Attio MCP Server
Connect AI agents to your Attio CRM — search, read, create, and update people, companies, deals, and tasks.
Updated
What is Attio MCP?
The Attio MCP server is a Model Context Protocol server that lets AI assistants and agents securely read and write data in your Attio CRM workspace — people, companies, deals, lists, notes, tasks, comments, and more — using natural language.
It is Attio's own officially hosted, remote server, available at https://mcp.attio.com/mcp. There's nothing to deploy or self-host: you connect a compatible MCP client to that URL and authenticate via OAuth using your existing Attio credentials, so no API keys are required. Once connected, the agent acts as your Attio user with access to your workspace data, and sessions can be revoked from your Attio account settings at any time.
Because Attio is an AI-native CRM, the MCP server exposes structured tools for searching and managing records, working with lists, creating notes and tasks, and even running basic reports — making it a natural backbone for sales and revenue-ops automations driven by AI agents.
Tools the Attio MCP server exposes
| Tool | What it does |
|---|---|
| search-records | Search for records (people, companies, deals) across your workspace. |
| list-records | List records of a given object type. |
| get-records-by-ids | Retrieve specific records by their IDs. |
| create-record | Create a new record such as a person, company, or deal. |
| upsert-record | Create or update a record based on matching criteria. |
| update-record | Update fields on an existing record. |
| create-note | Create a note attached to a record. |
| create-task | Create a task in the workspace. |
| add-record-to-list | Add a record to an Attio list. |
| run-basic-report | Run a basic aggregate report over workspace data. |
Connect the Attio MCP server
Claude / Claude Code
- 1
Add the remote server
Run: claude mcp add --transport http attio https://mcp.attio.com/mcp
- 2
Authenticate via OAuth
Start Claude Code and trigger the Attio connection; complete the OAuth login with your Attio credentials in the browser when prompted.
- 3
Verify the connection
Run /mcp in Claude Code to confirm Attio is connected, then ask the agent to search or create a record.
In Claude Desktop / Claude.ai you can instead use Settings -> Connectors -> Browse connectors and install Attio with one click.
Cursor
- 1
Open MCP settings
In Cursor, go to Settings -> MCP (Tools & Integrations) and choose to add a new MCP server.
- 2
Add the Attio server
Add a remote (HTTP) server with URL https://mcp.attio.com/mcp.
- 3
Complete OAuth
Cursor will prompt you to authenticate; sign in with your Attio account to authorize access to your workspace.
- 4
Use it
Once connected, ask Cursor's agent to search, create, or update Attio records.
Sample use cases
A sales rep updates deal status after every customer call
The agent listens for meeting-ended events, pulls notes from the call tool, and patches the corresponding Attio deal record with a summary and next steps.
A RevOps analyst builds a weekly pipeline snapshot
It queries Attio for all deals by stage, computes stage-to-stage conversion rates, and posts a pipeline health summary to the revenue team's channel.
A founder tracks investor outreach in Attio
The agent logs each investor touchpoint — emails, meetings, intros — as Attio interactions, keeping the fundraising pipeline current without manual data entry.
A marketing agent enriches new leads with firmographic data
When a new company record is created in Attio, the agent looks up industry, headcount, and funding data from public sources and populates the custom fields.
A customer success manager monitors account health scores
The agent reads Attio's custom 'health score' attribute weekly, flags accounts that dropped below the threshold, and assigns follow-up tasks to the CS owner.
A BDR qualifies inbound leads against ICP criteria
It checks new Attio person records against ideal-customer-profile rules (company size, industry, geography) and tags qualified leads for immediate outreach.
A team lead generates a monthly relationship-mapping report
The agent traverses Attio's relationship graph — people, companies, and deals — to visualize which contacts are connected to active opportunities.
Security & permissions
Authentication uses OAuth with your existing Attio credentials — no API keys are created or stored. After you authorize, the agent is authenticated as your Attio user and inherits your access to workspace data, meaning it can search, read, create, and update records (people, companies, deals), lists, notes, tasks, and comments on your behalf. Grant access only to clients and agents you trust, and revoke any session from your Attio account settings when it's no longer needed. Attio also applies per-workspace, tiered rate limits to tool calls.
Using Attio MCP with Gamut
In Gamut, you connect Attio once and a Gamut agent can then call the Attio MCP server as a tool inside automated, event- or schedule-triggered workflows — for example, enriching and creating a company record when a new lead arrives, logging a note or task after a meeting, or generating a basic pipeline report on a recurring schedule. Gamut manages the OAuth connection and invokes the relevant Attio tools (search, create, update records, lists, notes, tasks) as steps in the workflow, so the agent reads and writes CRM data without a human manually operating the client.
Frequently asked questions
What is the Attio MCP server?
It's Attio's official hosted Model Context Protocol (MCP) server, available at https://mcp.attio.com/mcp. It lets AI assistants and agents securely interact with your Attio CRM — searching, reading, creating, and updating people, companies, deals, lists, notes, and tasks — using natural language over an OAuth connection.
Is the Attio MCP server free?
The MCP server is provided by Attio and you connect with your existing Attio account, so there's no separate MCP charge. Attio itself offers a free tier plus paid plans; the MCP docs don't state a specific plan requirement, so check attio.com for current pricing and any plan limits.
How do I connect the Attio MCP server to Claude or Cursor?
Add https://mcp.attio.com/mcp as a remote MCP server in your client and complete the OAuth login with your Attio credentials. In Claude Desktop you can also install Attio in one click via Settings -> Connectors. In Cursor, add it under Settings -> MCP and authorize when prompted.
Is the Attio MCP server hosted or self-hosted?
It's officially hosted by Attio as a remote server at https://mcp.attio.com/mcp — there's nothing to deploy. (Community-maintained self-hosted implementations also exist on GitHub, but the hosted server is the official, lowest-effort option.)
What is Attio?
Attio is a next-generation CRM that automatically syncs data from email, calendar, and other tools to build a real-time relationship graph for sales, partnerships, and fundraising.
How is Attio different from Salesforce or HubSpot?
Attio emphasizes automatic data capture and a flexible data model. Instead of rigid objects, it lets teams define custom attributes and relationships that match their workflow.
Does Attio offer a free plan?
Yes. Attio has a free tier for up to 3 users with core CRM features. Paid plans unlock advanced reporting, automations, and higher usage limits.
How does the Attio MCP server work with AI agents?
The MCP server exposes Attio's people, companies, deals, and custom objects as standardized tools, letting AI agents create records, update deal stages, and query the relationship graph.