Attio
Enables AI assistants to interact with Attio CRM through natural language, providing complete access to companies, people, deals, tasks, lists, notes, and records with advanced search, batch operations, and relationship management.
What is Attio?
Attio is a Model Context Protocol (MCP) server that allows AI assistants like Claude, Cursor, and VS Code to enables ai assistants to interact with attio crm through natural language, providing complete access to companies, people, deals, tasks, lists, notes, and records with advanced search, batch operation...
Enables AI assistants to interact with Attio CRM through natural language, providing complete access to companies, people, deals, tasks, lists, notes, and records with advanced search, batch operations, and relationship management.
This server falls under the Business Applications and Communication categories on MCPgee, the world's largest MCP server directory with 33,000+ servers.
Features
- aaa-health-check
- smithery-debug-config
- records_search
- records_get_details
- create-record
Use Cases
Maintainer
Works with
Installation
NPM
npx -y attio-mcpManual Installation
npx -y attio-mcpConfiguration
Configuration Details
claude_desktop_config.json
Performance
Response Metrics
Resource Usage
How to Set Up and Use Attio
The Attio MCP server gives AI assistants full programmatic access to Attio CRM through 19 universal tools covering search, create, update, delete, and batch operations across companies, people, deals, tasks, notes, and lists. It supports advanced filtering, relationship-based record search, timeframe queries, and bulk operations with automatic chunking — enabling agents to manage an entire CRM workflow through natural language. Sales and operations teams can use it to automate lead qualification, log activities, prepare for meetings, and keep CRM data synchronized without manually switching between tools.
Prerequisites
- Node.js 18 or later (v20+ recommended)
- An Attio account with API access — obtain an API key from Attio workspace Settings > API
- Your Attio Workspace ID (available in workspace settings)
- An MCP client such as Claude Desktop, Cursor, or Claude Code CLI
Obtain your Attio API key and Workspace ID
Log in to Attio, go to Settings > API, and create a new API key. Also note your Workspace ID from the same settings area.
Install the attio-mcp package
Install the package globally using npm. Note: the correct package name is 'attio-mcp' — the older 'attio-mcp-server' package is outdated.
npm install -g attio-mcpAdd the server to your MCP client config
Edit your claude_desktop_config.json to register the Attio MCP server with your API key and Workspace ID.
Restart your MCP client
Restart Claude Desktop or your MCP-compatible tool to load the Attio server. You should see it appear as a connected server.
Configure custom field mappings (optional)
If your Attio workspace uses custom fields, copy the sample mappings config and add your field names to enable full search and create support for those fields.
git clone https://github.com/kesslerio/attio-mcp-server.git
cd attio-mcp-server
cp configs/runtime/mappings/sample.json configs/runtime/mappings/user.jsonTest with a search query
Ask your AI assistant to search for a company or person in Attio to verify the connection is working.
Attio Examples
Client configuration
Add this block to claude_desktop_config.json. Replace the env values with your actual Attio API key and Workspace ID.
{
"mcpServers": {
"attio": {
"command": "npx",
"args": ["-y", "attio-mcp"],
"env": {
"ATTIO_API_KEY": "your_attio_api_key",
"ATTIO_WORKSPACE_ID": "your_workspace_id"
}
}
}
}Prompts to try
Use natural language to manage your Attio CRM through your AI assistant.
- "Find all SaaS companies in Attio with more than 50 employees"
- "Create a new company called Acme Corp in the technology sector"
- "Find deals over $50,000 closing in Q1 and list their owners"
- "Log a call with Nina at Acme where we discussed pricing"
- "Prepare me for my meeting with the CEO of Acme Corp"
- "Find all Account Executives in San Francisco at fintech companies"Troubleshooting Attio
Authentication errors or 401 responses from Attio
Confirm ATTIO_API_KEY is set correctly. The API key must have the appropriate permissions for the objects you are accessing (companies, people, deals). Check the key's permission scope in Attio Settings > API.
Installing 'attio-mcp-server' results in an outdated v0.0.2 package
Use 'npm install -g attio-mcp' (without the '-server' suffix) — this is the actively maintained package at v1.4.0+. The old package name 'attio-mcp-server' is deprecated.
Custom fields are not searchable or creatable
Copy configs/runtime/mappings/sample.json to user.json and add your custom field names. The server merges default.json with user.json at startup — only non-standard fields need to go in user.json.
Frequently Asked Questions about Attio
What is Attio?
Attio is a Model Context Protocol (MCP) server that enables ai assistants to interact with attio crm through natural language, providing complete access to companies, people, deals, tasks, lists, notes, and records with advanced search, batch operations, and relationship management. It connects AI assistants to external tools and data sources through a standardized interface.
How do I install Attio?
Install via npm with the command: npx -y attio-mcp. Then add the server configuration to your AI client's JSON config file (e.g., claude_desktop_config.json or .cursor/mcp.json).
Which AI clients work with Attio?
Attio works with all major MCP-compatible AI clients including Claude Desktop, Claude Code, Cursor, VS Code (GitHub Copilot), Windsurf, and Cline.
Is Attio free to use?
Yes, Attio is open source and available under the Apache 2.0 license. You can use it freely in both personal and commercial projects.
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