Attio MCP server
Attio's official remote MCP server connects AI agents to your CRM over OAuth to search, read, create, and update records, lists, notes, and more.
Attio MCP is Attio's official hosted server that connects any MCP-compatible AI client to an Attio workspace over a secure OAuth connection. It gives an agent broad, structured access to the modern CRM: search and list records across people, companies, deals, and custom objects, retrieve full record detail by ID, create, upsert, and update records, and inspect attribute definitions so it knows the shape of each object. Beyond core records it manages lists and list entries, comments and threads, notes (including semantic search across note bodies), and tasks, so the agent can do real CRM work rather than just look things up.
It also reaches into Attio's activity data — searching and reading meetings, call recordings with transcripts, and emails, several with AI-powered semantic search — plus workspace metadata via list-workspace-members, list-workspace-teams, and whoami, and aggregate reporting through run-basic-report. The canonical deployment is the remote endpoint at https://mcp.attio.com/mcp authenticated with OAuth, so access is scoped to the authorizing user and respects Attio's permission model rather than a long-lived key in a config file. Read operations are auto-approved while write operations request confirmation in supported clients.
Quick install
Copy-paste configs are provided for all 8 supported clients. Pick your client below.
Available tools
| Tool | Description |
|---|---|
| search-records | Full-text search across people, companies, deals, and custom objects by name, email, or domain. |
| list-records | Lists records of an object type with optional filtering and sorting. |
| get-records-by-ids | Retrieves full details for specific records by their IDs. |
| create-record | Creates a new person, company, deal, or custom-object record. |
| upsert-record | Creates or updates a record by matching attributes such as email or domain. |
| update-record | Updates an existing record by record_id. |
| list-attribute-definitions | Lists the available attributes and valid options for an object type. |
| list-lists | Lists all workspace lists with filtering options. |
| list-list-attribute-definitions | Lists the available entry attributes for a given list. |
| list-records-in-list | Lists the entries in a list with optional filtering. |
| add-record-to-list | Adds a record to a list as a new entry. |
| update-list | Updates a list's name or API slug. |
| update-list-entry-by-id | Updates a list entry by entry_id. |
| update-list-entry-by-record-id | Updates a list entry using its parent record ID. |
| create-comment | Creates a comment on a record or list entry, or replies to a thread. |
| list-comments | Lists comments with paginated top-level and inline replies. |
| list-comment-replies | Fetches additional replies for a comment thread. |
| delete-comment | Deletes a comment you created. |
| create-note | Creates a note attached to a record. |
| search-notes-by-metadata | Searches notes by parent record, author, meeting, or creation time. |
| semantic-search-notes | AI-powered semantic search across note bodies by topic. |
| get-note-body | Retrieves the full content of a specific note. |
| update-note | Appends, prepends, or updates a note's body or title. |
| list-tasks | Lists workspace tasks with optional filters. |
| create-task | Creates a task with a deadline, assignee, and linked record. |
| update-task | Updates a task's deadline, status, assignee, or linked record. |
| search-meetings | Searches meetings by participants, related records, or time range. |
| search-call-recordings-by-metadata | Searches call recordings by participants, records, title, or time. |
| semantic-search-call-recordings | AI-powered semantic search across call recordings. |
| get-call-recording | Retrieves a call recording's full details and transcript. |
| search-emails-by-metadata | Searches emails by participants, domain, or time range. |
| semantic-search-emails | AI-powered semantic search across emails by topic. |
| get-email-content | Retrieves the full body of a specific email. |
| list-workspace-members | Lists workspace members with their details and team memberships. |
| list-workspace-teams | Lists all teams in the workspace. |
| whoami | Returns the current user's identity and workspace membership. |
| run-basic-report | Runs an aggregate report such as totals, averages, or grouped breakdowns. |
What you can do with it
Work the pipeline conversationally
An agent searches people, companies, and deals, reads the latest notes and call transcripts on an account, and creates or updates records so the CRM stays current without anyone opening the app.
Summarize an account from activity
Using semantic search across notes, emails, and call recordings, the agent assembles a grounded summary of a relationship's history and surfaces the next step.
FAQ
- Is it free?
- The MCP server is free to connect; it operates within your existing Attio plan and its API limits, and you pay only for Attio itself.
- Does it support remote/OAuth?
- Yes. The canonical deployment is the remote endpoint at https://mcp.attio.com/mcp using OAuth, with no API keys to manage. Access is scoped to the authorizing user and respects Attio's permission model.
- Will it change my data without asking?
- In supported clients, read operations are auto-approved while write operations request confirmation before they run, so create and update actions stay under your control.