Attio MCP Server

Official hosted MCP server for Attio CRM. Provides 40+ tools to search, create, and update records, lists, notes, tasks, comments, calls, and emails.

CRM by Attio OAuth2 active

Connect (Remote Server) Docs

Overview

Attio MCP is the official hosted Model Context Protocol server from Attio, the AI-native CRM. It exposes the Attio workspace to AI clients like Claude, ChatGPT, and Cursor through OAuth, so users authenticate with their existing Attio account and inherit the same workspace permissions they have in the product. There is no self-hosting and no API key management: clients just connect to https://mcp.attio.com/mcp and log in.

The server organizes 40+ tools across seven main areas: Records and Objects (search, list, create, upsert, update), Lists (pipeline entries, list attributes), Comments, Notes (including AI-powered semantic search), Tasks, Meetings and Calls (with semantic search over call recordings), and Emails. Reporting and Workspace tools are also included for aggregate analytics and member/team lookups.

Notable features include MCP safety annotations (readOnlyHint, destructiveHint) so MCP clients can auto-approve reads and require confirmation on writes, semantic search across notes, calls, and emails, and per-category rate limits (100 req/sec read, 25 req/sec write, 300 req/min search). Access is scoped to the authenticated user's existing workspace permissions.

Tools

Tool	Description
`search-records`	Full-text search for records (people, companies, deals, etc.) across the workspace.
`list-records`	List records with filtering and sorting.
`get-records-by-ids`	Retrieve full record details by one or more record IDs.
`create-record`	Create a new record on an Attio object such as a company or person.
`upsert-record`	Create or update a record based on a matching attribute.
`update-record`	Update an existing record by ID.
`list-attribute-definitions`	List the available attributes/fields on an object type.
`list-lists`	Show all lists in the workspace.
`list-list-attribute-definitions`	Show available list entry fields for a given list.
`list-records-in-list`	Show entries in a given list with filters and sorting.
`add-record-to-list`	Add a record as a new entry to a list.
`update-list`	Modify a list's name or API slug.
`update-list-entry-by-id`	Update a specific list entry by entry ID.
`update-list-entry-by-record-id`	Update a list entry identified by its parent record.
`create-comment`	Create a new comment on a record, list entry, or as a reply.
`list-comments`	Retrieve comment threads on a record or entry.
`list-comment-replies`	Fetch replies under a comment.
`delete-comment`	Remove a comment you created.
`create-note`	Attach a note to a record.
`search-notes-by-metadata`	Search notes by parent, author, or time range.
`semantic-search-notes`	Find notes by topic using AI-powered semantic search.
`get-note-body`	Retrieve the full content of a note.
`update-note`	Append, prepend, or rename note content.
`list-tasks`	List tasks with optional filters.
`create-task`	Create a task with optional deadline, assignee, and linked record.
`update-task`	Modify a task's deadline, status, assignee, or linked record.
`search-meetings`	Find meetings by participants or time range.
`search-call-recordings-by-metadata`	Search call recordings by participants or metadata.
`semantic-search-call-recordings`	Find call recordings by topic using AI-powered semantic search.
`get-call-recording`	Retrieve a call recording's transcript and details.
`search-emails-by-metadata`	Search emails by participants or domain.
`semantic-search-emails`	Find emails by topic using AI-powered semantic search.
`get-email-content`	Retrieve the full body of an email.
`run-basic-report`	Run an aggregate report with grouping and calculations.

Setup Guide

Prerequisites

An Attio workspace and user account
An MCP-compatible client (Claude Desktop, Claude.ai, ChatGPT, Cursor, or similar)

Claude Desktop / Claude.ai

Open Settings, then Connectors
Click Browse, search for "Attio"
Click Install and complete the OAuth flow with your Attio credentials

ChatGPT

Open Apps and search for "Attio"
Click Connect and authenticate via OAuth

Generic MCP client config

For clients that take a raw remote MCP server URL, add:

{
  "mcpServers": {
    "attio": {
      "url": "https://mcp.attio.com/mcp"
    }
  }
}

Some clients (Cursor, others) support remote MCP servers via:

{
  "mcpServers": {
    "attio": {
      "type": "http",
      "url": "https://mcp.attio.com/mcp"
    }
  }
}

On first use, the client will prompt you to complete OAuth in a browser. You can revoke the session at any time from your Attio account settings.

Use Cases

Pipeline updates from chat: "Move Acme's deal to Proposal Sent and add a note from today's call."
Logging activity: append meeting notes or follow-up summaries to the right person or company record without leaving the AI client.
Lead research and enrichment: search workspace records, look up attributes, and create or upsert people/companies discovered during prospecting.
Task hand-offs: create tasks with deadlines and assignees tied to specific deals or accounts.
Revenue intelligence: semantic search across notes, emails, and call recordings to answer questions like "what did the buyer at Ramp say about pricing?"

Example Prompts

"What's the email for Namit Chadha?"
"Log a note on the Linear account: had a great demo call, follow up next week."
"Add a task to follow up with Ramp in 3 days, assigned to me."
"Update Acme's entry in the sales pipeline to Proposal Sent."
"Find all Series B companies in our CRM and list their last contact date."
"Semantic search call recordings for objections about pricing in the last 30 days."

Pros

Official, vendor-hosted: no self-hosting, no API keys, OAuth login with the user's existing Attio account.
Broad coverage: 40+ tools across records, lists, notes, tasks, comments, calls, emails, reporting, and workspace members.
Safety annotations (readOnlyHint, destructiveHint) let clients auto-approve reads and confirm writes.
Semantic search over notes, emails, and call recordings, not just keyword filters.

Limitations

Permissions are inherited from the Attio user, so what an agent can do is bounded by that user's workspace role.
Rate limits apply per category (e.g., 2 req/sec on semantic search and reporting), which can throttle bulk workflows.
Remote-only: no self-hosted option, so air-gapped or fully on-prem deployments are not supported.

Alternatives

hmk/attio-mcp-server: community open-source MCP server hitting the Attio API directly via an API key.
kesslerio/attio-mcp-server: community implementation with broad CRM surface coverage and self-hosted OAuth options.
Zapier MCP for Attio: Zapier-hosted MCP endpoint that proxies Attio actions through Zapier.