- Attio
Overview
Attio MCP
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.
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