teams | List all teams in the workspace | • “What teams exist in our workspace?” • “Show me all the team structures” |
whoami | Get information about the current user’s identity and workspace membership | • “What’s my user ID?” • “Show my workspace access level” |
Sample Prompts
Contact & Company Lookup
| Prompt | What it does |
|---|---|
| ”Find all contacts at Stripe” | Searches for people records associated with Stripe |
| ”What’s the email for Namit Chadha?” | Looks up contact information for a specific person |
| ”Show me everything we know about TheSwarm” | Retrieves comprehensive company/contact information |
| ”Who’s the decision maker at Notion?” | Finds key contacts with decision-making roles |
| ”Find contacts in the fintech space based in London” | Filters contacts by industry and location |
Activity & Notes
| Prompt | What it does |
|---|---|
| ”Log a note on the Linear account: had a great demo call, they want to see pricing” | Creates a note attached to the Linear company record |
| ”What was the last interaction with Linear?” | Searches for recent notes, emails, and meetings |
| ”Show me all notes from my calls this week” | Retrieves notes created within the current week |
Tasks
| Prompt | What it does |
|---|---|
| ”Add a task to follow up with Ramp in 3 days” | Creates a task with a deadline and linked record |
Bulk Operations
| Prompt | What it does |
|---|---|
| ”Find all Series B companies in our CRM” | Searches companies filtered by funding stage |
| ”Show me contacts who are CTOs or VPs of Engineering” | Filters people by job title |
Rate Limits
Standard API request limits apply per user’s usage of Attio MCP (totaled across all tool calls). Some operations have additional tool-specific considerations:- Search operations: Semantic searches may take longer due to AI processing
- Bulk operations: Large result sets are automatically paginated
- Write operations: Built-in rate limiting with exponential backoff
What to do if you’re rate-limited
If you encounter rate limit errors:- Prompt your AI tool to reduce parallel operations
- Space out sequential requests
- Try again after a brief waiting period
Security Best Practices
Authentication
Attio MCP uses OAuth authentication, which means:- You log in with your existing Attio credentials
- No API keys to manage or rotate
- Access is tied to your Attio user permissions
- Sessions can be revoked from your Attio account settings
Approval Flows
Attio MCP uses MCP safety annotations:- Read operations: Auto-approved for seamless searching and viewing
- Write operations: Request user confirmation before creating or updating data
Data Access
- Attio MCP only operates within your workspace
- You have the same permissions as your Attio user account
- No data is shared with external systems unless you configure additional integrations
- All operations are logged and auditable
Getting Help
If you encounter issues not covered here:- Check the Attio Help Center
- Contact Attio Support
What’s Next
- Attio REST API Documentation — Full API reference for custom integrations
- Attio Developer Platform — Build custom apps and integrations
- Attio Help Center — Product guides and support