Attio MCP - Attio Docs

Learn how to connect AI agents to your Attio workspace. Connect your AI tools to Attio using the Model Context Protocol (MCP), an open standard that lets AI assistants interact with your Attio CRM workspace.

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:

https://mcp.attio.com/mcp

For Claude Desktop or Claude.ai:

Open Settings -> Connectors -> Browse connectors
Search for Attio
Install Attio

For ChatGPT:

Open Apps
Search for Attio
Connect Attio

For other MCP clients: Add 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”
`list-records`	List records in a given object with optional filtering and sorting	• “List all open deals” • “Show me companies created this month”
`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”
`update-record`	Update an existing record by `record_id`	• “Update this company record with the new ARR” • “Change Sarah’s title to VP Product”
`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”

Lists

Tool	Description	Example Prompts
`list-lists`	List all lists in the workspace, with optional filtering by name or slug	• “What lists do we have?” • “Find lists related to recruiting”
`list-list-attribute-definitions`	List the available entry attributes for a given list, including their types and options	• “What fields can I update on the sales pipeline list?” • “Show me the status options for this list”
`list-records-in-list`	List entries in a given list with optional filtering and sorting, including their parent records	• “Show me all entries in the sales pipeline” • “List recruiting candidates in the onsite stage”
`add-record-to-list`	Add a record to a list as a new list entry	• “Add Acme to the sales pipeline” • “Add this candidate to the interview pipeline”
`update-list`	Update a list’s name or API slug	• “Rename this list to Enterprise pipeline” • “Change this list’s API slug to enterprise_pipeline”
`update-list-entry-by-id`	Update an existing list entry when you already know the `entry_id`	• “Move this sales pipeline entry to Closed Won” • “Update the owner on list entry `9f0f9d7e-3e4b-4a4d-b48d-0b3d03a6e4d2`”
`update-list-entry-by-record-id`	Find and update a list entry using its parent record ID. This tool errors if the record has zero or multiple entries in the target list.	• “Update Acme’s entry in the sales pipeline to Proposal Sent” • “Set the owner on the recruiting pipeline entry for this candidate”

Comments

Tool	Description	Example Prompts
`create-comment`	Create a new comment on a record, list entry, or as a reply to an existing comment thread	• “Add a comment to the Acme company record: waiting on legal review” • “Reply to this thread and ask for an update”
`list-comments`	List comments on a record or list entry, with paginated top-level comments and inline replies	• “Show me comments on the Linear account” • “List comments on this pipeline entry”
`list-comment-replies`	Fetch additional replies for a top-level comment thread	• “Show all replies to this comment thread” • “Load more replies on this comment”
`delete-comment`	Delete a comment that you created. Deleting a parent comment also deletes all of its replies	• “Delete my last comment on the Acme account” • “Remove this comment thread I started”

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?”
`update-note`	Append or prepend content to a note, or update its title	• “Add a follow-up action item to the end of the Linear meeting note” • “Prepend a summary to this note” • “Rename the note to ‘Q3 Review - Final‘“

Tasks

Tool	Description	Example Prompts
`list-tasks`	List tasks in the workspace with optional filters	• “Show my incomplete tasks due this week” • “List tasks linked to the Stripe account”
`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 john@acme.com”
`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”

Reporting

Tool	Description	Example Prompts
`run-basic-report`	Run aggregate reports on records or list entries, including totals, averages, and grouped breakdowns	• “Count open deals by stage” • “Show average deal size by owner”

SQL

query-particle-sql is not available on every billing plan.
For more information, please see the SQL overview.

Tool	Description	Example Prompts
`query-particle-sql`	Execute a read-only SQL query against your workspace data	• “Give me a weighted pipeline report by stage × segment × owner” • “What’s the source mix for deals over $100k?”

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
”Show my incomplete tasks due this week”	Lists matching tasks using task filters

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

Lists

Prompt	What it does
”What lists do we have?”	Lists available workspace lists
”Show me all entries in the sales pipeline”	Lists records and entry values for a specific list
”Add Acme to the sales pipeline”	Creates a new list entry for the Acme record
”Update Acme’s entry in the sales pipeline to Proposal Sent”	Finds the matching list entry for the Acme record and updates its values
”Update the owner on list entry `9f0f9d7e-3e4b-4a4d-b48d-0b3d03a6e4d2` to Sarah”	Updates a specific list entry directly when you already know its entry ID

Comments

Prompt	What it does
”Show me comments on the Linear account”	Lists comment threads on the Linear record
”Add a comment to the Acme company record: waiting on legal review”	Creates a new comment on the Acme record

Reporting

Prompt	What it does
”Count open deals by stage”	Runs a grouped aggregate report over deal records
”Show average deal size by owner”	Runs an average report grouped by record owner

Rate Limits

Attio MCP applies per-workspace rate limits to tool calls. Tools are grouped into tiers, and each tier has its own limit. Tools in the same tier share a single bucket per workspace, so calls to any tool in a tier count against the same limit.

Tier	Limit	Tools
Read	100 requests / second	`get-call-recording`, `get-email-content`, `get-note-body`, `get-records-by-ids`, `list-attribute-definitions`, `list-comment-replies`, `list-comments`, `list-list-attribute-definitions`, `list-lists`, `list-records`, `list-records-in-list`, `list-tasks`, `list-workspace-members`, `list-workspace-teams`, `whoami`
Write	25 requests / second	`add-record-to-list`, `create-comment`, `create-note`, `create-record`, `create-task`, `delete-comment`, `update-list`, `update-list-entry-by-id`, `update-list-entry-by-record-id`, `update-note`, `update-record`, `update-task`, `upsert-record`
Search	300 requests / minute	`search-call-recordings-by-metadata`, `search-emails-by-metadata`, `search-meetings`, `search-notes-by-metadata`, `search-records`
Semantic search	2 requests / second	`semantic-search-call-recordings`, `semantic-search-emails`, `semantic-search-notes`
Reporting	2 requests / second	`run-basic-report`
SQL	2 requests / second	`query-particle-sql`

The Read and Write tiers match the equivalent REST API rate limits.

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

In most cases, normal conversational use stays well within rate limits.

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

​What is Attio MCP?

​Why use Attio MCP?

​What can you do with Attio MCP?

​Getting Started

​Prerequisites

​Connecting to Attio MCP

​Add as a Custom Connector

​Supported Tools

​Records & Objects

​Lists

​Comments

​Notes

​Tasks

​Meetings & Calls

​Emails

​Workspace

​Reporting

​SQL

​Sample Prompts

​Contact & Company Lookup

​Activity & Notes

​Tasks

​Bulk Operations

​Lists

​Comments

​Reporting

​Rate Limits

​What to do if you’re rate-limited

​Security Best Practices

​Authentication

​Approval Flows

​Data Access

​Getting Help

​What’s Next

What is Attio MCP?

Why use Attio MCP?

What can you do with Attio MCP?

Getting Started

Prerequisites

Connecting to Attio MCP

Add as a Custom Connector

Supported Tools

Records & Objects

Lists

Comments

Notes

Tasks

Meetings & Calls

Emails

Workspace

Reporting

SQL

Sample Prompts

Contact & Company Lookup

Activity & Notes

Tasks

Bulk Operations

Lists

Comments

Reporting

Rate Limits

What to do if you’re rate-limited

Security Best Practices

Authentication

Approval Flows

Data Access

Getting Help

What’s Next