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Attio MCP Server

Community
AI-powered Attio CRM access. Manage contacts, companies, deals, tasks, notes and workflows.
How to install ↓ Compare GitHub source repository ↗
Category
Collaboration #33 of 55
Stars
★ 69 Popular
Transport
stdio (local process)
Runtime
Node.js 20+ · Hosted (no local runtime)
Credentials
API key / credential required
License
Other / unspecified
Last commit
Tools
24
52FMRS · D

Attio MCP Server is a feature-rich MCP server providing a comprehensive toolset for Attio CRM, including universal tools, list management, and pre-built prompts. It is suitable for users wanting to integrate AI assistants into CRM workflows. While unofficial, it is well-documented and actively maintained. Requires API key and be mindful of data modification permissions.

Strongest · Setup experience 12/20 Weakest · Reliability 7/20

Reliability
7/20
Security and permissions
11/20
Maintenance
10/20
Documentation
12/20
Setup experience
12/20
Why each score
Reliability 7/20
Evidence is limited to the README and server.json, both of which are untrusted; no source code, CI workflows, or committed tests were supplied for verification. The README contains multiple internal contradictions: tool-count figures disagree (19 universal vs 41 total vs 40+ resource-specific tools consolidated), the required Node.js version is inconsistent (badge says >=20, prerequisites say v18+), environment variables documented in the README (ATTIO_ACCESS_TOKEN, ATTIO_DEFAULT_DEAL_STAGE, etc.) are absent from the manifest, the manifest is at 1.6.1 while the README headlines v1.4.0, and the README admits universal-tools docs are being updated to match the implementation. The happy path is not reliably reproducible from the supplied material, so the score is deducted to 7.
Security and permissions 11/20
No red line was triggered: all auth examples use placeholders (your_api_key_here) and no real secrets, malware, or exfiltration patterns are visible. ATTIO_API_KEY is properly marked required and secret in the manifest. The README claims MCP safety annotations (readOnlyHint/destructiveHint), a search-only least-privilege mode, and dry-run write prompts, but none of this can be verified from source. Deductions: the API key grants full-workspace CRUD including delete and batch delete without verifiable mandatory confirmation; the remote Cloudflare Worker deployment widens the attack surface; and 90 open issues may include unresolved security concerns. Scored 11.
Maintenance 10/20
The repository is not archived, the manifest is at version 1.6.1, and the README references many merged PRs and claims Sigstore npm provenance, indicating sustained activity and release engineering. Deductions: repository metadata reports License: NOASSERTION while the README claims Apache 2.0, a governance gap; 90 open issues is high relative to 69 stars; the README still leads with v1.4.0 content while the manifest is at 1.6.1, showing stale version documentation; and no security-response channel is disclosed. Scored 10.
Documentation 12/20
The README is layered and extensive: tiered installation, per-client config JSON examples, tool/prompt tables, a migration guide, troubleshooting links, a docs directory, usage examples, and disclosed limitations (tasks attribute filtering, pagination) plus some cost info (Cloudflare free tier). Deductions: multiple contradictions (Node version, tool counts, env-var lists); an explicit admission that universal-tool docs lag the implementation; hidden assumptions around the field-mapping configuration declared CRITICAL; and no cost disclosure for the Attio API itself. Scored 12.
Setup experience 12/20
Multiple install paths are provided (npm global install, one-line shell installers, manual JSON configs for Claude Desktop/Cursor/Claude Code, Docker, and Cloudflare Worker) with good mainstream-client coverage. Deductions: setup is multi-step and fragile — users must manually copy and edit a field-mapping user.json or the server may not work correctly; a package-name trap exists (installing attio-mcp-server yields stale v0.0.2); the shell installers pipe curl to bash; and no verifiable execution evidence (real CI plus committed tests) was supplied, so per static calibration setup is capped at 15. Scored 12.

Static review · not runListed 2026-08-07

Read the FMRS scoring method →

Fit and risk

What it can accessUses the networkChanges third-party account data

Best for

  • Attio users looking to automate CRM workflows with AI assistants, reducing manual input
  • Teams needing integration with Claude Desktop, Cursor, or Claude Code
  • Those who want to query CRM data and manage deals, lists, and tasks via natural language

Not for

  • Users without an Attio account or API key
  • Scenarios requiring local data storage or offline operations (server proxies API, does not store data)
  • Those who wish to restrict to read-only tools (can be achieved by setting `ATTIO_MCP_TOOL_MODE=search`)

Required permissions

  • Requires `ATTIO_API_KEY` environment variable (required API key)
  • Optional workspace ID: `ATTIO_WORKSPACE_ID`
  • Optional tool mode: `ATTIO_MCP_TOOL_MODE` ('full' or 'search')
  • Optional log level: `MCP_LOG_LEVEL`
  • Options for default deal stage, owner, currency can be configured

Risks and side effects

  • API key exposure: if the API key is shared or exposed, others could access your CRM data
  • Data modification risk: default tool mode allows write operations (create, update, delete), potentially leading to accidental changes
  • Third-party dependency risk: open-source project, self-audit required
  • Configuration error risk: improper field mapping configuration can lead to API call failures

Setup

Before you start

Runtime：Node.js 20+ · Hosted (no local runtime)

ATTIO_API_KEY requiredsecret Required Attio API key, obtained from app.attio.com/settings/api.
ATTIO_ACCESS_TOKEN optionalsecret OAuth access token used instead of the API key for OAuth integrations; API key takes precedence if both are set.
Other optional settings (6)
ATTIO_WORKSPACE_ID optional Optional Attio workspace ID for workspace-specific operations.
ATTIO_MCP_TOOL_MODE optional Optional, 'full' (all tools) or 'search' (search tools only); default 'full'.
MCP_LOG_LEVEL optional Optional log level: DEBUG, INFO, WARN, or ERROR; default INFO.
ATTIO_DEFAULT_DEAL_STAGE optional Optional default stage for newly created deals (e.g. 'Interested').
ATTIO_DEFAULT_DEAL_OWNER optional Optional email of the workspace member who owns new deals by default.
ATTIO_DEFAULT_CURRENCY optional Optional default currency for deal values (e.g. USD).
  1. Install the npm package globally: npm install -g attio-mcp
  2. Set environment variables: export ATTIO_API_KEY="your_api_key_here" (and optionally ATTIO_WORKSPACE_ID, ATTIO_DEFAULT_DEAL_STAGE, etc.)
  3. Configure your client: Add an MCP server entry to your client config (e.g., claude_desktop_config.json) specifying command attio-mcp and environment variables.
  4. Restart your client.
  5. (Optional) Configure field mapping file configs/runtime/mappings/user.json to match your workspace's custom fields.
claude_desktop_config.json 
{
  "mcpServers": {
    "attio-mcp": {
      "command": "attio-mcp",
      "env": {
        "ATTIO_API_KEY": "your_api_key_here"
      }
    }
  }
}

Shown for Claude Desktop. Other clients may use a different file or key (VS Code uses "servers") — the configurator below converts it.

.vscode/mcp.json
{
  "servers": {
    "attio-mcp": {
      "command": "attio-mcp",
      "env": {
        "ATTIO_API_KEY": "your_api_key_here"
      }
    }
  }
}

Goes in your project's .vscode/mcp.json (VS Code uses a "servers" key).

Terminal
claude mcp add attio-mcp -e ATTIO_API_KEY=your_api_key_here -- attio-mcp

Run it in a terminal; replace any <…> placeholders with your own values first.

Generate and validate client config

Check that it works

Run attio-mcp --help to test the installation, or confirm aaa_health_check / search_records appear in your client's tool list; a successful search_records query returning workspace data proves the connection.

Troubleshooting

  1. Ensure correct npm package name: `attio-mcp` (not `attio-mcp-server`)
  2. Check environment variables are correctly set, especially `ATTIO_API_KEY`
  3. Verify field mapping file `user.json`; missing mappings may cause field recognition errors
  4. Consult official troubleshooting guide (TROUBLESHOOTING.md) and GitHub Issues
  5. Test server installation with `attio-mcp --help`

Things to try

Once connected, you can ask your AI assistant things like:

  • Find all AI companies with 50+ employees that we haven't contacted in 30 days
  • Add John Smith from Google to our Q1 prospects list
  • Find deals over $50k closing in Q1
  • Create a follow-up task for Acme Corp

Tools 24

search_records read-only
Search records using universal search tools.
get_record_details read-only
Get detailed information about a record.
get_record_attributes read-only
Get attributes of a record.
discover_record_attributes read-only
Discover available attributes for records.
search_records_advanced read-only
Perform complex searches with advanced filtering.
search_records_by_relationship read-only
Search records by relationships (e.g., company↔person↔deal).
search_records_by_content read-only
Search records by content (e.g., notes, tasks, lists).
search_records_by_timeframe read-only
Search records by timeframe.
Show 16 more tools
batch_records writes
Batch create, update, or delete records.
create_record writes
Create a new record.
update_record writes
Update an existing record.
delete_record destructive
Delete an existing record.
create_company writes
Create a new company.
update_company writes
Update an existing company.
create_deal writes
Create a new deal.
update_deal writes
Update an existing deal.
create_note writes
Create a note for a record.
list_notes read-only
List notes for a record.
filter_list_entries read-only
Filter list entries with multiple modes.
manage_list_entry writes
Manage list entries (add, remove, update membership).
get_list_entries read-only
Get list entries.
get_record_list_memberships read-only
Get list memberships for a record.
get_record_attribute_options read-only
Get available options for select/status fields.
aaa_health_check read-only
Health check tool that does not require an API key.

Use cases

Sales teams: find prospects, update records, manage pipeline, create follow-up tasks
Marketing teams: build lists based on engagement, add conference attendees
Customer success: monitor renewal dates, create check-in tasks for customers
Data operations: bulk update companies, export data, merge duplicate records

Supported clients

Claude Desktop
Claude Web
Cursor
Claude Code

Listed from the project's documentation, not tested by this site.

Overview

The Attio MCP Server is a comprehensive Model Context Protocol (MCP) server for Attio, providing complete CRM surface coverage. It enables AI assistants like Claude and ChatGPT to interact directly with your entire Attio workspace through natural language—manage deals, tasks, lists, people, companies, records, and notes without falling back to raw API calls. The server offers 19 universal tools, dedicated list tools, and pre-built prompts for sales, marketing, customer success, and data operations workflows.

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Source revision e6408cfb214b Data synced 2026-10-12 Read the FMRS scoring method